Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
DSGX 
Descartes Systems Group Inc (DSGX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/26/2025: 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 $111.54
1 Year Target Price $111.54
| 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 12/26/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.69B USD | Price to earnings Ratio 50.24 | 1Y Target Price 111.54 |
Price to earnings Ratio 50.24 | 1Y Target Price 111.54 | ||
Volume (30-day avg) 14 | Beta 0.36 | 52 Weeks Range 78.88 - 124.31 | Updated Date 12/28/2025 |
52 Weeks Range 78.88 - 124.31 | Updated Date 12/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.78 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date 2025-12-03 | When After Market | Estimate 0.61 | Actual 0.51 |
Profitability
Profit Margin 22.1% | Operating Margin (TTM) 30.54% |
Management Effectiveness
Return on Assets (TTM) 7.59% | Return on Equity (TTM) 10.7% |
Valuation
Trailing PE 50.24 | Forward PE 28.74 | Enterprise Value 7390894427 | Price to Sales(TTM) 10.93 |
Enterprise Value 7390894427 | Price to Sales(TTM) 10.93 | ||
Enterprise Value to Revenue 10.5 | Enterprise Value to EBITDA 25.39 | Shares Outstanding 85986823 | Shares Floating 85685009 |
Shares Outstanding 85986823 | Shares Floating 85685009 | ||
Percent Insiders 0.02 | Percent Institutions 86.42 |
Upturn AI SWOT
Descartes Systems Group Inc
Company Overview
History and Background
Descartes Systems Group Inc. was founded in 1981 as a provider of dispatching services for trucking companies. Over the years, it has evolved into a leading global provider of cloud-based logistics and supply chain management solutions. Key milestones include its initial public offering (IPO) in 1993 and a strategic shift towards software-as-a-service (SaaS) offerings. The company has grown significantly through organic expansion and a series of strategic acquisitions, solidifying its position in the logistics technology market.
Core Business Areas
- Logistics Software: Provides a comprehensive suite of software solutions for transportation and logistics, including route optimization, fleet management, customs compliance, and warehouse management.
- Supply Chain Visibility: Offers solutions to track and trace shipments in real-time, providing end-to-end visibility across the supply chain.
- Mobile and Field Service Management: Delivers mobile applications and software for field service operations, dispatching, and workforce management.
- Brokerage and Forwarding Solutions: Provides technology for freight brokers and forwarders to manage their operations, find loads, and track shipments.
Leadership and Structure
Descartes Systems Group Inc. is led by a seasoned management team with deep industry expertise. Key figures include Edward P. Ryan (CEO) and Rajinder Bains (CFO). The company operates on a global scale with a divisional structure that aligns with its core product offerings and customer segments, fostering specialized development and customer support.
Top Products and Market Share
Key Offerings
- Competitors: ORTEC,Roadnet Technologies (UPS),Pritikin
- Description: A leading solution for optimizing delivery routes to reduce mileage, fuel consumption, and driver time. It leverages advanced algorithms to create efficient delivery schedules. Competitors include ORTEC, Roadnet Technologies (UPS), and Pritikin.
- Market Share Data: No specific standalone market share data available for this product, but it is a significant contributor to Descartes' Logistics Software segment.
- Product Name: Descartes Route Optimization
- Competitors: Thomson Reuters,Amber Road (EFB),Vastera (PwC)
- Description: A suite of solutions designed to help businesses navigate complex international trade regulations, including customs filing, import/export compliance, and duty management. Competitors include Thomson Reuters, Amber Road (EFB), and Vastera (a former PwC company).
- Market Share Data: Significant player in the global trade compliance software market.
- Product Name: Descartes Global Trade Compliance
- Competitors: ServiceTitan,Jobber,Salesforce Field Service
- Description: A mobile application and platform for managing field service operations, improving technician productivity, and enhancing customer service. Competitors include ServiceTitan, Jobber, and Salesforce Field Service.
- Market Share Data: A key offering in the growing field service management market.
- Product Name: Descartes Taskforce
Market Dynamics
Industry Overview
The logistics and supply chain management software industry is experiencing robust growth, driven by the increasing complexity of global trade, the rise of e-commerce, and the demand for greater efficiency and visibility. Key trends include the adoption of cloud-based solutions, the use of AI and machine learning for optimization, and the need for real-time data analytics.
