Added to YB: 2026-10-07
Pitch date: 2026-10-02
CSU.TO [neutral]
Constellation Software Inc.
+9.95%
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 3.0K
Price Target
3.5K (+8%)
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
value
Compounder Watchlist, Edition 1: Ten Names, One Below Its Range - Constellation Software Inc.
CSU.TO (monitor): Constellation trades at C$2,894.73, 5.9% below the midpoint of its C$2,600-C$3,550 fair-value range but above the below-C$2,600 buy zone, at about 21.3x trailing free cash flow available to shareholders. First-half acquisitions consumed US$1.59bn versus US$1.08bn of that cash flow, while maintenance and other recurring organic growth slowed to 4% from 9% in each of the prior two quarters; whether acquisition cash outruns that cash flow remains unresolved.
Read full article (2 min)