How does CSU's PE Ratio compare to its peers?

CSU is expensive based on its Price-To-Earnings Ratio (116.3x) compared to the peer average (100.7x).

How does CSU's PE Ratio compare vs other companies in the CA Software Industry?

CSU is expensive based on its Price-To-Earnings Ratio (116.3x) compared to the Canadian Software industry average (40.1x).

What is CSU's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

CSU is expensive based on its Price-To-Earnings Ratio (116.3x) compared to the estimated Fair Price-To-Earnings Ratio (75.8x).

What is the Fair Price of CSU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

CSU (CA$4503.07) is trading below our estimate of [[fair value]] (CA$5319.55)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Target price is less than 20% higher than the current share price.

Constellation Software (TSX:CSU) - Stock Price, News & Analysis

CSU Stock Overview

Acquires, builds, and manages vertical market software businesses in Canada, the United States, Europe, and internationally. More details

CSU fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	5/6
Past Performance	2/6
Financial Health	2/6
Dividends	0/6

Rewards

Trading at 15.3% below our estimate of its fair value

Earnings are forecast to grow 26.83% per year

Earnings have grown 12.9% per year over the past 5 years

Risk Analysis

Significant insider selling over the past 3 months

Has a high level of debt

Constellation Software Inc. Competitors

Descartes Systems Group

TSX:DSG

CA$13.6b

Topicus.com

TSXV:TOI

CA$9.7b

Kinaxis

TSX:KXS

CA$4.7b

Docebo

TSX:DCBO

CA$2.0b

Price History & Performance

Summary of all time highs, changes and price drops for Constellation Software
Historical stock prices
Current Share Price	CA$4,503.07
52 Week High	CA$4,610.74
52 Week Low	CA$3,148.70
Beta	0.80
11 Month Change	3.04%
3 Month Change	5.67%
1 Year Change	41.59%
33 Year Change	102.38%
5 Year Change	215.99%
Change since IPO	24,574.36%

Recent updates

These 4 Measures Indicate That Constellation Software (TSE:CSU) Is Using Debt Safely

May 21

Constellation Software Inc. (TSE:CSU) Shares Could Be 31% Below Their Intrinsic Value Estimate

Dec 02

When Should You Buy Constellation Software Inc. (TSE:CSU)?

Nov 06

These 4 Measures Indicate That Constellation Software (TSE:CSU) Is Using Debt Reasonably Well

Oct 01

Do Constellation Software's (TSE:CSU) Earnings Warrant Your Attention?

Sep 17

Is There An Opportunity With Constellation Software Inc.'s (TSE:CSU) 29% Undervaluation?

Aug 16

Is There Now An Opportunity In Constellation Software Inc. (TSE:CSU)?

Jul 11

Here's Why Constellation Software (TSE:CSU) Can Manage Its Debt Responsibly

Jun 29

If EPS Growth Is Important To You, Constellation Software (TSE:CSU) Presents An Opportunity

Jun 17

A Look At The Fair Value Of Constellation Software Inc. (TSE:CSU)

May 18

What Does Constellation Software Inc.'s (TSE:CSU) Share Price Indicate?

Apr 06

Constellation Software (TSE:CSU) Seems To Use Debt Quite Sensibly

Mar 25

Does Constellation Software (TSE:CSU) Deserve A Spot On Your Watchlist?

Mar 13

Calculating The Fair Value Of Constellation Software Inc. (TSE:CSU)

Feb 17

Is Constellation Software Inc. (TSE:CSU) Potentially Undervalued?

Jan 06

Do Constellation Software's (TSE:CSU) Earnings Warrant Your Attention?

Dec 12

Is Constellation Software Inc. (TSE:CSU) Trading At A 35% Discount?

Nov 18

Does Constellation Software (TSE:CSU) Have A Healthy Balance Sheet?

Nov 03

Is Now An Opportune Moment To Examine Constellation Software Inc. (TSE:CSU)?

Sep 28

Here's Why Constellation Software (TSE:CSU) Has Caught The Eye Of Investors

Sep 11

Shareholder Returns

	CSU	CA Software	CA Market
7D	-1.5%	-1.6%	0.4%
1Y	41.6%	34.3%	21.4%

Return vs Industry: CSU exceeded the Canadian Software industry which returned 34.3% over the past year.

Return vs Market: CSU exceeded the Canadian Market which returned 21.4% over the past year.

Price Volatility

Is CSU's price volatile compared to industry and market?
CSU volatility
CSU Average Weekly Movement	2.9%
Software Industry Average Movement	10.6%
Market Average Movement	8.3%
10% most volatile stocks in CA Market	17.7%
10% least volatile stocks in CA Market	2.9%

Stable Share Price: CSU has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: CSU's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1995	45,000	Mark Leonard	www.csisoftware.com

Constellation Software Inc., together with its subsidiaries, acquires, builds, and manages vertical market software businesses in Canada, the United States, Europe, and internationally. It provides mission critical software solutions for public and private sector markets. The company is also involved in the software licensing; and sale of third-party hardware.

Constellation Software Inc. Fundamentals Summary

How do Constellation Software's earnings and revenue compare to its market cap?
CSU fundamental statistics
Market cap	CA$94.01b
Earnings (TTM)	CA$820.68m
Revenue (TTM)	CA$13.54b

116.3x

P/E Ratio

7.0x

P/S Ratio

Is CSU overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CSU income statement (TTM)
Revenue	US$9.69b
Cost of Revenue	US$6.24b
Gross Profit	US$3.45b
Other Expenses	US$2.86b
Earnings	US$587.00m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	27.70
Gross Margin	35.62%
Net Profit Margin	6.06%
Debt/Equity Ratio	132.3%

How did CSU perform over the long term?

