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The Descartes Systems Group Inc. (TSE:DSG)
NASDAQ:DSG
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The Descartes Systems Group (DSG) Price & Analysis

221 Followers

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%)

Bulls Say, Bears Say

Bulls Say
High Profitability And Cash ConversionSustained high gross and net margins with nearly one-to-one free cash flow conversion indicate durable operating leverage and strong cash generation. This supports reinvestment, M&A funding, and shareholder returns without relying on external financing over the medium term.
Very Conservative Balance Sheet And LiquidityLarge cash balance, negligible net debt and an undrawn credit line provide substantial financial flexibility to weather cycles, fund acquisitions, and invest in product development. Low leverage materially reduces solvency and refinancing risk over 2–6 months.
Recurring Networked SaaS Model Plus Product And M&A MomentumThe combination of subscription and transaction-based revenues plus logistics network effects creates sticky demand and upsell potential. Ongoing AI investments and targeted acquisitions like Idelic expand capabilities and data moats, supporting sustainable competitive advantage.
Bears Say
Slowing Revenue Growth TrajectoryAfter high-growth years, revenue has slowed materially, compressing the growth runway. With revenue the top-line driver for network/transaction fees, persistent low single-digit growth could limit long-term expansion of transaction volumes and dilute operating leverage benefits.
Material Exposure To Macro And Logistics VolatilityBusiness volume and transactional revenue are tied to global trade and transport activity. Structural shipping route disruptions, elevated rates, or persistent declines in trucking volumes can reduce transaction volumes and slow network growth, creating multi-quarter headwinds to revenue and margin expansion.
Rising Structural Expense And Non-cash ChargesOngoing amortization, contingent payouts and elevated stock-based compensation will pressure reported margins and free cash flow conversion relative to EBITDA. These predictable expense items reduce distributable cash and constrain reinvestment or buyback capacity over the medium term.

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$8.55B.
      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 73 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. Get more investment ideas with TipRanks Premium
            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

                    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.

                    The Descartes Systems Group (DSG) Earnings & Revenues

                    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 summaries

                    DSG Stock 12 Month Forecast

                    Average Price Target

                    C$153.43
                    ▲(46.66% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":138.33,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":144.17,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":123.87,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":114.71,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n    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