-
Topicus.com Inc. (TOI $136.03)
- $136.03 P/E (TTM): 65.72X Cap: $11.19B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
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.details | toLang tLang}
{tplLang.industryclassifications | toLang tLang}
{tplLang.toolname| toLang tLang}
-
Constellation Software Inc. (CSU $3,507.03)
- $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
-
Topicus.com Inc. (TOI $136.03)
- $136.03 P/E (TTM): 65.72X Cap: $11.19B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
-
Descartes Systems Group Inc. (The) (DSG $119.63)
- $119.63 P/E (TTM): 52.3X Cap: $10.65B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
-
Kinaxis Inc. (KXS $168.08)
- $168.08 P/E (TTM): 140.91X Cap: $4.81B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
- $227.23 P/E (TTM): 97.75X Cap: $315.69B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
-
Topicus.com Inc. (TOI $136.03)
- $136.03 P/E (TTM): 65.72X Cap: $11.19B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
-
Lumine Group Inc. (LMN $30.39)
- $30.39 P/E (TTM): 125.81X Cap: $8.30B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN
Thank you for your service!
-
Constellation Software Inc. (CSU $3,507.03)
- $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
-
Topicus.com Inc. (TOI $136.03)
- $136.03 P/E (TTM): 65.72X Cap: $11.19B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
-
Lumine Group Inc. (LMN $30.39)
- $30.39 P/E (TTM): 125.81X Cap: $8.30B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN