The Descartes Systems Group Inc. (TSE:DSG)
NASDAQ:DSG
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DSG Stock Chart & Stats
C$104.62
C$1.14(0.71%)
At close: 4:00 PM EST
C$104.62
C$1.14(0.71%)
Day’s Range― - ―
52-Week RangeC$85.26 - C$150.74
Previous CloseN/A
Volume35.74K
Average Volume (3M)303.03K
Market Cap
C$8.85B
Enterprise ValueC$6.00B
Total Cash (Recent Filing)C$353.55M
Total Debt (Recent Filing)C$8.29M
Price to Earnings (P/E)40.7
Beta0.84
Next Earnings
Sep 09, 2026EPS Estimate
0.77Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.91
Shares Outstanding86,024,290
10 Day Avg. Volume327,636
30 Day Avg. Volume303,027
Financial Highlights & Ratios
PEG Ratio2.39
Price to Book (P/B)3.99
Price to Sales (P/S)8.62
P/FCF Ratio24.13
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
C$144.43Price Target Upside38.05% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)3.19
Revenue Forecast (FY)C$1.11B
Bulls Say, Bears Say
Bulls Say
High Profitability And MarginsSustained high margins indicate strong SaaS economics and pricing power; operating leverage and elevated EBITDA translate into durable internal cash generation. These margins support ongoing product investment, absorb competitive pressure, and underpin long-term profitability even with uneven growth periods.
Conservative Balance SheetExtremely low leverage provides significant financial flexibility to fund R&D, tuck-in acquisitions, or endure downturns without costly capital raises. A conservative balance sheet materially reduces solvency risk and preserves strategic optionality for durable investment or shareholder-friendly actions.
Strong Cash ConversionOperating cash flow consistently exceeds reported earnings and FCF closely tracks net income, showing high-quality earnings. Reliable cash conversion supports reinvestment in the subscription base and networks, funds disciplined M&A, and sustains operations without reliance on external financing.
Bears Say
Uneven Revenue GrowthThe company's growth profile is inconsistent, with a sharp slowdown in 2025 followed by modest re-acceleration. Persistent variability complicates forecasting, increases execution risk for subscription and transaction expansion, and may indicate market saturation or integration challenges.
Gross Margin CompressionA drop from prior mid-to-high 70s% gross margins to ~66% suggests mix shifts, pricing pressure, or rising transaction costs. For a SaaS/network business, sustained gross margin erosion reduces operating leverage and undermines the company's ability to translate revenue growth into expanding operating profits over time.
Volatile Free Cash Flow GrowthThough overall conversion is strong, FCF growth volatility and a near-flat 2025 weaken predictability for capital allocation. Irregular cash flows can constrain timing for acquisitions, R&D spending, or shareholder returns and reflect reliance on transaction volumes or one-off integration costs.
The Descartes Systems Group News
DSG FAQ
What was The Descartes Systems Group Inc.’s price range in the past 12 months?
The Descartes Systems Group Inc. lowest stock price was C$85.26 and its highest was C$150.74 in the past 12 months.
What is The Descartes Systems Group Inc.’s market cap?
The Descartes Systems Group Inc.’s market cap is C$8.85B.
When is The Descartes Systems Group Inc.’s upcoming earnings report date?
The Descartes Systems Group Inc.’s upcoming earnings report date is Sep 09, 2026 which is in 96 days.
How were The Descartes Systems Group Inc.’s earnings last quarter?
The Descartes Systems Group Inc. released its earnings results on Jun 03, 2026. The company reported C$0.764 earnings per share for the quarter, beating the consensus estimate of C$0.712 by C$0.052.
Is The Descartes Systems Group Inc. overvalued?
According to Wall Street analysts The Descartes Systems Group Inc.’s price is currently Undervalued.
Does The Descartes Systems Group Inc. pay dividends?
The Descartes Systems Group Inc. does not currently pay dividends.
What is The Descartes Systems Group Inc.’s EPS estimate?
The Descartes Systems Group Inc.’s EPS estimate is 0.77.
How many shares outstanding does The Descartes Systems Group Inc. have?
The Descartes Systems Group Inc. has 86,024,290 shares outstanding.
What happened to The Descartes Systems Group Inc.’s price movement after its last earnings report?
The Descartes Systems Group Inc. reported an EPS of C$0.764 in its last earnings report, beating expectations of C$0.712. Following the earnings report the stock price went up 5.307%.
Which hedge fund is a major shareholder of The Descartes Systems Group Inc.?
Currently, no hedge funds are holding shares in TSE:DSG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
The Descartes Systems Group Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
C$144.43 (38.05% Upside)
C$144.43 (38.05% Upside)
Blogger Sentiment
Neutral
TSE:DSG Sentiment 50%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth C$3.0M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▲ 6.3%
Last 30 Days ▼ 9.2%
Last 30 Days ▼ 9.2%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-35.61%
12-Months-Change
Fundamentals
Return on Equity
10.76%
Trailing 12-Months
Asset Growth
15.07%
Trailing 12-Months
Company Description
The Descartes Systems Group Inc.
The Descartes Systems Group Inc. provides cloud-based logistics and supply chain management business process solutions that focuses on enhancing the productivity, performance, and security of logistics-intensive businesses worldwide. Its Logistics Technology platform offers a range of modular, cloud-based, and interoperable web and wireless logistics management applications, which unites a community of logistics-focused parties, allowing them to transact business. The company provides a suite of solutions that include routing, mobile and telematics; transportation management and e-commerce enablement; customs and regulatory compliance; trade data; global logistics network services; and broker and forwarder enterprise systems. It offers its customers to use its modular, software-as-a-service, and data solutions to route, schedule, track, and measure delivery resources; plan, allocate, and execute shipments; rate, audit, and pay transportation invoices; access and analyze global trade data; research and perform trade tariff and duty calculations; file customs and security documents for imports and exports; and various other logistics processes. The company also provides cloud-based ecommerce warehouse management solutions; consulting, implementation, and training services; and maintenance and support services. It primarily focuses on serving transportation providers, logistics service providers, and distribution-intensive companies, as well as manufacturers, retailers, distributors, and mobile business service providers. The company was incorporated in 1981 and is headquartered in Waterloo, Canada.
DSG Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call highlighted record-breaking financial performance and strategic growth through acquisitions and AI integration. However, it acknowledged challenges in the global trade environment and potential impacts from regulatory changes. Overall, the positive highlights significantly outweigh the lowlights.View all TSE:DSG earnings summariesDSG Stock 12 Month Forecast
Average Price Target
C$144.43
▲(38.05% Upside)
Technical Analysis
Options Prices
Currently, No data available
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