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 faced significant scrutiny and volatility amid concerns regarding its valuation and the impact of AI on the software industry. Numerous analysts express both cautious optimism and skepticism about the company's future growth trajectory, particularly post-CEO transition. While some experts highlight the company's solid fundamentals, unique acquisition strategy, and potential for long-term growth, others flag the risks associated with rising competitive pressures from AI technologies. Despite recent price drops, opinions vary on whether the current valuation reflects a buying opportunity or signals deeper issues. Overall, the consensus is that while CSU is a well-managed entity, the evolving tech landscape introduces notable uncertainty regarding its growth model and profit margins.

Consensus

Mixed

Valuation

Undervalued

Similar

SAP, SAP

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.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A steady and historically solid performer. The business model is strong and the management team is good. They reinvest free cash flow into acquiring more businesses to generate free cash flow. Low volatility. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Nov 25/20, Up 47%) Still plans for acquisitions. High free cashflow. Still opportunities. Spun off Topicus.com. Many speculate there will be more spinoffs.

HOLD

Fabulous management. Its companies are spread through 6 operating segments. Acquires software startups and holds for the long term. 10-year ROIC of 32%. Money machine. 12-month price target of $2600. Terrific Canadian company.

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Summer Sale

Constellation Software Inc. (CSU.TO)