Loading...
DSG logo

The Descartes Systems Group Inc.TSX:DSG Stock Report

Market Cap CA$8.5b
Share Price
CA$99.64
CA$128.28
22.3% undervalued intrinsic discount
1Y-31.6%
7D2.0%
Portfolio Value
View

The Descartes Systems Group Inc.

TSX:DSG Stock Report

Market Cap: CA$8.5b

Descartes Systems Group (DSG) Stock Overview

Provides global logistics technology solutions in the United States, Europe, the Middle East, Africa, Canada, and the Asia Pacific. More details

DSG fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance4/6
Financial Health6/6
Dividends0/6

DSG Community Fair Values

Create Narrative

See what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.

CA$131.34
FV
24.1% undervalued intrinsic discount
9.70%
Revenue growth p.a.
22
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$6.85
66.6% undervalued intrinsic discount
Profit Margin
20.14%
Future PE
22x
Price in 2031
US$11.03

The Descartes Systems Group Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Descartes Systems Group
Historical stock prices
Current Share PriceCA$99.64
52 Week HighCA$162.10
52 Week LowCA$85.26
Beta0.27
1 Month Change10.44%
3 Month Change-17.25%
1 Year Change-31.64%
3 Year Change-8.51%
5 Year Change26.74%
Change since IPO1,344.06%

Recent News & Updates

Recent updates

The Descartes Systems Group Inc. (TSE:DSG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Feb 08
The Descartes Systems Group Inc. (TSE:DSG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Here's Why We Think Descartes Systems Group (TSE:DSG) Might Deserve Your Attention Today

Dec 31
Here's Why We Think Descartes Systems Group (TSE:DSG) Might Deserve Your Attention Today

Descartes Systems Group's (TSE:DSG) Returns On Capital Are Heading Higher

Sep 19
Descartes Systems Group's (TSE:DSG) Returns On Capital Are Heading Higher

The Descartes Systems Group Inc.'s (TSE:DSG) Popularity With Investors Is Clear

Aug 14
The Descartes Systems Group Inc.'s (TSE:DSG) Popularity With Investors Is Clear

Is The Descartes Systems Group Inc. (TSE:DSG) Worth CA$146 Based On Its Intrinsic Value?

Aug 01
Is The Descartes Systems Group Inc. (TSE:DSG) Worth CA$146 Based On Its Intrinsic Value?

With The Descartes Systems Group Inc. (TSE:DSG) It Looks Like You'll Get What You Pay For

May 14
With The Descartes Systems Group Inc. (TSE:DSG) It Looks Like You'll Get What You Pay For

The Descartes Systems Group Inc. (TSE:DSG) Shares Could Be 25% Above Their Intrinsic Value Estimate

May 01
The Descartes Systems Group Inc. (TSE:DSG) Shares Could Be 25% Above Their Intrinsic Value Estimate

Descartes Systems Group (TSE:DSG) Shareholders Will Want The ROCE Trajectory To Continue

Apr 17
Descartes Systems Group (TSE:DSG) Shareholders Will Want The ROCE Trajectory To Continue

Here's Why We Think Descartes Systems Group (TSE:DSG) Is Well Worth Watching

Apr 03
Here's Why We Think Descartes Systems Group (TSE:DSG) Is Well Worth Watching
User avatar

Tariffs May Complicate Logistics, But Sellercloud Integration Will Improve Future Prospects

Geopolitical uncertainty and evolving trade policies may increase operational costs as Descartes invests in compliance solutions, affecting net margins.

Shareholder Returns

DSGCA SoftwareCA Market
7D2.0%-0.4%2.4%
1Y-31.6%-39.5%30.1%

Return vs Industry: DSG exceeded the Canadian Software industry which returned -39.9% over the past year.

Return vs Market: DSG underperformed the Canadian Market which returned 28.3% over the past year.

Price Volatility

Is DSG's price volatile compared to industry and market?
DSG volatility
DSG Average Weekly Movement5.9%
Software Industry Average Movement9.8%
Market Average Movement11.0%
10% most volatile stocks in CA Market19.4%
10% least volatile stocks in CA Market3.8%

Stable Share Price: DSG has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: DSG's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19812,384Ed Ryanwww.descartes.com

The Descartes Systems Group Inc. provides global logistics technology solutions in the United States, Europe, the Middle East, Africa, Canada, and the Asia Pacific. Its Logistics Technology platform offers a range of modular, interoperable web and wireless logistics management solutions. The company offers a suite of solutions that include routing, mobile, and telematics; transportation management; ecommerce, shipping, and fulfillment; customs and regulatory compliance; global trade intelligence; broker and forwarder enterprise systems; and B2B messaging and connectivity services.

The Descartes Systems Group Inc. Fundamentals Summary

How do Descartes Systems Group's earnings and revenue compare to its market cap?
DSG fundamental statistics
Market capCA$8.50b
Earnings (TTM)CA$227.86m
Revenue (TTM)CA$1.01b
37.6x
P/E Ratio
8.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DSG income statement (TTM)
RevenueUS$728.99m
Cost of RevenueUS$167.07m
Gross ProfitUS$561.93m
Other ExpensesUS$398.16m
EarningsUS$163.77m

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.90
Gross Margin77.08%
Net Profit Margin22.46%
Debt/Equity Ratio0%

How did DSG perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/31 11:19
End of Day Share Price 2026/03/31 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Descartes Systems Group Inc. is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Raimo LenschowBarclays
Gabriel LeungBeacon Securities Limited
Thanos MoschopoulosBMO Capital Markets Equity Research