Professional
Added to YB: 2026-09-16
Pitch date: 2026-06-30
DSGX [bullish]
The Descartes Systems Group Inc.
+12.88%
current return
Author Info
Since 1985, Granahan Investment Management has addressed the challenges and opportunities unique to small cap growth investing. The key to our investment success over the last 30+ years is our passion for intensive research on small companies, and our strict adherence to the investment processes we have created to skillfully navigate the small cap arena. Sign up for the newsletter.
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 6.5B
Pitch Price
CAD 70.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.20
P/E
35.31
EV/Sales
7.87
Sector
Software
Category
value
Granaham Small Cape Core Growth Portfolio Holding: The Descartes Systems Group Inc.
DSGX (added to position): Added to the position after a modest quarterly decline that was viewed as disconnected from Descartes Systems Group’s durable competitive position, the strategic value of its logistics and supply-chain software network, and the positive long-term outlook. The case remains supported by recurring revenue, strong profitability, disciplined acquisitions, and the ability to compound value through organic growth and targeted M&A.
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