CSU Share Price Performance
CA$2,524.08
-2169.64 (-46.22%)
43.7% undervalued intrinsic discount
CA$4,480.00
Fair Value
Price CA$2,524.08
GeloCG CA$4,480.00
AnalystHighTarget CA$5,325.57
Fair ValueCA$4,480.00
Share Pricen/a
Constellation Software Inc. Stock Price
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- 273 Fair Values set on narratives written by author
CSU Community Narratives
GE
Fair Value CA$4.48k 43.7% undervalued intrinsic discount
Constellation Software: The Fortress the AI Panic Forgot to Account For
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AN
Fair Value CA$5.33k 52.6% undervalued intrinsic discount
AI Adoption And Permanent Minority Stakes Will Transform This Vertical Market Software Compounder
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Constellation Software: The Fortress the AI Panic Forgot to Account For
Headline: Constellation Software (CSU): Why the AI Sell-off is a Category Error (and a Generational Buy) The market is currently punishing Constellation Software by applying a "generic AI disruption" narrative that fundamentally misunderstands the DNA of the business. Investors are pricing CSU as if it were a commodity software play, when in reality, it is a holding company for critical digital infrastructure.Read more
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AI Adoption And Permanent Minority Stakes Will Transform This Vertical Market Software Compounder
Catalysts About Constellation Software Constellation Software acquires and operates mission critical vertical market software businesses around the world. What are the underlying business or industry changes driving this perspective?Read more
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AN
CA$5.33k
52.6% undervalued intrinsic discount
Fair Value
Revenue
16.39% p.a.
Profit Margin
6.05%
Future PE
98.34x
Price in 2029
CA$6.71k
Trending Discussion
Recently Updated Narratives
GE
Constellation Software: The Fortress the AI Panic Forgot to Account For
Fair Value: CA$4.48k 43.7% undervalued intrinsic discount
13 followersusers have followed this narrative
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AN
AI Adoption And Permanent Minority Stakes Will Transform This Vertical Market Software Compounder
Fair Value: CA$5.33k 52.6% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
Constellation Software Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 24.16
- 37.58%
- 4.41%
- 125.7%
About CSU
- Founded
- 1995
- Employees
- n/a
- CEO
- WebsiteView website
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.
