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Constellation Software Inc. (CSU $2,441.11)
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Topicus.com Inc. (TOI $96.52)
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Lumine Group Inc. (LMN $23.09)
Q: Hi 5i Team - At today's prices what are some key metrics and ratios for each of these three companies starting with P/E and free cash flow. Also how do they compare with the same metrics and ratios a year ago or whenever the AI theme started to become a concern. Are all three companies profitable.
Thanks.
Thanks.
5i Research Answer:
CSU P/E 28x, P/FCF 24.7x, ROIC 17.8%
LMN 23x, 30x, -0.8%
TOI 30.7x, 24x, 16.4%
The latter two do not have a long history post-spin out but are trading at much lower valuations than previously.
CSU has not been valued this cheap in at least 15 years and its typical average valuation has been close to 2x current levels.