The Descartes Systems Group Inc.

DSGX • Software - Application

$86.66

— 0.00 (0.00%)

EarningsLatest report: Apr 30, 2026

HIGHLY FAVORABLE PROFILEExcellentConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Strong business quality with supportive growth and cash-flow evidence. Valuation still matters, but the historical ratio profile is favorable.

Market Cap

$7.57B

Growth

5.6%

Cash Flow

5/5

Trend

Stable

Evidence

Stable or improving margins · 22.5%Positive revenue growth · 14.7%Positive free cash flow · 3.1Consistent free cash flow · 5/5Manageable debt level · 0.01

Financial data as of: Apr 30, 2026, 12:00 AM UTCLast earnings update: Jun 3, 2026, 12:00 AM UTCLast profile update: Sep 11, 2026, 12:06 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$86.66

Change0.00%

Shares Out87.39M

Market Cap$7.57B

Enterprise Value$7.20B

52W Range62.56 - 107.52

Beta0.19

P/E42.84

P/S10.00

P/B4.65

P/FCF26.79

EV/Sales9.51

Price$86.66

Change0.00%

Shares Out87.39M

Market Cap$7.57B

Enterprise Value$7.20B

52W Range62.56 - 107.52

Beta0.19

P/E42.84

P/S10.00

P/B4.65

P/FCF26.79

EV/Sales9.51

EV/EBITDA22.17

EV/FCF25.46

Earnings Yield2.33%

FCF Yield3.73%

Dividend Yield0.00%

Gross Margin65.95%

Oper. Margin32.29%

Profit Margin22.46%

Debt/Eq0.01

Current Ratio2.16

Quick Ratio2.16

Revenue 5Y5.57%

Target$102.00

Target Upside17.70%

Target Median$98.00

Target Range90.00 - 118.00

Volume944.69K

Avg Volume546.76K

EPS Surprise0.04

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

90/100

Financial Strength

Debt, cash, stability

95/100

Growth Potential

Revenue and expansion

94/100

Price Attractiveness

Cheap or expensive today

48/100

Why this score▼

Stable or improving margins · 22.5%Positive revenue growth · 14.7%Positive free cash flow · 3.1Consistent free cash flow · 5/5Manageable debt level · 0.01Healthy liquidity · 2.16

Analyst view

Analyst sentiment and price target

DSGX

Analyst sentiment

Based on 15 analyst votes · 2026-10-19

97/100

Bullish

Hold

Bearish

Price Target

2026-09-11

Low

$82.00

Mean

$96.67

Median

$90.00

High

$118.00

Company Overview

IPO: 1/27/1999

Industry: Software - Application

P/B i: 4.65

Debt / Equity i: 0.01

Operating Margin: 32.29%

Net Margin: 22.46%

ROE i: -

ROIC: -

Financial Health

Score19 / 20

Debt / Equity: 0.01

Current Ratio: 2.16

Quick Ratio: 2.16

Status: Strong

🧾

No insider activity

No recent insider transactions available.

About the Company

The Descartes Systems Group Inc.

The Descartes Systems Group Inc. (DSGX) offers comprehensive, cloud-native solutions designed to optimize business processes within the logistics and supply chain sectors. The primary objective is to significantly elevate the efficiency, operational excellence, and security posture for enterprises worldwide that heavily rely on robust logistics. At its core, the company offers a proprietary "Logistics Technology" platform. This platform provides a versatile array of modular, interconnected web and mobile applications, all accessible via the cloud, which collectively foster a collaborative ecosystem where various logistics stakeholders can seamlessly conduct transactions and manage operations. Descartes' extensive portfolio encompasses specialized solutions for route optimization, mobile workforce management, and telematics; comprehensive transportation management and e-commerce integration; customs and regulatory adherence; global trade data intelligence; logistics network facilitation; and specialized enterprise systems tailored for brokers and freight forwarders. Clients harness these adaptable Software-as-a-Service (SaaS) and data-driven offerings to meticulously plan and execute deliveries—including scheduling, tracking, and performance measurement. They can also streamline shipment planning, allocation, and execution; manage the financial aspects of transportation such as rating, auditing, and invoice payments; delve into global trade data for analysis; accurately calculate trade tariffs and duties; and efficiently complete customs and security documentation for international trade, among numerous other critical logistical functions. Additionally, Descartes provides cloud-based warehouse management solutions specifically tailored for e-commerce, complemented by expert consulting, seamless implementation, and thorough training, alongside ongoing maintenance and support. Its diverse client base includes transportation firms, third-party logistics providers, distribution-heavy corporations, manufacturers, retailers, distributors, and mobile service providers. Founded in 1981, The Descartes Systems Group Inc. maintains its head office in Waterloo, Canada.

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Peers

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Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

The Descartes Systems Group (NASDAQ:DSGX) & Sprinklr (NYSE:CXM) Critical Contrast

Sprinklr (NYSE: CXM - Get Free Report) and The Descartes Systems Group (NASDAQ: DSGX - Get Free Report) are both technology companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, dividends, valuation, institutional ownership, profitability and risk. Profitability This table compares Sprinklr and The

Defense World

BetterInvesting™ Magazine Update on Descartes Systems Group and McDonald's Corp.

TROY, Mich., Oct. 8, 2026 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine Descartes Systems Group (DSGX: NASDAQ) as its "Stock to Study and McDonald's Corp. (MCD: NYSE) as its "Undervalued Stock" in the December 2026 issue for investors' informational and educational use.

PRNewsWire

The Descartes Systems Group Inc. (NASDAQ:DSGX) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of The Descartes Systems Group Inc. (NASDAQ: DSGX - Get Free Report) (TSE: DSG) have been given an average recommendation of "Moderate Buy" by the fifteen brokerages that are covering the firm, Marketbeat.com reports. Three analysts have rated the stock with a hold rating, eleven have assigned a buy rating and one has issued a strong

Defense World

Descartes Unveils Next Step in Supply Chain AI with Agent Control Plane

Debuts at Innovation Forum to Record Attendance CHICAGO and LONDON, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, introduced the Descartes Agent Control Plane at its Innovation Forum in Chicago, which this year brings together a record number of customers, speakers and sponsors to explore innovation in supply chain and logistics technology. Built on the Descartes Global Logistics Network™ (Descartes GLN™), the Agent Control Plane is designed to build trust in AI agents by coordinating them across applications and trading partners to execute multi-step workflows within defined guardrails, policies and human oversight.

GlobeNewsWire

Manifests Ireland Grows Customs Operations from 20,000 to 2 Million Annual Declarations with Descartes Customs Compliance Solution

LONDON and ATLANTA, Oct. 01, 2026 (GLOBE NEWSWIRE) -- The Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that customs brokerage Manifests Ireland has increased its annual customs declaration volumes from approximately 20,000 before Brexit in 2020 to 2 million today. Powered by the Descartes Thyme™ customs platform and a long-term collaboration, the Dublin-based company has successfully scaled its operations, adapted to major regulatory changes and maintained the high levels of accuracy, compliance and customer service on which its reputation is built.

GlobeNewsWire

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-06-03	0.524	0.562	0.038
2026-03-11	0.496	0.52	0.024
2025-12-03	0.46	0.5	0.04
2025-09-03	0.49	0.43	-0.06
2025-06-04	0.46	0.41	-0.05
2025-03-05	0.43	0.43	0
2024-12-03	0.4	0.42	0.02
2024-09-04	0.43	0.4	-0.03
2024-05-29	0.42	0.4	-0.02
2024-03-06	0.37	0.37	0
2023-12-05	0.32	0.31	-0.01
2023-09-06	0.33	0.32	-0.01