Skip to Content

The Descartes Systems Group Inc DSG

Morningstar Rating
CAD 128.80 −0.24 (0.19%)
View Full Chart
Unlock our analysis with Morningstar Investor

Company Report

Price vs Fair Value

DSG is trading at a 17% premium.
Price
CAD 128.51
Fair Value
CAD 931.00
Uncertainty
Medium
1-Star Price
CAD 659.10
5-Star Price
CAD 54.00
Economic Moat
Cvyzyfr
Capital Allocation
Wljbpbsk

Bulls Say, Bears Say

Bulls

Descartes operates the largest neutral shipping network, connecting parties across air, land, and sea transportation modes.

Bears

Descartes’ acquisition model makes organic performance impossible to parse out and makes ROICs look worse. Acquisitions may also increase costs, distract management with integration issues, and increase the risk of overpayment.

Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if DSG is a good fit for your portfolio.

News

Trading Information

Previous Close Price
CAD 129.04
Day Range
CAD 127.16131.01
52-Week Range
CAD 95.03131.18
Bid/Ask
CAD 128.34 / CAD 129.07
Market Cap
CAD 11.00 Bil
Volume/Avg
118,023 / 94,943

Key Statistics

Price/Earnings (Normalized)
62.64
Price/Sales
14.45
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

Descartes Systems Group provides a software solution that allows users in the shipping industry to communicate with one another. Its core product is the Global Logistics Network, which is best understood as transaction-driven. Descartes charges clients to send/receive messages, data, and documents on the GLN. Customers typically contract for a monthly minimum over a multiyear period. The GLN platform allows Descartes to upsell additional software modules as well, typically provided via a software-as-a-service model.
Sector
Technology
Industry
Software - Application
Stock Style Box
Mid Growth
Total Number of Employees
2,083

Competitors

Valuation

Metric
DSG
MANH
SAP
Price/Earnings (Normalized)
62.6455.3432.26
Price/Book Value
6.6153.714.67
Price/Sales
14.4513.586.37
Price/Cash Flow
43.0253.4243.90
Price/Earnings
DSG
MANH
SAP

Financial Strength

Metric
DSG
MANH
SAP
Quick Ratio
1.661.241.12
Current Ratio
1.791.311.25
Interest Coverage
110.814.75
Quick Ratio
DSG
MANH
SAP

Profitability

Metric
DSG
MANH
SAP
Return on Assets (Normalized)
10.20%40.72%11.27%
Return on Equity (Normalized)
12.28%109.72%18.79%
Return on Invested Capital (Normalized)
12.30%100.73%15.28%
Return on Assets
DSG
MANH
SAP
See how this stock stacks up to its competitors with Morningstar Investor

Software - Application Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
CRM
Salesforce IncLpdtnhqgsKjpvg$266.1 Bil
SAP
SAP SE ADRWqyksMszdg$217.9 Bil
INTU
Intuit IncWkprllggvNbzm$178.2 Bil
NOW
ServiceNow IncMktgmjkbfRvfvy$152.2 Bil
UBER
Uber Technologies IncWqvsjvmDdpfnrn$143.7 Bil
SHOP
Shopify Inc Registered Shs -A- Subord VtgPqgzpxcxRylqmt$91.8 Bil
CDNS
Cadence Design Systems IncPwrdnfhkdQrtjc$76.9 Bil
WDAY
Workday Inc Class ADhpbjgwpMbyx$67.6 Bil
ROP
Roper Technologies IncLtxtydqxctBrmk$56.4 Bil
SNOW
Snowflake Inc Ordinary Shares - Class AQtyjszxrYqxn$52.8 Bil

Sponsor Center