Added to YB: 2026-05-07
Pitch date: 2026-05-05
CSU.TO [neutral]
Constellation Software Inc.
-3.89%
current return
Author Info
No bio for this author
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 38.5B
Pitch Price
CAD 2.5K
Price Target
N/A
Dividend
0.22%
EV/EBITDA
15.92
P/E
75.21
EV/Sales
3.60
Sector
Software
Category
growth
Earnings Scorecard - Constellation Software Inc.
CSU.TO (earnings): 5% FX-adj maintenance organic growth, 2-3% total organic. $800M+ in M&A deals, no NCIB planned. AI-augmented coding rolled out to thousands of devs in 2025, productivity gains in 2026. New PEMS strategy: long-term minority stakes in large cos (Sabre 1st), influence governance & capital allocation. AI lens integrated into M&A process for disruption risk/upside assessment.
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