Constellation Software Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Constellation Software de 18.3% y 14% por año respectivamente. Se prevé que el BPA crezca en un 18.6% al año. Se espera que la rentabilidad financiera sea de 21.8% en 3 años.
Información clave
18.3%
Tasa de crecimiento de los beneficios
18.60%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 22.1% |
| Tasa de crecimiento de los ingresos | 14.0% |
| Rentabilidad financiera futura | 21.79% |
| Cobertura de analistas | Good |
| Última actualización | 10 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
CSU: Expense And Hardware Pressures Will Frame Measured Upside From Here
Constellation Software's analyst price targets have seen mixed revisions recently, with several firms trimming their CA$-based targets and citing updated models that factor in higher expense levels and hardware cost pressures following the latest quarterly results. Analyst Commentary Recent research on Constellation Software points to a more cautious tone from several bearish analysts, even as some targets remain relatively high in absolute terms.
Constellation Software: A Proven Serial Acquirer at a Discount
Thesis Constellation Software is a permanent holding company that has spent decades acquiring small, highly specialized vertical market software businesses, letting them run with full operational autonomy, and recycling the cash flow into new acquisitions. The real value driver isn't organic growth but the combination of sticky, stable underlying businesses and disciplined capital reinvestment at high returns.
CSU: Raised Outlook And Acquisitions Will Support Long-Term Earnings Power
Analysts have trimmed their consolidated price target for Constellation Software to about CA$4,008 from roughly CA$4,211. The change reflects updated models that factor in higher expense levels and hardware cost pressures, despite mixed target moves across firms.CSU: Cost Control Execution Will Shape Upside Despite Recent Model Resets
Analysts have trimmed the fair value estimate for Constellation Software to CA$3,280.71 from CA$3,477.92, as recent price target cuts around CA$3,185 to CA$4,500 reflect updated views on expense levels, hardware cost pressures, and refreshed post-earnings models. Analyst Commentary Recent Street research on Constellation Software points to a more cautious tone, with several bearish analysts revising their price targets lower after the Q1 report and model updates.Constellation Software's (TSE:CSU) Soft Earnings Don't Show The Whole Picture
Constellation Software Inc.'s ( TSE:CSU ) stock was strong despite it releasing a soft earnings report last week. We...Results: Constellation Software Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Investors in Constellation Software Inc. ( TSE:CSU ) had a good week, as its shares rose 2.8% to close at CA$2,468...AI Reinvestment Risks And Acquisition Pressures Will Still Support Long Term Earnings Potential
Catalysts About Constellation Software Constellation Software acquires, owns and operates vertical market software businesses that provide mission critical solutions to customers around the world. What are the underlying business or industry changes driving this perspective?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
Unfortunately for some shareholders, the Constellation Software Inc. ( TSE:CSU ) share price has dived 29% in the last...Constellation Software (TSE:CSU) Has A Rock Solid Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...With Constellation Software Inc. (TSE:CSU) It Looks Like You'll Get What You Pay For
