Professional
Added to YB: 2026-06-18
Pitch date: 2026-06-15
CSU.TO [bullish]
Constellation Software Inc.
-0.62%
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 43.7B
Pitch Price
CAD 2.9K
Price Target
9.0K (+212%)
Dividend
0.19%
EV/EBITDA
18.29
P/E
58.78
EV/Sales
3.86
Sector
Software
Category
value
Constellation Software: When Does a Stock Become a Bond?
CSU.TO: Misframed as a software co facing AI disruption, CSU is a diversified 1,500+ VMS portfolio + elite capital allocator deserving bond-like discount rate. 26% FCF/share CAGR 20yr, owner culture, anti-fragile M&A as PE inventory ages. 6.2% FCF yield vs 2% Costco/QQQ. Fair value $4,100-$9,000 vs $2,900.
Read full article (7 min)