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-”.

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Constellation Software Inc. (CSU $3,507.03)
- $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
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Topicus.com Inc. (TOI $136.03)
- $136.03 P/E (TTM): 65.72X Cap: $11.19B
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Q: Could you please provide earning/rev estimates. Thanks

Read Answer Asked by rajeev on November 03, 2025

Descartes Systems Group Inc. (The) (DSG $119.63)
- $119.63 P/E (TTM): 52.3X Cap: $10.65B
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Kinaxis Inc. (KXS $168.08)
- $168.08 P/E (TTM): 140.91X Cap: $4.81B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
- $227.23 P/E (TTM): 97.75X Cap: $315.69B
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Topicus.com Inc. (TOI $136.03)
- $136.03 P/E (TTM): 65.72X Cap: $11.19B
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Lumine Group Inc. (LMN $30.39)
- $30.39 P/E (TTM): 125.81X Cap: $8.30B
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Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?

Thank you for your service!

Read Answer Asked by Ozzie on November 03, 2025

Constellation Software Inc. (CSU $3,507.03)
- $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
- View CSU Profile
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- View Reports on CSU
Topicus.com Inc. (TOI $136.03)
- $136.03 P/E (TTM): 65.72X Cap: $11.19B
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- View Reports on TOI
Lumine Group Inc. (LMN $30.39)
- $30.39 P/E (TTM): 125.81X Cap: $8.30B
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Q: Everyone, the three have been under pressure for three to six months. Lower highs and lower lows. Also, volumes have been higher than average. The three companies are cut from the same cloth but AI has crept into the equation and raised some doubt going forward. Good companies, with good staff, with good processes will always win out in the end. The weak shares are changing hands, that’s great, and the rest of us will wait this short term trend and buy more sometime soon. Nothing really has changed except market sentiment. Just wait till after their next reports for real facts. Take care. My thoughts. Clayton

Read Answer Asked by Clayton on October 30, 2025