Descartes Systems Group Inc. (DSGX) earns a Roarable Rating of B+ (Buy) with 79/100 RQD Confidence. High-quality cash engine (77.1% gross margin, 12% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
As of 2026-11-03, Descartes Systems Group Inc. (NASDAQ: DSGX) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 79/100 at a spot price of $91.40 (+0.86% 1D, market cap $7.75B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 16/20, and Executive Insider Alignment 12/20. Across 715 tracked Technology issuers, DSGX ranks #15 in composite RQD confidence.
Within the Technology sector (Computer Software: Prepackaged Software), DSGX carries a Roarable B+ (79/100 RQD), trailing P/E of 48.1x, gross margin of 77.1%, and ROIC of 12.0%. By comparison, QLYS (Qualys Inc.) holds a A- grade (85/100 RQD, P/E 40.2x, ROIC 27.5%, cap $7.75B) and ZETA (Zeta Global Holdings Corp.) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.6%, cap $7.82B). Among the 5-stock peer group, QLYS leads on earnings multiple (40.2x) while QLYS leads on capital efficiency (27.5% ROIC).
Per DSGX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001050140), Descartes Systems Group Inc. generated $729.0M in revenue (+12.0% YoY), $163.8M in net income, and $260.5M in free cash flow against $1.90B in total assets and $124.5M in total debt. Key quantitative strengths: Strong cash generator (77.1% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 48x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 18.37 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9
20D Institutional Volume Accumulation (±5.7% realized swing band)
Cannibal Buyback (-1.24% YoY Shares) & executive Form 4 sales trim 8 pts from alignment
Even with a 79/100 (B+) score, DSGX faces multiple-compression risk if 48.1x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Priced at 48x earnings—high expectations leave less room for a lukewarm quarter.
Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) — any gross margin slip below 74.6% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($83.12) or 200D SMA ($74.79) invalidates the momentum regime and cuts Target Base ($100.04) toward Bear Floor ($74.95).
Descartes Systems Group Inc. (DSGX) advanced +0.86% to $91.40, trading at 88% of its 52-week range ($62.56 – $95.41). High-quality cash engine (77.1% gross margin, 12% return on capital) with steady institutional support.
Yahoo Finance report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
StockInvest.us report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
FinancialContent report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
WATERLOO, Ontario and ATLANTA, Nov. 02, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (TSX: DSG) (Nasdaq: DSGX), the global leader in uniting logistics-intensive businesses in commerce, is scheduled to report its thir
Visibility Throughout a Container’s Multimodal Journey Descartes MacroPoint™ Advanced Ocean Visibility gives users near real-time visibility into a container’s journey across transport modes. WATERLOO, Ontario and ATLANT
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +12.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on DSGX today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for DSGX. Explore sector supply chains on /butterfly.
Across 715 tracked Technology securities in the Roarable RQD universe, Descartes Systems Group Inc. (DSGX) ranks #15 by composite RQD confidence (79/100, grade B+) and #171 by equity capitalization ($7.75B). Within this direct 5-issuer industry benchmark cohort, QLYS leads on earnings valuation at 40.2x trailing P/E, while QLYS leads on capital efficiency and profitability with 27.5% ROIC and 82.8% gross margin. QLYS currently holds the highest overall quantitative score in the immediate peer group at 85/100 (A-) compared with DSGX at 79/100 (B+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| DSGX
ACTIVE
Descartes Systems Group Inc. | B+ | 79/100 | 48.1x | 77.1% | 12.0% | +0.86% | $7.75B | Benchmark Subject |
| QLYS Qualys Inc. | A- | 85/100 | 40.2x | 82.8% | 27.5% | -7.37% | $7.75B | /qlys-vs-dsgx → |
| ZETA Zeta Global Holdings Corp. | C- | 59/100 | — | 60.6% | 0.6% | -2.08% | $7.82B | /zeta-vs-dsgx → |
| APPF AppFolio Inc. | B+ | 76/100 | 52.1x | — | 20.6% | +5.44% | $7.56B | /appf-vs-dsgx → |
| TTAN ServiceTitan Inc. | C+ | 68/100 | — | 70.1% | -11.2% | -1.60% | $8.13B | /ttan-vs-dsgx → |
In its most recent audited fiscal period (FY2025, filed 2026-01-31), Descartes Systems Group Inc. (DSGX) reported GAAP revenue of $729.0M (+12.0% vs. FY2024 revenue of $651.0M , and +82.3% cumulative change since FY2023) , GAAP net income of $163.8M, operating cash flow of $266.2M, and free cash flow of $260.5M (+22.6% YoY). On the balance sheet, DSGX closed FY2025 with $1.90B in total assets against $124.5M in total debt (Altman Z-Score: 18.37, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-01-31 | $729.0M | $163.8M | $266.2M | $260.5M | $1.90B | $124.5M |
| FY2024 (FY) | 2025-01-31 | $651.0M | $143.3M | $219.3M | $212.5M | $1.65B | $118.1M |
| FY2023 (FY) | 2024-01-31 | $400.0M | $115.9M | $207.7M | $207.7M | $4.33B | $1.01B |
As of 2026-11-03, Descartes Systems Group Inc. (NASDAQ: DSGX) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 79/100 at a spot price of $91.40 (+0.86% 1D, market cap $7.75B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 16/20, and Executive Insider Alignment 12/20. Across 715 tracked Technology issuers, DSGX ranks #15 in composite RQD confidence.
