Added to YB: 2026-08-10
Pitch date: 2026-08-07
DSGX [bullish]
The Descartes Systems Group Inc.
Author Info
No bio for this author
Company Info
The Descartes Systems Group Inc. provides global logistics technology solutions in the United States, Europe, the Middle East, Africa, Canada, and the Asia Pacific.
Market Cap
CAD 6.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.38
P/E
38.63
EV/Sales
8.33
Sector
Software
Category
growth
Feather Fund | PORTFOLIO UPDATE - New Position: The Descartes Systems Group Inc.
DSGX (new position): Operates Global Logistics Network (24B+ msgs/yr), mission-critical trade infra w/ two-sided network moat, 300k+ pre-certified partners, prohibitive switching costs. 93% recurring rev, high FCF, near zero debt. Programmatic acquirer (CSU-like) buying at mid-teens multiples, ROIC>WACC. Trade volatility/tariffs = tailwinds via compliance suite. Risks: M&A integration, severe trade contraction. Tactical developing position.
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