Added to YB: 2026-03-13
Pitch date: 2026-03-11
CSU.TO [neutral]
Constellation Software Inc.
-10.95%
current return
Author Info
Don Wharton is Executive Chair of SureSwift Capital Victoria. He writes about under-the-radar compounders. 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 41.3B
Pitch Price
CAD 2.7K
Price Target
N/A
Dividend
0.20%
EV/EBITDA
17.00
P/E
80.79
EV/Sales
3.84
Sector
Software
Category
growth
Constellation Software Hosts its First Earnings Call in Eight Years and Kraken Robotics Expands Subsea Defence Capabilities with $615 Covelya Acquisition
CSU.TO (earnings): Q4 rev +18% YoY to $3.18B, 2% organic growth. FCF to shareholders -12% to $423M on Sygnity/Asseco revaluation. $800M+ post-year-end M&A shows serial acquirer strength. Introduced PEMS strategy (minority stakes in large cos). AI upskilling thousands of devs but no material financial impact yet—no rev gain/loss, pricing stable. Mgmt sees AI as tool, not threat; vertical expertise & customer trust remain true moat. Lower SaaS valuations favor acquirers.
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