Added to YB: 2025-05-05
Pitch date: 2025-04-30
TOI.V [bullish]
Topicus.com Inc.
-26.44%
current return
Author Info
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Company Info
Topicus.com Inc. provides vertical market software and vertical market platforms in the Netherlands and internationally.
Market Cap
CAD 7.4B
Pitch Price
CAD 166.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.58
P/E
57.41
EV/Sales
5.70
Sector
Software
Category
growth
Topicus.com Inc. - $TOI.V
TOI.V: Top-ranked serial acquirer with exceptional VMS cash flow: OCF consistently exceeds EBITA (494M vs 469M). Elite pricing power + mission-critical software = mid-single-digit organic growth. Recent 25% Asseco stake (730M value) signals evolution to holding company. Trading at 35x FCF, justified by continued high-ROIC acquisitions.
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