Professional
Added to YB: 2025-02-11
Pitch date: 2025-02-11
CSU.TO [bullish]
Constellation Software Inc.
-32.61%
current return
Author Info
I write about investing, decision-making, and the power of compounding in both wealth and life. My focus is on rational investing, long-term thinking, and avoiding the emotional traps that derail most investors. 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 50.3B
Pitch Price
CAD 4.9K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
26.18
P/E
73.26
EV/Sales
4.81
Sector
Software
Category
growth
Torghatten Capital Portfolio Holding: Constellation Software Inc.
CSU.TO: Vertical market software acquirer excels in decentralization, post-merger integration, and capital allocation. Focus on ROIC + organic growth. Mastery in operational efficiency, value realization post-integration. Disciplined in acquisitions, avoiding sunk cost fallacy and anchoring bias. Strong track record of IRR-based decision making.
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