Kinaxis 향후 성장
Future 기준 점검 2/6
Kinaxis은 연간 수입과 매출이 각각 9.8%와 11.5% 증가할 것으로 예상되고 EPS는 연간 11.4%만큼 증가할 것으로 예상됩니다.
핵심 정보
9.8%
이익 성장률
11.42%
EPS 성장률
| Software 이익 성장 | 18.2% |
| 매출 성장률 | 11.5% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 11 May 2026 |
최근 향후 성장 업데이트
분석 기사 • Nov 07
Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next
It's been a good week for Kinaxis Inc. ( TSE:KXS ) shareholders, because the company has just released its latest...분석 기사 • Aug 09
Kinaxis Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSX:KXS 1 Year Share Price vs Fair Value Explore Kinaxis's Fair Values from the Community and select yours Kinaxis Inc...Recent updates
내러티브 업데이트 • Apr 27
KXS: AI Supply Chain Advancements And Margin Gains Will Support Future Upside
Kinaxis' updated analyst price target has been cut by about CA$6 to reflect slightly softer growth assumptions and a lower future P/E, even as analysts factor in higher profit margin expectations. Analyst Commentary Recent Street research on Kinaxis points to a more cautious stance on valuation, with several price targets reset around CA$200 after previous levels closer to CA$225 to CA$229 and one cut of CA$40.내러티브 업데이트 • Apr 11
KXS: AI Supply Chain Acceleration And Agent Workflows Will Support Future Upside
Analysts have trimmed their price targets on Kinaxis to CA$200. This reflects updated assumptions around discount rates and long term P/E levels, while maintaining a constructive view on the stock.내러티브 업데이트 • Mar 28
KXS: AI Supply Chain Orchestration And GPU Acceleration Will Support Future Upside
Kinaxis' updated fair value estimate edges up to CA$209.65 from CA$205.52, even as Street price targets consolidate around CA$200. Analysts point to recent target trims at several firms while still backing the long term earnings profile reflected in slightly adjusted discount rate, profit margin and future P/E assumptions.내러티브 업데이트 • Mar 14
KXS: AI Supply Chain Platform And Leadership Shift Will Support Future Upside
Narrative Update on Kinaxis Kinaxis's updated fair value estimate has been trimmed to CA$205.52 from CA$213.65, reflecting analysts' recent price target cuts toward CA$200, along with adjustments to revenue growth, profit margin expectations, and assumed future P/E levels. Analyst Commentary Recent Street research on Kinaxis has centered on lowered price targets clustered around CA$200, while maintaining generally positive ratings on the shares.내러티브 업데이트 • Feb 27
KXS: AI Supply Chain Platform And New CEO Will Support Future Upside
Kinaxis' updated analyst price target has been trimmed by CA$40, as analysts factor in more tempered revenue growth assumptions along with steadier profit margin and P/E expectations reflected in recent research. Analyst Commentary Analysts lowering their price target by CA$40 are largely reacting to updated assumptions around how fast Kinaxis can grow revenue, while keeping profit margin and P/E expectations relatively steady.
새로운 내러티브 • Feb 20
AI Supply Chain Adoption Risks Will Persist Yet Eventually Support A Healthier Business Mix
Catalysts About Kinaxis Kinaxis provides cloud-based supply chain planning and orchestration software for large enterprises globally. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 13
KXS: AI Agent Platform And New CEO Will Support Future Upside
Analysts have trimmed their fair value and price target assumptions for Kinaxis, with one firm lowering its target by CA$40. This reflects slightly higher discount rates and modestly adjusted expectations for growth and valuation multiples.
새로운 내러티브 • Feb 06
AI Supply Chain Adoption Will Drive Long Runway For This Cloud Planning Leader
Catalysts About Kinaxis Kinaxis provides cloud based supply chain planning and orchestration software to large enterprises worldwide. What are the underlying business or industry changes driving this perspective?분석 기사 • Feb 04
Kinaxis Inc.'s (TSE:KXS) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors
The Kinaxis Inc. ( TSE:KXS ) share price has fared very poorly over the last month, falling by a substantial 28...분석 기사 • Feb 03
When Should You Buy Kinaxis Inc. (TSE:KXS)?
Kinaxis Inc. ( TSE:KXS ), might not be a large cap stock, but it saw significant share price movement during recent...내러티브 업데이트 • Jan 30
KXS: Share Buybacks And New CEO Will Support Future Upside
Analysts have trimmed their fair value estimate for Kinaxis from about $227.33 to $219.45 as they factor in updated assumptions around discount rates, revenue growth, profit margins, and a lower projected future P/E multiple. What's in the News Kinaxis appointed Razat Gaurav as Chief Executive Officer effective January 12, 2026.분석 기사 • Jan 05
Kinaxis Inc.'s (TSE:KXS) Intrinsic Value Is Potentially 90% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kinaxis fair value estimate is CA$327 Kinaxis' CA$172 share...분석 기사 • Nov 07
Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next
It's been a good week for Kinaxis Inc. ( TSE:KXS ) shareholders, because the company has just released its latest...내러티브 업데이트 • Sep 04
AI And Cloud Solutions Will Revolutionize Global Supply Chains
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.분석 기사 • Aug 09
Kinaxis Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSX:KXS 1 Year Share Price vs Fair Value Explore Kinaxis's Fair Values from the Community and select yours Kinaxis Inc...분석 기사 • Jun 25
Risks To Shareholder Returns Are Elevated At These Prices For Kinaxis Inc. (TSE:KXS)
When close to half the companies in the Software industry in Canada have price-to-sales ratios (or "P/S") below 3.2x...분석 기사 • May 14
Kinaxis' (TSE:KXS) Conservative Accounting Might Explain Soft Earnings
The market was pleased with the recent earnings report from Kinaxis Inc. ( TSE:KXS ), despite the profit numbers being...분석 기사 • Apr 15
Is It Time To Consider Buying Kinaxis Inc. (TSE:KXS)?
