Review of Topicus.com

MAR 04, 2025 - TOI possessed some of the most solid organic growth profiles among the serial acquirer’s landscape and CSU’s entities. TOI continues to apply Constellation Software’s playbook of capital allocation, and decentralization in the European market. The company paid out a special dividend in 2024, and the attitude toward that policy was quite conflicting as investors were concerned about the deal pipeline. Shareholders would be more than happy to see the company deploy that into acquisitions given the company’s track record. That being said, the company has shown an acceleration in recent quarters in terms of the pipeline of acquisitions and revenue growth. We think the long-term investment thesis as a capital-light serial acquirer or “mini-CSU” remains intact. We are maintaining our rating at “A-”.

Download Report

{tplLang.businessdescription | toLang tLang}

{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}

{profileData.profile.details.ceo}

{tplLang.employees | toLang tLang}

{profileData.profile.details.employees | numeraljs '0,0'}

{tplLang.issuetype | toLang tLang}

{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}

{profileData.profile.classification.sector}

{tplLang.industry | toLang tLang}

{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.

Kinaxis Inc. (KXS $182.12)
- $182.12 P/E (TTM): 153.07X Cap: $5.14B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
Topicus.com Inc. (TOI $140.00)
- $140.00 P/E (TTM): 65.67X Cap: $11.65B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI

Q: Which stock TOI or KXS has the higher growth profile going forward, long term?

Thank you for your service!

Read Answer Asked by Ozzie on October 09, 2025

Constellation Software Inc. (CSU $3,936.19)
- $3,936.19 P/E (TTM): 97.2X Cap: $83.41B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Topicus.com Inc. (TOI $140.00)
- $140.00 P/E (TTM): 65.67X Cap: $11.65B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
Lumine Group Inc. (LMN $37.83)
- $37.83 P/E (TTM): 143.92X Cap: $9.70B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

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

Lam Research Corporation (LRCX $137.81)
- $137.81 P/E (TTM): 31.66X Cap: $174.41B
- View LRCX Profile
- View Questions on LRCX
Royal Bank of Canada (RY $201.20)
- $201.20 P/E (TTM): 15.22X Cap: $282.68B
- View RY Profile
- View Questions on RY
Bank of Nova Scotia (The) (BNS $88.84)
- $88.84 P/E (TTM): 17.08X Cap: $110.30B
- View BNS Profile
- View Questions on BNS
- View Reports on BNS
Suncor Energy Inc. (SU $55.28)
- $55.28 P/E (TTM): 11.86X Cap: $67.06B
- View SU Profile
- View Questions on SU
Sun Life Financial Inc. (SLF $86.24)
- $86.24 P/E (TTM): 15.77X Cap: $49.01B
- View SLF Profile
- View Questions on SLF
- View Reports on SLF
Dollarama Inc. (DOL $174.88)
- $174.88 P/E (TTM): 38.69X Cap: $48.33B
- View DOL Profile
- View Questions on DOL
Restaurant Brands International Inc. (QSR $93.62)
- $93.62 P/E (TTM): 25.32X Cap: $42.55B
- View QSR Profile
- View Questions on QSR
Stella-Jones Inc. (SJ $81.27)
- $81.27 P/E (TTM): 13.71X Cap: $4.48B
- View SJ Profile
- View Questions on SJ
- View Reports on SJ
TMX Group Limited (X $51.20)
- $51.20 P/E (TTM): 33.68X Cap: $14.23B
- View X Profile
- View Questions on X
- View Reports on X
Kinaxis Inc. (KXS $182.12)
- $182.12 P/E (TTM): 153.07X Cap: $5.14B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
Agnico Eagle Mines Limited (AEM $230.16)
- $230.16 P/E (TTM): 34.16X Cap: $115.70B
- View AEM Profile
- View Questions on AEM
Alimentation Couche-Tard Inc. (ATD $73.13)
- $73.13 P/E (TTM): 19.51X Cap: $68.78B
- View ATD Profile
- View Questions on ATD
Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
- $211.39 P/E (TTM): 85.84X Cap: $274.67B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Savaria Corporation (SIS $21.34)
- $21.34 P/E (TTM): 27.71X Cap: $1.52B
- View SIS Profile
- View Questions on SIS
- View Reports on SIS
BMO S&P 500 Index ETF (ZSP $100.46)
- $100.46 P/E (TTM): 27.54X Cap: $19.82B
- View ZSP Profile
- View Questions on ZSP
Cogeco Inc. Subordinate Voting Shares (CGO $60.25)
- $60.25 P/E (TTM): 6.62X Cap: $580M
- View CGO Profile
- View Questions on CGO
Fidelity Canadian Growth Company Fund Series F (FID665 $138.63)
- $138.63 P/E (TTM): 12.3X
- View FID665 Profile
- View Questions on FID665
Topicus.com Inc. (TOI $140.00)
- $140.00 P/E (TTM): 65.67X Cap: $11.65B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
Global X Data Center REITs & Digital Infrastructur (VPN)
- P/E (TTM): 45.57X Cap: $62M
- View VPN Profile
- View Questions on VPN
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.11)
- $77.11 P/E (TTM): 37.92X Cap: $126.28B
- View BAM Profile
- View Questions on BAM

Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.

Read Answer Asked by kevin on October 03, 2025