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  5. DSG: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? [Descartes Systems Group Inc. (The)]
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Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.
Asked by Kevin on October 13, 2023
5i Research Answer:

We would agree DSG looks best. We think the other two are fine overall. DSG is not cheap but its execution, balance sheet and financial performance back up this premium. Very strong earnings growth is expected in 2024.