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

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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

They have shown they can consistently grow. He would combine it with SHOP-T as well in his TFSA portfolio.

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BUY ON WEAKNESS

CSU-T incl. TOI-T. They acquire other software companies. He thinks TOI-T, which CSU-T spun out, may outperform CSU-T over time. He kept TOI-T and thought he might add to it, but it is a bit expensive right now. If you have a five or ten year horizon you would do well owning either one.

TOP PICK

Management willing to do interesting things to increase shareholder value. This is a team you can trust to reinvest your capital. Next few years will still be really bright. Yield is 0.30%. (Analysts’ price target is $1793.13)

PAST TOP PICK

(A Top Pick Jan 20/20, Up 20%) He bought more in the fall 2020 after a brief stumble around $1,400. It's run by one of the top 10 management teams in the world. They boast free cash flow return on invested capital (after all expenses) is an astonishing 59%, and have a free cash flow of 23%. They've increased their cash flow by 30% average over recent decades. Free cash flow yield now is over 4%. Tremendous value. CSU is his largest position. Eager to see how their Feb. 1 spin out will do.

BUY

A tech pick? CSU are great acquirers and integrators. Why buy a US tech stock when you can buy a Canadian one at half the price (in terms of valuation)? Software will take over the world.

BUY ON WEAKNESS

He took profits recently. Fantastic Canadian tech story. Acquires software startups around the world. Multiple segments. He'd love to be able to pick it up on a correction in thirds at $1600, 1500, and 1400.

PAST TOP PICK

(A Top Pick Jan 20/20, Up 24%) Fantastic company. Recently bought more on a dip. Does acquisitions better than anyone. Extremely well run.

TOP PICK

Exceptional. Holds its own and shines when stacked up against the greatest companies in the world. High stock price just means that they haven't split their shares. His #1 position in client portfolios. Yield is 0.31%. (Analysts’ price target is $1685.63)

TOP PICK

Has one of Canada's greatest CEOs. Best growth days are probably behind it, but still a great business. It buys companies and uses the free cashflow to keep buying more. He thinks eventually its businesses will spin off. Great balance sheet. Yield is 0.32%. (Analysts’ price target is $1679.38)

RISKY

Volatile. He trades it, but doesn't treat it as an investment. Business strategy is all about acquiring software startups and keeping them. Fantastic company. They've done extremely well. ROC of 32%. Into agriculture, financial services, construction, and more. He has a price target of around $1700 CAD.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has seen a drop recently, and the spin out of Topicus will happen shortly. It has a strong balance sheet and it should see more upside in the medium term. Unlock Premium - Try 5i Free

TOP PICK

For once, he's saying that they are undervalued. Free cash flow yield is over 4% after growing it at 30% annually for 10 years. It's cheap at these levels. Loves the managers. (Analysts’ price target is $1670.00)

HOLD

Billy Kawasaki’s Insights - Picks from 5i Research. The potential Topicus spin out still has some details to be released. 5i expects the stock price to drop to reflect the value of the spin out although current investors should receive Topicus shares when this happens. Spin outs can create value despite it being harder to grow a company as it gets bigger. CSU has a solid history. Unlock Premium - Try 5i Free

BUY

Allan Tong’s Discover Picks Constellation Software Barry Schwartz thinks low interest rates gives the Constellation Software stock an advantage. If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. Read Top 5 Canadian Tech Stocks (DOCKS): Can they skyrocket like the FAANGs? for our full analysis.

PAST TOP PICK

(A Top Pick Jun 24/19, Up 29%) If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. It will probably become an enormous company and continue to grow. It is undervalued.

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Constellation Software Inc. (CSU.TO)