Added to YB: 2026-04-08
Pitch date: 2026-04-06
KSI.TO [neutral]
kneat.com, inc.
+1.13%
current return
Author Info
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Company Info
kneat.com, inc., together with its subsidiaries, designs, develops, and supplies software for data and document management within regulated environments in America, Europe, and the Asia Pacific.
Market Cap
CAD 346.8M
Pitch Price
CAD 3.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
-42.43
P/E
-146.30
EV/Sales
5.16
Sector
Health Care Technology
Category
growth
Q1-2026 Portfolio Update : +5% - kneat.com, inc.
KSI.TO (exited position): Leader in life sciences validation digitalization w/ 150%+ NRR, top 20 pharma clients, sticky FDA compliance moat. Crossed ARR profitability inflection. Sold at 20x EV/EBITDA on slower growth vs thesis, weak logo acquisition pace, rising Veeva competitive threat per Tegus calls. Watching for re-entry at lower valuation.
Read full article (1 min)