Constellation Software Förvaltning
Förvaltning kriterier kontrolleras 2/4
Constellation Software VD är Mark Miller, utsedd i Sep 2025, har en anställningstid på mindre än ett år. äger direkt 1.2% av företagets aktier, värda CA$ 800.56M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5 år respektive 4.8 år.
Viktig information
Mark Miller
Verkställande direktör
n/a
Total ersättning
| VD-lön i procent | n/a |
| Anställning som VD | less than a year |
| Ägande av VD | 1.2% |
| Ledningens genomsnittliga anställningstid | 5yrs |
| Styrelsens genomsnittliga mandatperiod | 4.8yrs |
Senaste uppdateringar av ledningen
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...VD OCH KONCERNCHEF
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | less than a year | US$1.85m | 1.2% CA$ 800.6m | |
| CFO & Director | 13.4yrs | US$1.04m | 0.0079% CA$ 5.3m | |
| Chief Investment Officer | no data | inga uppgifter | 0.70% CA$ 467.5m | |
| General Counsel & Secretary | no data | inga uppgifter | 0.014% CA$ 9.3m | |
| Senior Vice President of Large Investments & Strategy | 5.2yrs | inga uppgifter | inga uppgifter | |
| Managing Partner | 4.8yrs | inga uppgifter | inga uppgifter | |
| Chief Executive Officer of Vela Software Group | 5.9yrs | US$1.96m | 0.017% CA$ 11.1m | |
| President & CEO of Perseus Operating Group | 3.6yrs | US$2.02m | 0.051% CA$ 34.1m |
Erfaren ledning: CSU s ledningsgrupp anses vara erfaren ( 5 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | less than a year | US$1.85m | 1.2% CA$ 800.6m | |
| CFO & Director | 1.3yrs | US$1.04m | 0.0079% CA$ 5.3m | |
| Lead Independent Director | 13.1yrs | US$100.00k | 0.0059% CA$ 3.9m | |
| Independent Director | 6.2yrs | US$60.00k | 0.00036% CA$ 239.9k | |
| Chairman of the Board | 6.2yrs | US$60.00k | 0.16% CA$ 108.7m | |
| Independent Director | 4.8yrs | US$72.50k | 0.0017% CA$ 1.2m | |
| Independent Director | 4.3yrs | US$72.50k | 0.0010% CA$ 693.2k | |
| Independent Director | 6.2yrs | US$80.00k | 0.00067% CA$ 446.6k | |
| Independent Vice Chairman of the Board | 2.8yrs | US$120.00k | 0.010% CA$ 6.9m |
Erfaren styrelse: CSU s styrelse anses vara erfaren ( 4.8 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/06 15:28 |
| Aktiekurs vid dagens slut | 2026/08/06 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Constellation Software Inc. bevakas av 23 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Richard Tse | ATB Cormark Historical (Cormark Securities) |
| Phillip Huang | Barclays |