Added to YB: 2024-03-08
Pitch date: 2024-03-06
TOI.V [neutral]
Topicus.com Inc.
-0.98%
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 123.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.58
P/E
57.41
EV/Sales
5.70
Sector
Software
Category
special_situation
What To Make of Topicus' Special Dividend?
TOI.V: Topicus to pay €200M special dividend; long-term thesis intact. FCF strong but M&A scaling difficult. Modest reinvestment rate & organic growth can still drive high-teens CAGR. Excess cash should be returned; hoarding hurts valuation. Position unchanged.
Read full article (3 min)