Review of Lumine Group Inc.

SEP 11, 2025 - Despite recent weakness and concerns about AI threats, we are fairly confident these companies still have good long-term potential. CSU’s ability to keep up with an M&A strategy is widely recognized. Management indicates that there are still thousands of possible deals that all CSU entities can do within the VMS business universe. AI worries may actually increase the deal pool as well. The market has placed a premium valuation multiple on LMN relative to other CSU entities due to its smaller size, and it already has a larger pool of potential acquisitions than CSU. We think LMN’s story remains intact, and we expect the company to continue to compound free cash flow per share at a healthy rate going forward - we are maintaining our rating at B+.

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Constellation Software Inc. (CSU $3,949.97)
- $3,949.97 P/E (TTM): 94.76X Cap: $83.70B
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Topicus.com Inc. (TOI $142.72)
- $142.72 P/E (TTM): 67.52X Cap: $11.81B
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- View Reports on TOI
Lumine Group Inc. (LMN $39.07)
- $39.07 P/E (TTM): 152.97X Cap: $10.02B
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Q: You mentioned CSU year end tax selling as probable. Do you feel the same on TOI & LMN? How do you like these as a current discounted purchase? Especially if you were to leave as a 10 year hold.

Read Answer Asked by Chris on October 09, 2025

Topicus.com Inc. (TOI $142.72)
- $142.72 P/E (TTM): 67.52X Cap: $11.81B
- View TOI Profile
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- View Reports on TOI
Lumine Group Inc. (LMN $39.07)
- $39.07 P/E (TTM): 152.97X Cap: $10.02B
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Q: Would you be allocating fresh capital to these two names?

Thanks

Read Answer Asked by Keith on October 01, 2025

Lumine Group Inc. (LMN $39.07)
- $39.07 P/E (TTM): 152.97X Cap: $10.02B
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Q: If LMN was sold what stock would you replace this one with?

Thanks

Read Answer Asked on October 01, 2025