Added to YB: 2026-04-08
Pitch date: 2026-04-06
CSU.TO [neutral]
Constellation Software Inc.
+36.89%
current return
Author Info
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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 2.4K
Price Target
N/A
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
value
Q1-2026 Portfolio Update : +5% - Constellation Software Inc.
CSU.TO (new position): Sold in 2024 at high valuation, bought back massively in 2026 at ~15x EV/NOPAT (NTM). Now one of largest positions, continuing to buy below $2500. Investor since 2022. Position also includes Topicus & Lumine exposure.
Read full article (1 min)