Constellation Software Inc.'s ( TSE:CSU ) price-to-earnings (or "P/E") ratio of 73.3x might make it look like a strong...Calculating The Fair Value Of Constellation Software Inc. (TSE:CSU)
Key Insights The projected fair value for Constellation Software is CA$4,996 based on 2 Stage Free Cash Flow to Equity...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 18,629 | 1,789 | 3,656 | 4,433 | 5 |
| 12/31/2027 | 16,113 | 1,461 | 3,567 | 3,772 | 10 |
| 12/31/2026 | 13,840 | 1,331 | 3,068 | 3,161 | 11 |
| 3/31/2026 | 12,150 | 743 | 2,730 | 2,802 | N/A |
| 12/31/2025 | 11,623 | 512 | 2,664 | 2,732 | N/A |
| 9/30/2025 | 11,149 | 687 | 2,551 | 2,623 | N/A |
| 6/30/2025 | 10,742 | 641 | 2,379 | 2,454 | N/A |
| 3/31/2025 | 10,367 | 762 | 2,214 | 2,286 | N/A |
| 12/31/2024 | 10,066 | 731 | 2,129 | 2,196 | N/A |
| 9/30/2024 | 9,686 | 587 | 1,974 | 2,029 | N/A |
| 6/30/2024 | 9,270 | 649 | 1,980 | 2,026 | N/A |
| 3/31/2024 | 8,841 | 576 | 1,842 | 1,884 | N/A |
| 12/31/2023 | 8,407 | 565 | 1,737 | 1,779 | N/A |
| 9/30/2023 | 7,932 | 576 | 1,625 | 1,668 | N/A |
| 6/30/2023 | 7,531 | 486 | 1,435 | 1,476 | N/A |
| 3/31/2023 | 7,110 | 508 | 1,388 | 1,431 | N/A |
| 12/31/2022 | 6,622 | 512 | 1,256 | 1,297 | N/A |
| 9/30/2022 | 6,156 | 484 | 1,200 | 1,238 | N/A |
| 6/30/2022 | 5,732 | 454 | 1,172 | 1,209 | N/A |
| 3/31/2022 | 5,361 | 417 | 1,270 | 1,303 | N/A |
| 12/31/2021 | 5,106 | 310 | 1,271 | 1,300 | N/A |
| 9/30/2021 | 4,815 | 334 | 1,290 | 1,314 | N/A |
| 6/30/2021 | 4,518 | 350 | 1,233 | 1,256 | N/A |
| 3/31/2021 | 4,192 | 344 | 1,298 | 1,320 | N/A |
| 12/31/2020 | 3,969 | 436 | 1,161 | 1,186 | N/A |
| 9/30/2020 | 3,834 | 380 | 1,057 | 1,086 | N/A |
| 6/30/2020 | 3,700 | 339 | 998 | 1,030 | N/A |
| 3/31/2020 | 3,624 | 329 | 810 | 844 | N/A |
| 12/31/2019 | 3,490 | 333 | N/A | 767 | N/A |
| 9/30/2019 | 3,365 | 420 | N/A | 720 | N/A |
| 6/30/2019 | 3,254 | 404 | N/A | 685 | N/A |
| 3/31/2019 | 3,161 | 383 | N/A | 688 | N/A |
| 12/31/2018 | 3,060 | 379 | N/A | 662 | N/A |
| 9/30/2018 | 2,917 | 276 | N/A | 617 | N/A |
| 6/30/2018 | 2,795 | 265 | N/A | 596 | N/A |
| 3/31/2018 | 2,642 | 264 | N/A | 604 | N/A |
| 12/31/2017 | 2,479 | 222 | N/A | 528 | N/A |
| 9/30/2017 | 2,356 | 212 | N/A | 499 | N/A |
| 6/30/2017 | 2,265 | 225 | N/A | 514 | N/A |
| 3/31/2017 | 2,193 | 229 | N/A | 526 | N/A |
| 12/31/2016 | 2,125 | 207 | N/A | 491 | N/A |
| 9/30/2016 | 2,073 | 207 | N/A | 471 | N/A |
| 6/30/2016 | 1,988 | 185 | N/A | 438 | N/A |
| 3/31/2016 | 1,902 | 163 | N/A | 430 | N/A |
| 12/31/2015 | 1,838 | 177 | N/A | 396 | N/A |
| 9/30/2015 | 1,767 | 151 | N/A | 379 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (18.3% al año) de CSU es superior a la tasa de ahorro (3.1%).
Beneficios vs. Mercado: Se prevé que los beneficios (18.3% al año) de CSU crezcan más rápidamente que el mercado Canadian (11.2% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de CSU crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (14% al año) de CSU crezcan más rápidamente que los del mercado Canadian (4.2% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 14% al año) de CSU crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de CSU sea alta dentro de 3 años (21.8%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/10 21:42 |
| Precio de las acciones al final del día | 2026/08/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Constellation Software Inc. está cubierta por 23 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Richard Tse | ATB Cormark Historical (Cormark Securities) |
| Phillip Huang | Barclays |