Added to YB: 2026-03-06
Pitch date: 2026-03-05
CSU.TO [bullish]
Constellation Software Inc.
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 41.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.20%
EV/EBITDA
21.99
P/E
60.76
EV/Sales
4.04
Sector
Software
Category
value
3 Stocks That Have NEVER Been Cheaper! - Constellation Software Inc.
CSU.TO: Down 47% in 12mo to 25x EV/EBIT (lowest since 2010) despite 15-16% rev growth. Market fears AI disruption of VMS & Mark Leonard CEO exit. Reality: mission-critical niche software (<1% client rev) won't be DIY replaced; AI panic creates cheaper M&A opps. Decentralized mgmt (14 HQ staff) embeds Leonard discipline. Quality premium stripped despite superior growth vs peers.
Read full article (2 min)