What is a better stock to buy? $NOW or Constellation Software?
u/Civil-Community-1367 ·
Reddit — r/ValueInvesting
· May 30, 2026 at 08:38
· ⬆ 17 pts
· 💬 37 comments
| View on Reddit ↗
AI Summary
Summary
The post compares Constellation Software (CSU) and ServiceNow (NOW) as potential value investments, praising CSU’s leadership and customer retention (calling it the “Berkshire of software”) and noting NOW’s exposure to the agentic AI trend.
The author does not state a personal position but solicits opinions on which is better, presenting both as attractive in different ways.
Quality assessment: Speculation / opinion-seeking – lacks detailed financials or ownership disclosure, but touches on well-known value and growth narratives.
CSU has excellent leadership and near‑zero customer churn, earning the “Berkshire of software” label. A sticky, compounding business model suggests consistent long‑term returns if bought at a reasonable price. Monitor for valuation dips to enter a high‑quality compounder. Overpaying for a low‑growth core; integration risks from acquisitions; tech disruption.
NOW is widely viewed as a direct beneficiary of the agentic AI theme. If agentic AI adoption accelerates, NOW could see outsized revenue growth, justifying a premium valuation. Watch for a pullback or catalyst to enter a high‑growth AI‑adjacent name. Hype‑driven multiple; competitive pressure; slower enterprise AI adoption.
This Reddit post, published May 30, 2026,
features u/Civil-Community-1367
discussing CSU.TO, NOW.
2 trade ideas extracted by AI with direction and confidence scoring.