Added to YB: 2026-07-28
Pitch date: 2026-07-24
CSU.TO [neutral]
Constellation Software Inc.
+3.45%
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 46.8B
Pitch Price
CAD 2.7K
Price Target
N/A
Dividend
0.18%
EV/EBITDA
20.42
P/E
48.73
EV/Sales
3.99
Sector
Software
Category
growth
Constellation Software Update: Broken Business or Rare Sale?
CSU.TO (update): First earnings call in 8 yrs signals new pres Miller communicating more, not business breaking. Stock -50% from highs on AI fears. FCFA2S $2.2bn (+26% YoY), 2% organic/20% total rev growth via M&A. $1.6bn deployed YTD at 20%+ ROI. Author dismisses 6 AI risks. 19.5x trailing FCF, 17x fwd on 15% growth.
Read full article (10 min)