Constellation Software Inc.

TSX:CSU Stock Report

Market Cap: CA$54.3b

Constellation Software Future Growth

Future criteria checks 5/6

Constellation Software is forecast to grow earnings and revenue by 22% and 11.7% per annum respectively. EPS is expected to grow by 23% per annum. Return on equity is forecast to be 22.9% in 3 years.

Key information

22.0%

Earnings growth rate

22.97%

EPS growth rate

Software earnings growth25.2%
Revenue growth rate11.7%
Future return on equity22.88%
Analyst coverage

Good

Last updated13 Mar 2026

Recent future growth updates

Constellation Software Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 14
Constellation Software Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Recent updates

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

Feb 04
Constellation Software Inc.'s (TSE:CSU) 29% Cheaper Price Remains In Tune With Earnings

Constellation Software (TSE:CSU) Has A Rock Solid Balance Sheet

Jan 01
Constellation Software (TSE:CSU) Has A Rock Solid Balance Sheet

With Constellation Software Inc. (TSE:CSU) It Looks Like You'll Get What You Pay For

Dec 03
With Constellation Software Inc. (TSE:CSU) It Looks Like You'll Get What You Pay For

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

Aug 29
Calculating The Fair Value Of Constellation Software Inc. (TSE:CSU)

Subdued Growth No Barrier To Constellation Software Inc.'s (TSE:CSU) Price

Jul 13
Subdued Growth No Barrier To Constellation Software Inc.'s (TSE:CSU) Price

Is Constellation Software (TSE:CSU) Using Too Much Debt?

Jun 13
Is Constellation Software (TSE:CSU) Using Too Much Debt?

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

Jun 01
When Should You Buy Constellation Software Inc. (TSE:CSU)?

Constellation Software Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 14
Constellation Software Inc. Just Missed Earnings - But Analysts Have Updated Their Models

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

May 03
A Look At The Intrinsic Value Of Constellation Software Inc. (TSE:CSU)

Earnings and Revenue Growth Forecasts

TSX:CSU - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202817,7521,637N/A2,7202
12/31/202715,6321,4033,5663,48311
12/31/202613,5671,1733,0563,15111
12/31/202511,6235122,6642,732N/A
9/30/202511,1496872,5502,622N/A
6/30/202510,7426412,3792,454N/A
3/31/202510,3677622,2142,286N/A
12/31/202410,0667312,1292,196N/A
9/30/20249,6865871,9742,029N/A
6/30/20249,2706491,9802,026N/A
3/31/20248,8415761,8421,884N/A
12/31/20238,4075651,7371,779N/A
9/30/20237,9325761,6251,668N/A
6/30/20237,5314861,4351,476N/A
3/31/20237,1105081,3881,431N/A
12/31/20226,6225121,2561,297N/A
9/30/20226,1564841,2001,238N/A
6/30/20225,7324541,1721,209N/A
3/31/20225,3614171,2701,303N/A
12/31/20215,1063101,2711,300N/A
9/30/20214,8153341,2901,314N/A
6/30/20214,5183501,2331,256N/A
3/31/20214,1923441,2981,320N/A
12/31/20203,9694361,1611,186N/A
9/30/20203,8343801,0571,086N/A
6/30/20203,7003399981,030N/A
3/31/20203,624329810844N/A
12/31/20193,490333733767N/A
9/30/20193,365420N/A720N/A
6/30/20193,254404N/A685N/A
3/31/20193,161383N/A688N/A
12/31/20183,060379N/A662N/A
9/30/20182,917276N/A617N/A
6/30/20182,795265N/A596N/A
3/31/20182,642264N/A604N/A
12/31/20172,479222N/A528N/A
9/30/20172,356212N/A499N/A
6/30/20172,265225N/A514N/A
3/31/20172,193229N/A526N/A
12/31/20162,125207N/A491N/A
9/30/20162,073207N/A471N/A
6/30/20161,988185N/A438N/A
3/31/20161,902163N/A430N/A
12/31/20151,838177N/A396N/A
9/30/20151,767151N/A379N/A
6/30/20151,725137N/A375N/A
3/31/20151,697127N/A355N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CSU's forecast earnings growth (22% per year) is above the savings rate (2.9%).

Earnings vs Market: CSU's earnings (22% per year) are forecast to grow faster than the Canadian market (10.8% per year).

High Growth Earnings: CSU's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CSU's revenue (11.7% per year) is forecast to grow faster than the Canadian market (5.5% per year).

High Growth Revenue: CSU's revenue (11.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CSU's Return on Equity is forecast to be high in 3 years time (22.9%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/17 16:15
End of Day Share Price 2026/03/17 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Constellation Software Inc. is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Harriet LiAccountability Research Corporation
Richard TseATB Cormark Historical (Cormark Securities)
Phillip HuangBarclays