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DSGX
$69.52-$1.01 (-1.43%)live
Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.0B
86M shares
52-week range
$62.56 – $109.00
15% from low
Exchange
NASDAQ
CS
Borrow rate
0.40%
Easy to borrow
Price (6 mo)
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Change+$0.36
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $275.2M | $325.8M | $348.7M | $424.7M | $486.0M | $572.9M | $651.0M | $745.0M |
| Cost of revenue | $75.0M | $85.7M | $89.9M | $101.8M | $113.3M | $138.3M | $158.6M | $253.7M |
| Gross profit | $200.2M | $240.1M | $258.8M | $322.9M | $372.7M | $434.6M | $492.4M | $491.3M |
| Gross margin | 72.7% | 73.7% | 74.2% | 76.0% | 76.7% | 75.9% | 75.6% | 65.9% |
| R&D | $47.9M | $53.5M | $54.1M | $62.6M | $70.4M | $84.4M | $95.5M | $107.6M |
| Operating income | $41.4M | $52.3M | $71.4M | $103.4M | $130.4M | $142.8M | $181.1M | $240.6M |
| EBITDA | $86.4M | $114.2M | $136.2M | $165.5M | $196.8M | $219.4M | $263.6M | $329.6M |
| Net income | $31.3M | $37.0M | $52.1M | $86.3M | $102.2M | $115.9M | $143.3M | $167.4M |
| Net margin | 11.4% | 11.4% | 14.9% | 20.3% | 21.0% | 20.2% | 22.0% | 22.5% |
| EPS (diluted) | 0.40 | 0.45 | 0.61 | 1.00 | 1.18 | 1.34 | 1.64 | 1.91 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $795M | $2.26 | $2.20–$2.34 | 4 |
| 2028 | $884M | $2.62 | $2.06–$3.04 | 5 |
| 2029 | $993M | $3.02 | $2.96–$3.08 | 1 |
| 2030 | $1.1B | $3.53 | $3.45–$3.60 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$190.12
Price
$69.52
Implied upside
+173%
Peer comparison
Descartes Systems Group Inc
Descartes Systems Group provides a software solution that allows users in the shipping industry to communicate with one another. Its core product is the Global Logistics Network, which is best understood as transaction-driven. Descartes charges clients to send/receive messages, data, and documents on the GLN. Customers typically contract for a monthly minimum over a multiyear period. The GLN platform allows Descartes to upsell additional software modules as well, typically provided via a software-as-a-service model.
www.descartes.com- Employees
- 2,403
- IPO / List date
- Jan 27, 1999
Held by traders on TradeandTell
No one on the platform currently holds DSGX.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 798,844 | $57.2M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded DSGX yet.
