Added to YB: 2025-01-16
Pitch date: 2025-01-14
CSU.TO [bullish]
Constellation Software Inc.
-44.4%
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 36.7B
Pitch Price
CAD 4.3K
Price Target
N/A
Dividend
0.23%
EV/EBITDA
19.52
P/E
53.40
EV/Sales
3.58
Sector
Software
Category
growth
ClearBridge Canadian Equity Strategy New Position: Constellation Software Inc.
CSU.TO: Vertical market software acquirer with impressive capital deployment. High hurdle rates, 100% FCF reinvestment. Sticky revenue, minimal competition in niche markets. Valuation concerns eased by strong execution, increasing intrinsic value. New position initiated.
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