CSU Share Price Performance
CA$0
-4365.00 (-100.00%)
Price CA$0
Fair ValueCA$4,210.92
Share Pricen/a
Constellation Software Inc. Stock Price
- 4 Narratives written by author
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- 283 Fair Values set on narratives written by author
CSU Community Narratives
AN
Fair Value CA$4.21k 45.5% undervalued intrinsic discount
AI Adoption And Minority Stakes Will Reshape This Vertical Software Compounder
0users have liked this narrative
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GE
Fair Value CA$4.48k 48.8% undervalued intrinsic discount
Constellation Software: The Fortress the AI Panic Forgot to Account For
13users have liked this narrative
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AN
Fair Value CA$3.48k 34.0% undervalued intrinsic discount
AI Reinvestment Risks And Acquisition Pressures Will Still Support Long Term Earnings Potential
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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
998
users have viewed this narrative13users have liked this narrative
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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?Read more
64
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AN
CA$3.48k
34.0% undervalued intrinsic discount
Fair Value
Revenue
14.24% p.a.
Profit Margin
8.5%
Future PE
45.27x
Price in 2029
CA$4.38k
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?Read more
247
users have viewed this narrative0users have liked this narrative
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AN
CA$4.21k
45.5% undervalued intrinsic discount
Fair Value
Revenue
15.16% p.a.
Profit Margin
9.22%
Future PE
50.11x
Price in 2029
CA$5.31k
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
165
users have viewed this narrative1users have liked this narrative
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1users have followed this narrative
AN
CA$5.33k
56.9% 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 48.8% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AI Reinvestment Risks And Acquisition Pressures Will Still Support Long Term Earnings Potential
Fair Value: CA$3.48k 34.0% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AI Adoption And Minority Stakes Will Reshape This Vertical Software Compounder
Fair Value: CA$4.21k 45.5% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on 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.
Recent CSU News & Updates
