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

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Constellation Software Inc. (CSU.TO)

3,408.57

+172.51 (5.33%)

as of Oct 22, 2026, 8:00:00 pm Market Closed.

642 watching

PAST TOP PICK

(A Top Pick Sep 23/22, Up 47%)

His Canadian software pick. Incredible allocators of capital. Customer loyalty is strong. He can see more spinouts going forward, with CSU retaining a super-vote but giving the spinout room to run. Capital spending on track to a great level for 2023. He'd want to make sure such a large company continues to deliver ROIC.

BUY

Incredible success over the years. Very successful spinouts. He's never afraid to add with new cash. With this stock, it doesn't matter what's happening with the economy, as they create value no matter what. Hold it through the cycle.

PARTIAL BUY

Tech is one of the best spaces now. The chart is trending up since last November. A good company.

PAST TOP PICK

(A Top Pick May 09/22, Up 24%)

It is a consolidator of software companies and is now spinning off a new one called Lumin which should start trading soon. Last year it spun off a company called Topicus. Constellation Software is still an undiscovered stock. Its brilliant management has built a great runway of growth with lots of cash flow. People who buy their software stick with it.

HOLD

Hasn't traded stock in a while.
Recent breakout suggesting good time to buy on the down side.
Might want to buy around 2200 level.

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.

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Constellation Software Inc. (CSU.TO)