TSE:DSG
Descartes (DSG.TO)
Financials 
Technical Analysis 
Jul 27, 2026, 12:00 amThis summary was created by AI, based on 12 opinions in the last 12 months.
Descartes (DSG-T) has faced significant challenges recently, primarily due to fears surrounding AI disruptions within the software industry. However, several experts maintain a positive outlook, emphasizing the company's strong foundational performance and its unique logistically integrated network built over two decades, which creates a deep moat against competition. Despite the decline in stock performance, experts believe the current valuation presents a buying opportunity for long-term growth. The market challenges, such as the tariff wars and competition from AI, have contributed to a perceived undervaluation; nonetheless, many analysts assert that Descartes remains an essential player in logistics and supply chain management with potential benefits from AI innovations. The stock continues to show resilience and growth prospects, even amidst the market turmoil.
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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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Benefiting from supply-chain complexities. Continues to execute on acquisitions. Strong free cash flow and cash balance. Valuation more attractive than peers. Unlock Premium - Try 5i Free