AI And Cloud Solutions Will Revolutionize Global Supply Chains

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Jan 25

Updated

04 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-5.7%

7D

-2.7%

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1Y

-5.7%

7D

-2.7%

You can edit this narrative until Sep 5 10:25 AM. Then, changes will post as Updates.

Author's Valuation

CA$227.3324.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Sep 25

Despite steady consensus revenue growth forecasts, Kinaxis’s Future P/E multiple has increased sharply, indicating a higher valuation multiple for unchanged growth expectations, while the analyst price target remained flat at CA$227.33. What's in the News PL Developments selected Kinaxis Maestro to replace manual processes, accelerating healthcare product delivery to major U.S. retailers and enhancing agility, accuracy, and supply chain visibility.

Shared on 01 May 25

Fair value Increased 18%

Shared on 23 Apr 25

Fair value Decreased 3.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 10%

AnalystConsensusTarget has decreased profit margin from 17.2% to 14.1% and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 12 Mar 25

Fair value Increased 45%

AnalystConsensusTarget Fair Value

CA$227.33

24.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

12.57%

Software revenue growth rate

1.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.51%

Calculation

US$86.41m

Earnings '28

x

68.17x

PE Ratio '28

=

US$5.89b

Market Cap '28

US$5.89b

Market Cap '28

/

28.80m

No. shares '28

=

US$204.52

Share Price '28

US$204.52 Share Price '28

Discounted to 2025 @ 7.48% p.a.

=

US$164.72

Fair Value '25

US$164.72 Fair Value '25

Converted to CAD @ 1.3799 USD/CAD Exchange Rate

=

CA$227.30

Fair Value '25