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TMX Group Limited (X $45.42)
- $45.42 P/E (TTM): 28.49X Cap: $12.63B
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Review of TMX Group Limited
AUG 14, 2025 - Most segments are firing on all cylinders since the company has transitioned into a company with a diverse portfolio of businesses with a heavy emphasis on recurring revenue. X’s businesses possess a favourable competitive position due to the regulatory hurdle acting as a barrier to entry for the company. X is a high-quality dividend grower, the company’s management has demonstrated a disciplined capital allocation track record of shareholder-friendly policies by consistently raising dividends year after year, and implementing M&A in an opportunistic approach, while at the same time maintaining a moderately leveraged balance sheet. Although X’s valuation has expanded to premium multiples and is currently at the highest level compared to previous years. We think the premium valuation is justified given that the data business is growing faster and will quickly become a decent chunk of the overall business. With higher quality in the revenue stream and a stronger margin profile, we think X today deserves a higher multiple. We remain bullish on the long-term outlook for the business, given the momentum. We are upgrading our ratings by one notch to A-.
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TMX Group Limited (X $45.42)
- $45.42 P/E (TTM): 28.49X Cap: $12.63B
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BCE Inc. (BCE $34.25)
- $34.25 P/E (TTM): 5.4X Cap: $32.66B
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Lundin Mining Corporation (LUN $33.45)
- $33.45 Cap: $27.75B
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TMX Group Limited (X $45.42)
- $45.42 P/E (TTM): 28.49X Cap: $12.63B
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Silvercorp Metals Inc. (SVM $14.24)
- $14.24 P/E (TTM): 87.62X Cap: $2.89B
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Canadian National Railway Company (CNR $138.55)
- $138.55 P/E (TTM): 18.35X Cap: $84.70B
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Constellation Software Inc. (CSU $2,434.02)
- $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.19)
- $38.19 P/E (TTM): 101.08X Cap: $6B
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Descartes Systems Group Inc. (The) (DSG $91.25)
- $91.25 P/E (TTM): 38.9X Cap: $7.84B
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TMX Group Limited (X $45.42)
- $45.42 P/E (TTM): 28.49X Cap: $12.63B
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Thomson Reuters Corporation (TRI $120.18)
- $120.18 P/E (TTM): 23.62X Cap: $53.80B
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goeasy Ltd. (GSY $131.36)
- $131.36 P/E (TTM): 9.39X Cap: $2.06B
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KKR & Co. Inc. (KKR $103.20)
- $103.20 P/E (TTM): 44.39X Cap: $88.39B
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Novo Nordisk A/S (NVO $47.64)
- $47.64 P/E (TTM): 13.41X Cap: $363.68B
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Canadian General Investments Limited (CGI $47.75)
- $47.75 P/E (TTM): 25.51X Cap: $989M
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Apollo Global Management Inc. (APO $133.03)
- $133.03 P/E (TTM): 19.36X Cap: $73.17B
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.47)
- $30.47 Cap: $19.99B
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Topicus.com Inc. (TOI $94.72)
- $94.72 P/E (TTM): 833.17X Cap: $7.88B
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Cellebrite DI Ltd. (CLBT $14.17)
- $14.17 Cap: $3.25B
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Propel Holdings Inc. (PRL $25.05)
- $25.05 P/E (TTM): 11.64X Cap: $985M
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
- $61.71 P/E (TTM): 90.08X Cap: $138.55B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
- $67.75 P/E (TTM): 30.88X Cap: $109.12B
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Lumine Group Inc. (LMN $20.00)
- $20.00 P/E (TTM): 77.81X Cap: $5.13B
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Intuitive Surgical CDR (CAD Hedged) (ISRG)
- P/E (TTM): 74.53X
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Blackstone CDR (CAD Hedged) (BX $16.43)
- $16.43 P/E (TTM): 37.17X Cap: $142.98B
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1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.
2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.
3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.
Thanks