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TSE:DSG
Descartes (DSG.TO)
Financials 
Technical Analysis 
Jun 14, 2026, 12:00 amThis summary was created by AI, based on 11 opinions in the last 12 months.
The reviews for Descartes (DSG-T) reflect a mixed but generally positive outlook on the company's performance despite challenges posed by AI advancements and trade uncertainties. Several experts apologize for the recent stock decline, attributing it to broader market themes affecting software companies, including perceptions of AI disruption. Descartes is recognized for its dominant position in logistics, boasting a deep moat that is difficult to replicate due to its extensive network built over two decades. Many analysts view the current price as a potential buying opportunity for long-term gains, citing its healthy free cash flow, recurring revenue model, and substantial growth prospects despite being down in the short term. Concerns about valuations are noted, with opinions split on whether it is currently overvalued or fairly valued, especially given its projected earnings growth and market conditions.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has no debt, excess cash and good growth. They just reported a solid quarter with an EPS 21% better than estimates. Valuation is still below some software stocks. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has solid earnings growth with further growth expected. Prefers to let winners run and sees no reason to change weighting unless it is to rebalance portfolio weightings. Unlock Premium - Try 5i Free
Stockchase InsightsDSG-T vs. OTEX-T which to sell to raise cash? DSG-T, if you own it, you would have done very well, but the fair market value is 78% lower than where it is at now. There is a lot of momentum behind it but not a lot of value. OTEX-T is trading right at its fair market value and has not been above that in ten years. He would sell either one if you want a source of cash.
Great company. Overvalued. Pandemic and e-commerce have been a boon. Growth both organic and by its acquisition spree. Trades at 71x earnings. His preference is for Open Text, which has a larger market and has grown more quickly. OTEX trades at 14x earnings.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock under $70 would be attractive as an entry point. It is expected to grow earnings by 50% next year. The stock continues to grow despite covid. Unlock Premium - Try 5i Free
Stockchase InsightsAllan Tong’s Discover Picks Using the cloud, Descartes takes care of the logistics behind shipping stuff for companies. They're good at what they do and are considered a world leader in global logistics. True, the stock trades at a 154x PE and only 0.06% of shares are owned by insiders, but revenue growth tops 18% year-over-year, the one-year total return is 55% and over five-year stands at 241%. Read Top 5 Canadian Tech Stocks (DOCKS): Can they skyrocket like the FAANGs? for our full analysis.
Stockchase Discover
Andrew Pink
Michael Decter
Peter Hodson
David Burrows
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Relatively well priced than its peers. It is currently acting very well. Business is good although it has been caught up with some tech sell offs. DSG focuses on logistics. Unlock Premium - Try 5i Free