Professional
Added to YB: 2024-07-31
Pitch date: 2024-07-26
CSU.TO [bullish]
Constellation Software Inc.
-45.07%
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 38.9B
Pitch Price
CAD 4.4K
Price Target
N/A
Dividend
0.22%
EV/EBITDA
16.08
P/E
76.07
EV/Sales
3.64
Sector
Software
Category
growth
Zelikovic Investment New Compounder Stocks: Constellation Software Inc.
CSU.TO: Serial acquirer of VMS cos, 100X since 2006 IPO. 100+ acquisitions/yr, FCF from $21M (2005) to $1B+ (2023). Organic growth + reinvesting profits in acquisitions. Stock doubled in 2yrs, spun off Lumine Group. Still high growth potential despite size. Mark Leonard-led. Increased holdings in 2023.
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