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1. Company Snapshot

1.a. Company Description

Tecsys Inc.engages in the development, marketing, and sale of enterprise-wide supply chain management software and related services in Canada, the United States, Europe, and internationally.The company offers warehouse management, distribution and transportation management, supply management at point-of-use and order management and fulfillment, as well as financial management and analytics solutions.


It also provides implementation, system enhancement, cloud, advisory, consulting, education, training, and maintenance and support services, as well as engages in sale of hardware.The company primarily serves the healthcare systems, automotive and services parts, third-party logistics, retail, and general wholesale distribution industries.Tecsys Inc.


was incorporated in 1983 and is headquartered in Montreal, Canada.

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1.b. Last Insights on TCS

Tecsys Inc.'s recent performance was negatively impacted by a pharmacy supply chain visibility crisis, as revealed by a national survey conducted by the company. The survey found that most health systems operate without a real-time view of demand, inventory, and emerging risk, leading to costly disruptions. This crisis is likely to affect Tecsys' sales and revenue growth in the short term. Additionally, the company's recent earnings release for the second quarter of fiscal 2026, ended October 31, 2025, may have also contributed to the negative sentiment, although the details of the release are not specified.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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National Survey Reveals a Pharmacy Supply Chain Visibility Crisis

Jan -29

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Tecsys Awarded Modern Healthcare's Best in Business Recognition for Supply Chain Excellence

Jan -13

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Tecsys Reports Financial Results for the Second Quarter of Fiscal 2026

Dec -03

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Tecsys Inc.'s (TSE:TCS) Intrinsic Value Is Potentially 63% Above Its Share Price

Nov -27

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Invitation to Tecsys' Conference Call on December 4, 2025, Covering Second Quarter FY2026 Results

Nov -20

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Tecsys Expands Access to its Elite™ Supply Chain Platform Through AWS Marketplace

Nov -13

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Institutions own 28% of Tecsys Inc. (TSE:TCS) shares but retail investors control 53% of the company

Nov -11

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Tecsys Named One of the 2025 Best Workplaces™ in Quebec

Oct -29

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.25%)

6. Segments

Professional Services

Expected Growth: 12%

Tecsys Inc.'s 12% growth in Professional Services is driven by increasing demand for supply chain optimization, digital transformation, and omnichannel fulfillment. The company's expertise in warehouse management, transportation management, and retail commerce solutions resonates with clients seeking to improve operational efficiency and customer experience.

Software as a Service

Expected Growth: 10%

Tecsys Inc.'s Software as a Service (SaaS) growth is driven by increasing demand for cloud-based supply chain management solutions, expansion into new industries, and strategic partnerships. The company's focus on innovation, customer success, and competitive pricing also contribute to its 10% growth rate.

Maintenance and Support

Expected Growth: 9%

Tecsys Inc.'s 9% growth in Maintenance and Support is driven by increasing adoption of its supply chain management software, expansion into new industries, and growing demand for cloud-based solutions. Additionally, the company's strategic partnerships and investments in innovation are contributing to its growth momentum.

Hardware

Expected Growth: 8%

Tecsys Inc.'s 8% growth in Hardware is driven by increasing adoption of warehouse management systems, rising e-commerce demand, and growing need for supply chain optimization. Additionally, the company's focus on innovation, strategic partnerships, and expansion into new markets contribute to its growth momentum.

License

Expected Growth: 13%

The 13% growth driven by increasing adoption of Tecsys' supply chain management solutions, particularly in the healthcare and retail sectors. Strong demand for warehouse management systems, e-commerce fulfillment, and omnichannel distribution capabilities also contribute to growth. Additionally, Tecsys' strategic partnerships and expanding global presence further fuel revenue expansion.

7. Detailed Products

Warehouse Management System (WMS)

A comprehensive software solution that manages and optimizes warehouse operations, including inventory management, order fulfillment, and shipping.

Transportation Management System (TMS)

A software solution that streamlines transportation operations, including route optimization, carrier management, and freight audit and payment.

Distribution Management System (DMS)

A software solution that manages and optimizes distribution operations, including order management, inventory management, and shipping.

Point of Use (POU) Solution

A software solution that manages and optimizes point-of-use inventory, including tracking, ordering, and replenishment.

Supply Chain Visibility (SCV) Solution

A software solution that provides real-time visibility into supply chain operations, including shipment tracking, inventory management, and analytics.

Elite™ Warehouse Management System

A comprehensive WMS solution that manages and optimizes warehouse operations, including inventory management, order fulfillment, and shipping.

8. Tecsys Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Tecsys Inc. operates in a niche market, providing supply chain management solutions, which reduces the threat of substitutes. However, the company still faces competition from other software providers, which prevents the threat from being low.

Bargaining Power Of Customers

Tecsys Inc.'s customers are typically large enterprises with complex supply chain needs, which reduces their bargaining power. The company's solutions are often customized to meet specific customer needs, making it difficult for customers to switch to alternative providers.

Bargaining Power Of Suppliers

Tecsys Inc. has a diversified supplier base, which reduces the bargaining power of individual suppliers. The company's suppliers are primarily technology providers, which are readily available and interchangeable.

Threat Of New Entrants

The supply chain management software market has high barriers to entry, including significant research and development investments and the need for specialized expertise. This reduces the threat of new entrants.

Intensity Of Rivalry

The supply chain management software market is competitive, with several established players. However, Tecsys Inc. has a strong market position and a differentiated product offering, which helps to mitigate the intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 3.97%
Debt Cost 7.33%
Equity Weight 96.03%
Equity Cost 7.33%
WACC 7.33%
Leverage 4.14%

11. Quality Control: Tecsys Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Mitek Systems

A-Score: 4.7/10

Value: 4.4

Growth: 7.2

Quality: 6.4

Yield: 0.0

Momentum: 5.0

Volatility: 5.3

1-Year Total Return ->

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ON24

A-Score: 4.4/10

Value: 6.3

Growth: 4.1

Quality: 4.2

Yield: 4.0

Momentum: 2.5

Volatility: 5.3

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Tecsys

A-Score: 4.2/10

Value: 1.0

Growth: 6.7

Quality: 6.0

Yield: 2.0

Momentum: 2.5

Volatility: 7.0

1-Year Total Return ->

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Semrush

A-Score: 3.9/10

Value: 2.9

Growth: 9.0

Quality: 5.8

Yield: 0.0

Momentum: 4.5

Volatility: 1.3

1-Year Total Return ->

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Grindr

A-Score: 3.8/10

Value: 5.1

Growth: 5.4

Quality: 5.8

Yield: 0.0

Momentum: 3.0

Volatility: 3.7

1-Year Total Return ->

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PAR Technology

A-Score: 3.5/10

Value: 7.7

Growth: 4.0

Quality: 4.5

Yield: 0.0

Momentum: 0.5

Volatility: 4.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

23.31$

Current Price

23.31$

Potential

-0.00%

Expected Cash-Flows