Technology
The Descartes Systems Group Inc.(DSGX)
Live Price
Offline$67.33
-4.28% today
1Y Change
-33.07%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $6.26B
- Revenue Growth
- +14.4%
- EPS Growth
- +16.1%
- Dividend Yield
- 0.0%
Coverage: 248 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The Descartes Systems Group Inc. (DSGX) is a Technology stock with a market cap of $6.26B and listed on NASDAQ. The stock last traded around $67.33 and down 33.1% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +14.4%, EPS growth of +16.1%, a dividend yield of 0.0%. What stands out right now is revenue +14.4%, EPS +16.1%, free cash flow +25.3% with operating margin 29.6% and ROIC 9.9%. Valuation already assumes a fairly strong business story at P/E 38.0 and price/sales 8.5. Stock Foundry combines DSGX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+14.4% vs +11.9% peer median
Operating Margin
Above sector median
+29.6% vs +22.0% peer median
P/E
Above sector median
38.0 vs 18.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 3, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +14.4% and EPS at +16.1%, with operating margin around 29.6%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +5.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 3, 2026 | โ | +5.1% | -0.3% | โ |
2026 Mar 11, 2026 | +4.0% | +4.2% | +3.0% | -6.3% |
2025 Dec 3, 2025 | +9.7% | +14.4% | +12.7% | +2.6% |
Benchmark Edge
DSGX vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
DSGX
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
DSGX Max Drawdown
-41.72%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for DSGX and SPY.
Company Overview
The Descartes Systems Group Inc.
NASDAQ Global Select
The Descartes Systems Group Inc. provides cloud-based logistics and supply chain management business process solutions that focuses on enhancing the productivity, performance, and security of logistics-intensive businesses worldwide. Its Logistics Technology platform offers a range of modular, cloud-based, and interoperable web and wireless logistics management applications, which unites a community of logistics-focused parties, allowing them to transact business. The company provides a suite of solutions that include routing, mobile and telematics; transportation management and e-commerce enablement; customs and regulatory compliance; trade data; global logistics network services; and broker and forwarder enterprise systems. It offers its customers to use its modular, software-as-a-service, and data solutions to route, schedule, track, and measure delivery resources; plan, allocate, and execute shipments; rate, audit, and pay transportation invoices; access and analyze global trade data; research and perform trade tariff and duty calculations; file customs and security documents for imports and exports; and various other logistics processes. The company also provides cloud-based ecommerce warehouse management solutions; consulting, implementation, and training services; and maintenance and support services. It primarily focuses on serving transportation providers, logistics service providers, and distribution-intensive companies, as well as manufacturers, retailers, distributors, and mobile business service providers. The company was incorporated in 1981 and is headquartered in Waterloo, Canada.
- Leadership
- Edward J. Ryan
- IPO Date
- Jan 27, 1999
- Employees
- 1.3k
- Street Address
- 120 Randall Drive
- Mailing
- Waterloo, ON, N2V 1C6
- Region
- Waterloo, ON, CA
- Reporting Currency
- USD
- Investor Line
- 15197468110
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 38.0
- EV/EBITDA
- 19.1
- Price/Sales
- 8.5
- Price/Book
- 3.9
Growth
- Revenue
- +14.4%
- EPS
- +16.1%
- Free Cash Flow
- +25.3%
Profitability
- Gross Margin
- 74.2%
- Operating Margin
- 29.6%
- Net Margin
- 22.5%
- ROE
- 10.8%
- ROIC
- 9.9%
Balance Sheet
- Debt/Equity
- 0.01
- Current Ratio
- 2.16
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.