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Investor Insights

This summary was created by AI, based on 5 opinions in the last 12 months.

Descartes is a well-established software business with a strong history of value creation and high margins. It specializes in supply chain logistics and tracking solutions, with a global presence and a focus on leveraging intellectual property. The company is seen as a clear winner in the e-commerce and logistics segment, with significant room for growth and potential to help clients with complex logistics. It remains well-capitalized, debt-free, and ready to invest in the business.

Consensus
Positive
Valuation
Fair Value
BUY ON WEAKNESS
Descartes

Software business that has strong history of value creation. Does not compare to Constellation Software, however is a good business. High margins with strong cash flow. 

computer software / processing
BUY
Descartes

Supply chain logistics and tracking solutions. Global, large. Owns a lot of IP, able to leverage it globally. Good story. Really consistent operators. No dividend.

computer software / processing
PAST TOP PICK
Descartes
(A Top Pick May 21/20, Up 65%)

Really likes this whole segment of e-commerce and logistics. A very clear winner in the space. Lots of acquisitions. Buys intellectual property, brings it in-house, rebrands and sells it. Cross-selling opportunities are pretty phenomenal.

computer software / processing
HOLD
Descartes

Lots of room to grow. Pressure from higher interest rates will push companies to automate. As global trade unwinds, in a good position to help clients with complex logistics.

computer software / processing
COMMENT
Descartes
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Revenues would have been $3.9 million higher used last year's FX rates or $1.7 million higher if we'd used last quarter's FX rates.
At the end of the quarter, had $189 million in cash, and we're debt-free with an undrawn $350 million line of credit.
Remains well capitalized, cash-generating, debt-free and ready to continue to invest in business.
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computer software / processing
BUY
Descartes
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid M&A pipeline. Trades at a premium. Continued growth during COVID. Tailwinds from global trade complexities.
computer software / processing
HOLD
Descartes
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid M&A pipeline. Trades at a premium. Continued growth post COVID. Headwinds from global trade complexities & inflation.
computer software / processing
BUY
Descartes

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

computer software / processing
BUY ON WEAKNESS
Descartes
One of the leading companies for supply management. Very solid. As commerce grows and supply chains get more complicated, it will do fine. Long-term holding. Buy on weakness.
computer software / processing
BUY
Descartes

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

computer software / processing
BUY
Descartes

Billy 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

computer software / processing
BUY
Descartes

Billy 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

computer software / processing
HOLD
Descartes

DSG-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.

computer software / processing
DON'T BUY
Descartes

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.

computer software / processing
BUY
Descartes

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

computer software / processing
Showing 1 to 15 of 300 entries

Descartes(DSG-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 4

Stockchase rating for Descartes is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Descartes(DSG-T) Frequently Asked Questions

What is Descartes stock symbol?

Descartes is a Canadian stock, trading under the symbol DSG-T on the Toronto Stock Exchange (DSG-CT). It is usually referred to as TSX:DSG or DSG-T

Is Descartes a buy or a sell?

In the last year, 4 stock analysts published opinions about DSG-T. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Descartes.

Is Descartes a good investment or a top pick?

Descartes was recommended as a Top Pick by on . Read the latest stock experts ratings for Descartes.

Why is Descartes stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Descartes worth watching?

4 stock analysts on Stockchase covered Descartes In the last year. It is a trending stock that is worth watching.

What is Descartes stock price?

On 2024-02-23, Descartes (DSG-T) stock closed at a price of $116.65.