Constellation Software Inc.'s (TSE:CSU) Shareholders Might Be Looking For Exit
Jan 29
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Canadian (TSX) Software Industry Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies79
- 7D1.5%
- 3M11.2%
- 1Y22.3%
- YTD4.7%
Over the last 7 days, the Software industry has risen 1.5%, driven by gains from Constellation Software of 2.6%. This takes the industry's 12 month performance to a gain of 22%. As for the next few years, earnings are expected to grow by 27% per annum.
Industry Valuation and Performance
Has the Canadian Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Feb 2025 | CA$160.0b | CA$24.3b | -CA$2,431,964,088.12 | 41.4x | -65.8x | 6.6x |
| Tue, 31 Dec 2024 | CA$153.4b | CA$24.0b | -CA$2,402,742,257.90 | 42.2x | -63.9x | 6.4x |
| Thu, 28 Nov 2024 | CA$156.6b | CA$23.5b | -CA$2,354,427,491.65 | 47.3x | -66.5x | 6.7x |
| Sat, 26 Oct 2024 | CA$143.7b | CA$22.4b | -CA$2,521,467,211.46 | 42.3x | -57x | 6.4x |
| Mon, 23 Sep 2024 | CA$144.5b | CA$22.0b | -CA$2,501,950,147.87 | 40.8x | -57.7x | 6.6x |
| Wed, 21 Aug 2024 | CA$140.8b | CA$22.1b | -CA$2,504,483,909.17 | 40.9x | -56.2x | 6.4x |
| Fri, 19 Jul 2024 | CA$141.3b | CA$21.4b | -CA$3,402,557,703.45 | 45.7x | -41.5x | 6.6x |
| Sun, 16 Jun 2024 | CA$131.3b | CA$21.7b | -CA$3,393,225,124.15 | 40.2x | -38.7x | 6.1x |
| Tue, 14 May 2024 | CA$129.6b | CA$21.5b | -CA$3,530,942,496.25 | 48.4x | -36.7x | 6x |
| Thu, 11 Apr 2024 | CA$129.8b | CA$20.9b | -CA$4,239,743,285.79 | 22.6x | -30.6x | 6.2x |
| Sat, 09 Mar 2024 | CA$125.2b | CA$20.6b | -CA$4,785,933,270.47 | 26.6x | -26.2x | 6.1x |
| Mon, 05 Feb 2024 | CA$126.2b | CA$19.9b | -CA$3,969,426,293.00 | 26.2x | -31.8x | 6.3x |
| Wed, 03 Jan 2024 | CA$113.5b | CA$19.8b | -CA$4,036,098,557.00 | 26.2x | -28.1x | 5.7x |
| Fri, 01 Dec 2023 | CA$111.7b | CA$20.0b | -CA$4,170,778,315.00 | 29.4x | -26.8x | 5.6x |
| Sun, 29 Oct 2023 | CA$95.8b | CA$19.7b | -CA$4,245,099,258.00 | 52.2x | -22.6x | 4.9x |
| Tue, 26 Sep 2023 | CA$98.8b | CA$19.2b | -CA$4,153,201,631.00 | 53.9x | -23.8x | 5.1x |
| Thu, 24 Aug 2023 | CA$102.8b | CA$19.4b | -CA$4,151,077,810.00 | 58.1x | -24.8x | 5.3x |
| Sat, 22 Jul 2023 | CA$104.6b | CA$18.2b | -CA$3,860,808,865.00 | 73.2x | -27.1x | 5.8x |
| Mon, 19 Jun 2023 | CA$101.1b | CA$17.9b | -CA$3,941,240,939.00 | 71.8x | -25.7x | 5.7x |
| Wed, 17 May 2023 | CA$97.8b | CA$18.0b | -CA$3,220,846,866.00 | 64.6x | -30.4x | 5.4x |
| Fri, 14 Apr 2023 | CA$97.2b | CA$16.8b | -CA$3,296,816,948.00 | 48.9x | -29.5x | 5.8x |
| Sun, 12 Mar 2023 | CA$86.7b | CA$16.8b | -CA$2,571,687,211.00 | 40.7x | -33.7x | 5.2x |
| Tue, 07 Feb 2023 | CA$89.5b | CA$16.3b | -CA$1,685,955,455.00 | 29.2x | -53.1x | 5.5x |
| Thu, 05 Jan 2023 | CA$81.2b | CA$16.2b | -CA$673,542,177.00 | 28.2x | -120.6x | 5x |
| Sat, 03 Dec 2022 | CA$82.6b | CA$16.1b | -CA$585,422,238.00 | 32.8x | -141.2x | 5.1x |
| Mon, 31 Oct 2022 | CA$78.5b | CA$15.4b | -CA$283,463,446.00 | 37.6x | -277x | 5.1x |
| Wed, 28 Sep 2022 | CA$74.5b | CA$15.6b | -CA$426,613,744.00 | 36.7x | -174.6x | 4.8x |
| Fri, 26 Aug 2022 | CA$82.2b | CA$14.7b | -CA$401,780,991.00 | 44.6x | -204.5x | 5.6x |
| Sun, 24 Jul 2022 | CA$80.3b | CA$13.9b | CA$407.3m | 52.3x | 197.2x | 5.8x |
| Tue, 21 Jun 2022 | CA$73.3b | CA$14.0b | CA$743.0m | 56.5x | 98.7x | 5.2x |
| Thu, 19 May 2022 | CA$78.3b | CA$14.2b | CA$372.2m | 42.8x | 210.2x | 5.5x |
| Sat, 16 Apr 2022 | CA$91.8b | CA$13.4b | -CA$2,696,105,131.00 | 44.5x | -34x | 6.9x |
| Mon, 14 Mar 2022 | CA$87.7b | CA$12.8b | -CA$3,108,716,617.00 | 23.1x | -28.2x | 6.8x |
| Wed, 09 Feb 2022 | CA$95.9b | CA$12.2b | -CA$3,277,748,903.00 | 69x | -29.3x | 7.8x |
Price to Earnings Ratio
-29.3x
Current Industry PE
- Investors are optimistic on the Canadian Software industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 5.9x is lower than the industry's current PS ratio of 6.6x.
Past Earnings Growth
- The earnings for companies in the Software industry have improved over the last three years.
- Revenues for these companies have grown 26% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Trends
Which industries have driven the changes within the Canadian Tech industry?
| CA Market | -0.47% | |
| Tech | 2.33% | |
| Software | 1.53% | |
| Systems Software | 5.44% | |
| Application Software | 1.41% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 75% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Application Software industry is expected to see its earnings grow by 26% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CSU Constellation Software | CA$4.75k | 2.6% +CA$2.5b | 25.4% | PE118x | |
| TOI Topicus.com | CA$136.39 | 4.9% +CA$530.8m | 27.3% | PE89.8x | |
| BB BlackBerry | CA$6.42 | 7.4% +CA$260.3m | 75.9% | PS4.1x | |
| NDA Neptune Digital Assets | CA$2.51 | 15.1% +CA$41.9m | 723.0% | PE52.2x | |
| BTQ BTQ Technologies | CA$4.48 | 6.9% +CA$37.0m | 686.0% | PS1372.7x |
