Added to YB: 2026-09-08
Pitch date: 2026-09-05
DSGX [neutral]
The Descartes Systems Group Inc.
Author Info
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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 6.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.70
P/E
39.24
EV/Sales
8.47
Sector
Software
Category
growth
Industrials: The EPS Week Ahead - The Descartes Systems Group Inc.
DSGX (earnings): Descartes needs to preserve its established compounding algorithm rather than merely report another record quarter. Fiscal Q1 delivered 9%+ organic services growth, 20% adjusted EBITDA growth and a 46% margin; the next bar is $200M+ revenue, 9-10% organic services growth and at least $92M of adjusted EBITDA. At ~$79 and ~21x outer-year earnings, Tai must appear accretive without margin compression or integration strain.
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