Within the Technology sector (Computer Software: Prepackaged Software), DSGX carries a Roarable B+ (79/100 RQD), trailing P/E of 48.1x, gross margin of 77.1%, and ROIC of 12.0%. By comparison, QLYS (Qualys Inc.) holds a A- grade (85/100 RQD, P/E 40.2x, ROIC 27.5%, cap $7.75B) and ZETA (Zeta Global Holdings Corp.) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.6%, cap $7.82B). Among the 5-stock peer group, QLYS leads on earnings multiple (40.2x) while QLYS leads on capital efficiency (27.5% ROIC).
Per DSGX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001050140), Descartes Systems Group Inc. generated $729.0M in revenue (+12.0% YoY), $163.8M in net income, and $260.5M in free cash flow against $1.90B in total assets and $124.5M in total debt. Key quantitative strengths: Strong cash generator (77.1% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 48x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.
DSGX last traded at $91.40 (+0.86% on volume of 379,973 shares), positioning the stock +9.96% above its 50-day simple moving average ($83.12) and +22.21% above its 200-day simple moving average ($74.79). Across its 52-week range of $62.56 to $95.41, DSGX sits at the 87.8% percentile with a 14-day RSI of 58.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.7% ($86.19 to $96.61).
Descartes Systems Group Inc. (DSGX) earns a live Roarable RQD composite score of 79/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $91.40 (+0.86% 1D, market capitalization $7.75B).
Descartes Systems Group Inc. (DSGX) is a NASDAQ-listed issuer in the Technology sector, Computer Software: Prepackaged Software industry..9B.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-01-31), Descartes Systems Group Inc. (DSGX) reported $729.0M in annual revenue (up from $651.0M in FY2024, +12.0% YoY) and $163.8M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($400.0M revenue, $115.9M net income) through FY2025, DSGX scaled operating cash flow to $266.2M and free cash flow to $260.5M, backed by $1.90B in total assets against $124.5M in total debt.
Operating in Computer Software: Prepackaged Software (Technology), DSGX carries a macro regime beta of 1.34 and gross margin of 77.1%.
Real-time company headlines, analyst actions, and sector developments for Descartes Systems Group Inc. (DSGX) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
StockInvest.us report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
FinancialContent report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Descartes Systems Group Inc. (DSGX) market action, institutional positioning, and fundamental catalysts.
Picked up a starter position in DSGX in my $100K Virtual Cash book at $90.62. Institutional accumulation (17/20) and a near-zero-leverage, top-scoring forensic balance sheet (Altman Z 18.37, Piotroski 9/9) support the B+ rating.. Trading inside a $62.56–$95.41 52-week range with 3.31% FCF yield gives solid downside support if Computer Software: Prepackaged Software multiples expand this quarter.
@MeanReversion_88 Shorting a 17/20 institutional whale-flow stock at $90.62 is dangerous when funds are rotating into Technology.
Here is the bear case nobody on the bull side wants to address on DSGX: Trading at a P/E (TTM) of 48.1 and EV/EBITDA of 35.5 with only a 3.31% FCF yield leaves limited valuation cushion against a 1.34 beta.. At 48.1x trailing P/E, even a small guidance miss in Computer Software: Prepackaged Software triggers a 12-15% air pocket.
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