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

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Constellation Software Inc. (CSU.TO)

3,041.21

-34.68 (1.13%)

as of Aug 21, 2026, 8:00:00 pm Market Open.

639 watching

Investor Insights

Aug 23, 2026, 12:00 am

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

Constellation Software Inc. (CSU) has generated mixed reviews from experts, reflecting a blend of optimism and caution. Many recognize the company's strong track record of acquiring software businesses and its ability to generate stable cash flows. Despite its impressive history, concerns about the impact of AI and a recent CEO transition have led to a bearish sentiment among some analysts. Several experts noted that while the stock has experienced significant declines, it now presents a potential buying opportunity, especially for long-term investors. However, the varying opinions on its valuation and growth prospects indicate uncertainty about its future performance amidst evolving market dynamics.

Consensus

Cautious

Valuation

Undervalued

Similar

SAP, SAP

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.

BUY ON WEAKNESS

It grows mostly by buying smaller software companies and boast a great track record. But it's getting harder to find good companies. Also, the high valuation has always kept her away. A well-run company. Buy on pullbacks. Should do well long term.

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.

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Summer Sale

Constellation Software Inc. (CSU.TO)