Detailed Quote
5i Report
Rating
A
Review of Constellation Software Inc
JAN 10, 2023 - CSU is an industry leader in the VMS market in North America. Given the challenging economic environment, management indicates that most of the operating units experience little to no impact indicating the phenomenal competitive advantage, and recession-proofed nature of VMS businesses. We believe the company still has a long way to grow and its investment thesis is still intact, we are maintaining our rating at “A”.
Download ReportCompany Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
Q: Hi, What are your thoughts on Constellation's plans to start looking to buy Canadian VC- backed companies, as per following NR. Thank You
https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/
https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Elastic N.V. (ESTC)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Shift4 Payments Inc. Class A (FOUR)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Thank you
Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard
Insiders
Share Information
News and Media