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Constellation Software Inc.TSX:CSU Stock Report

Market Cap CA$58.3b
Share Price
CA$2.82k
CA$4.21k
33.0% undervalued intrinsic discount
1Y-43.3%
7D3.7%
1D
Portfolio Value
View

Constellation Software Inc.

TSX:CSU Stock Report

Market Cap: CA$58.3b

Constellation Software (CSU) Stock Overview

Acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets. More details

CSU fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance1/6
Financial Health4/6
Dividends0/6

CSU Community Fair Values

Create Narrative

See what 229 others think this stock is worth. Follow their fair value or set your own to get alerts.

Constellation Software Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Constellation Software
Historical stock prices
Current Share PriceCA$2,822.83
52 Week HighCA$5,060.70
52 Week LowCA$2,196.00
Beta0.66
1 Month Change15.48%
3 Month Change11.99%
1 Year Change-43.27%
3 Year Change1.69%
5 Year Change59.98%
Change since IPO15,367.56%

Recent News & Updates

Analysis Article May 22

Constellation Software's (TSE:CSU) Soft Earnings Don't Show The Whole Picture

Constellation Software Inc.'s ( TSE:CSU ) stock was strong despite it releasing a soft earnings report last week. We...
Analysis Article May 14

Results: Constellation Software Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Investors in Constellation Software Inc. ( TSE:CSU ) had a good week, as its shares rose 2.8% to close at CA$2,468...

Recent updates

Analysis Article May 22

Constellation Software's (TSE:CSU) Soft Earnings Don't Show The Whole Picture

Constellation Software Inc.'s ( TSE:CSU ) stock was strong despite it releasing a soft earnings report last week. We...
Analysis Article May 14

Results: Constellation Software Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Investors in Constellation Software Inc. ( TSE:CSU ) had a good week, as its shares rose 2.8% to close at CA$2,468...
New Narrative Apr 07

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

Catalysts About Constellation Software Constellation Software acquires, owns and operates vertical market software businesses that provide mission critical solutions to customers around the world. What are the underlying business or industry changes driving this perspective?
New Narrative Mar 23

AI Adoption And Minority Stakes Will Reshape This Vertical Software Compounder

Catalysts About Constellation Software Constellation Software acquires and operates vertical market software businesses that provide mission critical solutions across many industries worldwide. What are the underlying business or industry changes driving this perspective?
New Narrative Mar 09

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?
New Narrative Feb 22

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.
Analysis Article Feb 04

Constellation Software Inc.'s (TSE:CSU) 29% Cheaper Price Remains In Tune With Earnings

Unfortunately for some shareholders, the Constellation Software Inc. ( TSE:CSU ) share price has dived 29% in the last...
Analysis Article Jan 01

Constellation Software (TSE:CSU) Has A Rock Solid Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analysis Article Dec 03

With Constellation Software Inc. (TSE:CSU) It Looks Like You'll Get What You Pay For

Constellation Software Inc.'s ( TSE:CSU ) price-to-earnings (or "P/E") ratio of 73.3x might make it look like a strong...
Analysis Article Aug 29

Calculating The Fair Value Of Constellation Software Inc. (TSE:CSU)

Key Insights The projected fair value for Constellation Software is CA$4,996 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Jul 13

Subdued Growth No Barrier To Constellation Software Inc.'s (TSE:CSU) Price

You may think that with a price-to-sales (or "P/S") ratio of 7.3x Constellation Software Inc. ( TSE:CSU ) is a stock to...
Analysis Article Jun 13

Is Constellation Software (TSE:CSU) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Jun 01

When Should You Buy Constellation Software Inc. (TSE:CSU)?

Today we're going to take a look at the well-established Constellation Software Inc. ( TSE:CSU ). The company's stock...

Shareholder Returns

CSUCA SoftwareCA Market
7D3.7%5.0%0.4%
1Y-43.3%-36.2%32.9%

Return vs Industry: CSU underperformed the Canadian Software industry which returned -36.2% over the past year.

Return vs Market: CSU underperformed the Canadian Market which returned 32.9% over the past year.

Price Volatility

Is CSU's price volatile compared to industry and market?
CSU volatility
CSU Average Weekly Movement6.7%
Software Industry Average Movement10.4%
Market Average Movement10.2%
10% most volatile stocks in CA Market17.7%
10% least volatile stocks in CA Market3.8%

Stable Share Price: CSU has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: CSU's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1995n/aMark Millerwww.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.

Constellation Software Inc. Fundamentals Summary

How do Constellation Software's earnings and revenue compare to its market cap?
CSU fundamental statistics
Market capCA$58.33b
Earnings (TTM)CA$1.02b
Revenue (TTM)CA$16.75b
58.4x
P/E Ratio
3.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CSU income statement (TTM)
RevenueUS$12.15b
Cost of RevenueUS$7.61b
Gross ProfitUS$4.55b
Other ExpensesUS$3.80b
EarningsUS$743.00m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)35.06
Gross Margin37.41%
Net Profit Margin6.12%
Debt/Equity Ratio111.2%

How did CSU perform over the long term?

See historical performance and comparison

Dividends

0.2%
Current Dividend Yield
11%
Payout Ratio

Does CSU pay a reliable dividends?

See CSU dividend history and benchmarks
When do you need to buy CSU by to receive an upcoming dividend?
Constellation Software dividend dates
Ex Dividend DateJun 19 2026
Dividend Pay DateJul 10 2026
Days until Ex dividend19 days
Days until Dividend pay date40 days

Does CSU pay a reliable dividends?

See CSU dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/29 22:46
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Constellation Software Inc. is covered by 22 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Harriet LiAccountability Research Corporation
Richard TseATB Cormark Historical (Cormark Securities)
Phillip HuangBarclays