Constellation Software Inc.

CSU-T

TSE:CSU

1,890.79
33.35 (1.80%)
Constellation Software is a diversified software company. It is based in Toronto, Canada, is listed on the Toronto Stock Exchange, and is a constituent of the S&P/TSX 60. The company was founded by Mark Leonard, a former venture capitalist, in 1995.
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Analysis and Opinions about CSU-T

Signal
Opinion
Expert
Chart
PAST TOP PICK
PAST TOP PICK
April 16, 2021
(A Top Pick Apr 15/20, Up 48%) At the time, even with the expensive price, price to growth perspective was good. Acquisitions are going well. It is getting a little rich at 37x 2022. Still holds it but there are better tech names to put new capital to work.
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(A Top Pick Apr 15/20, Up 48%) At the time, even with the expensive price, price to growth perspective was good. Acquisitions are going well. It is getting a little rich at 37x 2022. Still holds it but there are better tech names to put new capital to work.
Greg Newman
Price
$1900.030
Owned
Yes
BUY
BUY
April 1, 2021
One of the few companies in the world that respects shareholders and employees. Loves the company. A core holding. Excited about the spinoff Topicus. They're going to put more cash to work as they see opportunities. Fine over the long term.
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One of the few companies in the world that respects shareholders and employees. Loves the company. A core holding. Excited about the spinoff Topicus. They're going to put more cash to work as they see opportunities. Fine over the long term.
Barry Schwartz
Price
$1775.030
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 31, 2021
Fabulously run. Acquisition strategy. A 10-year ROIC of 32%. Price target of $1800, so not much runway left. Buy on a pullback between $1550-1600. Just be patient.
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Fabulously run. Acquisition strategy. A 10-year ROIC of 32%. Price target of $1800, so not much runway left. Buy on a pullback between $1550-1600. Just be patient.
Kim Bolton
Price
$1767.150
Owned
Unknown
BUY
BUY
March 29, 2021

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

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

BUY WEAKNESS
BUY WEAKNESS
March 8, 2021

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.

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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.

Jason Del Vicario
Price
$1680.190
Owned
Unknown
TOP PICK
TOP PICK
February 17, 2021
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)
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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)
James Telfser
Price
$1677.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 26, 2021
(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.
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(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.
Jason Del Vicario
Price
$1598.960
Owned
Yes
BUY
BUY
January 12, 2021
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.
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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.
Paul Gardner, CFA
Price
$1625.855
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
December 23, 2020
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.
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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.
Kim Bolton
Price
$1705.000
Owned
No
PAST TOP PICK
PAST TOP PICK
December 17, 2020
(A Top Pick Jan 20/20, Up 24%) Fantastic company. Recently bought more on a dip. Does acquisitions better than anyone. Extremely well run.
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(A Top Pick Jan 20/20, Up 24%) Fantastic company. Recently bought more on a dip. Does acquisitions better than anyone. Extremely well run.
Jason Del Vicario
Price
$1650.590
Owned
Yes
TOP PICK
TOP PICK
December 17, 2020
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)
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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)
Jason Del Vicario
Price
$1650.590
Owned
Yes
TOP PICK
TOP PICK
November 25, 2020
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)
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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)
Barry Schwartz
Price
$1620.090
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
November 24, 2020
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.
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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.
Kim Bolton
Price
$1634.240
Owned
No
BUY
BUY
October 28, 2020

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

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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

Stockchase Insights
Price
$1420.050
Owned
_N/A
TOP PICK
TOP PICK
October 6, 2020
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)
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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)
Jason Del Vicario
Price
$1543.120
Owned
Yes
Showing 1 to 15 of 196 entries

Constellation Software Inc.(CSU-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 17

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 18

Stockchase rating for Constellation Software Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Constellation Software Inc.(CSU-T) Frequently Asked Questions

What is Constellation Software Inc. stock symbol?

Constellation Software Inc. is a Canadian stock, trading under the symbol CSU-T on the Toronto Stock Exchange (CSU-CT). It is usually referred to as TSX:CSU or CSU-T

Is Constellation Software Inc. a buy or a sell?

In the last year, 18 stock analysts published opinions about CSU-T. 17 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. Read the latest stock experts' ratings for Constellation Software Inc..

Is Constellation Software Inc. a good investment or a top pick?

Constellation Software Inc. was recommended as a Top Pick by Greg Newman on 2021-04-16. Read the latest stock experts ratings for Constellation Software Inc..

Why is Constellation Software Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Constellation Software Inc. worth watching?

18 stock analysts on Stockchase covered Constellation Software Inc. In the last year. It is a trending stock that is worth watching.

What is Constellation Software Inc. stock price?

On 2021-04-23, Constellation Software Inc. (CSU-T) stock closed at a price of $1890.79.