Added to YB: 2025-07-28
Pitch date: 2025-07-24
TOI.V [neutral]
Topicus.com Inc.
-48.84%
current return
Author Info
No bio for this author
Company Info
Topicus.com Inc. provides vertical market software and vertical market platforms in the Netherlands and internationally.
Market Cap
CAD 4.6B
Pitch Price
CAD 184.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.83
P/E
129.90
EV/Sales
3.05
Sector
Software
Category
growth
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)