Added to YB: 2026-08-25
Pitch date: 2026-08-20
CSU.TO [neutral]
Constellation Software Inc.
-1.48%
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 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
growth
CSU 2Q 2026
CSU.TO (holding update): 2Q26 rev +17% YoY (+19% 6mo), mostly inorganic. Organic maint. growth slowed to 4% (2% ex-FX) vs prior 6%, mgmt cites one-offs. M&A re-accelerated >100% of OCF (vs ~50% in 2025); >20% ROIC. Moat via switching costs; no evidence AI-native startups disrupting VMS. 9.7% of portfolio.
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