Review of Constellation Software Inc

NOV 20, 2025 - We continue to believe CSU’s fundamentals remain solid. CSU is trading at the lowest valuation multiples in quite some time, and we think investors should be patient to hold on to this name, as this is when conviction and track record matter, helping investors hold through during tough drawdowns. Sentiment will eventually change, and investors will evaluate the company accordingly if CSU can manage to continue to do what they do best, which is make acquisitions, generate free cash flow, then make more acquisitions and compound capital at a high rate. We have no reason to expect anything different going forward. We are maintaining our rating at “A.”

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Constellation Software Inc. (CSU $2,434.02)
- $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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Q: Another one on Constellation.

All software stocks bounced nicely, in Friday's trading ( IGV - Tech software ETF also bounced off its low of $80, Thursday ).

But, on a day like this, CSU is down 4% (after reversing from $2570, on Thursday ), contrasting the trend of its peers. If CSU has been hammered, over past several months, due to AI scare, like many other software Co's, it should follow the trend and be up today, but sadly no.

It appears to me that CSU may have found a bottom, in the near term ( $2175-$2200), but could well remain range bound, until posting at least a couple of solid quarters, irrespective of the general trend in software co's ( AI related fears).

Would you agree with these observations ?

Thank You

Read Answer Asked by rajeev on February 06, 2026

Constellation Software Inc. (CSU $2,434.02)
- $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU

Q: Do you know the Q4 and full year reporting date for CSU? I believed it was to be today after market close but can find no notice in their IR website.

Read Answer Asked by Keith on February 06, 2026

Constellation Software Inc. (CSU $2,434.02)
- $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU

Q: Barry Schwartz is very bullish and calling for a record M&A year for CSU due to less PE competition. He’s buying the dip—do you think we should too?

Read Answer Asked by jean on February 06, 2026