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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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Investor Insights
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
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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 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

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
COMMENT

Descartes(DSG.TO)

Mar 13, 2007
He doesn't do a lot in technology stocks, but he does like this one. The lifecycle of software programs is very short. This company is growing and management is very committed to do great things. Too expensive for him.
Photo of Jean-Francois TardifJean-Francois Tardif
No
Unlock Rating
$5.00

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
BUY

Descartes(DSG.TO)

Mar 01, 2007
Logistics software. A very solid company. Very excited about where the company is going. As a lot more room to run, over the next several years.
Photo of Alex RuusAlex Ruus
Owned
Unlock Rating
$4.86

Stock price when the opinion was issued

$103.17

As of Jul 03, 2026. Market Open.

computer softwareprocessing
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