Constellation Software Inc
TSX:CSU

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Constellation Software Inc
TSX:CSU
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Price: 3 375.08 CAD 1.49% Market Closed
Market Cap: 71.5B CAD

Relative Value

The Relative Value of one CSU stock under the Base Case scenario is 5 112.74 CAD. Compared to the current market price of 3 375.08 CAD, Constellation Software Inc is Undervalued by 34%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

CSU Relative Value
Base Case
5 112.74 CAD
Undervaluation 34%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
96
vs Industry
17
Median 3Y
6.4
Median 5Y
6.6
Industry
2.4
Forward
4.4
vs History
73
vs Industry
6
Median 3Y
93.1
Median 5Y
90.6
Industry
22.3
Forward
24.3
vs History
95
vs Industry
19
Median 3Y
29.8
Median 5Y
27.8
Industry
16
vs History
82
vs Industry
24
Median 3Y
23.4
Median 5Y
24.5
Industry
20.6
vs History
96
vs Industry
3
Median 3Y
25
Median 5Y
25.6
Industry
2.9
vs History
96
vs Industry
16
Median 3Y
6.5
Median 5Y
6.7
Industry
2.4
Forward
4.5
vs History
96
vs Industry
31
Median 3Y
6.7
Median 5Y
6.8
Industry
4.9
vs History
96
vs Industry
18
Median 3Y
24.6
Median 5Y
23.9
Industry
12.2
Forward
16
vs History
96
vs Industry
11
Median 3Y
46.1
Median 5Y
42.5
Industry
15.8
Forward
31.8
vs History
95
vs Industry
17
Median 3Y
30.4
Median 5Y
28.2
Industry
14.6
vs History
95
vs Industry
17
Median 3Y
31.4
Median 5Y
28.9
Industry
17.1
vs History
96
vs Industry
13
Median 3Y
6.7
Median 5Y
7.1
Industry
2.4

Multiples Across Competitors

CSU Competitors Multiples
Constellation Software Inc Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
CA
Constellation Software Inc
TSX:CSU
71.5B CAD 4.7 77.8 17 29.5
IL
Sapiens International Corporation NV
NASDAQ:SPNS
779.6B USD 1 381.5 12 118.2 7 802.2 10 065
US
Ezenia! Inc
OTC:EZEN
567B USD 233 910.9 -180 630.8 -182 667.2 -177 298
US
Palantir Technologies Inc
NYSE:PLTR
458.8B USD 117.7 418.8 516.5 532.4
DE
SAP SE
XETRA:SAP
243.8B EUR 6.7 34.4 21.1 23.9
US
Salesforce Inc
NYSE:CRM
244.8B USD 6.1 33.9 19.7 27.2
US
Applovin Corp
NASDAQ:APP
244.2B USD 44.2 86.3 68.4 74.4
US
Intuit Inc
NASDAQ:INTU
187B USD 9.6 45.4 31.4 36.3
US
Adobe Inc
NASDAQ:ADBE
149B USD 6.3 20.9 15.6 17.1
US
NCR Corp
LSE:0K45
137.3B USD 51.8 -2 250.6 390.1 1 141.4
US
Synopsys Inc
NASDAQ:SNPS
86B USD 13.4 43.1 68.3 88.5
P/S Multiple
Revenue Growth P/S to Growth
CA
Constellation Software Inc
TSX:CSU
Average P/S: 21 413.9
4.7
17%
0.3
IL
Sapiens International Corporation NV
NASDAQ:SPNS
1 381.5
8%
172.7
US
Ezenia! Inc
OTC:EZEN
233 910.9
N/A N/A
US
Palantir Technologies Inc
NYSE:PLTR
117.7
46%
2.6
DE
SAP SE
XETRA:SAP
6.7
11%
0.6
US
Salesforce Inc
NYSE:CRM
6.1
9%
0.7
US
Applovin Corp
NASDAQ:APP
44.2
28%
1.6
US
Intuit Inc
NASDAQ:INTU
9.6
13%
0.7
US
Adobe Inc
NASDAQ:ADBE
6.3
9%
0.7
US
N
NCR Corp
LSE:0K45
51.8
-8%
N/A
US
Synopsys Inc
NASDAQ:SNPS
13.4
21%
0.6
P/E Multiple
Earnings Growth PEG
CA
Constellation Software Inc
TSX:CSU
Average P/E: 1 431
77.8
60%
1.3
IL
Sapiens International Corporation NV
NASDAQ:SPNS
12 118.2
11%
1 101.7
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -180 630.8 N/A N/A
US
Palantir Technologies Inc
NYSE:PLTR
418.8
94%
4.5
DE
SAP SE
XETRA:SAP
34.4
48%
0.7
US
Salesforce Inc
NYSE:CRM
33.9
31%
1.1
US
Applovin Corp
NASDAQ:APP
86.3
61%
1.4
US
Intuit Inc
NASDAQ:INTU
45.4
31%
1.5
US
Adobe Inc
NASDAQ:ADBE
20.9
19%
1.1
US
N
NCR Corp
LSE:0K45
Negative Multiple: -2 250.6
-49%
N/A
US
Synopsys Inc
NASDAQ:SNPS
43.1
13%
3.3
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
CA
Constellation Software Inc
TSX:CSU
Average EV/EBITDA: 895
17
19%
0.9
IL
Sapiens International Corporation NV
NASDAQ:SPNS
7 802.2
5%
1 560.4
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -182 667.2 N/A N/A
US
Palantir Technologies Inc
NYSE:PLTR
516.5
137%
3.8
DE
SAP SE
XETRA:SAP
21.1
18%
1.2
US
Salesforce Inc
NYSE:CRM
19.7
24%
0.8
US
Applovin Corp
NASDAQ:APP
68.4
52%
1.3
US
Intuit Inc
NASDAQ:INTU
31.4
27%
1.2
US
Adobe Inc
NASDAQ:ADBE
15.6
16%
1
US
N
NCR Corp
LSE:0K45
390.1
16%
24.4
US
Synopsys Inc
NASDAQ:SNPS
68.3
44%
1.6
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
CA
Constellation Software Inc
TSX:CSU
Average EV/EBIT: 1 203.6
29.5
21%
1.4
IL
Sapiens International Corporation NV
NASDAQ:SPNS
10 065
12%
838.7
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -177 298 N/A N/A
US
Palantir Technologies Inc
NYSE:PLTR
532.4
141%
3.8
DE
SAP SE
XETRA:SAP
23.9
21%
1.1
US
Salesforce Inc
NYSE:CRM
27.2
33%
0.8
US
Applovin Corp
NASDAQ:APP
74.4
57%
1.3
US
Intuit Inc
NASDAQ:INTU
36.3
32%
1.1
US
Adobe Inc
NASDAQ:ADBE
17.1
19%
0.9
US
N
NCR Corp
LSE:0K45
1 141.4
70%
16.3
US
Synopsys Inc
NASDAQ:SNPS
88.5
49%
1.8