Professional
Added to YB: 2025-11-10
Pitch date: 2025-11-04
CSU.TO [bullish]
Constellation Software Inc.
-7.51%
current return
Author Info
Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. Sign up for the newsletter.
Company Info
Constellation Software Inc., together with its subsidiaries, acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets.
Market Cap
CAD 50.3B
Pitch Price
CAD 3.5K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
26.18
P/E
73.26
EV/Sales
4.81
Sector
Software
Category
value
Constellation Software: A People Business
CSU.TO: Down 30% from highs on AI concerns & CEO Leonard stepping down for health. AI likely augments vs replaces dev work; niche industry knowledge & relationships still crucial barriers. New CEO Miller is 29-yr Constellation veteran from first acquisition. 35% annual returns over 18yrs.
Read full article (5 min)