Professional
Added to YB: 2024-03-25
Pitch date: 2024-01-31
CSU.TO [bullish]
Constellation Software Inc.
-12.55%
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 3.8K
Price Target
N/A
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
growth
Sequoia Strategy Composite Portfolio Holding - Constellation Software Inc.
CSU.TO: Delivered 63% return in 2023, 2x the Index. Revenues +25% via acquisitions, cash earnings grew faster. Dozens of small deals plus $100M+ carve-outs. Spun off Lumine. Disciplined capital allocation by mgmt with significant skin in the game. Rich multiple, but fundamental progress continues.
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