Added to YB: 2023-12-13
Pitch date: 2023-12-03
CSU.TO [bullish]
Constellation Software Inc.
-24.29%
current return
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 36.7B
Pitch Price
CAD 3.2K
Price Target
4.3K (+77%)
Dividend
0.23%
EV/EBITDA
19.52
P/E
53.40
EV/Sales
3.58
Sector
Software
Category
growth
Show full summary:
Constellation Software: A Software Juggernaut 👑
$CSU.TO: Disciplined VMS acquirer targeting 20% ROI; decentralized model leverages scale & expertise. CEO has 7% stake. 24.5% ROCE, 13.6% op margin, 20%+ 10Y CAGRs. 71% recurring rev. Diversified portfolio & capital allocation drive edge. 30% upside potential.
Read full article (7 min)