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The reviews for Descartes (DSG-T) highlight a consistent appreciation for the company's robust management and effective capital allocation strategies. Experts commend its strong cash flow generation and growth potential within the logistics sector, particularly in the context of global trade. While there is general consensus on its high-quality operation and track record, many analysts express concern over the stock's valuation, often describing it as expensive. Notably, some see it as a long-term hold despite current pricing, and there are calls for potential buying opportunities at lower price thresholds. Overall, the sentiment remains optimistic, acknowledging the challenges of affordability while recognizing the company's exceptional operational fundamentals.
Excellent business that has owned for over a decade. Ability to allocate capital very good. Excellent management team that has been able to allocate capital well. Ability to generate cash flow very good. Share price appreciation spectacular. Will continue to own for the long term.
Will benefit from tariffs; they do logistics for companies. They make the paperwork easy. A great Canadian growth story. Has owned this a long time.
(Analysts’ price target is $176.15)Only good things to say about the business and management (though he has a hometown Kitchener-Waterloo bias ;) Through the global lens, other companies are just as good, cheaper, with probably more growth potential.
A great business that keeps performing. Doesn't own it because it's expensive.
Leader in the space for years. Has gradually grown, and this continues. Future is bright. May be expensive, but it always is for such a high-quality asset. Keep holding. AVGO is his play in the sector.
It is never cheap. It is a play on global trade and is very well managed with very high margins. If held, keep holding for the long term.
Digital logistics. Almost fully priced. Don't buy here, but look under $127-128, $131, and then $134. Wait.
(Analysts’ price target is $141.50)Yes, but it's also about international trade, so it could sell off again. But if you pull up the 5-10 year chart, it's a thing of beauty, and that's what you're trying to invest in. Exceptionally well managed, steady compounder. Always looks expensive, but whenever you buy it seems to be up 15-20% a year later. This dip is a great time to buy.
They run a phenomenal business, very profitable, but the stock is never cheap, at 29-30s PE. Super track record.
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.
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.
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.
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.
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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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
In the last year, 10 stock analysts published opinions about DSG-T. 3 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Descartes.
Descartes was recommended as a Top Pick by on . Read the latest stock experts ratings for Descartes.
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.
10 stock analysts on Stockchase covered Descartes In the last year. It is a trending stock that is worth watching.
On 2025-03-14, Descartes (DSG-T) stock closed at a price of $142.75.
Its customers are facing difficulty with making decisions given the uncertain trade environment. We think that it will see increased uncertainties in sales and earnings guidance, but largely, it has navigated challenges well in the past (2020) and we would be comfortable holding or buying here.
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