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DSGX 
Descartes Systems Group Inc (DSGX)
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Upturn Advisory Summary
11/05/2025: DSGX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $116.23
1 Year Target Price $116.23
| 5 | Strong Buy |
| 4 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.76% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.37B USD | Price to earnings Ratio 50.62 | 1Y Target Price 116.23 |
Price to earnings Ratio 50.62 | 1Y Target Price 116.23 | ||
Volume (30-day avg) 14 | Beta 0.39 | 52 Weeks Range 83.46 - 124.31 | Updated Date 11/6/2025 |
52 Weeks Range 83.46 - 124.31 | Updated Date 11/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.69 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.64% | Operating Margin (TTM) 29.64% |
Management Effectiveness
Return on Assets (TTM) 7.5% | Return on Equity (TTM) 10.54% |
Valuation
Trailing PE 50.62 | Forward PE 26.81 | Enterprise Value 7711925661 | Price to Sales(TTM) 10.77 |
Enterprise Value 7711925661 | Price to Sales(TTM) 10.77 | ||
Enterprise Value to Revenue 11.26 | Enterprise Value to EBITDA 27.75 | Shares Outstanding 85935516 | Shares Floating 85610680 |
Shares Outstanding 85935516 | Shares Floating 85610680 | ||
Percent Insiders 0.02 | Percent Institutions 91.55 |
Upturn AI SWOT
Descartes Systems Group Inc
Company Overview
History and Background
Descartes Systems Group Inc. was founded in 1981. Initially focused on artificial intelligence, it transitioned to logistics software in the 1990s. Through organic growth and strategic acquisitions, it became a leading provider of cloud-based logistics and supply chain management solutions.
Core Business Areas
- Logistics Management: Provides solutions for transportation management, route planning, and delivery execution.
- Global Logistics Network: Offers connectivity and information exchange for supply chain stakeholders.
- Customs & Regulatory Compliance: Helps businesses comply with international trade regulations and manage customs processes.
- E-Commerce: Supports the e-commerce market with solutions for parcel and last-mile delivery, helping retailers and 3PLs meet customer expectations and optimize operations.
Leadership and Structure
Edward J. Ryan serves as the CEO. The company has a functional organizational structure with departments focused on product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- Transportation Management System (TMS): Software that manages transportation planning, execution, and freight payment. While exact market share is hard to quantify, Descartes is considered a leader in this space. Key competitors include SAP, Oracle, and Blue Yonder.
- estimated_TAM: 30000000000
- Global Logistics Network (GLN): A network that facilitates information exchange between trading partners. Competitors include supply chain visibility platforms like FourKites and project44.
- estimated_TAM: 20000000000
- Customs Info: Data and process to manage trade compliance. Competitors include Amber Road and Thomson Reuters.
- estimated_TAM: 10000000000
- e-commerce solutions: Enable retailers and logistics providers to improve their e-commerce, last-mile deliveries, parcel shipments and customer service. Competitors include ShipStation and Shippo.
Market Dynamics
Industry Overview
The logistics and supply chain management industry is experiencing growth driven by globalization, e-commerce, and increasing complexity. Companies are adopting cloud-based solutions to improve efficiency and visibility.
Positioning
Descartes is a leading provider of cloud-based logistics and supply chain management solutions. Its competitive advantages include a comprehensive product suite, a large customer base, and a strong global presence.
Total Addressable Market (TAM)
The total addressable market for logistics software and services is estimated to be in the tens of billions of dollars. Descartes is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Comprehensive product portfolio
- Strong customer relationships
- Global presence
- Recurring revenue model
- Successful acquisition strategy
Weaknesses
- Integration challenges with acquired companies
- Dependence on specific industries
- Relatively high valuation
Opportunities
- Expansion into new geographies
- Increased adoption of cloud-based solutions
- Growing demand for supply chain visibility
- Further acquisitions
- Development of AI-powered logistic capabilities
Threats
- Economic downturns
- Intense competition
- Cybersecurity risks
- Changes in regulations
Competitors and Market Share
Key Competitors
- ORCL
- SAP
- XPO
Competitive Landscape
Descartes offers a comprehensive suite of solutions, while some competitors focus on specific areas. Descartes' acquisition strategy has helped it expand its product portfolio and customer base.
Major Acquisitions
NetCHB
- Year: 2023
- Acquisition Price (USD millions): 40
- Strategic Rationale: Expanded presence in the US customs brokerage market.
Supply Vision
- Year: 2023
- Acquisition Price (USD millions): 17
- Strategic Rationale: Enhanced supply chain planning and optimization capabilities.
Growth Trajectory and Initiatives
Historical Growth: Descartes has achieved consistent revenue growth through organic expansion and acquisitions.
Future Projections: Analysts expect Descartes to continue growing its revenue and earnings in the coming years.
Recent Initiatives: Recent initiatives include acquisitions of companies in the e-commerce and transportation management space.
Summary
Descartes Systems Group is a solid company with a strong position in the logistics and supply chain management software market. Its acquisition strategy and comprehensive product portfolio are working well. The company should monitor competition and global economic conditions closely. While the company has a relatively high valuation, its growth potential and consistent profitability makes it a valuable holding.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is based on estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Descartes Systems Group Inc
Exchange NASDAQ | Headquaters Waterloo, ON, Canada | ||
IPO Launch date 1999-01-26 | CEO & Director Mr. Edward J. Ryan B.A. | ||
Sector Technology | Industry Software - Application | Full time employees - | Website https://www.descartes.com |
Full time employees - | Website https://www.descartes.com | ||
The Descartes Systems Group Inc. provides global logistics technology solutions worldwide. Its Logistics Technology platform offers a range of modular, interoperable web and wireless logistics management solutions. The company provides 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 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. In addition, the company provides 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. The Descartes Systems Group Inc. was incorporated in 1981 and is headquartered in Waterloo, Canada.
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