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Descartes Systems Group Inc. (The) (DSG $123.06)
- $123.06 P/E (TTM): 53.1X Cap: $10.63B
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Kinaxis Inc. (KXS $176.88)
- $176.88 P/E (TTM): 106.13X Cap: $4.96B
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Open Text Corporation (OTEX $46.50)
- $46.50 P/E (TTM): 17.5X Cap: $11.60B
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Q: Hi 5i team,

Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.

Best,
Matt

Asked by Matt on November 10, 2025

5i Research Answer:

We don't know if we would view it as a 'hedge' to AI exposure but regardless we do think softwre...

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