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This summary was created by AI, based on 1 opinions in the last 12 months.

Tecsys Inc, based in Montreal, is a leading provider of supply chain solutions to healthcare and auto parts industries. Despite a drop in stock performance in 2022, the company has been steadily increasing its revenues, with high-margin recurring SAAS accounting for a significant portion. Tecsys dominates the US healthcare market and is profitable, with a focus on organic growth. Analysts believe it is currently undervalued compared to its peers, with a price target of $46.40.

Consensus
Undervalued
Valuation
Undervalued
STRONG BUY
Tecsys Inc

Really likes the company and management, one of his biggest positions. Valuable technology franchise. De facto leaders in US for hospital supply chain management. All small- to mid-caps have been struggling for years. Lots of M&A, more to come.

Record results, this will continue with the backlog it has. Excellent, aggressive buying opportunity. No doubt in his mind that TCS will be snapped up down the road for significantly higher than trading today.

consulting
TOP PICK
Tecsys Inc

Based in Montreal, they sell supply-chain solutions to healthcare. Also in auto parts. They provide end-to-end solutions. They sold off hard in 2022, despite doubling revenues in the past 4 years, including growing high-margin recurring SAAS to 60% of total revenues. Profitable and reinvesting in organic growth. They dominate the US healthcare market. Trades at only 2.5x revenue, much lower than peers.

(Analysts’ price target is $46.40)
consulting
BUY
Tecsys Inc
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

 TCS has performed really well in recent quarters due to strong Saas subscription bookings with Annual Recurring Revenue (ARR) up 27% to $75.4M compared to $59.5M in the same period last year, and is now trading at 3.7x times' Price/Sales. 
In the 3Q, TCS’s total revenue grew 10% to $38.9M, beating estimates of $37M and EPS was $0.08, beating estimates of $0.07. The balance sheet is strong, with net cash of $27M. 
Trailing twelve-month cash flow is still negative due to investment in working capital. 
Based on consensus estimates, sales are expected to grow by 7%, while EPS is expected to be around $0.12 in 2023. 
The company has been executing really well by growing its Saas subscriptions by more than 30%. It is not risk-free by any means, and its small size adds some risks.
But we would be comfortable adding. 
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consulting
TOP PICK
Tecsys Inc
Has owned for a long time. It is a Montreal based supply chain management software solutions company. Its main clients are in the health care business and mainly in the U.S. where they dominate. It has a record backlog, is profitable and should have a higher multiple. It should see margin improvement and may be a $100 stock in a few years. Another takeover candidate. Buy 6 Hold 1 Sell 0 (Analysts’ price target is $45.14)
consulting
HOLD
Tecsys Inc

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Strong key performance indicators. Recent quarterly miss on earnings. SaaS business strong. Backlog burn slower than expected. Unlock Premium - Try 5i Free

consulting
BUY
Tecsys Inc
A core holding of his since he recommended it in 2019. They sell supply-chain management software solutions which enjoys high demand, mostly to US healthcare, retailers and auto parts. They have a work backlog. But the stock has fallen along with the tech sell-off. TCS is trading at a third of its peers' (i.e. Kinaxis) valuation, so it's cheap. A quality growth name with years of growth coming.
consulting
TOP PICK
Tecsys Inc
64.83 One of the top 30 stocks on the TSX for the past three years. They develop and maintain supply chain management software, so they are right in the sweet spot now. Main clients health care providers in the US and companies with complex distribution. They just reported record results and back log. This will be a $100 stock in the future. Yield 0.6%
consulting
BUY
Tecsys Inc

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS missed expectations though revenues beat expectations. Revenues increased by 12% you. The emphasis for companies on supply chain management will be a tailwind for them. They will continue to grow top line and if they benefit from FX then the company can perform quite well. Unlock Premium - Try 5i Free

consulting
HOLD
Tecsys Inc
Inventory management. Leaders in the healthcare field. Excel in complex distribution. Growing fast. Sweet spot right now.
consulting
BUY
Tecsys Inc

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenu growth has accelerated recently. While the company is expensive on a price to earnings basis, it is still cheaper than most tech stocks on a price to sales basis. Unlock Premium - Try 5i Free

consulting
BUY
Tecsys Inc
Someone should buy them out. Delivered a good quarter last night.
consulting
TOP PICK
Tecsys Inc
They develop and implement software in healthcare in the US as well as others clients for warehousing, distribution, and so on. They are growing their recurring revenues. They are changing from a perpetual license model to a SAS model, causing a temporary drop in revenues. Trading at two times revenues. (Analysts’ price target is $18.43)
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PAST TOP PICK
Tecsys Inc

(A Top Pick July 21/16. Up 8.81%.) They make the lives of hospitals more efficient with some of their supply chain management work. A high recurring revenue. Earnings are expected to double by April 2018, going from $.24-$.51, giving you a 22X PE. They are free cash flow positive. ROE is very good at 24%. Feels this still has further upside.

consulting
TOP PICK
Tecsys Inc

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

consulting
PAST TOP PICK
Tecsys Inc

(A Top Pick March 16/16. Up 13.87%.) This is a great management team that has been around for a long time, and own quite a few of the shares. There was some weird selling pressure at the end of last year. He expects to see growth on a continuing basis.

consulting
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Tecsys Inc(TCS-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Tecsys Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Tecsys Inc(TCS-T) Frequently Asked Questions

What is Tecsys Inc stock symbol?

Tecsys Inc is a Canadian stock, trading under the symbol TCS-T on the Toronto Stock Exchange (TCS-CT). It is usually referred to as TSX:TCS or TCS-T

Is Tecsys Inc a buy or a sell?

In the last year, 1 stock analyst published opinions about TCS-T. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Tecsys Inc.

Is Tecsys Inc a good investment or a top pick?

Tecsys Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Tecsys Inc.

Why is Tecsys Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Tecsys Inc worth watching?

1 stock analyst on Stockchase covered Tecsys Inc In the last year. It is a trending stock that is worth watching.

What is Tecsys Inc stock price?

On 2024-06-21, Tecsys Inc (TCS-T) stock closed at a price of $33.9.