Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DSGX
BuyFLAGThe Descartes Systems Group Inc. · Technology · Canada · $7.0B · Avg Vol: $39M/d
The Descartes Systems Group has strong quality Q75 and momentum exactly at M51, but value at V46 is below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
The Descartes Systems Group Inc. offers cloud-based, on-demand software-as-a-service (SaaS) solutions designed to improve the productivity, performance, and security of logistics-intensive businesses. The company's platform provides a comprehensive suite of modules covering routing, scheduling, customs, and freight management, leveraging its extensive global logistics network. It stands as a market leader in logistics technology, enabling companies worldwide to optimize their supply chain operations and enhance efficiency.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 486.0M | 572.9M | 651.0M | 729.0M | 14.5% | 753.9M | 812.2M | 903.5M | 11.3% |
| EPS | 1.21 | 1.36 | 1.68 | 1.91 | 16.4% | 2.01 | 2.86 | 3.17 | 28.9% |
| Shares | 84.8M | 85.2M | 85.6M | 86.0M | +1.4% | 85.7M | — | — | — |
| Debt | 7.3M | 7.0M | 7.9M | 8.4M | 4.5% | 8.1M | — | — | — |
| Equity | 1.1B | 1.2B | 1.4B | 1.6B | 13.8% | — | — | — | — |
| Op CF | 192.4M | 207.7M | 219.3M | 266.2M | 11.4% | 287.8M | — | — | — |
| Inv CF | -121.6M | -148.3M | -296.9M | -157.3M | — | — | — | — | — |
| Fin CF | -4.6M | -14.7M | -3.6M | 5.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of DSGX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DSGX | The Descartes Systems Group Inc.(you) | $7.0B | 71 | Buy |
| LMN.V | Lumine Group Inc. | $4.6B | 78 | Buy |
| OTEX | Open Text Corporation | $6.1B | 85 | Strong Buy |
| KXS.TO | Kinaxis Inc. | $3.5B | 87 | Strong Buy |
| CSU.TO | Constellation Software Inc. | $48.2B | 66 | Buy |
| LSPD.TO | Lightspeed Commerce Inc. | $1.4B | 57 | Hold |
| TCS.TO | Tecsys Inc. | $322M | 68 | Buy |
| SHOP.TO | Shopify Inc. | $198.3B | 71 | Buy |
| DCBO.TO | Docebo Inc. | $639M | 91 | Strong Buy |
| ENGH.TO | Enghouse Systems Limited | $675M | 95 | Strong Buy |
Peer medians: ROE -2.2% · P/E 34.0x · Gross margin 47.8%