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Constellation Software Inc. (CSU $2,437.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.03)
Q: Hi, if you wanted to choose one stock, which one would you pick for higher growth potential, SHOP or CSU? And what price is a good entry point for each of them?
On another question, how do you see their upcoming earnings?
Thanks
On another question, how do you see their upcoming earnings?
Thanks
5i Research Answer:
In terms of pure upside potential we would side with SHOP ($165) today over CSU ($2,375). CSU tends to miss estimates but investors will be watching organic growth numbers very closely to see if AI is starting to impact business. SHOP's last quarter was mixed, but we have no reason to expect weakness this quarter. The War may have impacted some consumer spending levels but we think that is likely reflected in the stock.