Added to YB: 2026-04-24
Pitch date: 2026-04-22
CSU.TO [bullish]
Constellation Software Inc.
-5.67%
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 41.3B
Pitch Price
CAD 2.7K
Price Target
4.0K (+51%)
Dividend
0.20%
EV/EBITDA
17.00
P/E
80.79
EV/Sales
3.84
Sector
Software
Category
growth
Deep Dive: Constellation Software ($CSU)
CSU.TO (deep dive): VMS roll-up w/ 500+ acquisitions since 1995, 25% rev CAGR 2000-24, 22% stock CAGR Oct'15-Sep'25. Down 27% from 52W high on AI disruption fears, Mark Leonard retirement, acquisition concerns. PT $4,000 vs $1,951 (~100% upside) on 10% rev CAGR 2026-30 (3% organic, 7% inorganic), 20x EV/CFO terminal. Risks: AI enabling in-house dev, capital deployment at scale. Strong buy w/ 10% position.
Read full article (9 min)