Added to YB: 2025-04-02
Pitch date: 2025-03-28
TOI.V [neutral]
Topicus.com Inc.
-13.06%
current return
Author Info
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 141.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.58
P/E
57.41
EV/Sales
5.70
Sector
Software
Category
value
Show full summary:
Portfolio Updates - March 2025 - Topicus.com Inc.
TOI.V (holding update - added to position). Undervalued at CAD 118 (Pinetree Q4 entry). Valuation reaches CAD 160 pre-Asseco & Q1 acquisitions. Q1 2025 M&A spend > FY 2024+2023 combined, accelerating growth. Low-cost debt vs high ROIC. Leverage rising but historically low vs Constellation. Upside potential significant.
Read full article (1 min)