Added to YB: 2025-11-07
Pitch date: 2025-11-05
CSU.TO [bullish]
Constellation Software Inc.
-30.69%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
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 38.9B
Pitch Price
CAD 3.5K
Price Target
4.4K (+79%)
Dividend
0.22%
EV/EBITDA
16.08
P/E
76.07
EV/Sales
3.64
Sector
Software
Category
growth
Constellation Software: Deep Dive Analysis
CSU.TO: VMS acquirer down ~30% on Mark Leonard departure fears & AI concerns despite strong fundamentals: 2024 revenue +20% to $10B, FCF +27% to $1.5B, 31% ROE. Recent Q2 net income drop was FX/non-cash items. DCF fair value C$4,380 vs C$3,700 current (+19% upside). 75% odds to outperform S&P over 5yrs.
Read full article (15 min)