Want to see TSE:DSG full AI Analyst Report?
DSG Stock Chart & Stats
C$96.24
C$4.53(4.71%)
At close: 4:00 PM EDT
C$96.24
C$4.53(4.71%)
Day’s Range― - ―
52-Week RangeC$85.26 - C$150.74
Previous CloseN/A
Volume91.09K
Average Volume (3M)294.34K
Market Cap
C$9.45B
Enterprise ValueC$8.06K
Total Cash (Recent Filing)C$377.49M
Total Debt (Recent Filing)C$8.14M
Price to Earnings (P/E)37.7
Beta0.83
Next Earnings
Sep 10, 2026EPS Estimate
0.77Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.06
Shares Outstanding85,690,830
10 Day Avg. Volume289,570
30 Day Avg. Volume294,340
Financial Highlights & Ratios
PEG Ratio2.38
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$156.27Price Target Upside62.38% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)3.23
Revenue Forecast (FY)C$1.13B
Bulls Say, Bears Say
Bulls Say
Conservative Balance SheetVery low leverage and substantial liquidity (cash on hand plus undrawn credit) give Descartes durable financial flexibility. This supports sustained investment in product development, M&A and buybacks, while cushioning the business through cycle-driven shipment volatility and funding strategic initiatives without pressure.
Strong Cash GenerationHigh and consistent operating cash conversion provides a reliable internal funding source. Near-parity of FCF and net income enables recurring investment in R&D, acquisitions and shareholder returns while limiting reliance on external financing — a durable support for growth and capital allocation over months to years.
High Margins & Operating LeverageVery strong gross and operating margins reflect scalable SaaS/network economics and services leverage. High profitability sustains cash flow and allows reinvestment in product and networks, making earnings resilient to moderate revenue swings and supporting long-term returns and strategic investments.
Bears Say
Slowing Revenue GrowthRevenue growth has materially slowed from prior high-growth periods, indicating reduced top-line momentum. For a SaaS/network business, prolonged low organic revenue growth can limit long-term operating leverage benefits and puts pressure on return expectations absent accelerated new bookings or successful M&A integration.
Exposure To Shipping/Trucking VolatilityDescartes’ transaction and services volumes are tied to transportation activity. Persistent shipping route disruptions, higher ocean/air rates, and lower trucking volumes can structurally depress transactional revenue and slow network growth, creating multi-month headwinds to utilization and usage-based fees.
Rising Regulatory & Compliance ComplexityIncreasing regulatory complexity and legal rulings raise compliance costs for customers and vendors. That can slow adoption cycles, require additional product investment, and shift service needs. Over time these trends may raise cost-to-serve and constrain margin expansion unless the company captures paid compliance workflows.
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$9.45B.
When is The Descartes Systems Group Inc.’s upcoming earnings report date?
The Descartes Systems Group Inc.’s upcoming earnings report date is Sep 10, 2026 which is in 28 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 85,690,830 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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
C$156.27 (62.38% Upside)
C$156.27 (62.38% Upside)
Blogger Sentiment
Bullish
TSE:DSG Sentiment 75%
Sector Average 60%
Sector Average 60%
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.3%
Last 30 Days ▲ 10.0%
Last 30 Days ▲ 10.0%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-35.95%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
12.32%
Trailing 12-Months
Company Description
The Descartes Systems Group Inc.
Descartes Systems Group Inc. provides cloud-hosted solutions specifically designed for managing logistics and supply chain operations. Its core mission is to enhance the productivity, overall performance, and security for businesses worldwide that operate with intensive logistics demands. The company's proprietary Logistics Technology platform offers a versatile collection of modular, cloud-based, and interoperable web and mobile applications for logistics oversight. This platform effectively connects a diverse community of logistics-focused stakeholders, enabling them to conduct business transactions effortlessly. Descartes' extensive suite of offerings includes tools for route optimization, mobile operations, and telematics; comprehensive transportation management and e-commerce integration; services for customs and regulatory compliance; global trade data insights; worldwide logistics network connectivity; and specialized enterprise systems for brokers and freight forwarders. Leveraging its flexible Software-as-a-Service (SaaS) and data-driven solutions, customers gain the ability to efficiently plan, schedule, monitor, and evaluate their delivery resources; orchestrate and execute shipments; process, audit, and settle transportation invoices; access and analyze global trade information; research and calculate trade tariffs and duties; file customs and security documentation for imports and exports; and manage a wide array of other logistics processes. Additionally, Descartes supplies cloud-based e-commerce warehouse management solutions, alongside a full range of consulting, implementation, and training services, as well as ongoing maintenance and support. The company primarily serves transportation and logistics service providers, distribution-intensive enterprises, manufacturers, retailers, distributors, and mobile business service providers. Founded in 1981, Descartes Systems Group Inc. is headquartered in Waterloo, Canada.
DSG Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized multiple record financial metrics (revenue, net income, adjusted EBITDA, cash generation) and a strong balance sheet, alongside active AI investments, product momentum (MacroPoint, Global Trade Intelligence, NetCHB) and strategic M&A (Idelic). Management acknowledged significant macro and geopolitical headwinds — shipping volatility from the Iran war, higher ocean rates, trucking volume declines, regulatory uncertainty, and potential quarter-to-quarter variability — but positioned the company as well-capitalized and positioned to invest and gain share. Overall, the positive operational and financial achievements substantially outweigh the highlighted external challenges.View all TSE:DSG earnings summariesDSG Stock 12 Month Forecast
Average Price Target
C$156.27
▲(62.38% Upside)