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

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COMMENT

It’s a surprising story that has gone up. An expensive stock in terms of overall price. However, it is a project-by-project company so as long as the economics of the internet continues to grow, they will be fine. A good acquirer with positive results that will continue to show capital appreciation.

BUY ON WEAKNESS

Tremendous managers who acquire well and have a strong business strategy. More acquisitions to come. They deploy capital well at high rates of return. Buy on any weakness. This won't slow down; growth to come. A core long-term holding.

BUY ON WEAKNESS

They pulled back today, which happens time to time. Their business is so diverse, so he's not worried. He would buy this on a downturn. They invest their free cash flow well. They've had a great run-up.

HOLD

A perfect medium term hold and he owns a 2% holding in his portfolio. They acquire software startups and hold them for the long term. They have acquired of 260 startups. Their 10 year return on capital is 32% annually. His price target is $1425.

COMMENT

Constantly acquiring. Great Canadian name. Margins are very strong, but some are concerned with the organic growth. They have cash, and he'd say M&A will pick up next year. Complementary US name is Roper Technologies.

TOP PICK

A company that grows by acquisition. A $30B market cap company that grew free cash flow by 42% yoy. 16% increase in sales. Their return on capital is good and we could see 11% upside. (Analysts’ price target is $1423.00)

BUY

He really likes it. One of the best management teams. It is pretty steady up and to the right so it looks pretty nice. They acquire 'old' tech companies and share best practices. Then they take the cash flows that those companies spin out and then go and invest that cash. You can sit back and trust management.

DON'T BUY

Growth by acquisition. Appreciation slows down as acquisitions slow down. Need organic growth to keep the story going. Valuation high. The law of large numbers eventually catches up with you. Other opportunities at better valuations.

BUY ON WEAKNESS

A software company that's really come to the forefront in recent years. A great chart with constant growth. It's done a good job of finding good growth opportunity. This will be more volatile if the market is volatile. Not a big dividend payer so more of a capital appreciation play.

STRONG BUY

An amazing chart. It's still in its uptrend which is consistent while the market has been volatile. CSU is entering seasonality, too. This can go higher. It's "blue sky" and he can't tell when it will stop rising.

SELL

Biggest winner in technology in the last 10 years. He shorted this stock in the last week. Harder time finding acquisitions at the right valuation. Getting squeezed. No organic growth.

PAST TOP PICK

(A Top Pick Aug 29/18, Up 34%) Very difficult to analyze. They serially acquire companies that have only one family of software that addresses particular vertical need in the market. CSU says there are thousands like this and now own bunches of them. CSU knows how to buy them. Their return on invested capital is terrific. It's still an attractive stock at current prices.

BUY

Doesn't need to rely on bigger deals to keep growth up. Flexible, nimble. Can do many, many small deals. Governance and corporate strategy risk is a lot lower.

WATCH

Possible split? He doesn't think they will split the stock. This company has done an excellent job, but the valuation is just too rich. The yield is just a little too small too. There is a risk for a sizable retracement in this stock. Be careful.

BUY

He wishes he owned it. They have a roll-up strategy in software: buy companies and integrated them well. This way, they have created tons of value, but he prefers software companies are hands-on in creating product. CSU has been a great performer though.

Showing 286 to 300 of 448 entries

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Constellation Software Inc. (CSU.TO)