DSGX

The Descartes Systems Group Inc.

Technology · $6.1B market cap

Verdict

Share price

$80.08

close of Oct 3, 2026

Fair value

$34.90

Sticker Price

Payback Price

$13.96

buy price

Overpriced

DSGX is Overpriced: at $80.08 it trades 129% above its fair value of $34.90. Its buy price (Payback Price) is $13.96, 83% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth17.2% a year✓
Equity per share growth12.2% a year✓
Sales growth14.8% a year✓
Free cash flow growth18.4% a year✓
Return on invested capital9.6%✗

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Superinvestors

1 of the investors we track holds DSGX. In Q2 2026, 1 opened a position. Who we track

Moves in Q2 2026

New position: Polen Capital Management

About The Descartes Systems Group Inc.

The Descartes Systems Group Inc. (DSGX) offers comprehensive, cloud-native solutions designed to optimize business processes within the logistics and supply chain sectors. The primary objective is to significantly elevate the efficiency, operational excellence, and security posture for enterprises worldwide that heavily rely on robust logistics. At its core, the company offers a proprietary "Logistics Technology"…

Software - Application

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works