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

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Constellation Software Inc. (CSU.TO)

2,855.53

+53.39 (1.91%)

as of Jul 13, 2026, 8:00:00 pm Market Open.

636 watching

Investor Insights

Jul 13, 2026, 12:00 am

This summary was created by AI, based on 86 opinions in the last 12 months.

Constellation Software Inc. (CSU) has faced significant challenges recently, particularly concerning the departure of its long-serving CEO, Mark Leonard, and increasing fears about AI's potential disruption of traditional software businesses. Many analysts believe the company's strong acquisition model and established market presence position it well for future growth, although concerns about its ability to sustain its roll-up strategy persist, especially in light of competitive pressures and market sentiment around software. The consensus from various experts suggests that while the current valuation is attractive, especially compared to historical levels, caution is advised given the potential for continued volatility and the need for the company to demonstrate sustained organic growth. Overall, despite the mixed sentiments regarding its immediate future, a substantial number of analysts remain bullish on CSU's long-term growth prospects, reflecting confidence in its business model and management team.

Consensus

Mixed

Valuation

Undervalued

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TOP PICK

It just broke out to new all time highs with strong, strong volume. (Analysts’ price target is $1163.67)

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TOP PICK

At 23 times earnings, it is still good value. There is really no great competitor. They have a mountain of cash and management is well invested. They do great acquisitions, are cost conscious, and he has great confidence in their strategy. Yield 0.45% (Analysts’ price target is $1163.67)

HOLD

Another 10 bagger. Growth by acquisition. Latest quarter was way better than expected. They've now started to declare the value of the assets. There's also some organic growth. Management team's fantastic. Paid a one-time dividend, which is good, but does it mean they have nothing else to spend their money on. Hang on to it.

BUY

They had a nice beat today and they are declaring a special dividend. They always manage to hit their numbers and have a good return on equity.

HOLD

It is well managed. They made a plethora of acquisitions. They are making tiny ones with a model that works. Don’t sell a company doing this well, although he prefers OTEX-T, which is a more sure bet. (Analysts’ price target is $11.32)

TOP PICK

The beautiful chart says it all. Going through a consolidation phase. Increased his exposure to this name. Yield is 0.6%. (Analysts’ price target is $1016.67)

COMMENT

Has been a tremendous stock to own over the last decade. But the sock is quite high at a tie when it is having its largest challenges to growth. It is difficult to grow.

DON'T BUY

An enigma. Sure, their managers have grown a small company into one of the largest software companies on the TSX. Doesn't trust them, because their reporting is not transparent. Also, this is a heavy growth by acquisition story, which itself is fine, but we are in a time of rising interest rates that will weigh on this stock.

HOLD

It’s had a crazy ride. Getting sold off with the entire sector. As a holding, it looks as though it’s going higher. Hard not to see upside in the chart, it’s powerful. Unless you did it for a trade, no reason to sell it.

PAST TOP PICK

(A Top Pick Aug 21/18, Down 2%) It is one of the leadership names in the TSX but he is watching it closely for signs of a reset. You could reduce your exposure on this one. It has lost its leadership.

DON'T BUY

Here is a company that has gone around buying up other software companies. Now we are late in the investment cycle. The multiple got to a high level so he would expect consolidation.

HOLD

Tricky name. Widely owned. They have to continuously do deals to show good return on invested capital and they might make a mistake. That is his fear on this stock.

PAST TOP PICK

(Past Top Pick Sept.18, 2017, Up39%) They will consolidate for a while. They've come off lately, but have performed well this year. Their challenge is that as they acquire software companies to grow, so they have to either buy bigger or more companies to maintain their pace of growth.

DON'T BUY

Net income has been flat for three years. To move the needle, they have to make a lot of or bigger acquisitions. Historically, this has done well, but today it's expensive. Management is very arrogant--it won't do a conference call with investors. He doesn't like that; communicating with investors is fundamental. No clear strategy; it's a hodge-podge of small companies.

HOLD

One of the best run tech companies. Growth by acquisition. Not cheap at 35x earnings. Beautiful chart. Top-drawer management. If you’re not worried about the valuation, it’s fine to own it.

Showing 301 to 315 of 437 entries

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Constellation Software Inc. (CSU.TO)