Descartes Systems Group Inc
TSX:DSG

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Descartes Systems Group Inc
TSX:DSG
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Price: 91.78 CAD 1.49% Market Closed
Market Cap: CA$7.9B

Intrinsic Value

The intrinsic value of one DSG stock under the Base Case scenario is 59.48 CAD. Compared to the current market price of 91.78 CAD, Descartes Systems Group Inc is Overvalued by 35%.

DSG Intrinsic Value
59.48 CAD
Overvaluation 35%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation History
Descartes Systems Group Inc

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Fundamental Analysis

Bear Theses

Descartes’ dependence on acquisitions for growth carries integration and valuation risks; overpaying for targets or failing to unify acquired platforms could erode returns and disrupt operational efficiency.

Heightened competition from other logistics technology providers, including enterprise software giants with deep pockets and emerging specialized tech startups, could exert pricing pressure and limit Descartes’ margin expansion.

Global economic uncertainty and potential disruptions in international trade policies may reduce shipping volumes and customs transactions, directly impacting the usage and revenue generation of Descartes’ core logistics and compliance solutions.

Bull Theses

Descartes’ global, cloud-based logistics platform and proprietary Global Logistics Network create strong network effects, enabling it to offer end-to-end solutions for shippers, freight forwarders, and e-commerce retailers.

The firm’s disciplined M&A strategy has historically added complementary services to its suite of logistics technologies, enhancing cross-selling opportunities and strengthening customer retention.

Rising e-commerce demand and increasing complexity in cross-border trade regulations should boost adoption of Descartes’ compliance tools and real-time data tracking solutions, supporting elevated growth and durable customer relationships.

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Earnings Waterfall
Descartes Systems Group Inc

Wall St
Price Targets

DSG Price Targets Summary
Descartes Systems Group Inc

There are no price targets for DSG.
Lowest
Price Target
Not Available
Average
Price Target
Not Available
Highest
Price Target
Not Available
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Dividends

Descartes Systems Group Inc
does not pay dividends
Shareholder Yield

Competitive Landscape

DSG News

What is the Intrinsic Value of one DSG stock?

The intrinsic value of one DSG stock under the Base Case scenario is 59.48 CAD.

Is DSG stock undervalued or overvalued?

Compared to the current market price of 91.78 CAD, Descartes Systems Group Inc is Overvalued by 35%.

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