Constellation Software Toekomstige groei
Future criteriumcontroles 4/6
Constellation Software zal naar verwachting groeien in winst en omzet met respectievelijk 17.9% en 14% per jaar. De winst per aandeel zal naar verwachting groeien met 18.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 21.8% zijn.
Belangrijke informatie
17.9%
Groei van de winst
18.60%
Groei van de winst per aandeel
| Software winstgroei | 22.1% |
| Inkomstengroei | 14.0% |
| Toekomstig rendement op eigen vermogen | 21.79% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 29 Jul 2026 |
Recente toekomstige groei-updates
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...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 18,629 | 1,789 | 3,656 | 4,433 | 5 |
| 12/31/2027 | 16,066 | 1,461 | 3,567 | 3,772 | 11 |
| 12/31/2026 | 13,822 | 1,347 | 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei CSU ( 17.9% per jaar) ligt boven de spaarquote ( 3.1% ).
Winst versus markt: De winst van CSU ( 17.9% per jaar) zal naar verwachting sneller groeien dan de Canadian markt ( 11.2% per jaar).
Hoge groeiwinsten: De winst van CSU zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van CSU ( 14% per jaar) zal naar verwachting sneller groeien dan de markt Canadian ( 4.2% per jaar).
Hoge groei-inkomsten: De omzet van CSU ( 14% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen CSU zal naar verwachting over 3 jaar hoog zijn ( 21.8 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/10 06:42 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Constellation Software Inc. wordt gevolgd door 23 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Richard Tse | ATB Cormark Historical (Cormark Securities) |
| Phillip Huang | Barclays |