Post by @LiebermanAustin
87% credible (93% factual, 77% presentation). The claim about Constellation Software's P/E ratio and historical performance is accurately supported by data from Yahoo Finance and MacroTrends, confirming a P/E of 28 in 2018 and subsequent stock appreciation. However, the presentation omits potential risks and uses selective framing to suggest undervaluation, impacting overall credibility.
Analysis Summary
The post highlights Constellation Software ($CSU) as a strong buy opportunity due to its current P/E ratio of 28, matching levels from 2018 when the stock has since appreciated over 300%. The attached chart from Yahoo Finance supports this by showing historical P/E trends and stock performance. The claim is factually supported by the visual data, indicating a potential undervaluation relative to growth.
Original Content
The Facts
The post's claim about the P/E ratio and historical performance is accurate based on the provided chart and market data from sources like Yahoo Finance and MacroTrends, which confirm $CSU's P/E was around 28 in 2018 and the stock has risen significantly since. However, the 'best opportunity' is subjective and omits risks like market volatility or economic factors. Mostly accurate with opinionated framing.
Benefit of the Doubt
The author advances a bullish investment perspective on $CSU, positioning it as an undervalued growth stock to encourage buying amid perceived market dips. Emphasis is placed on historical returns and low P/E as a rare entry point, while omitting potential downsides such as high acquisition-driven debt, interest rate sensitivity, or broader tech sector corrections that could impact future performance. This selective focus shapes perception toward optimism, appealing to growth-oriented investors without balanced risk discussion.
Visual Content Analysis
Images included in the original content
VISUAL DESCRIPTION
A screenshot of a Yahoo Finance historical graph for Constellation Software Inc. (CSU:CA), showing stock price correlated with adjusted operating earnings from September 2018 to November 2025. The chart includes lines for price (blue), normal P/E (purple), fair value ratio (orange), and custom ratio (gray), with bars for dividends and splits. Key metrics displayed: current price CAD 3,507.03, blended P/E 27.9x, growth 29%, fair value ratio 29%, normal P/E 27.9x, and an investment return example from CAD 1,000 in 2018 to CAD 8,739.01.
TEXT IN IMAGE
Constellation Software Inc (CSU:CA) External Links CAD 3,507.03 (-7.82 (-0.22%)) At close: Nov 4, 2025 Summary Historical Performance Forecasting Analyst Scorecards Fun Graphs Fiscal Year Financials Financials Historical graph Price Correlated with Adjusted (Operating) Earnings MAX 29% 29% 24% PERIOD MAX Growth 29% Fair Value Ratio Normal P/E 27.9x CAD 6,000 Invested Sep 21 2018 Closing Price: Nov 4, 2025 CAD 3,507.03 P/E RATE OF RETURN 27.9x Shares CAD 8,739.01 P/E Growth: CAD 40.28 (70%) Ann. ROE/Div: CAD 21.63 (3%) MV Div: CAD 30.06 (14%) Total Ann R: 21.9% CAD 5,000 CAD 4,000 CAD 3,000 CAD 2,000 CAD 1,500 CAD 0 2.08 3.70 7.28 13.17 22.16 35.21 62.20 127.4 10.17 Type: Share Dividends P/E Dividends Yield Split Spin-off Current Valuation TEV/EBITDA 14.9x Price Normal P/E Transactions Fair Value Ratio Custom Ratio Current
MANIPULATION
No signs of editing, inconsistencies, or artifacts; appears to be a genuine screenshot from a financial platform with standard UI elements and consistent data labeling.
TEMPORAL ACCURACY
The chart data extends to 'At close: Nov 4, 2025', aligning with the current date of November 6, 2025, indicating recent and up-to-date information.
LOCATION ACCURACY
The image is a digital financial chart with no geographical or spatial elements depicted, so location relevance does not apply.
FACT-CHECK
The chart accurately depicts $CSU's historical P/E around 28 in 2018 and current levels near 27.9x, with stock appreciation over 300% as claimed; verified against sources like MacroTrends and Yahoo Finance, showing no discrepancies in plotted data or metrics.
How Is This Framed?
Biases, omissions, and misleading presentation techniques detected
The post selectively highlights historical P/E and gains to suggest undervaluation but omits key risks like acquisition debt, interest rate impacts, and sector vulnerabilities, creating an unbalanced optimistic view.
Problematic phrases:
"This might be one of the best opportunities we get to buy Constellation.""Last time $CSU traded at a P/E of 28 was 2018."What's actually there:
P/E accurate per Yahoo Finance, but risks include high debt from acquisitions (e.g., $2B+ in recent deals) and sensitivity to rising rates
What's implied:
Low P/E signals safe, high-return buy without downsides
Impact: Misleads readers into perceiving a low-risk, high-reward entry point, encouraging impulsive buying by ignoring factors that could alter future performance.
