Constellation Software Inc. (CSU.TO) Buy,…

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Constellation Software Inc. (CSU.TO)

2,881.02

-1.00 (0.03%)

as of Jun 17, 2026, 8:00:00 pm Market Open.

635 watching

Investor Insights

Jun 17, 2026, 12:00 am

This summary was created by AI, based on 84 opinions in the last 12 months.

Constellation Software Inc. (CSU) continues to attract attention from analysts amid recent fluctuations in its stock price, largely attributed to a change in leadership and concerns over the impact of artificial intelligence (AI) on the software industry. While some experts highlight CSU's history of successful acquisitions and strong cash flow generation, others express skepticism regarding its high valuation relative to organic growth. Analysts are divided on whether the company's reliance on acquisitions can sustain its growth trajectory, especially in a climate where competitors are developing AI solutions. Overall, many believe the current dip presents a buying opportunity, provided that the upcoming strategic initiatives clarify the company's direction in leveraging AI effectively.

Consensus

Mixed

Valuation

Fair Value

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BUY

Look at the newsletters of retired fund manager Nick Sleep. These guys know what they're doing. Unlimited amounts of growth. He'd break the 7-8% portfolio rule for this one. More acquisitions, more spinoffs, incredible business model.

PAST TOP PICK

(A Top Pick Jun 01/21, Up 12%) Owned this since 2014 and his largest position. Founder-run and the best capital allocators on the planet. Generate returns of 30% since 2006. He expects this to continue. CSU doesn't rely on debt, so they can buy companies cheaply in this economic downturn.

WAIT

Not convinced they'd do a stock split. Top stewards of capital and acquisitions. Trading just below what he'd consider a stop level. See his Twitter feed (@SC_FUNDS) after the show for an example of a stop loss for CSU.

TOP PICK

They are great capital allocators and have built a business of over 700 small software companies. It has one of the best business models he has ever seen and is an unbelievable power house. It is going to re-invest all of its free cash flow and continue to buy more software companies, therefore has more opportunity to grow. It sells software needed for businesses and is considered a niche provider for many businesses. Buy 5, Hold 2, Sell 0.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Lack of liquidity leads to volatility in the price. Reported revenue of $1.43 bln, meeting estimates and growing 22%. Good cash reserves. Can be deployed to acquire new companies, taking advantage of the lowering tech valuations. Unlock Premium - Try 5i Free

BUY

Luckily, be bought this on a dip. A great Canadian tech company. They buy software companies in a vertical strategy, geared to specific industries like healthcare. He targets $2,665, so a nice runway lies ahead. During dips, the stock hasn't fallen that much.

COMMENT

They grow by acquisition. Had held up well in the face of rising interest rates. Weakness in tech companies opens opportunities for CSU to acquire other tech companies. A strong company with good managers, however, there's not much organic growth.

BUY

Big acquisition in healthcare last night is what people have been waiting for. It will be materially accretive to the share price. Runway of growth is huge.

STRONG BUY

The Michael Jordan of Canadian tech. Hold and never sell it. Consistently high returns on capital. The PE is never low, always a little high, but he can live with that. He made a mistake trimming this at $600, and now look where it is. CSU is best in class, must-own.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Comfortable with the most recent results. Revenues missed estimates marginally. Revenue rose 27%. Cash flow was $341M. Acquisitions have slowed down this year. Unlock Premium - Try 5i Free

DON'T BUY

Many tech sector companies trading at extreme valuations. Even well run/profitable companies will be negatively affected by rising interest rates. Company has grown large which makes it hard to grow. Not a good time to buy into the tech sector.

TOP PICK

Fantastic management team. 12-month target $2665. Acquire software startups. Separate business divisions targeting various industries. The beauty of this diversification is that it protects them. ROIC is 32%. Great Canadian story. Yield is 0.23%. (Analysts’ price target is $2441.25)

DON'T BUY

A high-growth stock, but have been excellent at acquiring to build their business. However, today's prices are hard to justify from a valuation standpoint. (He's a value investor.) Their PE is over 100x.

BUY

It is a great stock. His firm tends to buy software stocks on the U.S. side. There is a good opportunity to buy CSU once we get the buyers back.

TOP PICK

Largest position and believes company is very well run. Predictable business with very good capital allocation record. Founder led company. Financial metrics very strong (return on equity, cash flow). Good time to buy with recent selloff.

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Constellation Software Inc. (CSU.TO)