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

Home

Daily Stock Opinions and Ratings

Constellation Software Inc. (CSU.TO)

2,827.94

+68.70 (2.49%)

as of Sep 11, 2026, 8:00:01 pm Market Open.

640 watching

Investor Insights

Sep 13, 2026, 12:00 am

This summary was created by AI, based on 87 opinions in the last 12 months.

Constellation Software Inc. is facing a challenging environment amid fears of AI disrupting the software sector. Experts are divided; while many acknowledge the company's solid management and acquisition strategy, there are concerns about the impact of artificial intelligence on their business model. The stock has seen significant volatility, with some analysts believing it has reached attractive valuation levels for long-term investors. The sentiment surrounding AI has led to negative market perceptions, but several analysts argue that CSU's niche in vertical market software could benefit from AI advancements rather than be harmed by them. Despite the uncertainty, CSU's historical performance and potential for future growth keep it on the radar for those looking to invest.

Consensus

Mixed

Valuation

Undervalued

Similar

Shopify, SHOP

BUY

Allan Tong’s Discover Picks

No, this is not the alcohol conglomerate, but a highly successful Canadian software company that boasts returns of 11% in the past year and 183% over the last five. For a tech company, CSU boasts a low beta of 0.81 and trades at a PE just below 81x. Compare that valuation to its five-year median average of 62.55x, but the current level remains 50% lower than its peak of 128.13x at the end of 2021. Read: Risk tolerance and safety for our full analysis.

HOLD

His #1 holding. Best creator of shareholder value on the TSX since it went public in 2006. Has done about 700 acquisitions. Exceptional capital allocation skills. Good for growth part of a portfolio. New spinoff, Lumine, is cut from the same cloth.

PAST TOP PICK

(A Top Pick Jan 21/22, Up 16%)

His top conviction weight. Exceptionally well run. Did another spinoff, and he expects the Lumine shares in his account shortly.

PAST TOP PICK

(A Top Pick Feb 02/22, Up 3%) A Canadian tech darling. A massive, well-run company with many parts. Are spinning off a segment, Volaris, in order for their Lumine segment to buy a company involved in financial services. Return on capital over the last 10 years is 32%. Have acquired 270 start-ups over their history with operations around the globe. The price target is $2,475.

TOP PICK

Exact opposite of unprofitable tech stocks (consistent cash flow and profits). Lots of M & A that has been successful. 60% return on equity last year with an average of 30%. Lots of opportunities for acquisition given recent tech sell off. Excellent management team that is founder lead.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Accelerated quarterly revenue growth. Industry leader in acquiring VMS software businesses. Mission-critical software provider with significant pricing power. Continues to be acquisitive, decentralized management. Unlock Premium - Try 5i Free

BUY

As long as it can continue to make acquisitions, you'll see fabulous growth. Plans to spin off smaller divisions, and the strategy is to get growth in each. One of the best performers on the TSX, no reason for that to slow.

BUY ON WEAKNESS

A past top pick. Licks it for price-to-growth. Still good. A quality name, but not the best. He prefers a tech name that's cheaper with better growth like Nuvei, Amazon or Alphabet. He will buy at lower levels. He targets $2,400.

STRONG BUY

A 3.5% position for him. Still a good long runway from current price. One of the best run and probably most diverse of the Canadian tech companies. Hospitality, construction, financials, agriculture, public sector. Money-producing machine. (Analysts’ price target is $2650.00)

BUY ON WEAKNESS

Phenomenal company, probably one of the best capital compounders ever created. Diversified, capital allocation is great. Have to watch the valuation. You want to own it, but just wait for a pullback.

TOP PICK

A software consolidator. They can do small acquisitions like $5-10 million per company. They are a cash-flow compounder. This usually trades at a high multiple. Free cash flow is around 4%, while price to cash flow is less than 24x. (Analysts’ price target is $2437.14)

TOP PICK

Great management team with high discipline in capital allocation. Lower valuations in recent market selloff has allowed company to make good M&A decisions. Company has good financial position (large cash flow and low debt).

BUY ON WEAKNESS

Loves it. Poster child for Canadian tech. Long runway to price target. Vertically integrated in about 6 specific business lines, and it becomes exceptional in those areas. Extremely well managed, good business model for these times. Buy under $2000. (Analysts’ price target is $2650.00)

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Healthy and stable net profit margins. Long track record of successful acquisitions. Industry leader. Macro tailwinds for several vertical market. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Excellent company. More of a defensive play compared to other technology. Wait. If it goes down to $1800 over the next month or two, that's where he'd be looking to get in.

Showing 211 to 225 of 448 entries

Most Recent Experts

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Jim Lebenthal

Cerity Partners

Shannon Saccocia, CIO, Boston Private

Boston Private

Kevin Simpson

Capital Wealth Planning

Greg Newman

Scotia Wealth Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Constellation Software Inc. (CSU.TO)