Q: Can you give me your updated thoughts about this enterprise? What is its specific place the ai industry development? Is it a good candidate for growth potential in the next 2-3 years?. Every other remarks about financial health or other aspects should be appreciated.
Thank you very much in advance
Thank you very much in advance
5i Research Answer:
We do have a report on the company. It has a strong balance sheet with $260M net cash. EPS is set to surge this year and rise another 25%+ next year. Cash flow is good and it is a relatively conservative company overall. As a supply chain software solution, it is winning global clients and has good retention. Shares are up about 16% YTD. It may not be 'exciting' but it is reliable and does have good long term growth potential. The last quarter nicely beat estimates.