Kinaxis Inc. ( TSE:KXS ), might not be a large cap stock, but it received a lot of attention from a substantial price...분석 기사 • Mar 01
Earnings Update: Kinaxis Inc. (TSE:KXS) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
Kinaxis Inc. ( TSE:KXS ) came out with its annual results last week, and we wanted to see how the business is...분석 기사 • Feb 19
Kinaxis Inc. (TSE:KXS) Investors Are Less Pessimistic Than Expected
With a price-to-sales (or "P/S") ratio of 6.8x Kinaxis Inc. ( TSE:KXS ) may be sending very bearish signals at the...
새로운 내러티브 • Jan 16
Maestro Gen AI And Accenture Collaboration Will Drive Future Success
Strategic partnerships and AI innovation focus are expected to drive future revenue growth and enhance margins.분석 기사 • Dec 24
Kinaxis (TSE:KXS) Is Reinvesting At Lower Rates Of Return
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...분석 기사 • Aug 02
Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next
Kinaxis Inc. ( TSE:KXS ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to CA$155...분석 기사 • May 21
Kinaxis Inc.'s (TSE:KXS) Shares May Have Run Too Fast Too Soon
When you see that almost half of the companies in the Software industry in Canada have price-to-sales ratios (or "P/S...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 808 | 121 | 242 | 256 | 2 |
| 12/31/2027 | 713 | 89 | 168 | 183 | 10 |
| 12/31/2026 | 635 | 75 | 130 | 147 | 10 |
| 3/31/2026 | 581 | 84 | 140 | 145 | N/A |
| 12/31/2025 | 548 | 71 | 112 | 118 | N/A |
| 9/30/2025 | 528 | 35 | 105 | 112 | N/A |
| 6/30/2025 | 515 | 25 | 102 | 108 | N/A |
| 3/31/2025 | 497 | 10 | 93 | 99 | N/A |
| 12/31/2024 | 483 | 0 | 95 | 99 | N/A |
| 9/30/2024 | 471 | 20 | 101 | 103 | N/A |
| 6/30/2024 | 458 | 21 | 69 | 72 | N/A |
| 3/31/2024 | 445 | 15 | 71 | 72 | N/A |
| 12/31/2023 | 427 | 10 | 77 | 79 | N/A |
| 9/30/2023 | 413 | 15 | 39 | 49 | N/A |
| 6/30/2023 | 395 | 9 | 35 | 47 | N/A |
| 3/31/2023 | 370 | 9 | 29 | 41 | N/A |
| 12/31/2022 | 367 | 20 | 6 | 25 | N/A |
| 9/30/2022 | 337 | 9 | 9 | 30 | N/A |
| 6/30/2022 | 312 | 7 | 20 | 45 | N/A |
| 3/31/2022 | 291 | 13 | 16 | 51 | N/A |
| 12/31/2021 | 251 | -1 | 16 | 50 | N/A |
| 9/30/2021 | 237 | 0 | 26 | 50 | N/A |
| 6/30/2021 | 228 | 1 | 23 | 43 | N/A |
| 3/31/2021 | 229 | 7 | 42 | 59 | N/A |
| 12/31/2020 | 224 | 14 | 45 | 59 | N/A |
| 9/30/2020 | 226 | 23 | 51 | 64 | N/A |
| 6/30/2020 | 218 | 27 | 47 | 61 | N/A |
| 3/31/2020 | 199 | 22 | 26 | 39 | N/A |
| 12/31/2019 | 192 | 23 | N/A | 37 | N/A |
| 9/30/2019 | 174 | 18 | N/A | 35 | N/A |
| 6/30/2019 | 163 | 17 | N/A | 36 | N/A |
| 3/31/2019 | 160 | 17 | N/A | 36 | N/A |
| 12/31/2018 | 151 | 14 | N/A | 28 | N/A |
| 9/30/2018 | 147 | 17 | N/A | 34 | N/A |
| 6/30/2018 | 144 | 20 | N/A | 35 | N/A |
| 3/31/2018 | 138 | 22 | N/A | 34 | N/A |
| 12/31/2017 | 133 | 20 | N/A | 34 | N/A |
| 9/30/2017 | 129 | 17 | N/A | 38 | N/A |
| 6/30/2017 | 126 | 13 | N/A | 33 | N/A |
| 3/31/2017 | 121 | 11 | N/A | 33 | N/A |
| 12/31/2016 | 116 | 11 | N/A | 31 | N/A |
| 9/30/2016 | 110 | 10 | N/A | 23 | N/A |
| 6/30/2016 | 104 | 12 | N/A | 30 | N/A |
| 3/31/2016 | 99 | 14 | N/A | 30 | N/A |
| 12/31/2015 | 91 | 13 | N/A | 45 | N/A |
| 9/30/2015 | 86 | 12 | N/A | 39 | N/A |
| 6/30/2015 | 80 | 11 | N/A | 40 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: KXS 의 연간 예상 수익 증가율(9.8%)이 saving rate(3%)보다 높습니다.
수익 vs 시장: KXS 의 연간 수익(9.8%)이 Canadian 시장(10.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: KXS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: KXS 의 수익(연간 11.5%)이 Canadian 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: KXS 의 수익(연간 11.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: KXS의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 05:45 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Kinaxis Inc.는 18명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Martin Toner | ATB Cormark |
| Robert Peters | ATB Cormark Historical (Cormark Securities) |
| Thanos Moschopoulos | BMO Capital Markets Equity Research |