Professional
Added to YB: 2025-09-24
Pitch date: 2025-08-31
KXS.TO [bullish]
Kinaxis Inc.
-4.22%
current return
Author Info
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Company Info
Kinaxis Inc. provides cloud-based subscription software for supply chain operations in the United States, Europe, Asia, and Canada.
Market Cap
CAD 3.7B
Pitch Price
CAD 188.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
63.54
P/E
154.56
EV/Sales
6.74
Sector
Software
Category
growth
Show full summary:
Lakehouse Global Growth Fund New Portfolio Holding: Kinaxis Inc.
KXS.TO (new position): SaaS rev +17%, ARR +15%, adj EBITDA +54% to $33.7M (25% margin). 4th consecutive quarter achieving Rule of 40 status. Best-ever Q2 for new business, higher win rates, growing pipeline. Mgmt raised FY SaaS guidance. Balanced growth from new customers & expansions. AI modules gaining traction.
Read full article (1 min)