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Descartes (DSG.TO)

TSE:DSG

Descartes (DSG.TO)

103.17
-0.12 (0.12%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
175 watching
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star iconJul 5, 2026, 12:00 am

This 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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
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Similar
CSU,TO
BUY

Descartes(DSG.TO)

Oct 02, 2019

They will benefit from the trade wars because they do shipping logistics. Will also benefit from Brexit woes. A major holding for him. There are many companies for them to buy and they are good at it.

Photo of Michael DecterMichael DecterUnlock Rating
$51.76

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
PAST TOP PICK

Descartes(DSG.TO)

Aug 28, 2019
(A Top Pick Oct 09/18, Up 14%) It hit his valuation target so he sold it. Still likes it, but now global growth is slowing so some of their services will make less money. Trading at 22x EBITDA, so not cheap, but he would buy if it dipped 10%.
Photo of James TelfserJames Telfser
No
Unlock Rating
$46.05

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Aug 08, 2019
He has not seen any news of diversification into electronic health, which the caller asked about. They do software logistics. They are doing a really good job. It is pretty solid. They do acquisitions at good prices. They provide a steady flow of growth.
Photo of Ryan ModestoRyan ModestoUnlock Rating
$46.57

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
PAST TOP PICK

Descartes(DSG.TO)

Jul 24, 2019
(A Top Pick Apr 24/18, Up 30%) They hit the right trends at the right time with trade, tariffs and logistics. They've made more acquisitions to augment growth, raised equity and are smart managers. This sector has secular tailwinds.
Photo of James TelfserJames Telfser
No
Unlock Rating
$49.37

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Jun 27, 2019
Another secular growth stock. It has been one of the great Canadian growth stocks. Revenue growth has accelerated. It has been disrupting the way people do business. There is always the risk of disappointment. He thinks this company will continue to do well, however. (Analysts’ price target is $48.00)
Photo of David BurrowsDavid BurrowsUnlock Rating
$48.10

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
BUY ON WEAKNESS

Descartes(DSG.TO)

Jun 19, 2019
Common share offering? He likes this well run company. They are always very good with their guidance. They are getting into bigger acquisitions. You should see some efficiencies coming in the next few years. A great technical chart. The time to own this is on pullbacks. The share issue will definitely cause a bit of a pullback, but the company has been astute as to how to employ new capital.
Photo of Ryan ModestoRyan Modesto
Owned
Unlock Rating
$50.42

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Jun 13, 2019
It has been a stellar performer. He exited it and then it went higher. People give them the benefit of the doubt in terms of acquisitions they may make.
Photo of Peter ImhofPeter Imhof
No
Unlock Rating
$51.08

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
HOLD

Descartes(DSG.TO)

May 15, 2019
He wished he owned this. He could never understand the valuation. They continue to make good acquisitions and he likes the logistics software space. An outstanding performer. He should have bought on the weakness in 2018.
Photo of Lyle SteinLyle Stein
No
Unlock Rating
$53.97

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
PAST TOP PICK

Descartes(DSG.TO)

May 07, 2019
(A Top Pick Oct 09/18, Up 35%) They've hit on e-commerce, transportation, tariffs, all these catalysts. It's run further than he thought, so there's momentum now. He's waiting for a better entry point for this. It's solid and well-run. Probably a long runway ahead.
Photo of James TelfserJames Telfser
No
Unlock Rating
$54.29

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Apr 15, 2019
It's done great for him for the past 5 years. This is a consolidator--when they buy something, it makes the company stronger, adding a deeper dynamic and profit. DSG is buying more shipping to add to their cross-border processing business. Also, they're expanding geographically, now in Australia. They do 2-3 acqusitions a year. It's become quietly a strong company worth holding for the long haul.
Photo of Michael DecterMichael Decter
Owned
Unlock Rating
$50.41

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
STRONG BUY

Descartes(DSG.TO)

Mar 06, 2019
A big, long-term holding of his. Really likes this company and management with 15% EPS growth continually. They have a wide moat around their business and have global clients in a huge network.
Photo of Andrew PinkAndrew Pink
Owned
Unlock Rating
$45.56

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
PAST TOP PICK

Descartes(DSG.TO)

Feb 27, 2019
(A Top Pick Apr 24/18, Up 20%) A core holding though he's trimmed his position. They do trucking and logistics with systems in place to ensure that clients don't get fined on, say, missing tariffs. They grow by acquisition. They have a high multiple but have generated great cash flow and have been buying great businesses. Mainly tailwinds in trucking and e-commerce.
Photo of James TelfserJames Telfser
Owned
Unlock Rating
$45.62

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
HOLD

Descartes(DSG.TO)

Feb 20, 2019
They are a potential take over target as they are one of the largest in the logistics sector. They could privatize the company as well. He thinks they will stay focused and would suggest management keep doing what they are doing.
Photo of Peter HodsonPeter HodsonUnlock Rating
$44.22

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
HOLD

Descartes(DSG.TO)

Feb 01, 2019
He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.
Photo of Chris StuchberryChris Stuchberry
No
Unlock Rating
$41.52

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
PAST TOP PICK

Descartes(DSG.TO)

Nov 29, 2018
(A Top Pick Jan 02/18, Up 7%) Logistics software company. Sticky revenues. Good job at making small acquisitions. Still really like it. Premium valuations but it held up pretty well in this last downturn.
Photo of Ryan ModestoRyan ModestoUnlock Rating
$38.38

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
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