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

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

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)

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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.

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.

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Constellation Software Inc. (CSU.TO)