Added to YB: 2026-08-11
Pitch date: 2026-08-07
TOI.V [bullish]
Topicus.com Inc.
+1.1%
current return
Author Info
Thank You Mr Market shares first principles deep dives on high-conviction asymmetric plays | 30% IRR since Oct-2020 | Ex Investment Banker. Sign up for the newsletter.
Company Info
Topicus.com Inc. provides vertical market software and vertical market platforms in the Netherlands and internationally.
Market Cap
CAD 5.4B
Pitch Price
CAD 105.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.01
P/E
152.97
EV/Sales
3.53
Sector
Software
Category
value
Topicus.com Q2 2026 Earnings Update
TOI.V (added to position): Q2 2026 rev +17.5% y/y to €437m, but look-through +28% incl. 23% Asseco stake. EBITA +17.3% to €103m, 23.7% margin. FCFA2S dip a NCI-driven nothingburger. M&A slow but Q3 €43m committed; new 6-person N.America team signals pivot. Adding ~C$100.
Read full article (6 min)