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DSGX.O Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
71.810
Open
70.840
VWAP
70.90
Vol
448.85K
Mkt Cap
6.14B
Low
69.480
Amount
31.82M
EV/EBITDA(TTM)
20.04
Total Shares
86.02M
EV
5.81B
EV/OCF(TTM)
21.83
P/S(TTM)
8.59
The Descartes Systems Group Inc. is focused on logistics and supply chain management business processes. It provides on-demand, software-as-a-service (SaaS) solutions focused on improving the productivity, security and sustainability of logistics-intensive businesses. It allows customers to use its modular, SaaS solutions to route, track and help improve the safety, compliance of delivery resources; plan, allocate and execute shipments; rate, audit and pay transportation invoices; access global trade data; file customs and security documents for imports and exports; and complete other logistics processes by participating in the multimodal logistics community. Its solutions include cloud-based and consist of B2B service connectivity and messaging, broker and forwarder enterprise systems, global trade intelligence, regulatory compliance, e-commerce shipping, transportation management and routing. It also provides customs declaration software for logistics services providers and shippers.
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Events Timeline

(ET)
2026-03-11
17:10:00
Descartes Q4 Revenue $192.8M Beats Expectations
select
2025-12-09 (ET)
2025-12-09
07:10:00
Descartes Launches Normal Course Issuer Bid to Repurchase Up to 8,568,582 Shares
select

News

Yahoo Finance
9.5
03-13Yahoo Finance
Descartes Systems Group Reports Record Fiscal 2026 Results
  • Significant Growth: Descartes Systems Group reported double-digit growth in revenue, operating income, and adjusted EBITDA for fiscal 2026, with record cash reserves indicating strong performance in logistics and AI-driven products.
  • Declining Shareholder Returns: Despite robust fiscal 2026 results, Descartes experienced a 30.14% decline in 1-year total shareholder return and a 21.42% drop in 90-day share price return, suggesting a cooling momentum following a 28.49% total return over the past five years.
  • Notable Valuation Gap: With the latest closing price at CA$98.09, significantly below the widely followed fair value estimate of CA$122.61, there appears to be a meaningful valuation gap that investors are trying to rationalize regarding the company's future growth potential.
  • Complex Market Outlook: Although cash flow models indicate the current price is below the estimated value of CA$113.74 and the P/E ratio of 37.8x exceeds the North American software average of 28.8x, there is tension between market expectations for cash flows and the premium being paid for growth.
Benzinga
9.5
03-12Benzinga
Descartes Reports Strong Q4 Earnings, Analysts Adjust Price Targets
  • Earnings Beat: Descartes Systems reported Q4 earnings of $0.52 per share, surpassing market expectations of $0.48, indicating strong operational performance that boosts investor confidence.
  • Sales Growth: The company achieved sales of $192.8 million, exceeding estimates of $188.524 million, reflecting sustained demand for its products and services, thereby reinforcing its market position.
  • Stock Price Surge: Following the earnings announcement, Descartes shares rose by 5.6% to $73.02, indicating a positive market reaction to its financial results, which may attract more investor interest.
  • Analysts Adjust Price Targets: Analysts from Barclays and BMO Capital adjusted their price targets to $89 and $82 respectively; despite the reductions, the maintained ratings reflect optimism about the company's future growth prospects.
Yahoo Finance
9.5
03-12Yahoo Finance
Descartes Systems Group Reports Record Financial Results and Strategic Acquisition
  • Record Financial Performance: Descartes Systems Group reported quarterly and annual revenues of $192.8 million, a 15% increase year-over-year, demonstrating strong market performance and growth potential.
  • Significant Net Income Growth: The company’s net income rose by 22% year-over-year, with operating income increasing by 25%, indicating sustained improvements in profitability and operational efficiency, thereby boosting investor confidence.
  • Strategic Acquisition Enhances Capabilities: Descartes completed the acquisition of UK-based Order Mind, further enhancing its e-commerce capabilities and AI investments, which are expected to drive future business growth.
  • Strong Cash Flow: The company generated a record $76 million in cash from operations, up 25% from the previous year, coupled with $356 million in cash reserves and a $350 million undrawn credit line, providing ample funding for future investments and acquisitions.
NASDAQ.COM
9.5
03-12NASDAQ.COM
Descartes Systems Group Reports Yearly Profit Growth
  • Significant Profit Growth: Descartes Systems Group reported a full-year profit of $163.77 million, translating to $1.87 per share, which marks a notable increase from last year's $143.27 million and $1.64 per share, indicating a strong enhancement in the company's profitability.
  • Strong Revenue Increase: The company's revenue rose by 12% year-over-year to $728.99 million, up from $651 million last year, reflecting sustained market demand and the expansion of the company's operations.
  • Improved Financial Health: With both profit and revenue growth, Descartes' financial health has improved, providing stronger funding support for future investments and expansions, thereby enhancing its competitive position in the market.
  • Optimistic Market Outlook: The growth in profit and revenue not only boosts investor confidence but also lays a solid foundation for future strategic development, expected to attract more investor interest in its long-term growth potential.
seekingalpha
9.5
03-11seekingalpha
Descartes Systems Reports Strong FY Earnings Beat
  • Strong Earnings Report: Descartes Systems reported a FY GAAP EPS of $1.87, beating expectations by $0.03, which reflects the company's ongoing profitability enhancement and solidifies its leadership position in the logistics software industry.
  • Revenue Growth: The company achieved revenues of $728.99 million, representing a 12.0% year-over-year increase, exceeding analyst expectations by $4.54 million, indicating robust growth momentum amid recovering market demand and boosting investor confidence.
  • Historical Performance Review: The earnings release was accompanied by an update on Descartes Systems' historical performance data, showcasing consistent revenue and profit growth over the past several fiscal years, providing strong support for future investment decisions.
  • Positive Market Reaction: Following the earnings announcement, the market reacted positively to Descartes Systems, with the stock price expected to rise due to the better-than-expected performance, further attracting investor interest in its future growth potential.
seekingalpha
9.5
03-11seekingalpha
Major Earnings Reports Expected After Wednesday's Close
  • Major Earnings Preview: After Wednesday's market close, several significant companies are expected to report earnings, including UiPath (PATH), Stitch Fix (SFIX), Bumble (BMBL), and Aris Mining Corporation (ARIS), all of which hold substantial market influence in their respective sectors.
  • Diverse Earnings Lineup: In addition to the aforementioned companies, CuriosityStream (CURI) and others such as BSRTF, CDXS, and DSGX are also set to release earnings, reflecting the market's interest in diverse investment opportunities.
  • Market Reaction Anticipation: Investors will closely monitor these earnings reports to assess the potential impact on stock prices, especially in the current economic climate where results could significantly influence market sentiment and investment decisions.
  • Earnings Season Schedule: This week's earnings releases mark the peak of the earnings season, with investors and analysts using this data to gauge market trends and the future growth potential of these companies.
Wall Street analysts forecast DSGX.O stock price to rise
11 Analyst Rating
Wall Street analysts forecast DSGX.O stock price to rise
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
95.00
Averages
111.30
High
126.00
Current: 0.000
sliders
Low
95.00
Averages
111.30
High
126.00
Barclays
Overweight
maintain
$90 -> $89
AI Analysis
2026-03-12
Reason
Barclays
Price Target
$90 -> $89
AI Analysis
2026-03-12
maintain
Overweight
Reason
Barclays lowered the firm's price target on Descartes Systems to $89 from $90 and keeps an Overweight rating on the shares following the Q4 report. The firm sees the results helping renew interest in the Descartes story. The company's organic growth accelerated again and its profitability remains strong, the analyst tells investors in a research note.
BMO Capital
Market Perform
downgrade
$95 -> $82
2026-03-12
Reason
BMO Capital
Price Target
$95 -> $82
2026-03-12
downgrade
Market Perform
Reason
BMO Capital lowered the firm's price target on Descartes Systems to $82 from $95, reflecting the recent multiple compression across peers, and keeps a Market Perform rating on the shares. The firm adds however that the company can continue to deliver on its 10%-15% annual EBITDA growth target, noting it believes that the stock's AI-driven sell-off has been overdone, the analyst tells investors in a research note.
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Valuation Metrics

