Added to YB: 2026-02-10
Pitch date: 2026-02-08
CSU.TO [bullish]
Constellation Software Inc.
-0.4%
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 36.7B
Pitch Price
CAD 2.4K
Price Target
5.8K (+141%)
Dividend
0.23%
EV/EBITDA
19.52
P/E
53.40
EV/Sales
3.58
Sector
Software
Category
value
Constellation Software - Deep Dive
CSU.TO (added to position): 50% drawdown from ATH despite solid fundamentals; AI fears overblown for mission-critical niche VMS w/ high switching costs; Mark Leonard departure offset by experienced Mark Miller succession; trading 4.5% FCFA2S yield vs decade lows; DCF suggests 45-132% upside potential.
Read full article (36 min)