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The Descartes Systems Group Inc. (DSGX)

Technology | Software - Application | Waterloo, Canada | NasdaqGS
81.84 USD +1.18 (1.457%) ⇧ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 81.84

Short-term:★★★⯪☆Long-term:★★★★☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 5:14 a.m. EDT

The Descartes Systems Group presents a compelling long-term case driven by robust operational metrics, despite a valuation that demands premium pricing. The company boasts a fortress balance sheet with minimal debt and substantial cash reserves, underpinning a 14.7 percent revenue growth trajectory and healthy operating margins exceeding 32 percent. While the Return on Equity sits at 11.4 percent, falling short of the exceptional tier required for top-tier status, the consistent multi-year price appreciation and positive earnings momentum validate the business quality. Technically, shares are trading above key moving averages, confirming bullish momentum, yet the options market reveals a distinct defensive posture with elevated put implied volatility near the current price, suggesting traders are pricing in a potential floor around the low 70s. There is no dividend income to rely on, so investors must accept total capital appreciation as the sole return driver. The disconnect between the high analyst targets and the current price reflects the market's recognition of the growth story, though the low beta indicates this is a lower-volatility play compared to typical tech peers.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.045401
MSTL0.052487
AutoTheta0.057351
AutoETS0.057428

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 43%
H-stat 3.19
Ljung-Box p 0.000
Jarque-Bera p 0.325
Excess Kurtosis -1.02
Attribute Value
Sector Technology
Debt to Equity Ratio 0.499
Revenue per Share 8.77
Market Cap 7,012,508,672
Trailing P/E 40.12
Forward P/E 25.52
Beta 0.19
Profit Margins 23.35%
Previous Name The Descartes Systems Group Inc
Website https://www.descartes.com

As of Aug. 22, 2026, 5:14 a.m. EDT: Speculators are positioning defensively with a pronounced put skew, evidenced by near-term implied volatility nearly four times higher for puts than calls. Open interest clusters heavily at the 70 and 75 strike levels for expiration in August, establishing a psychological floor, while longer-dated calls show more balanced positioning around the money. This suggests a consensus view of downside protection rather than aggressive upside speculation in the immediate term.


