Added to YB: 2026-03-18
Pitch date: 2026-03-16
CSU.TO [bullish]
Constellation Software Inc.
+0.78%
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 38.9B
Pitch Price
CAD 2.6K
Price Target
N/A
Dividend
0.22%
EV/EBITDA
16.08
P/E
76.07
EV/Sales
3.64
Sector
Software
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - Constellation Software Inc.
CSU.TO: Premier vertical market software aggregator with 1000+ cos; decentralized model makes it anti-fragile to AI. 30-year embedded workflows, customer trust & switching costs are moat, not code. <1% rev software cost means clients won't risk switching. AI lowers CSU's opex & acquisition costs. 18x-19x LTM adj FCF2S, high-teens FCF growth potential. Expect >20% CAGR next 3yrs.
Read full article (2 min)