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

Constellation Software Inc. (CSU.TO)

2,969.32

+67.76 (2.34%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

339 watching

PAST TOP PICK

(A Top Pick Jan 20/20, Up 24%) Fantastic company. Recently bought more on a dip. Does acquisitions better than anyone. Extremely well run.

TOP PICK

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)

TOP PICK

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)

RISKY

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.

BUY

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

TOP PICK

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)

HOLD

Billy Kawasaki’s Insights - Picks from 5i Research. The potential Topicus spin out still has some details to be released. 5i expects the stock price to drop to reflect the value of the spin out although current investors should receive Topicus shares when this happens. Spin outs can create value despite it being harder to grow a company as it gets bigger. CSU has a solid history. Unlock Premium - Try 5i Free

BUY

Allan Tong’s Discover Picks Constellation Software Barry Schwartz thinks low interest rates gives the Constellation Software stock an advantage. If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. Read Top 5 Canadian Tech Stocks (DOCKS): Can they skyrocket like the FAANGs? for our full analysis.

PAST TOP PICK

(A Top Pick Jun 24/19, Up 29%) If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. It will probably become an enormous company and continue to grow. It is undervalued.

BUY

Canadian tech stocks (DOKS - Descartes, Open Text, Kinaxis, Shopify) as a buy-and-hold strategy? His favourite among this narrow class of stocks is CSU. They make good acquisitions shrewdly, which made them grow into the dominant Canadian name. It's a better bet until Shopify starts being consistently profitable.

TOP PICK

It is his largest position and he has owned it since 2014. The management team is one of the best on the planet. They continue to acquire and integrate software companies. Roll up strategies can be disastrous, but some do it very well, not getting distracted. (Analysts’ price target is $1598.11)

PAST TOP PICK

(A Top Pick Jun 24/19, Up 21%) The whole group has gone up and so has this one. It made a bigger acquisition in Europe and wants to now spin off this company to make more acquisitions. It is not expensive.

BUY ON WEAKNESS

He has added to his portfolios over the last 6 months. It is an interesting software company. They sell niche products. It grows by acquisition. They are a cash cow and could pay a dividend but they are rolling up the industry successfully. Don’t chase it here. Buy a quarter of your position and then the rest on a check back in the markets.

COMMENT

Canadian tech? OTEX and SHOP would be good Canadian tech companies, along with CSU. All well situated for the cloud and e-commerce. He expects to see a market correction, so would wait for lower pricing.

PAST TOP PICK

(A Top Pick May 02/19, Up 16%) A huge fan. Amazing management. They continue to buy software companies. They see a large runway for growth ahead and want to buy more. 3.5% is their free cash flow yield. Watch their upcoming AGM.

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Constellation Software Inc. (CSU.TO)