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Constellation Software Inc. (CSU $4,399.01)
- $4,399.01 P/E (TTM): 108.96X Cap: $93.22B
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Q: In a Presidents Letter several years ago, there was a detailed explanation of why organic growth was more valuable to the company than acquisition growth. In recent quarters organic growth was strong (4-5%) by historical standards. Of course no further information was provided. Do you have a sense of why organic growth has accelerated? Is it the influence of AI improving their businesses? Do you feel the higher organic growth rate is sustainable and if so should that lead to a rerating of the stock valuation?

Thanks.

Asked by Joel on August 27, 2025

5i Research Answer:

We can't exactly pinpoint the change here. As CSU absorbs its acquisitions, it is possible...

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