Professional
Added to YB: 2025-02-26
Pitch date: 2025-01-27
TOI.V [bullish]
Topicus.com Inc.
-5.52%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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 129.77
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:
Rowan Street Capital Portfolio Holding: Topicus.com Inc.
TOI.V: Dutch VMS acquirer spun off from Constellation Software. 16% IRR since March 2021 initiation, below 21% revenue/op. income growth. 18% annual OCF/share growth. Valuation compressed due to slower acquisitions, indicating management discipline. Expect growth reacceleration as opportunities arise in European VMS sector.
Read full article (1 min)