A Comparison: Kinaxis Or American Software, If You Like The Cloud

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About: American Software, Inc. (AMSWA), KXSCF
by: Gino Verza
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Gino Verza
Value, long only, medium-term horizon, small-cap
Summary

American Software and Kinaxis are Supply Chain Management (SCM) software providers. They compete among many, who offer a variety of solutions directed at the supply chain.

Kinaxis is more of a pure play in SCM cloud-based, software-as-a-service (SaaS) software.

Market growth in SCM and growing cloud delivery adoption underpin healthy prospective growth for both companies.

Despite similarities the stocks exhibit widely different valuation metrics. We look into the values.

Among their similarities, both companies provide software for Supply Chain Management (SCM) solutions, they share attributes in strong market demand, global client coverage, and technological leadership in the space. Both have a stable financial condition.