Added to YB: 2025-12-05
Pitch date: 2025-12-04
CSU.TO [neutral]
Constellation Software Inc.
-1.71%
current return
Author Info
Picolinie Capital mostly focuses on above-average growing businesses with strong returns on invested capital. 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 50.3B
Pitch Price
CAD 3.3K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
26.18
P/E
73.26
EV/Sales
4.81
Sector
Software
Category
value
Quality Compounders - 5 Stocks I'm Watching Closely: Constellation Software Inc.
CSU.TO (watchlist): VMS acquirer down >30% on AI disruption fears & Mark Leonard health transition, but successor Mark Miller has 25yr experience with proven playbook. Niche mission-critical software w/ high switching costs, recurring revenue, high margins. 4% FCF yield, mid-teens FCF growth expected. Tempting below $3,000.
Read full article (2 min)