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 generated mixed reviews from experts, reflecting a blend of optimism and caution. Many recognize the company's strong track record of acquiring software businesses and its ability to generate stable cash flows. Despite its impressive history, concerns about the impact of AI and a recent CEO transition have led to a bearish sentiment among some analysts. Several experts noted that while the stock has experienced significant declines, it now presents a potential buying opportunity, especially for long-term investors. However, the varying opinions on its valuation and growth prospects indicate uncertainty about its future performance amidst evolving market dynamics.

Consensus

Cautious

Valuation

Undervalued

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SAP, SAP

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.

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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 436 to 444 of 444 entries

Most Recent Experts

Rob Sechan, Managing Partner, New Edge Capital

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Summer Sale

Constellation Software Inc. (CSU.TO)