Download PDF

1. Company Snapshot

1.a. Company Description

Constellation Software Inc., together with its subsidiaries, acquires, builds, and manages vertical market software businesses in Canada, the United States, the United Kingdom, and rest of Europe.Its industry specific software businesses provide specialized and mission-critical software solutions.The company serves public and private sector markets.


Constellation Software Inc.was incorporated in 1995 and is headquartered in Toronto, Canada.

Show Full description

1.b. Last Insights on CSU

Constellation Software's recent performance was driven by strong full-year 2024 earnings, with EPS beating expectations. Revenue reached $10.1 billion, a 20% increase from the previous year. The company also declared a $1.00 per share dividend, payable on April 15, 2025. Additionally, the acquisition of treasury shares by Topicus.com Inc. and Constellation Software's partnership with Topicus.com Inc. are positive developments. The company's strong financial performance and dividend declaration likely contributed to its recent success.

1.c. Company Highlights

2. Transcript Summary

Unfortunately this company is not part of our coverage yet. But as part of your subscription plan you can request it by clicking just below and we'll process.

Request Coverage

3. NewsRoom

Card image cap

Pivotal Group Sells GlobalMeet to N. Harris Computer Corporation

Jan -26

Source: prnewswire.com

Card image cap

Global M&A rebounds in 2025 led by media, mining and tech megadeals

Dec -31

Source: proactiveinvestors.com

Card image cap

Constellation Software Inc. Announces Appointment of Mark Miller to its Board of Directors

Dec -09

Source: globenewswire.com

Card image cap

Lumine Group to Acquire Synchronoss Technologies

Dec -04

Source: globenewswire.com

Card image cap

Lumine Group to Acquire Synchronoss Technologies

Dec -04

Source: globenewswire.com

Card image cap

Constellation Software's Harris Operating Group Enters into Agreement to Acquire TECVIA Holding GmbH

Oct -15

Source: globenewswire.com

Card image cap

TSX Value Stocks Estimated To Be Trading Below Intrinsic Worth October 2025

Oct -14

Source:

Card image cap

Constellation Software Up 1.3% as Its MAJIQ unit Launches Ether Product for Pulp and Paper Companies

Oct -08

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.90%)

6. Segments

Software & Programming

Expected Growth: 10.9%

Constellation Software's growth is driven by increasing demand for industry-specific software solutions, strategic acquisitions, and a strong track record of organic growth.

7. Detailed Products

Vela Operations

Vela Operations provides software solutions for the public sector, including case management, licensing, and permitting.

Harris ERP

Harris ERP offers enterprise resource planning software for the public sector, including financial management, human resources, and procurement.

Jonas Construction Software

Jonas Construction Software provides ERP solutions for the construction industry, including project management, accounting, and service management.

GHG Corporation

GHG Corporation offers software solutions for the healthcare industry, including practice management, billing, and electronic health records.

Volaris Group

Volaris Group provides software solutions for the communications industry, including billing, customer management, and network management.

Perseus Operating Group

Perseus Operating Group offers software solutions for the hospitality industry, including property management, point-of-sale, and revenue management.

8. Constellation Software Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Constellation Software Inc. operates in a niche market with specialized software solutions, making it difficult for substitutes to emerge.

Bargaining Power Of Customers

While customers have some bargaining power due to the availability of alternative software solutions, Constellation Software Inc.'s strong brand reputation and customer loyalty mitigate this power.

Bargaining Power Of Suppliers

Constellation Software Inc. has a diversified supplier base, reducing dependence on individual suppliers and minimizing their bargaining power.

Threat Of New Entrants

While there are barriers to entry in the software industry, new entrants can still emerge, especially with the rise of cloud-based solutions and open-source software.

Intensity Of Rivalry

The software industry is highly competitive, with many established players and new entrants vying for market share, leading to intense rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 66.25%
Debt Cost 7.94%
Equity Weight 33.75%
Equity Cost 7.94%
WACC 7.94%
Leverage 196.27%

11. Quality Control: Constellation Software Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Intuit

A-Score: 5.6/10

Value: 1.0

Growth: 8.1

Quality: 8.6

Yield: 1.0

Momentum: 7.0

Volatility: 8.0

1-Year Total Return ->

View Full Report
Stock-Card
Salesforce

A-Score: 5.0/10

Value: 2.3

Growth: 8.9

Quality: 8.3

Yield: 1.0

Momentum: 2.5

Volatility: 7.0

1-Year Total Return ->

View Full Report
Stock-Card
Cadence Design Systems

A-Score: 4.6/10

Value: 0.0

Growth: 7.2

Quality: 8.5

Yield: 0.0

Momentum: 6.0

Volatility: 6.0

1-Year Total Return ->

View Full Report
Stock-Card
ServiceNow

A-Score: 4.4/10

Value: 0.3

Growth: 9.0

Quality: 7.8

Yield: 0.0

Momentum: 3.0

Volatility: 6.0

1-Year Total Return ->

View Full Report
Stock-Card
FICO

A-Score: 4.2/10

Value: 2.0

Growth: 8.3

Quality: 7.4

Yield: 0.0

Momentum: 3.0

Volatility: 4.7

1-Year Total Return ->

View Full Report
Stock-Card
Constellation Software

A-Score: 4.2/10

Value: 1.2

Growth: 8.7

Quality: 6.3

Yield: 0.0

Momentum: 1.5

Volatility: 7.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2288.91$

Current Price

2288.91$

Potential

-0.00%

Expected Cash-Flows