Professional
Added to YB: 2026-02-19
Pitch date: 2026-02-18
CSU.TO [neutral]
Constellation Software Inc.
-1.16%
current return
Author Info
Tidefall Capital is a concentrated, unconstrained investment fund manager that attempts to compound its capital at an attractive rate of return by focusing exclusively on our best ideas. We employ a value based investment framework where we focus on buying securities that we believe are trading for less than their intrinsic value and sell when this discount has closed. Visit their website.
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 2.4K
Price Target
4.8K (+99%)
Dividend
0.23%
EV/EBITDA
19.52
P/E
53.40
EV/Sales
3.58
Sector
Software
Category
value
Breaking Down RBC's Constellation Software Mega Report
CSU.TO (update): RBC $4800 target (from $6000). Market pricing 'Wipeout Scenario' (-10% organic growth, zero M&A 2029-34) despite VMS resilience to AI disruption. 5yr cash-on-cash breakeven on acquisitions = downside protection. Trading 17.5x TTM vs S&P 29.5x. Software multiple compression creates superior future M&A opportunities & IRRs.
Read full article (3 min)