See historical performance and comparison

Dividends

0.1%

Current Dividend Yield

14%

Payout Ratio

Does CSU pay a reliable dividends?

See CSU dividend history and benchmarks

When do you need to buy CSU by to receive an upcoming dividend?
Constellation Software dividend dates
Ex Dividend Date	Dec 20 2024
Dividend Pay Date	Jan 10 2025
Days until Ex dividend	29 days
Days until Dividend pay date	50 days

Does CSU pay a reliable dividends?

See CSU dividend history and benchmarks

CSU Stock Overview

Rewards

Risk Analysis

Constellation Software Inc. Competitors

TSX:DSG

CA$13.6b

TSXV:TOI

CA$9.7b

TSX:KXS

CA$4.7b

TSX:DCBO

CA$2.0b

Price History & Performance

Recent News & Updates

Third quarter dividend of US$1.00 announced

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Constellation Software Inc. Declares Quarterly Cash Dividend, Payable on January 10, 2025

Constellation Software Inc. to Report Q3, 2024 Results on Nov 08, 2024

Chief Financial Officer recently sold CA$1.1m worth of stock

Now 20% undervalued

Recent updates

Third quarter dividend of US$1.00 announced

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Constellation Software Inc. Declares Quarterly Cash Dividend, Payable on January 10, 2025

Constellation Software Inc. to Report Q3, 2024 Results on Nov 08, 2024

Chief Financial Officer recently sold CA$1.1m worth of stock

Now 20% undervalued

Insider recently sold CA$21m worth of stock

Upcoming dividend of US$1.00 per share

Second quarter dividend of US$1.00 announced

Second quarter 2024 earnings: EPS exceeds analyst expectations

Constellation Software Inc. to Report Q2, 2024 Results on Aug 09, 2024

Constellation Software Inc. Announces Executive Appointments of Omegro

Founder recently sold CA$14m worth of stock

Upcoming dividend of US$1.00 per share

Director recently sold CA$11m worth of stock

General Counsel & Secretary recently sold CA$1.3m worth of stock

These 4 Measures Indicate That Constellation Software (TSE:CSU) Is Using Debt Safely

Constellation Software Inc. Announces Several Changes to the Harris Executive Team, Effective June 1, 2024

First quarter dividend of US$1.00 announced

Now 20% undervalued

First quarter 2024 earnings: EPS misses analyst expectations

Constellation Software Inc. Declares Quarterly Dividend, Payable on July 11, 2024

Now 20% undervalued

Constellation Software Inc. to Report Q1, 2024 Results on May 10, 2024

Constellation Software Inc.'s (TSE:CSU) Shares May Have Run Too Fast Too Soon

Now 21% undervalued

Founder recently sold CA$13m worth of stock

Upcoming dividend of US$1.00 per share

Founder recently sold CA$23m worth of stock

We Think Constellation Software's (TSE:CSU) Solid Earnings Are Understated

Consensus EPS estimates fall by 13%, revenue upgraded

Dividend of US$1.00 announced

Constellation Software Inc., Annual General Meeting, May 13, 2024

Full year 2023 earnings: EPS exceeds analyst expectations

Constellation Software Inc. Declares Quarterly Dividend, Payable on April 15, 2024

Constellation Software Inc. announced that it expects to receive $1 billion in funding

Constellation Software Inc. announced that it expects to receive $1 billion in funding

Do Constellation Software's (TSE:CSU) Earnings Warrant Your Attention?

Constellation Software Inc. to Report Q4, 2023 Results on Mar 06, 2024

Is Constellation Software (TSE:CSU) A Risky Investment?

What Constellation Software Inc.'s (TSE:CSU) P/S Is Not Telling You

Constellation Software Inc. Announces the Retirement of Dexter Salna as Director

Upcoming dividend of US$1.00 per share at 0.2% yield

Constellation Software Inc. (TSE:CSU) Shares Could Be 31% Below Their Intrinsic Value Estimate

New minor risk - Insider selling

Director recently sold CA$3.1m worth of stock

Consensus EPS estimates increase by 33%

Constellation Software Inc. Announces Appointment of Lawrence Cunningham and Dexter Salna to the Board of Directors

When Should You Buy Constellation Software Inc. (TSE:CSU)?

Constellation Software Inc. to Report Q3, 2023 Results on Nov 09, 2023

These 4 Measures Indicate That Constellation Software (TSE:CSU) Is Using Debt Reasonably Well

Do Constellation Software's (TSE:CSU) Earnings Warrant Your Attention?

Upcoming dividend of US$1.00 per share at 0.2% yield

Consensus EPS estimates fall by 28%, revenue upgraded

Is There An Opportunity With Constellation Software Inc.'s (TSE:CSU) 29% Undervaluation?

Second quarter 2023 earnings: EPS misses analyst expectations

Constellation Software Inc. Declares Dividend, Payable on October 11, 2023

Constellation Software Inc. to Report Q2, 2023 Results on Aug 11, 2023

Is There Now An Opportunity In Constellation Software Inc. (TSE:CSU)?