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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: High level and subjective question about CSU. They historically bought mature slow growth SASS businesses with very little organic growth. Now the market perceives a risk that AI will disrupt their businesses. CSU will need to innovate rapidly to meet this challenge, BUT, CSU does not have a culture of innovation. Do you think CSU can rapidly become innovative at scale when that is so far from their core competency? Do they have the DNA to innovate AI into their businesses?

Thanks.

Asked by Joel on December 15, 2025

5i Research Answer:

We think they do; while at the corporate level the strategy has been to buy cash flow, at the...

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