Positioning
Descartes Systems Group Inc. is a well-established leader in the logistics and supply chain management software market. Its competitive advantages lie in its broad portfolio of integrated solutions, its extensive customer base across various industries, and its recurring revenue model driven by SaaS subscriptions. The company's strategic acquisition strategy has also allowed it to expand its capabilities and market reach.
Total Addressable Market (TAM)
The global logistics and supply chain management software market is estimated to be worth tens of billions of dollars and is projected to continue growing at a significant compound annual growth rate (CAGR). Descartes Systems Group Inc. is well-positioned to capture a substantial portion of this TAM due to its comprehensive offerings and its focus on providing value-added solutions that address critical pain points for businesses in the logistics sector.
Upturn SWOT Analysis
Strengths
- Comprehensive suite of integrated logistics and supply chain solutions.
- Strong recurring revenue model (SaaS).
- Extensive customer base across diverse industries.
- Proven track record of successful acquisitions.
- Global presence and brand recognition.
Weaknesses
- Potential integration challenges with acquired companies.
- Reliance on acquisitions for significant growth can be complex.
- Competition from larger, more diversified software providers.
Opportunities
- Growing demand for supply chain visibility and optimization solutions.
- Expansion into emerging markets.
- Leveraging AI and IoT for enhanced service offerings.
- Further consolidation in the logistics software market through strategic acquisitions.
- Increasing adoption of cloud-based solutions.
Threats
- Intensifying competition from both established players and new entrants.
- Rapid technological advancements requiring continuous innovation.
- Economic downturns impacting transportation and logistics spending.
- Data security and privacy concerns.
- Regulatory changes affecting international trade.
Competitors and Market Share
Key Competitors
- Manhattan Associates (MAM)
- Blue Yonder Group, Inc.
- Oracle (ORCL)
- SAP SE (SAP)
Competitive Landscape
Descartes competes in a fragmented market but has established a strong position through its comprehensive suite of solutions and its focus on niche logistics challenges. Its key advantages include its integrated platform and its ability to serve a wide range of customers, from small businesses to large enterprises. However, it faces competition from larger ERP providers that offer broader business management solutions and from specialized niche players.
Major Acquisitions
Rx Safety
- Year: 2024
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance its pharmacy and healthcare logistics capabilities, providing specialized solutions for the pharmaceutical supply chain.
Supply Chain Partners
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: To strengthen its network solutions and provide enhanced collaboration tools for supply chain partners.
Global Trade Solutions
- Year: 2022
- Acquisition Price (USD millions): 100
- Strategic Rationale: To expand its global trade compliance offerings and provide more robust solutions for international shipping and customs.
Growth Trajectory and Initiatives
Historical Growth: Descartes has exhibited consistent historical growth, fueled by both organic expansion and a strategic acquisition strategy. The shift to a SaaS model has provided a stable and predictable revenue stream, contributing to this trend.
Future Projections: Analysts project continued growth for Descartes Systems Group Inc., driven by increasing demand for logistics and supply chain solutions, its expanding product portfolio, and its proven ability to integrate acquisitions effectively. Growth is expected to be in the mid-to-high single digits annually.
Recent Initiatives: Continued investment in R&D to enhance existing platforms with AI and IoT capabilities.,Focus on cross-selling and up-selling within its existing customer base.,Strategic acquisitions to broaden product offerings and market reach.,Expansion of its cloud-native solutions to cater to evolving customer needs.
Summary
Descartes Systems Group Inc. is a robust and growing player in the logistics and supply chain software market. Its strengths lie in its comprehensive, integrated SaaS solutions and consistent revenue generation. The company's strategic acquisition approach has been effective in expanding its capabilities. While competition is fierce, Descartes is well-positioned to capitalize on the increasing demand for efficient and visible supply chains. Potential challenges include ongoing integration complexities and the need to continuously innovate.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Descartes Systems Group Inc. Investor Relations
- Financial news outlets (e.g., Bloomberg, Reuters)
- Industry analysis reports
- Market research firms
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary based on different reporting methodologies. Future projections are based on current analyst estimates and are subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.