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Descartes Systems Group Inc. (The) (DSG $134.95)
- $134.95 P/E (TTM): 56.98X Cap: $11.59B
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Review of Descartes Systems Group Inc
JUL 31, 2025 - DSG is a software provider targeting logistics intensive customers. The recent uncertainty around trade has put some pressure on DSG’s customers’ near-term growth prospects. However, given the critical nature of the solutions, DSG’s management sees a limited negative effect on the company’s overall business. DSG’s business continues to experience a long-term tailwind due to the rise of e-commerce. DSG’s solutions have many attractive characteristics of a great business, including a high degree of recurring revenue, strong pricing power, low capital expenditure and high switching costs. The company has been quite consistent in its ability to execute an acquisitive growth playbook by targeting companies with similar economics. In fact, the company has demonstrated a track record of allocating capital by consistently growing sales and earnings by double digits over the years. A meaningful portion of DSG’s premium valuation was driven by the expectation that they can continue to execute this growth playbook in the foreseeable future, which we think is highly likely. We are maintaining our rating at “A-”.
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Descartes Systems Group Inc. (The) (DSG $134.95)
- $134.95 P/E (TTM): 56.98X Cap: $11.59B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
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Kinaxis Inc. (KXS $178.27)
- $178.27 P/E (TTM): 147.91X Cap: $5.03B
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Thank You for your service
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Descartes Systems Group Inc. (The) (DSG $134.95)
- $134.95 P/E (TTM): 56.98X Cap: $11.59B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
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Kinaxis Inc. (KXS $178.27)
- $178.27 P/E (TTM): 147.91X Cap: $5.03B
- View KXS Profile
- View Questions on KXS
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A little disappointed with the performance of these two stocks. Are there worth holding? What would help sway your decision one way or another?
If you had to replace them with two stocks that have a higher likelihood for better performance, which would you choose?
Thanks!
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Element Fleet Management Corp. (EFN $37.71)
- $37.71 P/E (TTM): 27.46X Cap: $15.13B
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Descartes Systems Group Inc. (The) (DSG $134.95)
- $134.95 P/E (TTM): 56.98X Cap: $11.59B
- View DSG Profile
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- View Reports on DSG
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FirstService Corporation (FSV $230.39)
- $230.39 P/E (TTM): 52.69X Cap: $10.49B
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TMX Group Limited (X $50.55)
- $50.55 P/E (TTM): 33.26X Cap: $14.05B
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Toromont Industries Ltd. (TIH $162.61)
- $162.61 P/E (TTM): 27.47X Cap: $13.21B
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Capstone Copper Corp. (CS $11.47)
- $11.47 P/E (TTM): 81.84X Cap: $8.74B
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Aritzia Inc. Subordinate Voting Shares (ATZ $95.05)
- $95.05 P/E (TTM): 39.77X Cap: $10.95B
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Topicus.com Inc. (TOI $148.31)
- $148.31 P/E (TTM): 70.44X Cap: $12.35B
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Lumine Group Inc. (LMN $35.90)
- $35.90 P/E (TTM): 134.82X Cap: $9.21B
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $70.13)
- $70.13 P/E (TTM): 59.43X Cap: $7.56B
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