Professional
Added to YB: 2025-10-17
Pitch date: 2025-09-30
CSU.TO [neutral]
Constellation Software Inc.
-13.49%
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 44.6B
Pitch Price
CAD 3.8K
Price Target
N/A
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
growth
Akre Focus Fund Portfolio Holding: Constellation Software Inc.
CSU.TO (holding update): 24% CAGR since 2014 despite 30% drawdown from May highs. Down on AI disruption fears & Mark Leonard stepping down as President due to health. Strong customer intimacy across 1000+ business units should protect from AI competition. Decentralized structure positions well for leadership transition to COO Mark Miller.
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