TSE:CSU
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Nervous markets await NvidiaThis summary was created by AI, based on 46 opinions in the last 12 months.
Constellation Software Inc. (CSU-T) is widely regarded as one of the top compounding software companies in Canada, with a strong emphasis on growth through acquisitions. Analysts note its ability to apply tailored software solutions across various industries, enhancing its market position and reducing volatility. However, concerns about high valuations persist, with price-to-earnings ratios often being seen as excessive. Despite this, many experts emphasize the company's solid management, recurring revenue model, and historical success, indicating that it may continue to deliver strong returns for investors. There is also a consensus that while the stock has strong upward momentum, a correction might be anticipated in the near future, with various opinions on optimal entry points for new investors.
Utmost confidence in management. Massive compounding shareholder value over time. Recent results were good. Behind the pace on M&A goal for the year. Could be getting lost amidst AI-driven stories. Vertical markets mean its organic growth rate is low.
He continues to be long and strong, not concerned by recent pullback.
Very aggressive M&A strategy. Some of the best capital allocators in the business. Optimizes costs in acquisitions to increase margins, but doesn't necessarily invest in growth. So organic revenue has struggled, and we need to analyze how long this will last. Vertical synergy strategy works well.
Key metric to look for is reacceleration of organic revenue, rather than just M&A revenue.
Really big move, a leader to the upside. Now showing signs of stalling and breaking down. Reaffirms his view that we're in a corrective phase. Moved below the 200-day MA, not a great sign. Doesn't mind nibbling here, but expects a better opportunity in the next 1-2 months as we get through September and even into October.
He'd definitely be looking to add around $4250, the support level of the tariff tantrum back in April.
Phenomenal compounder. Unique business model. Via its capital allocation infrastructure, king of doing the small deals that private equity can't do. Grows at an exceptionally high rate, rarely goes on sale. Look at its price to cashflow, with 3% being his threshold free cashflow yield. Right now, it's around 2.3-2.5%, which is above his buy price.
Definitely buy on a pullback, and hold for a very long time.
Founder-run, founder-owned. Very strong and consistent ROIC. Doesn't require a lot of capital growth. Uses a bit of debt, but it's done very effectively because it's able to generate such strong returns. Decentralized model lets them download capital allocation decisions from head office to the business units. Only drawback now is valuation, but quality does cost.
For long-term-focused investors, there really is no better company on the planet. High-quality, exceptional business.
Owns 1,000 software businesses through acquisition. Lots of growth going forward as it buys more. Sees more spinoffs to come. Mark Leonard is best capital allocator in the world, and partnering with them is how long-term investors make a lot of money. See his firm's deep-dive podcast on this name at baskinwealth.com. Yield is 0.11%.
(Analysts’ price target is $5394.92)A rather mysterious and opaque company. Well held, well owned, and people hold onto it for dear life. Massive compounder of 36,000% since the IPO in 2006. Acquires mission-critical, vertical market (narrow of scope -- such as an operating management system for a vet clinic or daycare or golf course) software companies.
Tuck-in acquisitions are usually founder-led, mom & pop software companies. They keep the incumbent management team and equip them with operating efficiencies. Hundreds of acquisitions a year. Compound EPS growth at 24% over the last decade. Stock's richly valued as always at 40x PE. Fair combination of value and growth. Can't quarrel with the track record. Yield is 0.11%.
The chart looks mahvelous ;) It's in an uptrend, and the trend is your friend till it ends. Try to buy on the dips that approach the trendline. He's near-term cautious on the markets, so it could pull back closer to trend; if it did, he'd be all over it. If you own it, don't bother selling on the dip.
Constellation Software Inc. is a Canadian stock, trading under the symbol CSU-T on the Toronto Stock Exchange (CSU-CT). It is usually referred to as TSX:CSU or CSU-T
In the last year, 34 stock analysts published opinions about CSU-T. 19 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Constellation Software Inc..
Constellation Software Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Constellation Software Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
34 stock analysts on Stockchase covered Constellation Software Inc. In the last year. It is a trending stock that is worth watching.
On 2025-08-26, Constellation Software Inc. (CSU-T) stock closed at a price of $4393.