Added to YB: 2026-10-14
Pitch date: 2026-10-12
CSU.TO [bullish]
Constellation Software Inc.
+9.44%
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 3.0K
Price Target
N/A
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
value
The Monday Morning Briefing: Constellation Software Inc.
CSU.TO (quick overview): Constellation Software offers a way to own the allocator amid uncertain AI disruption: its decentralized, permanent-capital structure can acquire surviving vertical-market software businesses as evidence emerges, at prices already lowered by the AI sell-off. After a 55%+ decline, shares trade near 15x operating cash flow despite cash generation more than doubling since 2022. The watchpoint is recurring organic growth, which slipped to ~2% in constant currency in Q2; sustained sub-3% growth without one-off explanations could indicate AI-driven erosion.
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