Added to YB: 2025-10-24
Pitch date: 2025-10-22
CSU.TO [neutral]
Constellation Software Inc.
-12.11%
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 50.3B
Pitch Price
CAD 3.7K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
26.18
P/E
73.26
EV/Sales
4.81
Sector
Software
Category
growth
The Constellation Software Drawdown: A Rare Opportunity
CSU.TO (overview): 210-bagger since 2006 IPO via serial VMS acquisitions. Down 26% on AI fears & Leonard departure, but AI likely productivity enhancer vs disruptor given switching costs in mission-critical sectors. Topicus spin-off offers better growth runway: 78% reinvestment rate, 36% ROIIC = 28% intrinsic growth at 21x EBITA.
Read full article (6 min)