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Constellation Software

TOR:CSU · CA21037X1006
SoftwareX-Large

360

36
EV / EBIT33
Price / Owner Earnings23
Owner Earnings Yield49
Dividend Yield89
Price/Sales49
EV / Gross Profit41
Price/Book21
Return on Capital69
Cash Return on Capital58
Return on Equity61
EBIT Margin49
Gross Profitability31
Cash Conversion90
Accruals28
Owner Earnings Margin38
Sales growth76
Profit Growth94
Long-Term EPS Growth71
Owner Earnings Growth24
Reinvestment44
Price momentum37
Debt load21
Refinancing40
Debt Payback24
Liquidity65
Analyst ratings71
Opinion Changes59
Price Target Upside34
Market mood75
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Constellation Software generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryCanada
IndustrySoftware
SizeX-Large
TypePublic Company
ExchangeTSX
Founded1995
Employees668
Websitecsisoftware.com
ISINCA21037X1006
Last UpdateApr 2, 2026
Indices
TSX Composite (Canada)
Themes
PaaSCloud InfrastructureSoftware DevelopmentBusiness DevelopmentEnterprise SoftwareIndustrialSoftware

Description

Constellation Software Inc. specializes in acquiring, managing, and building vertical market software businesses. The company operates across various market segments, focusing on providing specialized software solutions and services tailored to uniq…

Analysis

Middle-of-the-road

Constellation Software Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 41.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 16% a year, against analyst forecasts of 20%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 14/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
68
2023202420252026

All-time high

86

Jan 2024

All-time low

35

Feb 2026

Average rank

66

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
49
29
38
47
Price/Earnings
38
23
43
56
Price/Book
21
3
3
9
Dividend Yield
89
78
75
85
Value (overall)
67
25
31
63

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →