Constellation Software CSU

May 25, 2017 - 10:39am EST by

member

						2017	2018
Price:		687.00		EPS		30	35
Shares Out. (in M):		21		P/E		23	20
Market Cap (in $M):		14,560		P/FCF		23	20
Net Debt (in $M):		-200		EBIT		600	700
TEV (in $M):		14		TEV/EBIT		24	20

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12	member 11/17/20 4:26PM Re: Business update 11
Will do...thank you. view available tags
11	member 11/17/20 1:57PM Business update
Not surprised - SHSP had an insightful business update on Monday, laid out in a new investor presentation and a letter from the CEO. Cohort analysis since inception suggests that the companies Net Revenue Retention... login to read the rest 2 view available tags
10	member 11/17/20 1:21PM Earnings vs Stock
Cobia...The earnings were inline and fine from my cursory look...surprised at all the stock has taken off like this? Thank you. view available tags
8	member 9/25/20 1:22PM Re: Re: Re: Posting of this writeup outside of VIC 7
David, I know that's what it says, but that can't be accurate, right? Fails common sense test. It isn't like the verbiage in that section has been updated for a long while... view available tags
6	member 9/24/20 3:50PM Re: Posting of this writeup outside of VIC 1
Is this allowed? I thought against the VIC terms of service to post simulatenously outside of VIC. as i just posted an idea, it is allowed - but if posted elsewhere just not included in the... login to read the rest view available tags
4	member 9/22/20 10:08AM Re: Re: SHSP or EVRC? 3
Thanks for weighing in SHSP - always encouraging to see a growth tech company keeping expenses under control. That makes sense regarding EVRC. I had taken a look the EVRC financials and see what you're saying -... login to read the rest view available tags
2	member 9/21/20 6:01PM SHSP or EVRC?
SK601, curious what like more here, SHSP or EVRC? You broke down those companies nicely in prior posts. I checked out EVRC's website but they're skimpy on investor materials. view available tags

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