Added to YB: 2026-05-20
Pitch date: 2026-05-17
CSU.TO [neutral]
Constellation Software Inc.
+3.99%
current return
Author Info
No bio for this author
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
Constellation Software 2026 AGM Update
CSU.TO (update): AGM outlined capital deployment plan for est. $20B FCF over 5yrs. PEMS strategy (Asseco, Sabre) now core playbook, expanding beyond small acquisitions to meaningful stakes in undervalued public VMS. AI compressing dev cycles from months to hours, zero attrition seen. Decentralization + verticalization driving organic growth inflection. Widening aperture to hardware/horizontal software if ROIC math holds. ~35% historical CAGR discipline intact.
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