Professional
Added to YB: 2026-07-09
Pitch date: 2026-07-03
CSU.TO [neutral]
Constellation Software Inc.
+17.08%
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 2.8K
Price Target
N/A
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
growth
Pabrai Wagons Fund Portfolio Holding: Constellation Software Inc.
CSU.TO (holding update): High-quality compounder by Mark Leonard, buy-and-build flywheel of vertical market software (VMS). Recent AI-driven software selloff hammered shares, but Mr. Market wrong—AI benefits incumbents like CSU & spin-offs Topicus/Lumine, compounding for years.
Read full article (1 min)