Added to YB: 2024-06-14
Pitch date: 2024-06-13
CSU.TO [bullish]
Constellation Software Inc.
-28.39%
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 41.9B
Pitch Price
CAD 3.8K
Price Target
N/A
Dividend
0.20%
EV/EBITDA
17.59
P/E
56.36
EV/Sales
3.71
Sector
Software
Category
growth
Portfolio and thesis update - Constellation Software Inc.
CSU.TO: 20%+ 10yr rev & EPS CAGR, 39% ROE. Owns 700+ cos in 100+ markets; buys niche vertical software biz w/ high margins & industry domination. Scaling challenge but adapts well. 4%+ FCF yield. CEO Mark Leonard a genius capital allocator. Continued growth & quality M&A to drive outperformance.
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