Added to YB: 2026-05-19
Pitch date: 2026-05-15
CSU.TO [bullish]
Constellation Software Inc.
+3.99%
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 40.2B
Pitch Price
CAD 2.6K
Price Target
N/A
Dividend
0.21%
EV/EBITDA
16.95
P/E
54.16
EV/Sales
3.58
Sector
Software
Category
growth
Two Contrarian Buying Opportunities - Constellation Software Inc.
CSU.TO: Q1 2025 M&A deals $477M, post-Q1 pipeline $742M. EBITA +12.2% YoY (8% ex-FX) despite near-term expense pressure from accelerated dealmaking. Altera +40% but -6% maintenance rev. Record M&A pipeline to drive upward estimate revisions. Undervalued vs AI hardware rotation; model shows 16.5% annual forward return on re-rating.
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