Info Dump

Attribute Value
52 Week Change -0.18028456
Address1 120 Randall Drive
All Time High 124.31
All Time Low 0.75
Ask 100.73
Ask Size 2
Audit Risk 1
Average Analyst Rating 1.6 - Buy
Average Daily Volume10 Day 452,370
Average Daily Volume3 Month 541,112
Average Volume 541,112
Average Volume10Days 452,370
Beta 0.186
Bid 81.56
Bid Size 2
Board Risk 5
Book Value 18.975
City Waterloo
Compensation As Of Epoch Date 1,798,675,200
Compensation Risk 6
Country Canada
Crypto Tradeable 0
Currency USD
Current Price 81.835
Current Ratio 2.05
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 81.92
Day Low 78.605
Debt To Equity 0.499
Display Name The Descartes Systems
Earnings Call Timestamp End 1,789,070,400
Earnings Call Timestamp Start 1,789,070,400
Earnings Growth 0.341
Earnings Quarterly Growth 0.337
Earnings Timestamp 1,789,070,400
Earnings Timestamp End 1,789,070,400
Earnings Timestamp Start 1,789,070,400
Ebitda 319,684,000
Ebitda Margins 0.42404997
Enterprise To Ebitda 20.832
Enterprise To Revenue 8.834
Enterprise Value 6,659,763,200
Eps Current Year 2.89104
Eps Forward 3.20721
Eps Trailing Twelve Months 2.04
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 519 747 0082
Fifty Day Average 73.6768
Fifty Day Average Change 8.1581955
Fifty Day Average Change Percent 0.1107295
Fifty Two Week Change Percent -18.028456
Fifty Two Week High 109.0
Fifty Two Week High Change -27.165
Fifty Two Week High Change Percent -0.24922019
Fifty Two Week Low 62.56
Fifty Two Week Low Change 19.274998
Fifty Two Week Low Change Percent 0.3081042
Fifty Two Week Range 62.56 - 109.0
Financial Currency USD
First Trade Date Milliseconds 917,447,400,000
Float Shares 85,531,193
Forward Eps 3.20721
Forward P E 25.515945
Free Cashflow 268,274,368
Full Exchange Name NasdaqGS
Full Time Employees 2,364
Fullday Change 1.175
Fullday Change Percent 1.45673
Fullday Price 81.835
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.77348
Gross Profits 583,110,016
Has Pre Post Market Data 1
Held Percent Insiders 0.00061
Held Percent Institutions 0.93477
Implied Shares Outstanding 85,690,827
Industry Software - Application
Industry Disp Software - Application
Industry Key software-application
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,769,817,600
Long Business Summary The Descartes Systems Group Inc. provides global logistics technology solutions in the United States, Europe, the Middle East, Africa, Canada, and the Asia Pacific. Its Logistics Technology platform offers a range of modular, interoperable web and wireless logistics management solutions. The company offers a suite of solutions that include routing, mobile, and telematics; transportation management; ecommerce, shipping, and fulfillment; customs and regulatory compliance; global trade intelligence; broker and forwarder enterprise systems; and B2B messaging and connectivity services. It also provides its customers to use its modular and technology solutions to route, 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. In addition, the company offers consulting, implementation, and training services, as well as maintenance and support services. It serves transportation providers, such as air, ocean, and truck modes; logistics service providers, including third-party logistics providers, freight forwarders, and customs brokers; and distribution-intensive companies, such as retailers, manufacturers, distributors, and mobile business service providers through subscription, transactional or perpetual license basis. Further, the company develops Tai TMS, a transportation management software for freight brokers to manage quoting, booking, and shipment tracking. The Descartes Systems Group Inc. was incorporated in 1981 and is headquartered in Waterloo, Canada.
Long Name The Descartes Systems Group Inc.
Market us_market
Market Cap 7,012,508,672
Market State CLOSED
Max Age 86,400
Message Board Id finmb_35352
Most Recent Quarter 1,777,507,200
Name Change Date 2,026-08-29
Net Income To Common 175,999,008
Next Fiscal Year End 1,801,353,600
Non Diluted Market Cap 6,895,968,864
Number Of Analyst Opinions 13
Open 80.39
Operating Cashflow 287,787,008
Operating Margins 0.32851002
Overall Risk 4
Payout Ratio 0.0
Peg Ratio 1.56
Phone 519 746 8110
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 81.835
Post Market Time 1,787,959,805
Prev Name The Descartes Systems Group Inc
Previous Close 80.66
Price Eps Current Year 28.306421
Price Hint 2
Price To Book 4.31278
Price To Sales Trailing12 Months 9.301964
Profit Margins 0.23346001
Quick Ratio 1.909
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.57143
Region US
Regular Market Change 1.175
Regular Market Change Percent 1.45673
Regular Market Day High 81.92
Regular Market Day Low 78.605
Regular Market Day Range 78.605 - 81.92
Regular Market Open 80.39
Regular Market Previous Close 80.66
Regular Market Price 81.835
Regular Market Time 1,787,947,201
Regular Market Volume 750,843
Return On Assets 0.080690004
Return On Equity 0.11422
Revenue Growth 0.147
Revenue Per Share 8.77
Sand P52 Week Change 0.20504117
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 5
Shares Outstanding 85,690,827
Shares Percent Shares Out 0.032
Shares Short 2,733,210
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 2,610,434
Short Name The Descartes Systems Group Inc
Short Ratio 5.7
Source Interval 15
State ON
Symbol DSGX
Target High Price 126.0
Target Low Price 82.0
Target Mean Price 100.23077
Target Median Price 95.0
Total Cash 376,977,984
Total Cash Per Share 4.389
Total Debt 8,127,000
Total Revenue 753,873,984
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 2.04
Trailing P E 40.115196
Trailing Peg Ratio 1.5624
Triggerable 1
Two Hundred Day Average 75.5349
Two Hundred Day Average Change 6.300102
Two Hundred Day Average Change Percent 0.08340651
Type Disp Equity
Volume 750,843
Website https://www.descartes.com
Zip N2V 1C6