Added to YB: 2026-10-15
Pitch date: 2026-10-13
CSU.TO [neutral]
Constellation Software Inc.
+1.02%
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 3.1K
Price Target
N/A
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
N/A
The AI Diagnostic for CSU & Spin-Offs
CSU.TO (overview): Constellation Software’s diversification across hundreds of verticals limits the impact of isolated AI-related losses, and its latest 1% FX-adjusted organic growth was attributed to specific non-AI issues. AI upside has yet to appear in the numbers; the decisive risk is repeated retention losses across multiple verticals, particularly if AI spending rises while growth and margins weaken. Q2 M&A consideration totaled $893M, with another $818M completed or committed afterward.
Read full article (7 min)