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Descartes (DSG.TO)

TSE:DSG

Descartes (DSG.TO)

109.13
-2.35 (2.11%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
175 watching
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star iconSep 5, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

The reviews on Descartes Systems Group (DSG-T) reveal a complex outlook amid fears of AI disruption and evolving market dynamics. While some analysts highlight solid revenue and income growth, with gains in market share and a robust logistical network, concerns around valuation, especially in light of broader software sector challenges, persist. Notably, the company's integration into major platforms like Amazon is seen as a strategic advantage. Despite significant stock declines, many believe the current valuation presents a strong buying opportunity, arguing for its resilience in a transforming logistics landscape. The overarching sentiment emphasizes both risk and potential upside, urging a careful, long-term perspective amidst market fluctuations.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
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Similar
Cdn, CSU
SELL

Descartes(DSG.TO)

Jul 30, 2012

Phenomenal job over last 5 years. One caveat is that growth is mostly through acquisition. Has had a nice run and is not as cheap as it once was, 14 times. Thinks we wont see a lot of growth over the next 12-24 months.

Photo of Peter ImhofPeter ImhofUnlock Rating
$8.47

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
TOP PICK

Descartes(DSG.TO)

Jun 04, 2012
(A Top Pick May 31/11. Up 25.34%.) Just acquired Brinks as a new customer which may bring $10 million-$13 million in revenues over the next 2 to 3 years. Of about $70 million in cash so expected to add more tuck in acquisitions.
Photo of Robert McWhirterRobert McWhirter
Owned
Unlock Rating
$8.22

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
PAST TOP PICK

Descartes(DSG.TO)

Apr 18, 2012
(A Top Pick May 31/05. Up 31.71%.)
Photo of Robert McWhirterRobert McWhirter
Owned
Unlock Rating
$8.70

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
TOP PICK

Descartes(DSG.TO)

Feb 03, 2012
85% of their income is recurring revenue. Focused on the electronic transportation space. Continue to have very strong free cash flow. Good cash on the balance sheet so are continuing to do acquisitions. Recently acquired Telargo.
Photo of Robert McWhirterRobert McWhirter
Owned
Unlock Rating
$8.10

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
TOP PICK

Descartes(DSG.TO)

May 31, 2011
Software to help customers make/receive deliveries. High free cash flow generator at 7% on a four quarter generating basis. Analysts expect a 56% increase in earnings when they report June 2nd. Jan/12 year end earnings are expected to grow 32% to $0.44. 13X PE.
Photo of Robert McWhirterRobert McWhirter
Owned
Unlock Rating
$6.59

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Mar 15, 2011
Recently reported earnings that were quite good. Do software that help transportation companies stitch together the movement of different types of transportation across different countries and continents. Strong recurring revenue portion of business model. Rates them 72 out of 600 stocks they track. Earnings expected to grow from 38 to 50 cents. Optimistic that they continue to build up cash for acquisitions.
Photo of Robert McWhirterRobert McWhirter
Owned
Unlock Rating
$6.31

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
TOP PICK

Descartes(DSG.TO)

Oct 26, 2010
It has really recovered with the new management. They are an Internet network for managing logistics. The great opportunity is to make acquisitions in order to grow.
Photo of Ian AinsworthIan Ainsworth
Owned
Unlock Rating
$6.20

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
DON'T BUY

Descartes(DSG.TO)

Jul 26, 2007
Ranks middle of the pack at 336 in his model. Recent estimates have been shaved by about 8% by analysts. Earnings are expected to grow from $0.20 to $0.23 A P/E to growth of about 1.3. He looks for growth of less than 1 so thinks there is a good opportunity for continued growth. A bit expensive for purchase.
Photo of Robert McWhirterRobert McWhirter
No
Unlock Rating
$4.36

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
DON'T BUY

Descartes(DSG.TO)

May 02, 2007
Model price of $8.82 that s a 77% positive differnential Don't own too small.
Photo of Brian Acker, CABrian Acker, CA
No
Unlock Rating
$5.07

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Apr 24, 2007
Their business they are in is attractive. Made an acquisition about a year ago that has done reasonably well. Growing their revenues. Not expensive at 20 X earnings.
Photo of David BurrowsDavid Burrows
No
Unlock Rating
$4.92

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
HOLD

Descartes(DSG.TO)

Apr 19, 2007
Numbers show they are making decent progress. Not quite cheap enough for him to buy, but if the owned he would Hold.
Photo of Robert FloydRobert Floyd
No
Unlock Rating
$4.97

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
WEAK BUY

Descartes(DSG.TO)

Apr 02, 2007
There is starting to be a bit of a recovery in supply-management software. Last couple of quarterly results have been pretty good. Not a bad name to own in the technology space. Fairly valued right now.
Photo of John ZechnerJohn ZechnerUnlock Rating
$5.08

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
HOLD

Descartes(DSG.TO)

Mar 29, 2007
Numbers are starting to look a little bit better. Reorganizing.
Photo of Robert FloydRobert Floyd
No
Unlock Rating
$5.07

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
HOLD

Descartes(DSG.TO)

Mar 27, 2007
Broke out in January. Feels that most of the move is over as he thinks the broader tech sector is tired. If you hold it, be patient as it may be forming a symmetrical triangle.
Photo of Bill CarriganBill CarriganUnlock Rating
$5.08

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Mar 26, 2007
Seem to be getting some real traction. Their product adds to a company’s internal controls. Not expensive at 15 X this year's earnings.
Photo of Hugh Cleland, CFAHugh Cleland, CFA
Owned
Unlock Rating
$4.99

Stock price when the opinion was issued

$109.13

As of Sep 04, 2026. Market Open.

computer softwareprocessing
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