TSE:DSG
Descartes (DSG.TO)
Financials 
Technical Analysis 
Jul 5, 2026, 12:00 amThis summary was created by AI, based on 11 opinions in the last 12 months.
Descartes (DSG-T) has received mixed reviews from experts, with many expressing concerns about the impact of AI on its business model. Despite the recent downturn in stock price, which has seen a decline of approximately 29-32%, analysts note the company's robust underlying operating performance and durable market position. They argue that the logistics network Descartes has built over the past 20 years is difficult to replicate, suggesting that the company has a significant moat. Additionally, there is optimism that it will reap benefits from AI advancements in the long term. Although there's apprehension around AI competition and broader market pressures, many analysts believe current valuations present a buying opportunity for the stock, indicating a strong growth story and recurring revenue elements despite its current technical weaknesses.
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
Stockchase InsightsBilly 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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