Topicus.Com Inc. (TOI.V) Buy, Sell or Hold

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Topicus.Com Inc. (TOI.V)

104.49

-1.01 (0.96%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

158 watching

Investor Insights

Jun 6, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Topicus.Com Inc. (TOI-X) has garnered mixed reviews from various experts. Some believe that despite fears surrounding AI impacting software demand, the company has solid fundamentals and represents a value opportunity. They argue that the market has oversold software stocks, including TOI, due to sentiment rather than actual performance data. While some investors have opted for larger, more liquid alternatives like Constellation Software (CSU), others are bullish on TOI's organic growth potential and its strategic position in the European market. Overall, experts highlight the necessity for a more favorable valuation to justify an investment in TOI, with various sentiments hinting at an eventual rebound once the current fears settle down.

Consensus

Mixed

Valuation

Undervalued

Similar

CSU

BUY

Spinoff from Constellation Software.
6th of a size of Constellation Software.
Consolidator of small software companies.
Very strong business that will be good for long term shareholders.
Would recommend buying.

DON'T BUY

Former parent company Constellation is a hodge-podge of businesses, but their strategy is to become more vertical by spinning out businesses and building cash. One is Topicus. Good to spin off though Topicus has not performed. Eventually they will be a growth by acquisition story. There are better stocks.

HOLD

Lots of acquisitions. Higher growth profile than CSU. Great one to hold for the long term.

PAST TOP PICK

(A Top Pick Sep 29/21, Down 47%) Still owns shares in the company and will continue to hold. Spinoff from constellation software. Consolidator of software companies.

BUY ON WEAKNESS

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. ‘Sponsored’ by Constellation Software. European software acquiror. Steady cash flow, good execution. Likely going to be a ‘sleeper’ stock. Headwinds with inflation, rising interest rates.

BUY

Round trip back to its IPO price, interesting entry point. Things got crazy. He keeps buying. Doing all the right things. Acquires nichey software companies, mostly in Europe, with the help of CSU. Bullish on management and strategy.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues were up 13%. EPS was $0.14, compared to a loss in prior years. The company did $43M in deals, including deferred payments. The share structure is getting cleaned up as well. Preferred shares are being converted to common shares. The company has been busy with deals and the market should like the momentum. Unlock Premium - Try 5i Free

TOP PICK

Spinoff from Constellation Software. CFO salary is $1 which is very shareholder friendly. Very high alignment of executives with shareholders. Share price slightly over-valued. Will preform well for long term shareholders.

BUY

Could grow more than CSU which he strongly recommends. It's vertical market software, the same business as CSU, like at a golf course. TOI hasn't gotten much analyst coverage, but they don't need Bay Street to raise capital. Ownership structure is complex, but will be cleaned up. Great to buy and put away.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although it is hard to call a bottom, it looks quite attractive. Would be good for at least a 2 year timeframe. Although it does have risk as with any equity, it looks of good value here. Unlock Premium - Try 5i Free

BUY

Company is a spin out from Constellation Software (smaller version). Culture of exceptional capital allocation and discipline. European owners of software business' care a lot about culture and treat businesses well (competitive advantage). Looking to add more to position and likes the company.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news to account for the good performance these last few days. The stock had been beaten up in the tech sell-off. It is only back to where it was about 3 weeks ago. Unlock Premium - Try 5i Free

PARTIAL BUY

Profitable. Revenue of $177M. Terrific team of software engineers. Short runway, with a 12-month price target of $143. Could buy it here at $123 and ladder in at 120 and 117. Doesn't seem to pull back very much.

BUY ON WEAKNESS

Spun out from CSU. It's spread across a number of verticals and increases efficiency of business models. Phenomenal performance. Acquires, builds, and manages software platforms. 12-month target of $143. Don't walk right into it now, but look for partial entry points at $126, 117, and 111.

TOP PICK

A large percentage still owned by CSU after being spun off. Will do the same thing as CSU but, as it's smaller, it can grow a bit more rapidly. He added in the low $70s and would add on weakness again. No dividend.

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Topicus.Com Inc. (TOI.V)