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TSE:DSG
Descartes (DSG.TO)
123.22
-2.71 (2.15%)
as of Oct 16, 2026, 8:00:00 pm Market Open.
177 watching
Financials 
Technical Analysis 0
SELL
TOP PICK
(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.
Robert McWhirterOwned
computer softwareprocessing
PAST TOP PICK
TOP PICK
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.
Robert McWhirterOwned
computer softwareprocessing
TOP PICK
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.
Robert McWhirterOwned
computer softwareprocessing
BUY
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.
Robert McWhirterOwned
computer softwareprocessing
TOP PICK
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.
Ian AinsworthOwned
computer softwareprocessing
DON'T BUY
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.
computer softwareprocessing
BUY
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.
Hugh Cleland, CFAOwned
computer softwareprocessing
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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.