Added to YB: 2026-08-18
Pitch date: 2026-08-14
CSU.TO [bullish]
Constellation Software Inc.
-1.76%
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 47.2B
Pitch Price
CAD 3.0K
Price Target
N/A
Dividend
0.18%
EV/EBITDA
20.57
P/E
49.11
EV/Sales
4.02
Sector
Software
Category
value
CSU: Constellation Software
CSU.TO: Q2 2026 adj FCF record $2.5B (+20% YoY, 20% margin); FX-neutral organic growth +2% but normalizes to +5% ex one-offs. Record $2.4B capital deployed YTD (133% of FCF); ROIC >20% despite invested capital $2.8B→$9.1B in 5yrs. AI fears not materializing. 5.3% FCF yield; ~10% allocation at $2788.
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