Constellation Software 3Q'25

Constellation Software reported earnings on Friday last week. Unlike other companies, they do not hold quarterly earnings calls although I do wonder whether they will have a change of heart under the new CEO, especially if the stock continues to remain under pressure for an extended period of time.

I will briefly recap some KPIs from the quarter and then provide an update on valuation behind the paywall.

In addition to “Daily Dose” (yes, DAILY) like this, MBI Deep Dives publishes one Deep Dive on a publicly listed company every month. You can find all the 64 Deep Dives here.