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Constellation Software Inc.TSX:CSU Stock Report

Market Cap CA$51.7b
Share Price
CA$2.41k
n/a
1Y-48.2%
7D-6.3%
Portfolio Value
View

Constellation Software Inc.

TSX:CSU Stock Report

Market Cap: CA$51.7b

Constellation Software (CSU) Stock Overview

Acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets. More details

CSU fundamental analysis
Snowflake Score
Valuation3/6
Future Growth5/6
Past Performance1/6
Financial Health2/6
Dividends0/6

CSU Community Fair Values

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CA$5.33k
FV
54.8% undervalued intrinsic discount
16.39%
Revenue growth p.a.
158
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$6.85
63.8% undervalued intrinsic discount
Profit Margin
20.14%
Future PE
22x
Price in 2031
US$11.03

Constellation Software Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Constellation Software
Historical stock prices
Current Share PriceCA$2,406.75
52 Week HighCA$5,300.00
52 Week LowCA$2,196.00
Beta0.66
1 Month Change-0.0091%
3 Month Change-27.42%
1 Year Change-48.19%
3 Year Change-1.06%
5 Year Change37.13%
Change since IPO13,087.67%

Recent News & Updates

Recent updates

AI Adoption And Minority Stakes Will Reshape This Vertical Software Compounder

Catalysts About Constellation Software Constellation Software acquires and operates vertical market software businesses that provide mission critical solutions across many industries worldwide. What are the underlying business or industry changes driving this perspective?

AI Adoption And Permanent Minority Stakes Will Transform This Vertical Market Software Compounder

Catalysts About Constellation Software Constellation Software acquires and operates mission critical vertical market software businesses around the world. What are the underlying business or industry changes driving this perspective?

Constellation Software: The Fortress the AI Panic Forgot to Account For

Headline: Constellation Software (CSU): Why the AI Sell-off is a Category Error (and a Generational Buy) The market is currently punishing Constellation Software by applying a "generic AI disruption" narrative that fundamentally misunderstands the DNA of the business. Investors are pricing CSU as if it were a commodity software play, when in reality, it is a holding company for critical digital infrastructure.

Constellation Software Inc.'s (TSE:CSU) 29% Cheaper Price Remains In Tune With Earnings

Feb 04
Constellation Software Inc.'s (TSE:CSU) 29% Cheaper Price Remains In Tune With Earnings

Constellation Software (TSE:CSU) Has A Rock Solid Balance Sheet

Jan 01
Constellation Software (TSE:CSU) Has A Rock Solid Balance Sheet

With Constellation Software Inc. (TSE:CSU) It Looks Like You'll Get What You Pay For

Dec 03
With Constellation Software Inc. (TSE:CSU) It Looks Like You'll Get What You Pay For

Calculating The Fair Value Of Constellation Software Inc. (TSE:CSU)

Aug 29
Calculating The Fair Value Of Constellation Software Inc. (TSE:CSU)

Subdued Growth No Barrier To Constellation Software Inc.'s (TSE:CSU) Price

Jul 13
Subdued Growth No Barrier To Constellation Software Inc.'s (TSE:CSU) Price

Is Constellation Software (TSE:CSU) Using Too Much Debt?

Jun 13
Is Constellation Software (TSE:CSU) Using Too Much Debt?

When Should You Buy Constellation Software Inc. (TSE:CSU)?

Jun 01
When Should You Buy Constellation Software Inc. (TSE:CSU)?

Constellation Software Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 14
Constellation Software Inc. Just Missed Earnings - But Analysts Have Updated Their Models

A Look At The Intrinsic Value Of Constellation Software Inc. (TSE:CSU)

May 03
A Look At The Intrinsic Value Of Constellation Software Inc. (TSE:CSU)

Shareholder Returns

CSUCA SoftwareCA Market
7D-6.3%-4.5%0.3%
1Y-48.2%-40.8%28.5%

Return vs Industry: CSU underperformed the Canadian Software industry which returned -40.8% over the past year.

Return vs Market: CSU underperformed the Canadian Market which returned 28.5% over the past year.

Price Volatility

Is CSU's price volatile compared to industry and market?
CSU volatility
CSU Average Weekly Movement7.3%
Software Industry Average Movement9.7%
Market Average Movement10.9%
10% most volatile stocks in CA Market19.2%
10% least volatile stocks in CA Market3.8%

Stable Share Price: CSU has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: CSU's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1995n/aMark Millerwww.csisoftware.com

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. It is involved in the software licensing; and sale of hardware activities. The company also offers professional services consist of implementation services, custom programming, product training, managed services, and consulting services; maintenance and customer support services, and hosted software-as-a-service products; and other recurring services.

Constellation Software Inc. Fundamentals Summary

How do Constellation Software's earnings and revenue compare to its market cap?
CSU fundamental statistics
Market capCA$51.73b
Earnings (TTM)CA$707.40m
Revenue (TTM)CA$16.06b
72.1x
P/E Ratio
3.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CSU income statement (TTM)
RevenueUS$11.62b
Cost of RevenueUS$7.26b
Gross ProfitUS$4.37b
Other ExpensesUS$3.86b
EarningsUS$512.00m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)24.16
Gross Margin37.58%
Net Profit Margin4.41%
Debt/Equity Ratio125.7%

How did CSU perform over the long term?

See historical performance and comparison

Dividends

0.2%
Current Dividend Yield
17%
Payout Ratio

Does CSU pay a reliable dividends?

See CSU dividend history and benchmarks
When do you need to buy CSU by to receive an upcoming dividend?
Constellation Software dividend dates
Ex Dividend DateMar 27 2026
Dividend Pay DateApr 15 2026
Days until Ex dividend0 days
Days until Dividend pay date19 days

Does CSU pay a reliable dividends?

See CSU dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/25 07:52
End of Day Share Price 2026/03/25 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Constellation Software Inc. is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Harriet LiAccountability Research Corporation
Richard TseATB Cormark Historical (Cormark Securities)
Phillip HuangBarclays