Added to YB: 2026-05-22
Pitch date: 2026-05-20
CSU.TO [neutral]
Constellation Software Inc.
-0.24%
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 41.9B
Pitch Price
CAD 2.7K
Price Target
N/A
Dividend
0.20%
EV/EBITDA
17.59
P/E
56.36
EV/Sales
3.71
Sector
Software
Category
growth
Constellation Software 2026 AGM
CSU.TO (update): AGM insights on AI disruption. Management taking threat seriously, decentralized approach, decades-long customer relationships = high switching costs. No AI attrition yet, nor revenue acceleration. Dev timelines collapsed, unlocking backlog of previously uneconomic projects. Evaluating AI ROI closely vs peers. Weaker portfolio businesses face greatest risk. Q1 M&A strong despite fears, sees opportunities if copycats exit. Culture/customer intimacy = defensible moat but volatility expected until concrete proof emerges.
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