Added to YB: 2026-01-30
Pitch date: 2026-01-24
CSU.TO [neutral]
Constellation Software Inc.
-13.78%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. 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 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
The SaaSacre - Constellation Software Inc.
CSU.TO (watchlist): Canadian acquirer of 1,000+ vertical market software businesses (marina mgmt, transit systems, cemetery software). Down ~45% from highs despite 30%+ annual returns since 2006 IPO. Trades 18x earnings vs 30x historical avg - cheapest in decade. Mission-critical niche software less AI-vulnerable than enterprise SaaS.
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