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Descartes Systems

TOR:DSG · CA2499061083
SoftwareLarge

360

80
EV / EBIT30
Price / Owner Earnings41
Owner Earnings Yield73
Dividend Yield1
Price/Sales11
EV / Gross Profit38
Price/Book51
Return on Capital67
Cash Return on Capital65
Return on Equity52
EBIT Margin88
Gross Profitability49
Cash Conversion40
Accruals40
Owner Earnings Margin93
Sales growth56
Profit Growth71
Long-Term EPS Growth83
Owner Earnings Growth67
Reinvestment57
Price momentum56
Debt load97
Refinancing59
Debt Payback100
Liquidity100
Analyst ratings70
Opinion Changes50
Price Target Upside28
Market mood75
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Descartes Systems generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryCanada
IndustrySoftware
SizeLarge
TypePublic Company
ExchangeTSX
Founded1981
Employees1,440
Websitedescartes.com
ISINCA2499061083
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)TSX Composite (Canada)
Themes
Freight ServiceFleet ManagementCloud Data ServicesData IntegrationGPSRegTechEDI (Electronic Data Interchange)Process AutomationB2BInformation TechnologyLogisticsSaaSSecuritySoftware

Description

The Descartes Systems Group Inc. is a global provider of cloud, device, and data content-based solutions focused on improving the productivity, performance, security and sustainability of logistics-intensive businesses. Customers use the company's m…

Analysis

Middle-of-the-road

The Descartes Systems Group Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is fair. The owner-earnings multiple stands at 24.8×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 9% a year, against analyst forecasts of 21%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is sturdy. The company scores 20/20 on our value-creation score: strong value creator.

Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
100
2023202420252026

All-time high

100

Jun 2026

All-time low

67

Jan 2023

Average rank

83

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
11
13
10
9
Price/Earnings
30
28
34
32
Price/Book
51
53
36
45
Dividend Yield
1
1
1
1
Value (overall)
20
21
21
11

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →