Descartes Systems Group Inc
TSX:DSG

Watchlist Manager
Descartes Systems Group Inc Logo
Descartes Systems Group Inc
TSX:DSG
Watchlist
Price: 158.78 CAD 0.88% Market Closed
Market Cap: 13.6B CAD

Relative Value

The Relative Value of one DSG stock under the Base Case scenario is 97.79 CAD. Compared to the current market price of 158.78 CAD, Descartes Systems Group Inc is Overvalued by 38%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

DSG Relative Value
Base Case
97.79 CAD
Overvaluation 38%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
22
vs Industry
7
Median 3Y
13.2
Median 5Y
13.8
Industry
2.4
Forward
13.4
vs History
49
vs Industry
10
Median 3Y
64.4
Median 5Y
67.4
Industry
22.6
Forward
58.7
vs History
6
vs Industry
14
Median 3Y
34.7
Median 5Y
37
Industry
16.9
vs History
12
vs Industry
16
Median 3Y
35.7
Median 5Y
38
Industry
21.6
vs History
11
vs Industry
18
Median 3Y
6
Median 5Y
6
Industry
2.9
vs History
22
vs Industry
8
Median 3Y
12.7
Median 5Y
13.4
Industry
2.4
Forward
13
vs History
28
vs Industry
13
Median 3Y
16.7
Median 5Y
17.6
Industry
4.9
vs History
33
vs Industry
14
Median 3Y
33.2
Median 5Y
35.3
Industry
12.5
Forward
29
vs History
53
vs Industry
10
Median 3Y
48.7
Median 5Y
53.7
Industry
16
Forward
41.7
vs History
6
vs Industry
14
Median 3Y
33.7
Median 5Y
36
Industry
15.5
vs History
6
vs Industry
13
Median 3Y
34.7
Median 5Y
37
Industry
18.8
vs History
6
vs Industry
16
Median 3Y
6
Median 5Y
5.8
Industry
2.4

Multiples Across Competitors

DSG Competitors Multiples
Descartes Systems Group Inc Competitors

Market Cap P/S P/E EV/EBITDA EV/EBIT
CA
Descartes Systems Group Inc
TSX:DSG
13.6B CAD 15 67.9 37.8 53.9
US
Ezenia! Inc
OTC:EZEN
567B USD 233 910.9 -180 630.8 -182 667.2 -177 298
DE
SAP SE
XETRA:SAP
310.6B EUR 8.8 54.2 29.3 33.5
US
Palantir Technologies Inc
NYSE:PLTR
303.8B USD 97.5 532.3 685.3 735.6
US
Salesforce Inc
NYSE:CRM
278.6B USD 7.4 45 24.5 35.6
US
Intuit Inc
NASDAQ:INTU
187.5B USD 10.9 61.7 39.3 47.1
US
Adobe Inc
NASDAQ:ADBE
181.4B USD 8.2 26.9 20.3 22.5
US
NCR Corp
LSE:0K45
144.4B USD 41.9 156.6 451.3 3 219.5
US
Applovin Corp
NASDAQ:APP
122.6B USD 23.9 63.9 44.8 52.6
US
Microstrategy Inc
NASDAQ:MSTR
98.3B USD 212 -84.2 -2 326.6 -1 670.2
US
Cadence Design Systems Inc
NASDAQ:CDNS
87.8B USD 18 81.2 51.4 58.7
P/S Multiple
Revenue Growth P/S to Growth
CA
Descartes Systems Group Inc
TSX:DSG
Average P/S: 21 305
15
11%
1.4
US
Ezenia! Inc
OTC:EZEN
233 910.9
N/A N/A
DE
SAP SE
XETRA:SAP
8.8
12%
0.7
US
Palantir Technologies Inc
NYSE:PLTR
97.5
34%
2.9
US
Salesforce Inc
NYSE:CRM
7.4
10%
0.7
US
Intuit Inc
NASDAQ:INTU
10.9
13%
0.8
US
Adobe Inc
NASDAQ:ADBE
8.2
10%
0.8
US
N
NCR Corp
LSE:0K45
41.9
-8%
N/A
US
Applovin Corp
NASDAQ:APP
23.9
24%
1
US
Microstrategy Inc
NASDAQ:MSTR
212
3%
70.7
US
Cadence Design Systems Inc
NASDAQ:CDNS
18
13%
1.4
P/E Multiple
Earnings Growth PEG
CA
Descartes Systems Group Inc
TSX:DSG
Average P/E: 121.1
67.9
24%
2.8
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -180 630.8 N/A N/A
DE
SAP SE
XETRA:SAP
54.2
50%
1.1
US
Palantir Technologies Inc
NYSE:PLTR
532.3
73%
7.3
US
Salesforce Inc
NYSE:CRM
45
32%
1.4
US
Intuit Inc
NASDAQ:INTU
61.7
34%
1.8
US
Adobe Inc
NASDAQ:ADBE
26.9
26%
1
US
N
NCR Corp
LSE:0K45
156.6
-46%
N/A
US
Applovin Corp
NASDAQ:APP
63.9
44%
1.5
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -84.2 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
81.2
33%
2.5
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
CA
Descartes Systems Group Inc
TSX:DSG
Average EV/EBITDA: 153.8
37.8
19%
2
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -182 667.2 N/A N/A
DE
SAP SE
XETRA:SAP
29.3
19%
1.5
US
Palantir Technologies Inc
NYSE:PLTR
685.3
105%
6.5
US
Salesforce Inc
NYSE:CRM
24.5
21%
1.2
US
Intuit Inc
NASDAQ:INTU
39.3
29%
1.4
US
Adobe Inc
NASDAQ:ADBE
20.3
17%
1.2
US
N
NCR Corp
LSE:0K45
451.3
11%
41
US
Applovin Corp
NASDAQ:APP
44.8
38%
1.2
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -2 326.6 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
51.4
25%
2.1
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
CA
Descartes Systems Group Inc
TSX:DSG
Average EV/EBIT: 473.2
53.9
23%
2.3
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -177 298 N/A N/A
DE
SAP SE
XETRA:SAP
33.5
21%
1.6
US
Palantir Technologies Inc
NYSE:PLTR
735.6
107%
6.9
US
Salesforce Inc
NYSE:CRM
35.6
32%
1.1
US
Intuit Inc
NASDAQ:INTU
47.1
35%
1.3
US
Adobe Inc
NASDAQ:ADBE
22.5
20%
1.1
US
N
NCR Corp
LSE:0K45
3 219.5
79%
40.8
US
Applovin Corp
NASDAQ:APP
52.6
38%
1.4
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -1 670.2 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
58.7
28%
2.1