Focuses on one specific P/E instance from 2018 and the 300% gain as a benchmark, neglecting other valuation metrics (e.g., EV/EBITDA) or periods where P/E was higher yet stock performed well.
Problematic phrases:
"Last time $CSU traded at a P/E of 28 was 2018. Stock is up more than 300% since then."What's actually there:
P/E fluctuated; e.g., averaged higher in 2020-2022 per MacroTrends, with ongoing growth via acquisitions
What's implied:
P/E of 28 is uniquely low and predictive of outsized returns
Impact: Exaggerates the rarity and significance of the current valuation, leading readers to undervalue comparative analysis and overemphasize historical upside.
Phrasing implies a limited-time 'opportunity' tied to current P/E, creating pressure to act without evidence of imminent change.
Problematic phrases:
"This might be one of the best opportunities we get to buy Constellation."What's actually there:
P/E can persist or fluctuate gradually; no indicated catalyst for rapid change
What's implied:
Window closing soon, requiring immediate buy
Impact: Triggers fear of missing out (FOMO), prompting hasty decisions over deliberate analysis.
Sources & References
External sources consulted for this analysis
https://fullratio.com/stocks/nasdaq-ceg/pe-ratio
https://stockanalysis.com/quote/tsx/CSU/statistics/
https://simplywall.st/stocks/us/utilities/nasdaq-ceg/constellation-energy/news/is-constellation-energys-stock-surge-justified-after-climbin
https://stockanalysis.com/stocks/ceg/
https://companiesmarketcap.com/constellation-software/pe-ratio/
https://www.macrotrends.net/stocks/charts/CNSWF/constellation-software/pe-ratio
https://finance.yahoo.com/quote/CEG/
https://marketscreener.com/news/constellation-energy-keeps-quarterly-dividend-at-0-3878-a-share-payable-dec-5-to-holders-of-recor-ce7d5dd2df8ffe26
https://benzinga.com/insights/news/25/07/46286851/pe-ratio-insights-for-constellation-energy
https://finance.yahoo.com/news/sliding-share-price-us-looking-160944731.html
https://public.com/stocks/stz/pe-ratio
https://tipranks.com/stocks/tse:csu/financials
https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-stz/constellation-brands/news/what-is-constellation-brandss-nysestz-p-e-ratio-after-its-share-price-tanked
https://www.nasdaq.com/articles/should-you-buy-sell-or-hold-constellation-energy-stock-2585x-p-e
https://x.com/LiebermanAustin/status/1518921005229563904
https://x.com/LiebermanAustin/status/1502796962566971401
https://x.com/LiebermanAustin/status/1908155482272825482
https://x.com/LiebermanAustin/status/1221147229433552901
https://x.com/LiebermanAustin/status/1975943943255966031
https://x.com/LiebermanAustin/status/1628772642990743554
https://www.macrotrends.net/stocks/charts/CNSWF/constellation-software/pe-ratio
https://stockanalysis.com/quote/tsx/CSU/statistics/
https://portfolioslab.com/symbol/CSU.TO
https://www.wisesheets.io/current-ratio/CSU.TO
https://companiesmarketcap.com/constellation-software/pe-ratio/
https://www.marketscreener.com/quote/stock/CONSTELLATION-SOFTWARE-IN-1409607/
https://www.stockopedia.com/share-prices/constellation-software-TSE:CSU/
https://tickerreport.com/banking-finance/13229729/constellation-software-cnswf-expected-to-announce-earnings-on-friday.html
https://www.morningstar.com/stocks/xtse/csu/quote
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-insiders-buy-the-constellation-software-pullback/
https://www.abcmoney.co.uk/2025/10/constellation-software-tsx-csu-stock-falls-2-on-q3-earnings-miss-october-28-1-2b-cash-fuels-ma-outlook/
https://www.marketbeat.com/instant-alerts/constellation-software-otcmktscnswf-stock-rating-upgraded-by-desjardins-2025-11-01/
https://finance.yahoo.com/news/does-constellation-software-price-reflect-020812733.html
https://dailypolitical.com/2025/11/02/short-interest-in-constellation-software-inc-otcmktscnswf-expands-by-87-6.html
https://x.com/LiebermanAustin/status/1502796962566971401
https://x.com/LiebermanAustin/status/1518921005229563904
https://x.com/LiebermanAustin/status/1628772642990743554
https://x.com/LiebermanAustin/status/1221147229433552901
https://x.com/LiebermanAustin/status/1321549507591610368
https://x.com/LiebermanAustin/status/1908155482272825482
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