Q: Good Morning 5i,
Which of these two would you initiate a position in today and why?
Thanks!
Which of these two would you initiate a position in today and why?
Thanks!
5i Research Answer:
CLS is bigger (about 3X) and likely to grow faster in the short term, as the AI spending trend continues. The longer term, though, is harder to call. KXS has higher margins and, one day, it might finally spend its cash on an acquisition to accelerate growth.