Apr. 9 at 2:25 AM
$AIXI Here is another good bit of research --> AIXI at 0.15x revenue is trading at a fraction of even the most beaten-down US comparable. Verint — a mature, essentially flat-growth AI platform — was taken private at roughly 1.4x revenue, which would imply a
$100M+ market cap for AIXI. C3.ai, which has similar enterprise AI positioning and a 68% gross margin (nearly identical to AIXI's 68%), trades at 6–8x revenue — implying nearly
$500M.
The entire gap is explained by the China/VIE discount, not by the business quality. The irony is that AIXI's gross margin and revenue growth are actually better than several of the US comps — 68% gross margin beats Five9, Innodata, and SoundHound, and is in line with C3.ai.
$AI $SOUN $INOD $FIVN
