The Descartes Systems Group Inc.
DSGX
NASDAQ·Technology·Software - Application·Mkt cap $6.8B
$78.94
▼ -2.24%
P/E
38.32
Mkt Cap
$6.8B
52-Wk Range
$62.56–$109.00
52-Week Range
$62.56 - $109.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 26.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Integrated logistics platform with network effects connecting multiple stakeholders
- Deep domain expertise in customs compliance and global trade regulations
- Modular SaaS architecture enabling flexible deployment and cross-selling
- Established customer base with high switching costs and retention rates
Bear Case
2 risks
- Low volatility (beta 0.2).
- Significant premium - growth priced in
Growth
Stable outlook
Rising e-commerce volumes requiring advanced logistics and fulfillment solutions
Value
Significant premium - growth priced in
Momentum
Stable
+4.9% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying DSGX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Sep 10, 2026
Most recent quarter reported revenue of $195.2M. Reported EPS of $0.57.
Reported EPS · last 4Q
Q1 27
$0.57
Q4 26
$0.54
Q3 25
$0.51
Q2 25
$0.44
Revenue trend · last 8Q
—
—
—
+11%
+10%
+10%
+17%
+16%
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
Q1 27
$163.4M
$168.8M
$167.5M
$168.7M
$179.8M
$185.8M
$196.3M
$195.2M
Margins · last 8Q
Gross
—
Operating
—
Profit
25.0%
Wall Street consensus
4 analysts · 75% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
75%
Hold
25%
Sell
0%
Median Price Target
—
Latest: RBC Capital · Sep 4, 2026
vs Industry
How DSGX stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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