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World of Software > News > TSX value picks including Constellation software that investors may be undervaluing
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TSX value picks including Constellation software that investors may be undervaluing

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Last updated: 2025/12/10 at 11:53 PM
News Room Published 10 December 2025
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TSX value picks including Constellation software that investors may be undervaluing
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As we approach the end of 2025, Canadian markets have posted impressive double-digit gains, with investors keeping a close eye on central bank meetings and employment data to guide their year-end strategies. In this context of market optimism and economic resilience, identifying undervalued stocks becomes critical for investors looking for opportunities to expand their portfolios, especially in sectors that can benefit from stable interest rates and positive labor market trends.

Name

Current price

Fair value (East)

Discount (East)

Topicus.com (TSXV:TOI)

CA$125.98

CA$223.31

43.6%

Savaria (TSX:SIS)

CA$21.67

CA$35.27

38.6%

Neo Performance Materials (TSX:NEO)

CA$16.71

CA$31.42

46.8%

kneat.com (TSX:KSI)

CA$4.70

CA$9.29

49.4%

Haivision Systems (TSX:HAI)

CA$5.29

CA$8.65

38.8%

GURU Organic Energy (TSX:GURU)

CA$4.75

CA$8.91

46.7%

EQB (TSX:EQB)

CA$96.71

CA$189.15

48.9%

Dexterra Group (TSX:DXT)

CA$11.95

CA$22.90

47.8%

Decisive dividend (TSXV:DE)

CA$7.12

CA$14.19

49.8%

Constellation Software (TSX:CSU)

CA$3325.82

CA$5810.60

42.8%

Click here to see the full list of 28 stocks from our Undervalued TSX Stocks by Cash Flows screener.

We’re going to take a look at some of the top picks from our screener tool.

Overview: Constellation Software Inc. acquires, builds and manages vertical market software companies to provide mission-critical solutions for the public and private sectors, with a market capitalization of CA$70.48 billion.

Operations: The company’s revenue segment is mainly from Software & Programming and amounts to $11.15 billion.

Estimated discount to fair value: 42.8%

Constellation Software is trading at CA$3325.82, significantly lower than its estimated fair value of CA$5810.6, presenting a potential opportunity based on cash flows. Despite high debt levels and recent insider selling, earnings are expected to grow substantially at 23.4% per year, which will be faster than the growth rate of the Canadian market. Recent earnings figures show that sales in the third quarter of 2025 rose to $2.95 billion from $2.54 billion the year before, while net profit rose from $164 million to $210 million.

TSX:CSU discounted cash flow as of December 2025

Overview: BRP Inc. engages, together with its subsidiaries, in the design, development, manufacture and sale of motorsports vehicles and marine products in several countries, including Mexico, Canada, Austria, the United States, Finland, Australia and Germany; it has a market capitalization of CA$7.78 billion.

Operations: The revenue segments of BRP Inc. include the design, development, manufacture and sale of motorsports vehicles and marine products in regions such as Mexico, Canada, Austria, the United States, Finland, Australia and Germany.

Estimated discount to fair value: 17.6%

BRP, trading at CA$106.12, is undervalued compared to its fair value of CA$128.85 based on cash flows. Despite high debt levels, profits are expected to grow significantly at 21.1% per year, surpassing the growth rate of the Canadian market. Recent third-quarter results show revenue increased to CA$2.25 billion from CA$1.97 billion last year, and net profit rose sharply to CA$69.1 million from CA$7.1 million a year ago, highlighting robust financial performance amid strategic debt management initiatives and electrification technology partnerships.

TSX:DOO discounted cash flow as of December 2025
TSX:DOO discounted cash flow as of December 2025

Overview: EQB Inc., operating through its subsidiary Equitable Bank, provides personal and commercial banking services to residential and commercial customers across Canada, with a market capitalization of CA$3.63 billion.

Operations: EQB Inc.’s revenues are mainly from the banking segment, which generated CA$1.12 billion.

Estimated discount to fair value: 48.9%

Priced at CA$96.71, EQB is significantly undervalued relative to its estimated fair value of CA$189.15 based on the discounted cash flow analysis, trading 48.9% below this estimate. Despite a recent net quarterly loss of CA$4.76 million and lower profit margins from the previous year, EQB’s earnings are expected to grow substantially at 25.1% per year over the next three years, surpassing the growth rate of the Canadian market, while maintaining a reliable dividend yield of 2.36%.

TSX:EQB discounted cash flow as of December 2025
TSX:EQB discounted cash flow as of December 2025

This article from Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts using only an unbiased methodology and our articles are not intended as financial advice. It is not a recommendation to buy or sell any stock and does not take into account your objectives or financial situation. We aim to provide you with targeted, long-term analysis based on fundamental data. Please note that our analysis may not take into account the latest price-sensitive company announcements or quality material. Simply Wall St has no positions in the stocks mentioned.

Companies discussed in this article include TSX:CSU TSX:DOO and TSX:EQB.

This article was originally published by Simply Wall St.

Do you have feedback on this article? Worried about the content? Please contact us directly. You can also send an email to [email protected]

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