Descartes Systems Group Inc

Descartes Systems Group Inc

DSGX

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Market Cap$6.27B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Descartes Systems Group IncDescartes Systems Group Inc35.4-11%9.10.1
$96.67

Target Price by Analysts

32.5% upsideDescartes Systems Group Target Price DetailsTarget Price
$161.50

Current Fair Value

121.3% upside

Undervalued by 121.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$6.27 Billion
Enterprise Value$6.03 Billion
Dividend Yield$- (-)
Earnings per Share$1.95
Beta0.22
Outstanding Shares86,019,000

Return

Return on Equity10.83%ROE
Return on Assets9.19%
Return on Invested Capital14.25%

Valuation & Multiples

P/E Ratio35.42P/E Ratio
PEG101.57PEG
Price to Sales9.12Price to Sales
Price to Book Ratio4.05Price to Book Ratio
Enterprise Value to Revenue7.96
Enterprise Value to EBIT25.22
Enterprise Value to Net Income34
Total Debt to Enterprise0.02
Debt to Equity0.08Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 3, 2026
EPS Estimate
$0.52
Average shareholder expectation
Revenue Estimate
$193.57 M
Average shareholder expectation

Next Earnings Call

Expected Date
September 2, 2026
EPS Estimate
$0.58
Average shareholder expectation
Revenue Estimate
$198.81 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.2758 0.74%
Total Calls190,700 22.48%
Total Puts52,600 25.84%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %79.93% 4.01%
Total Invested$4.93B 14.05%
Investors Holding359 5.00%

ESG Score

No data

About Descartes Systems Group Inc

CEO: Edward Ryan

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the crucial 'revenue estimates' for all tax legislation, directly influencing corporate tax structures and the overall tax burden for companies like DSGX. Its actions fundamentally shape the financial environment for corporations.

Finance

As the most powerful economic committee, it controls taxation and trade policy. Tax policy directly impacts DSGX's profitability, and trade policy (tariffs, agreements) directly affects global supply chains and customs compliance, which are central to DSGX's business.

Appropriations

This committee allocates discretionary federal spending. If DSGX secures government contracts (directly or indirectly through other contractors), this committee directly controls the specific cash flow for those programs, impacting its order books and funding.

Judiciary

This committee oversees antitrust laws and intellectual property. For a software company like DSGX, intellectual property protection is critical, and antitrust decisions can significantly shape the competitive and M&A landscape within the tech sector, directly impacting its legal environment.

Armed Services

This committee oversees the Department of Defense and authorizes the NDAA. Given the vast logistical needs of the DoD, funding decisions made by this committee can directly translate into significant contract opportunities for logistics software providers, making it a direct influence on potential revenue streams.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce and transportation, directly impacting DSGX's primary industry of logistics software for transportation-intensive businesses. Its oversight of privacy laws, data regulation, and broader tech policy also directly affects software publishers.

Foreign Relations

Descartes Systems Group provides global trade content and customs compliance solutions. This committee's decisions on foreign policy, treaties, and sanctions directly impact the international trade landscape, thereby profoundly affecting DSGX's core business and its clients' operational environment.

Homeland Security and Governmental Affairs

This committee regulates government procurement, which can directly influence federal contracting opportunities for software companies like Descartes Systems Group. Its increasing regulation of AI risks also impacts the legal and operational environment for software publishers.