Added to YB: 2026-06-02
Pitch date: 2026-05-30
CSU.TO [neutral]
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 43.4B
Pitch Price
N/A
Price Target
N/A
Dividend
0.20%
EV/EBITDA
18.19
P/E
58.42
EV/Sales
3.84
Sector
Software
Category
growth
Constellation Software: 1Q26 Business Recap
CSU.TO (earnings): 1Q26 rev +20% but organic only 2%, recurring maintenance +4%. First earnings call in 8yrs. FCFA2S $2.18bn (+26% YoY); $1.6bn deployed YTD, easing capital-deployment bear case. AI seen as dev-speed boost but moats/switching costs intact. 20x LTM FCF, 14% CAGR since 2020.
Read full article (4 min)