AMSWA - A Comparison: Kinaxis Or American Software If You Like The Cloud
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. Among the differences, Kinaxis predominantly delivers solutions in the cloud, while American Software is making the transition from providing software on a license basis to SaaS in the cloud. Market valuations are quite different.
Kinaxis revenues are growing at a faster rate.
- 15% Total Revenue growth in the last FYE 12/31/17.
- Subscription, the largest revenue component, grew 23%,