Professional
Added to YB: 2026-06-30
Pitch date: 2026-06-27
CSU.TO [bullish]
Constellation Software Inc.
+10.65%
current return
Author Info
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 46.8B
Pitch Price
CAD 2.9K
Price Target
N/A
Dividend
0.18%
EV/EBITDA
20.43
P/E
48.74
EV/Sales
3.99
Sector
Software
Category
value
Constellation Software: Presentation At The Intellectual Investor Conference
CSU.TO: Serial acquirer of vertical market software, 1,200+ deals since 1995. Stock -50% on AI fears, founder retirement, capital deployment concerns—all overblown. Now 15x FCF (vs historically rich). FCF compounded 26% since 2006 IPO, no shares issued. Decentralized, high switching costs, low churn shield from AI; cheaper VMS valuations = M&A tailwind. New CEO Mark Miller there since day 1.
Read full article (5 min)