CNSWF(CNSWF)

$2022.28—Stale · unknown old

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CNSWF(CNSWF)

OTC • Last print unknown ago

$2022.28—Stale · unknown old

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CNSWF(CNSWF)

CNSWF

9/16/26

Constellation Software (CNSWF)

Wednesday

5:22 PM

ThesisRecent acquisition activity and strong recurring revenue growth are shifting investor sentiment positively, suggesting a recovery in stock performance.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$11.6B	$13.8B	$16.2B
Rev. Growth	+15.5%	+18.9%	+17.0%
EPS	$24.58	$118.12	$136.36
EPS Growth	-28.7%	+381%	+15.4%
P/E (fwd)	82.3×	17.1×	14.8×

★ Analysts see FY2026 revenue reaching $13.8B — +18.9% growth in a single year.

Why Revenue Could Accelerate

01Recent acquisition of a healthcare software provider expected to add $150M in annual revenue and enhance market share.
02Strong growth in recurring revenue segments, with a reported 20% YoY increase in Q2 2026.
03Increased focus on cloud-based solutions, which could drive a 25% increase in customer acquisition rates over the next 12 months.
04Digital transformation in vertical markets
05Increased demand for cloud-based software solutions
06Acquisition announcements that expand its vertical market software portfolio
07Changes in recurring revenue growth rates
08Market sentiment regarding the software sector's growth potential

FY2025 Snapshot

Revenue: $11.6B
Rev. Growth: +15.5%
Gross Margin: 37.6%
Op. Margin: 7.9%
Net Margin: 4.4%
Net Income: $512M
NI Growth: -30.0%
EPS: $24.58
1Y Return: -35.1%

CNSWF Chart

My Notes

"Management emphasized, 'Our strategic acquisitions are positioning us for sustained growth in key verticals.'"
Moat: Constellation's extensive portfolio and established customer relationships provide a durable competitive advantage.
growth - Investors are drawn to Constellation for its strong acquisition strategy and recurring revenue model.
Interest rates affect Constellation's cost of capital and can influence acquisition financing.
Watch on earnings: Recurring revenue growth rate, Operating cash flow, Free cash flow yield.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $13.8B to $16.2B as recent acquisition of a healthcare software provider expected to add $150m in annual revenue and enhance market share.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

82.3×

17.1×

14.8×

Why Revenue Could Accelerate

01Recent acquisition of a healthcare software provider expected to add $150M in annual revenue and enhance market share.

02Strong growth in recurring revenue segments, with a reported 20% YoY increase in Q2 2026.

03Increased focus on cloud-based solutions, which could drive a 25% increase in customer acquisition rates over the next 12 months.

04Digital transformation in vertical markets

05Increased demand for cloud-based software solutions

06Acquisition announcements that expand its vertical market software portfolio

07Changes in recurring revenue growth rates

08Market sentiment regarding the software sector's growth potential

My Notes

"Management emphasized, 'Our strategic acquisitions are positioning us for sustained growth in key verticals.'"

Moat: Constellation's extensive portfolio and established customer relationships provide a durable competitive advantage.

growth - Investors are drawn to Constellation for its strong acquisition strategy and recurring revenue model.

Interest rates affect Constellation's cost of capital and can influence acquisition financing.

Watch on earnings: Recurring revenue growth rate, Operating cash flow, Free cash flow yield.