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

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Constellation Software Inc. (CSU.TO)

2,881.02

-1.00 (0.03%)

as of Jun 17, 2026, 8:00:00 pm Market Open.

635 watching

Investor Insights

Jun 17, 2026, 12:00 am

This summary was created by AI, based on 84 opinions in the last 12 months.

Constellation Software Inc. (CSU) continues to attract attention from analysts amid recent fluctuations in its stock price, largely attributed to a change in leadership and concerns over the impact of artificial intelligence (AI) on the software industry. While some experts highlight CSU's history of successful acquisitions and strong cash flow generation, others express skepticism regarding its high valuation relative to organic growth. Analysts are divided on whether the company's reliance on acquisitions can sustain its growth trajectory, especially in a climate where competitors are developing AI solutions. Overall, many believe the current dip presents a buying opportunity, provided that the upcoming strategic initiatives clarify the company's direction in leveraging AI effectively.

Consensus

Mixed

Valuation

Fair Value

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TOP PICK

Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow.

TOP PICK

His top holding. Likes them because of value creation, return on capital. Had a great move this year. 52 week high today. Will perform very, very well next year. Has held it since he started the fund, but was buying a week and a half ago.

TOP PICK

Stock is up about 50% this year and feels the earnings will also be up 50% this year. Inexpensive on a PE multiple. Fantastic management.

PAST TOP PICK

(A Top Pick Aug 30/10. Up 73.91%.) Varied software programs. They acquire relatively small “best of breed” software companies and keep the cash flows lean and mean and use cash flows to buy more companies. One of the top companies to own in Canada.

BUY

Expectation that it will be sold and if that happens, it will be at $85 or better. If it doesn't get sold and the stock is still public 12 months from now, it will be worth way more than $85. Superb management.

PAST TOP PICK

(A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90.

STRONG BUY

His top holding. His guess is that they put themselves up for sale. These guys aren’t dummies and won’t sell it cheap. His guess is they won’t take an offer under $100. Doesn’t think the process will take more than 90 days.

TOP PICK

Software that are probably in 35-40 different silos. Very good at identifying best-of-breed software and making acquisitions. Everything from transportation to government services to housing, etc. Capital management of this company is superb. Growing at about 35% per annum. Very undervalued.

TOP PICK

Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”.

TOP PICK

Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double.

PAST TOP PICK

(A Top Pick Nov 11/08. Up 25.84%.) Still likes.

TOP PICK

Niche software. 70% of its business is government related. Growth is mostly through acquisition but lately has 6%-7% organic growth. Most of its revenues are recurring ones. (Recommends you do partial buys on a gradual basis.)

Showing 421 to 432 of 432 entries

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Constellation Software Inc. (CSU.TO)