Added to YB: 2026-06-29
Pitch date: 2026-06-25
CSU.TO [bullish]
Constellation Software Inc.
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 42.1B
Pitch Price
N/A
Price Target
4.0K
Dividend
0.20%
EV/EBITDA
17.68
P/E
56.67
EV/Sales
3.73
Sector
Software
Category
value
Deep Dive(3/10): Constellation Software ($CSU)
CSU.TO (holding update): 10% position, down ~33% on AI-disruption fears. VMS acquirer of 500+ niche software firms, 25% rev CAGR 2000-24, 33% stock CAGR since '06. Bull: AI fears overblown, high switching costs; $1.6B deployed/committed in 4.5mo. Risks: AI in-house dev, law of large numbers, Leonard retirement. IV ~$3,000-4,000 vs ~$2,000 (USD), 50-100% upside at 16x EV/CFO.
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