Constellation Software Gestion
Gestion contrôle des critères 2/4
Le PDG Constellation Software est Mark Miller, nommé en Sep2025, a un mandat de moins d'un an. détient directement 1.2% des actions de la société, d'une valeur de CA$ 713.20M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5 ans et 5.5 ans.
Informations clés
Mark Miller
Directeur général
n/a
Rémunération totale
| Pourcentage du salaire du PDG | n/a |
| Durée du mandat du directeur général | 1yr |
| Propriété du PDG | 1.2% |
| Durée moyenne d'occupation des postes de direction | 5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.5yrs |
Mises à jour récentes de la gestion
Recent updates
CSU: Acquisition Pipeline And AI Integration Will Drive Long-Term Earnings Power
Analysts have trimmed their blended price target for Constellation Software to about CA$3,920 from roughly CA$4,008. This reflects slightly more cautious assumptions on revenue growth and valuation multiples, even as they point to resilient margins and ongoing acquisition activity.
CSU: Acquisition Execution Will Drive Future Returns Despite Organic And AI Questions
Analysts recently trimmed their blended Constellation Software price target by CA$242.94 to reflect a modestly lower fair value estimate, while still highlighting acquisition execution alongside ongoing questions around organic growth and AI disruption. Analyst Commentary Recent Street research on Constellation Software points to a generally constructive tone, even as analysts fine tune their numbers around organic growth, expense levels and potential AI disruption.
CSU: Expense And Hardware Pressures Will Frame Measured Upside From Here
Constellation Software's analyst price targets have seen mixed revisions recently, with several firms trimming their CA$-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...PDG
Mark Miller (62 yo)
Mr. Mark Robert Miller, C.P.A., is Director of Topicus.com Inc. from March 2026. Mr. Miller is Director of VoxCell BioInnovation, Inc. from October 2025. He is President of Constellation Software Inc. from...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1yr | US$1.85m | 1.2% CA$ 713.2m | |
| CFO & Director | 13.5yrs | US$1.04m | 0.0079% CA$ 4.7m | |
| Chief Investment Officer | no data | pas de données | 0.70% CA$ 416.5m | |
| General Counsel & Secretary | no data | pas de données | 0.014% CA$ 8.2m | |
| Senior Vice President of Large Investments & Strategy | 5.3yrs | pas de données | pas de données | |
| Managing Partner | 4.8yrs | pas de données | pas de données | |
| Chief Executive Officer of Vela Software Group | 6yrs | US$1.96m | 0.017% CA$ 9.9m | |
| President & CEO of Perseus Operating Group | 3.7yrs | US$2.02m | 0.051% CA$ 30.4m |
Gestion expérimentée: L'équipe dirigeante de CSU est chevronnée et expérimentée (5 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | less than a year | US$1.85m | 1.2% CA$ 713.2m | |
| CFO & Director | 1.3yrs | US$1.04m | 0.0079% CA$ 4.7m | |
| Lead Independent Director | 13.2yrs | US$100.00k | 0.0059% CA$ 3.5m | |
| Independent Director | 6.3yrs | US$60.00k | 0.00036% CA$ 213.8k | |
| Chairman of the Board | 6.3yrs | US$60.00k | 0.16% CA$ 93.5m | |
| Independent Director | 4.8yrs | US$72.50k | 0.0017% CA$ 1.0m | |
| Independent Director | 6.3yrs | US$80.00k | 0.00067% CA$ 397.8k | |
| Independent Vice Chairman of the Board | 2.8yrs | US$120.00k | 0.010% CA$ 6.2m |
Conseil d'administration expérimenté: Les membres du conseil d'administration de CSU sont considérés comme expérimentés (ancienneté moyenne 5.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 01:03 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Constellation Software Inc. est couverte par 23 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Richard Tse | ATB Cormark Historical (Cormark Securities) |
| Phillip Huang | Barclays |