The Descartes Systems Group Inc.

DSGX • Software - Application

$78.94

▼ -1.81 (-2.24%)

Current price

EarningsLatest report: Jan 31, 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

$6.91B

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: Jan 31, 2026, 12:00 AM UTCLast earnings update: Mar 11, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

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

Price$78.94

Change-2.24%

Shares Out87.57M

Market Cap$6.91B

Enterprise Value$6.56B

52W Range62.56 - 109.00

Beta0.22

P/E42.11

P/S9.46

P/B4.30

P/FCF26.46

EV/Sales8.98

Price$78.94

Change-2.24%

Shares Out87.57M

Market Cap$6.91B

Enterprise Value$6.56B

52W Range62.56 - 109.00

Beta0.22

P/E42.11

P/S9.46

P/B4.30

P/FCF26.46

EV/Sales8.98

EV/EBITDA21.21

EV/FCF25.12

Earnings Yield2.37%

FCF Yield3.78%

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$96.67

Target Upside22.46%

Target Median$90.00

Target Range82.00 - 118.00

Volume409.32K

Avg Volume545.92K

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 · 2026-09-05

97/100

Bullish

Hold

Bearish

Price Target

2026-06-15

Low

$82.00

Mean

$98.67

Median

$98.50

High

$118.00

Company Overview

IPO: 1/27/1999

Industry: Software - Application

P/B i: 4.30

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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1Y peer performance

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Latest news

Descartes Acquires Extensiv

Adds AI-Enabled 3PL Warehouse Management and Omnichannel Fulfillment Capabilities to the Global Logistics Network WATERLOO, Ontario and ATLANTA, Sept. 01, 2026 (GLOBE NEWSWIRE) -- The Descartes Systems Group (Nasdaq: DSGX) (TSX: DSG), the global leader in uniting logistics-intensive businesses in commerce, today announced the acquisition of Extensiv, a leading provider of warehouse management and fulfillment solutions for third-party logistics providers (3PLs) and the brands they serve.

GlobeNewsWire

K&R International Services Uses Descartes to Help Automate High-Volume EU Ecommerce Import Filings

ATLANTA and LONDON, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that Michigan-based K&R International Services (K&R) is using Descartes' global security filing solution to automate European Union Import Control System 2 (ICS2) security filings for charter cargo carriers carrying large volumes of individual ecommerce shipments. With the Descartes solution, K&R can standardize high-volume ecommerce air shipment data and automate hundreds of thousands of regulatory submissions per month, helping the company manage tight air cargo security processing windows and maintain responsive customer service as volumes grow.

GlobeNewsWire

Descartes Acquires Tai

Expands Transportation Management Capabilities and Global Logistics Network with AI-Enabled Freight Brokerage Platform

GlobeNewsWire

Descartes Introduces AI-Powered Image Document Management to Help Accelerate Customs Entry and Shipment Processing

ATLANTA and LONDON, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced new AI-powered Image Document Management (IDM) capabilities. These capabilities help customs brokers, freight forwarders and logistics service providers accelerate customs entry preparation, and shipment creation and execution. With logistics-trained AI agents embedded directly into Descartes' customs and transportation solutions, organizations can transform trade documents into operationally ready data that reduces manual data entry and improves operational efficiency.

GlobeNewsWire

Amundi Grows Position in The Descartes Systems Group Inc. $DSGX

Amundi boosted its position in The Descartes Systems Group Inc. (NASDAQ: DSGX) (TSE: DSG) by 11.4% during the quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 130,186 shares of the technology company's stock after acquiring an additional 13,334 shares during the

Defense World

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