Added to YB: 2025-06-03
Pitch date: 2025-06-02
TOI.V [neutral]
Topicus.com Inc.
-32.57%
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 181.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.58
P/E
57.41
EV/Sales
5.70
Sector
Software
Category
growth
Show full summary:
Nicoper’s Notes Portfolio Updates - May 2025: Topicus.com Inc.
TOI.V (increased position): Topicus allocated ~€700M in 2025 (Asseco shares & acquisitions) equivalent to €560-630M rev growth or €168-189M adj net income growth on current €1.34B/€440M. Capital allocation efficiency: €0.8-0.9 rev per €1 invested, 30% adj net income. Fairly priced assuming 5yr reinvestment at current rates.
Read full article (2 min)