Added to YB: 2023-12-13
Pitch date: 2023-12-03
CSU.TO [bullish]
Constellation Software Inc.
+3.13%
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 3.2K
Price Target
4.3K (+30%)
Dividend
0.19%
EV/EBITDA
19.54
P/E
46.44
EV/Sales
3.82
Sector
Software
Category
growth
Constellation Software: A Software Juggernaut 👑
$CSU.TO: Disciplined VMS acquirer targeting 20% ROI; decentralized model leverages scale & expertise. CEO has 7% stake. 24.5% ROCE, 13.6% op margin, 20%+ 10Y CAGRs. 71% recurring rev. Diversified portfolio & capital allocation drive edge. 30% upside potential.
Read full article (7 min)