Published

23 Mar 26

Updated

10 Jul 26

Views

541

Not Invested

Constellation SoftwareCSU

Fair Value

CA$4.01k

Share price10 Jul

CA$3.04k24.1% undervalued

1Y-33.16%

7D-1.56%

AI Adoption And Minority Stakes Will Reshape This Vertical Software Compounder

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

23 Mar 26

Updated

10 Jul 26

Views

541

Not Invested

Shared on 10 Jul 26

Fair value Decreased 4.83%

CSU: Raised Outlook And Acquisitions Will Support Long-Term Earnings Power

Constellation Software lifts its full-year outlook after a stronger-than-expected quarter, but rising costs are making some analysts more cautious. The company keeps buying niche software businesses, and the debate now centers on whether it can keep growing while keeping expenses under control.

73 views

Fair Value vs Share Price

CA$4.01k

vs CA$3.04k24.1% undervalued

16.5%

Revenue growth

9.1%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Constellation Software

Fair value estimate changes
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Company analysis

Solid track record and good value.

Market capCA$65.2b

PB11.3x

Estimated Growth12.7%

Dividend Yield0.2%

Full analysis

CEO & management

Mark Miller

CEO

5.0yrs

CEO Tenure

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