Added to YB: 2026-01-26
Pitch date: 2026-01-23
CSU.TO [bullish]
Constellation Software Inc.
-13.78%
current return
Author Info
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 2.8K
Price Target
N/A
Dividend
0.23%
EV/EBITDA
19.52
P/E
53.40
EV/Sales
3.58
Sector
Software
Category
growth
Why have I significantly expanded Constellation Software? And how much is it worth?
CSU.TO (added to position): Buys vertical software deeply integrated into clients' operations (billing, records, payroll), making switching costly/risky. Decentralized structure avoids catastrophic errors, strong reputation opens acquisition doors, frugal operations, develops managers internally. AI threatens lightweight software but reinforces moat in systems of record. Author expects clearly higher value in 10 years through disciplined execution.
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