Kinaxis Inc. (KXS.TO)

Technology · TOR · Canada

CAD147.60+3.35% today

Fundamentals

Market capCAD3.01B
P/E ratio37.1
Revenue growth (YoY)+24.7%
Profit margin14.5%
Return on equity21.0%
52-week rangeCAD117.22 to CAD212.45

Valuation and ratings

DCF fair valueCAD160.55
Upside to fair value+8.8%
Analyst target (mean)CAD207.74
Analyst rangeCAD186.64 to CAD256.20
Analysts covering10
Consensus viewnone
Moat score75/100
Overall rating63/100, Buy

Fair value: CAD160.55 (+8.8%), see how we got there

Kinaxis Inc. trades at CAD147.60, close to the CAD160.55 our discounted cash flow model puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.

Our moat model scores it 75 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 37.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

KXS.TO earnings and analyst estimates

Next earnings date5 Aug 2026 (in 8 days)
EPS estimate, next yearCAD5.19
Expected EPS growth+18.6%
Expected revenue growth+12.4%

Recommendation mix, 10 analyst ratings

9 buy0 hold1 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About Kinaxis Inc.

Kinaxis Inc. provides cloud-based subscription software-as-a-service for supply chain operations in the United States, Europe, Asia, and Canada. The company offers Kinaxis Maestro, an AI-infused supply chain orchestration platform for artificial intelligence, concurrency, developer studio, integration, security, and user experience. It also provides various solutions for AI agents, control tower, demand, inventory, order management, planning one, returns, sales and operations planning, scheduling, supply, supply chain optimization, supply chain orchestration, spare parts, sustainability, tariffs, and transportation. In addition, the company offers professional services for implementation and configuration of the product; ongoing technical services; training, enablement, and continuous learning services; and maintenance and support services. It serves the aerospace and defense, automotive, chemical, consumer products, high-tech and electronics, industrial, life sciences, and logistics industries. The company was formerly known as Webplan Inc. and changed its name to Kinaxis Inc. in May 2005. Kinaxis Inc. was incorporated in 1984 and is headquartered in Ottawa, Canada.

Industry: Software - ApplicationEmployees: 1,837HQ: Canada

KXS.TO passes 4 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Common questions

Is Kinaxis Inc. (KXS.TO) undervalued?

Against our discounted cash flow estimate of CAD160.55, KXS.TO at CAD147.60 is 9% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.

What is KXS.TO's P/E ratio?

KXS.TO trades at 37.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

When does KXS.TO report earnings next?

Kinaxis Inc. is scheduled to report on 5 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.

The full research page for KXS.TO, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.