Added to YB: 2026-01-20
Pitch date: 2026-01-17
CSU.TO [bullish]
Constellation Software Inc.
-13.74%
current return
Author Info
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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 36.7B
Pitch Price
CAD 2.8K
Price Target
N/A
Dividend
0.23%
EV/EBITDA
19.52
P/E
53.40
EV/Sales
3.58
Sector
Software
Category
value
Top Picks 2026: Constellation Software (CSU) and Spin-Offs — Buying the Panic
CSU.TO: Down 45% from highs on AI fears for VMS model. Trades 22x FCFA2S vs 20%+ historical returns. Mission-critical systems in utilities/public sector have zero failure tolerance, high switching costs. No data showing cancellations/slowing growth. AI likely productivity layer vs replacement. Management proven adaptive across tech shifts. Conservative 15%+ IRR at current levels.
Read full article (3 min)