The current forward P/E ratio for Descartes Systems Group Inc (DSGX.O) is 26.32, compared to its 5-year average forward P/E of 46.14. For a more detailed relative valuation and DCF analysis to assess Descartes Systems Group Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
46.14
Current PE
26.32
Overvalued PE
53.68
Undervalued PE
38.60

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
26.34
Current EV/EBITDA
15.66
Overvalued EV/EBITDA
30.55
Undervalued EV/EBITDA
22.14

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
11.91
Current PS
6.80
Overvalued PS
13.70
Undervalued PS
10.12

Financials

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Frequently Asked Questions

What is Descartes Systems Group Inc (DSGX.O) stock price today?

The current price of DSGX.O is 71.42 USD — it has increased 0.73

What is Descartes Systems Group Inc (DSGX.O)'s business?

The Descartes Systems Group Inc. is focused on logistics and supply chain management business processes. It provides on-demand, software-as-a-service (SaaS) solutions focused on improving the productivity, security and sustainability of logistics-intensive businesses. It allows customers to use its modular, SaaS solutions to route, track and help improve the safety, compliance of delivery resources; plan, allocate and execute shipments; rate, audit and pay transportation invoices; access global trade data; file customs and security documents for imports and exports; and complete other logistics processes by participating in the multimodal logistics community. Its solutions include cloud-based and consist of B2B service connectivity and messaging, broker and forwarder enterprise systems, global trade intelligence, regulatory compliance, e-commerce shipping, transportation management and routing. It also provides customs declaration software for logistics services providers and shippers.

What is the price predicton of DSGX.O Stock?

Wall Street analysts forecast DSGX.O stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DSGX.O is111.30 USD with a low forecast of 95.00 USD and a high forecast of 126.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Descartes Systems Group Inc (DSGX.O)'s revenue for the last quarter?

Descartes Systems Group Inc revenue for the last quarter amounts to 192.76M USD, increased 15.10

What is Descartes Systems Group Inc (DSGX.O)'s earnings per share (EPS) for the last quarter?

Descartes Systems Group Inc. EPS for the last quarter amounts to 0.52 USD, increased 20.93

How many employees does Descartes Systems Group Inc (DSGX.O). have?

Descartes Systems Group Inc (DSGX.O) has 2403 emplpoyees as of April 05 2026.

What is Descartes Systems Group Inc (DSGX.O) market cap?

Today DSGX.O has the market capitalization of 6.14B USD.