The Descartes Systems Group Inc. (DSGX) is a publicly traded company in the Technology — Software - Application industry listed on NASDAQ. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
The Descartes Systems Group Inc. (DSGX) offers comprehensive, cloud-native solutions designed to optimize business processes within the logistics and supply chain sectors. The primary objective is to significantly elevate the efficiency, operational excellence, and security posture for enterprises worldwide that heavily rely on robust logistics. At its core, the company offers a proprietary "Logistics Technology" platform.
Is The Descartes Systems Group Inc. stock overvalued or undervalued in 2026?
As of October 2, 2026, The Descartes Systems Group Inc. (DSGX) trades at 36.8× earnings (P/E), against a median of 36.0× across the 290 technology companies above $2bn in Kaplio's universe. Kaplio's verdict: fairly priced. At the decade median (81.5×) $180 (+121 %); at its sector median (36.0×) $79 (-2 %).
Kaplio overview: The Descartes Systems Group Inc.
Market cap $7B · 52 weeks $63 – $98 (18 % below the high) · P/E 36.8× · 2027 expected P/E 35.8× · Dividend none · Next earnings December 2, 2026 · expected EPS $0.61 · Price as of Oct 2 · accounts published Sep 10.
- Valuation: P/E 36.8× (fairly priced).
- Business: ROIC 11 % (fair).
- Balance sheet: Net debt/EBITDA −1.0× (solid).
- Earnings: 4 of 8 (uneven).
What would it be worth at its usual multiples?
At the decade median (81.5×) $180 (+121 %); at its sector median (36.0×) $79 (-2 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in technology: 5 of 8 pass
- ROIC 10.8 %, fails.
- 3y revenue growth 14.8 %, borderline.
- Gross margin 65.9 %, borderline.
- Rule of 40 (SaaS only) 51, passes.
- FCF / Revenue 35.7 %, passes.
- SBC / Revenue 0.0 %, passes.
- Net debt / EBITDA −1.0×, passes.
- EV/EBITDA vs own 5y 19.3×, passes.
Against its peers (reference peers) — The Descartes Systems Group Inc.: P/E 36.8×; EV/EBITDA 19.3×; ROIC 10.8 %; $7.0B. NICE Ltd. (P/E 16.4×; EV/EBITDA 7.9×; ROIC 9.8 %; $6.7B), AppFolio Inc. (P/E 46.0×; EV/EBITDA 34.4×; ROIC 28.9 %; $7.3B), Paylocity Holding Corporation (P/E 28.9×; EV/EBITDA 15.5×; ROIC 18.4 %; $7.7B).
Expensive or cheap against its last ten years?
P/E at each close: today 36.8× · median 81.5× · minimum 30.5× · maximum 146× · cheap below 69.8× · expensive above 104×. It has been cheaper than today only 5% of the time over its last ten years.
Profitability
| Return on Equity | 11.69% |
| Return on Invested Capital | 10.77% |
| Return on Assets | 9.60% |
| Gross Margin | 77.61% |
| Operating Margin | 31.87% |
| Net Margin | 24.25% |
Financial Health
| Debt / Equity | 0.00 |
| Current Ratio | 2.02 |
| Piotroski F-Score | 7 |
| Altman Z-Score | 15.33 |
Price Performance
| 1 month | +2.19% |
| 3 months | +12.98% |
| Year-to-date | -7.97% |
| 1 year | -14.81% |
| 3 years | +8.93% |
| 5 years | -0.26% |
Related companies: APPF · CVLT · IDCC · LYFT · MTCH · NICE · PCTY
Explore sector: Technology · Software - Application
More sections of DSGX: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Investment Academy — learn to analyze stocks