Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Descartes Systems Group Inc. (The) (DSG $108.17)
- $108.17 P/E (TTM): 47.97X Cap: $9.30B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
Kinaxis Inc. (KXS $144.46)
- $144.46 P/E (TTM): 88.32X Cap: $4.05B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS

Q: Between these two companies, if only one is to be owned, which would you select for a long term hold? Which company has a bigger "moat" and is less likely to be disrupted?

Thanks.

Asked by Joel on November 24, 2025

5i Research Answer:

This is a tough call; DSG is 2X the size. KXS has outperformed and is cheaper. KXS has lots of...

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use

Let us help YOU reach your financial goals today!

Start your FREE trial today and enjoy all the benefits of a 5i Membership including:

Access to a team of experts ready to answer your investments question
Instant access to over 100,000 archived questions
A community of like-minded investors
Peace of mind knowing that 5i Research has only YOUR best interests in mind

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use