Added to YB: 2025-07-04
Pitch date: 2025-07-02
TOI.V [neutral]
Topicus.com Inc.
-27.44%
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 173.21
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:
Giving Away One of Our Best Picks for Free - Topicus.com Inc.
TOI.V (wait for below CAD 130): European software roll-up (€1.29B rev) spun from Constellation Software. Acquires niche VMS businesses with 70% recurring revenue & high switching costs. Management owns 40%+ stake. €36B TAM growing 5.6-11.7% CAGR. At 45x P/E, needs 20% FCF growth for 10% return. Current price offers little margin of safety.
Read full article (4 min)