Professional
Added to YB: 2025-05-02
Pitch date: 2025-04-16
CSU.TO [neutral]
Constellation Software Inc.
-30.58%
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 50.3B
Pitch Price
CAD 4.7K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
26.18
P/E
73.26
EV/Sales
4.81
Sector
Software
Category
growth
Donville Kent Asset Management Portfolio Holding: Constellation Software Inc.
CSU.TO (holding update): Q4 rev $2,703m (+16%), Adj EBITDA $771m (+17%), 29% margin, cash earnings $616m (+15%), 23% margin. Deployed $545m in Q4 2025 & $817m in Q1 2025 (50% of 2024 total). Fast capital deployment with sustained high margins signals strong 2025 outlook.
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