Added to YB: 2025-07-28
Pitch date: 2025-07-24
TOI.V [neutral]
Topicus.com Inc.
-31.99%
current return
Author Info
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Company Info
Topicus.com Inc. provides vertical market software and vertical market platforms in the Netherlands and internationally.
Market Cap
CAD 7.4B
Pitch Price
CAD 184.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.58
P/E
57.41
EV/Sales
5.70
Sector
Software
Category
growth
Show full summary:
Topicus.com: Is the European Compounder Worth the Investment?
TOI.V (overview): European CSI clone compounding 24% CAGR via VMS acquisitions in education, healthcare & government. Q1'25: €355.6M rev (+16% YoY), €271.4M CFO (+19%). High switching costs & niche dominance create moats. Trading at 92.7x P/E, 38.7x P/FCF. Risks: acquisition pressure, EU fragmentation, FX volatility. Management led by founder Robin Van Poelje.
Read full article (4 min)