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CSU logo

Constellation Software Inc. Stock Price

TSX:CSU Community·CA$58.5b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 349 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CSU Share Price Performance

CA$2,827.94
-1564.85 (-35.62%)
​
CA$3,920.38
Fair Value
CA$2,827.94
-1564.85 (-35.62%)
27.9% undervalued intrinsic discount
CA$3,920.38
Fair Value
Price CA$2,827.94
AnalystConsensusTarget CA$3,920.38
Aequitas CA$3,722.17
AnalystHighTarget CA$5,082.63
Wed, 9 Sep 26
Fair ValueCA$3,920.38
Share Pricen/a

CSU Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value CA$3.92k 27.9% undervalued intrinsic discount

AI Adoption And Minority Stakes Will Reshape This Vertical Software Compounder

0users have liked this narrative
0users have commented on this narrative
37users have followed this narrative
AE
Aequitas's
Fair Value
·
Fair Value CA$3.72k 24.0% undervalued intrinsic discount

Constellation Software: A Proven Serial Acquirer at a Discount

1users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value CA$5.08k 44.4% undervalued intrinsic discount

AI Adoption And Permanent Minority Stakes Will Transform This Vertical Market Software Compounder

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
CSU logo
Constellation Software
24.0% undervalued intrinsic discount

Constellation Software: A Proven Serial Acquirer at a Discount

View narrative
AE
Aequitas
Published 24 Jul
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CSU logo
Constellation Software
36.9% undervalued intrinsic discount

Constellation Software: The Fortress the AI Panic Forgot to Account For

View narrative
GE
GeloCG
GeloCG
Published 22 Feb
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CSU logo
Constellation Software
27.9% undervalued intrinsic discount
Updated

AI Adoption And Minority Stakes Will Reshape This Vertical Software Compounder

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Sep
Read Narrative
CSU logo
Constellation Software
44.4% undervalued intrinsic discount

AI Adoption And Permanent Minority Stakes Will Transform This Vertical Market Software Compounder

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Aug
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CSU logo
Constellation Software
12.7% undervalued intrinsic discount

AI Reinvestment Risks And Acquisition Pressures Will Still Support Long Term Earnings Potential

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AE
CSU logo

Constellation Software: A Proven Serial Acquirer at a Discount

Fair Value: CA$3.72k 24.0% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
GE
GeloCG
CSU logo

Constellation Software: The Fortress the AI Panic Forgot to Account For

Fair Value: CA$4.48k 36.9% undervalued intrinsic discount
17 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CSU logo

CSU: Acquisition Pipeline And AI Integration Will Drive Long-Term Earnings Power

Fair Value: CA$3.92k 27.9% undervalued intrinsic discount
37 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Solid track record and good value.

2 Risks
4 Rewards
View Full Analysis

Constellation Software Inc. Key Details

US$12.6b

Revenue

US$7.9b

Cost of Revenue

US$4.7b

Gross Profit

US$3.8b

Other Expenses

US$961.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
45.35
37.27%
7.60%
110.4%
View Full Analysis

About CSU

Founded
1995
Employees
n/a
CEO
Mark Miller
WebsiteView website
www.csisoftware.com

Constellation Software Inc., together with its subsidiaries, acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets. It is involved in the software licensing; and sale of hardware activities. The company also offers professional services consist of implementation services, custom programming, product training, managed services, and consulting services; maintenance and customer support services, and hosted software-as-a-service products; and other recurring services. It operates in Canada, the United States, the United Kingdom, Europe, and internationally. The company was incorporated in 1995 and is headquartered in Toronto, Canada.

Recent CSU News & Updates

User avatar
Narrative Update • Sep 09

CSU: Acquisition Pipeline And AI Integration Will Drive Long-Term Earnings Power

Analysts have trimmed their blended price target for Constellation Software to about CA$3,920 from roughly CA$4,008. This reflects slightly more cautious assumptions on revenue growth and valuation multiples, even as they point to resilient margins and ongoing acquisition activity.

Recent updates

No updates

Constellation Software Inc. Competitors

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CGI

Symbol: TSX:GIB.A
Market cap: CA$19.6b
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Descartes Systems Group

Symbol: TSX:DSG
Market cap: CA$8.4b
TOI logo

Topicus.com

Symbol: TSXV:TOI
Market cap: CA$7.8b
View more competitors

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