The Descartes Systems Group Inc
DSGX
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- The Descartes Systems Group is well-positioned in the logistics software industry, benefiting from increasing demand for supply chain optimization solutions.
- Revenue increased by 4% compared to the prior quarter, reaching $201 million.
- Gross margin improved to 77.9%, up from 77.6% in the previous quarter.
- The company's trailing P/E ratio of 36.57 indicates that it may be overvalued compared to industry peers.
- Operating margin has been declining, with a decrease from 33.2% in Q3 2026 to 30.5% in Q4 2025.
- The stock has a neutral score with a trend indicating a pullback, as evidenced by the MACD and Supertrend signals.
Fundamentals
| Market cap | $6.96B | Enterprise value | $6.57B | Trailing P/E | 37.84 | Forward P/E | 23.93 |
| PEG | 1.56 | Price / book | 4.23 | Beta | 0.20 | Dividend yield | 0.00% |
| Revenue growth | 11.8% | Earnings growth | 32.6% | Gross margin | 77.6% | Operating margin | 33.2% |
| Profit margin | 24.3% | ROE | 11.9% | ROA | 8.3% | Debt / equity | 0.00 |
| Current ratio | 2.02 | Free cash flow | $301.86M | Analyst recommendation | buy | Mean target | $102.00 |
| 52w high | $98.35 | 52w low | $62.56 |
Quarterly
| 2026-Q3 | 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|---|
| Revenue | $201M | $194M | $193M | $188M | $180M | — |
| Op margin | 33.2% | 32.9% | 31.2% | 30.5% | 29.6% | — |
| Net income | $50.0M | $48.5M | $45.6M | $43.9M | $38.0M | — |
| Gross margin | 77.9% | 77.6% | 77.6% | 77.4% | 76.9% | — |
| Gross profit | $157M | $150M | $149M | $145M | $138M | — |
| Operating income | $66.7M | $63.6M | $60.1M | $57.3M | $53.3M | — |
- Revenue +4% vs prior quarter ($201M vs $194M).
- Gross margin 77.9% (was 77.6% prior quarter).
Yearly (6y)
| 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| Revenue | $729M | $651M | $573M | $486M |
| Op margin | 30.2% | 29.0% | 28.7% | 28.0% |
| Net income | $164M | $143M | $116M | $102M |
| Gross margin | 77.1% | 75.6% | 75.9% | 76.7% |
| Gross profit | $562M | $492M | $435M | $373M |
| Operating income | $220M | $189M | $164M | $136M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · How Much Should This Move Change Your View Of Freshworks Stock?
2026-10-08 · BetterInvesting™ Magazine Update on Descartes Systems Group and McDonald's Corp.
2026-10-08 · Descartes Systems' Agent Control Plane Likely to Drive Organic Growth, RBC Capital Markets Says
2026-10-07 · The 2026 Cantech Letter Conference Closes the Market
2026-10-06 · Descartes Systems Group (TSX:DSG) Launches AI Control Plane Following A Fair Value Debate
2026-10-06 · Descartes Systems Introduces AI Control System for Supply Chain Workflows
2026-10-06 · Descartes Unveils Next Step in Supply Chain AI with Agent Control Plane
2026-09-30 · Descartes To Showcase Supply Chain and Logistics AI and Technology Innovations at 2026 Innovation Forum
2026-09-28 · Descartes Systems Group (DSGX) Fundamentals Remain Intact Despite Share Price Decline
2026-09-24 · Descartes Launches AI Agent to Deliver Quicker Trade Analysis
2026-09-24 · Descartes Systems Launches AI Tool for Trade Data Analysis
Price (daily)
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