Added to YB: 2026-07-31
Pitch date: 2026-07-29
CSU.TO [neutral]
Constellation Software Inc.
-8.18%
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 46.8B
Pitch Price
CAD 3.1K
Price Target
N/A
Dividend
0.18%
EV/EBITDA
20.42
P/E
48.73
EV/Sales
3.99
Sector
Software
Category
turnaround
Constellation Software Pursues New Strategy and Private Equity Hunting in the SaaS-pocalypse
CSU.TO (overview): Harris subsidiary acquired TouchBistro (restaurant POS, 16k+ restaurants) for C$100M, down from C$650M 2019 valuation. Marks shift toward turning around VC-backed unprofitable SaaS ($20M+ rev) vs usual FCF founder-led targets. PE firms (Francisco, Thoma Bravo) also hunting cheap software amid AI 'SaaS-pocalypse.'
Read full article (3 min)