Added to YB: 2026-03-05
Pitch date: 2026-03-03
CSU.TO [bullish]
Constellation Software Inc.
-2.32%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. 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 37.2B
Pitch Price
CAD 2.7K
Price Target
N/A
Dividend
0.23%
EV/EBITDA
15.42
P/E
72.66
EV/Sales
3.49
Sector
Software
Category
value
D Invests | Portfolio Update February 2026 - Constellation Software Inc.
CSU.TO (new position): Serial acquirer of vertical software businesses w/ decentralized model. Added at 13% portfolio weight, 6.5% FCF yield—decade-low multiple despite non-cash amortization masking true profitability. Founder Mark Leonard built compounding flywheel culture; mgmt hired internally. Long watchlist finally hits price target for meaningful position.
Read full article (1 min)