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Constellation Software Inc. (CSU $4,718.31)
- $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Topicus.com Inc. (TOI $185.15)
- $185.15 P/E (TTM): 97.02X Cap: $24.04B
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Lumine Group Inc. (LMN $52.11)
- $52.11 Cap: $13.37B
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Q: How exposed are csu, Toi and lmn to Tarriffs? Or is it to their advantage and they will pick companies at good discounts? Thanks.

Shyam

Asked by Shyam on March 26, 2025

5i Research Answer:

We would not expect a lot of direct impact to software companies. Tariffs are focused on shipped...

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