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DSGXThe Descartes Systems Group Inc.
$73.13$6.3B
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  4. Financial Ratios

The Descartes Systems Group Inc. (DSGX) Financial Ratios

Latest Ratios: P/E Ratio 38.3x · EV/EBITDA 18.0x · ROE 11.2%. (1997–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

DSGX Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$6.3B$6.5B$10.1B$7.6B$6.3B$6.3B$5.2B$3.7B$2.4B$2.2B$1.7B
Enterprise Value$5.9B$6.2B$9.9B$7.3B$6.0B$6.1B$5.1B$3.7B$2.4B$2.2B$1.6B
P/E Ratio →38.2939.1470.6365.3761.8872.77100.1099.5877.6581.0070.48
P/S Ratio8.438.7915.5413.2712.9914.7715.0211.408.789.218.20
P/B Ratio3.984.077.306.145.746.275.754.524.534.383.88
P/FCF23.6124.6047.5937.4833.8836.6241.0837.3733.1832.6024.71
P/OCF23.1024.0746.1336.4832.8135.6139.9035.6230.9530.3023.03

P/E links to full P/E history page with 30-year chart

DSGX EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—8.3215.1912.7212.4414.2914.6711.308.779.218.02
EV / EBITDA18.0118.8138.6034.9131.0436.4137.6132.3328.0229.7825.40
EV / EBIT24.6825.7852.4247.8045.5959.3871.4970.0757.9860.7050.88
EV / FCF—23.3046.5235.9332.4435.4440.1337.0633.1532.6324.14

DSGX Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin65.9%65.9%75.6%75.9%76.7%76.0%74.2%73.7%72.7%73.2%72.5%
Operating Margin32.3%32.3%27.8%24.9%26.8%24.4%20.5%16.0%15.1%15.1%15.1%
Net Profit Margin22.5%22.5%22.0%20.2%21.0%20.3%14.9%11.4%11.4%11.3%11.7%

Return on Capital

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE11.2%11.2%10.9%9.9%9.7%9.0%6.0%5.5%6.1%5.8%5.7%
ROA9.5%9.5%9.2%8.3%8.2%7.7%5.2%4.6%4.9%4.8%5.0%
ROIC14.9%14.9%13.1%12.2%12.0%9.8%6.8%5.9%6.0%6.0%6.1%
ROCE15.6%15.6%13.4%11.8%11.9%10.3%7.9%7.3%7.3%7.1%7.1%

DSGX Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity0.010.010.010.010.010.010.010.020.050.07—
Debt / EBITDA0.030.030.030.030.040.070.100.120.300.50—
Net Debt / Equity—-0.22-0.16-0.25-0.24-0.20-0.13-0.04-0.000.00-0.09
Net Debt / EBITDA-1.05-1.05-0.89-1.50-1.38-1.21-0.89-0.27-0.020.03-0.59
Debt / FCF—-1.30-1.07-1.55-1.44-1.18-0.95-0.31-0.030.03-0.56
Interest Coverage243.44243.44187.84111.90113.5991.0460.3311.9019.5727.7952.55

Net cash position: cash ($354M) exceeds total debt ($8M)

DSGX Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio2.162.161.622.052.112.191.951.131.031.111.35
Quick Ratio2.162.161.622.052.112.181.941.121.031.101.35
Cash Ratio1.601.601.091.581.631.601.280.500.390.520.71
Asset Turnover—0.400.400.390.370.360.330.350.420.380.41
Inventory Turnover2527.502527.50222.57—149.31117.29209.58208.57789.41517.92335.63
Days Sales Outstanding—44.4239.7440.6233.9335.8454.4747.5247.5249.1352.14

DSGX Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield2.6%2.6%1.4%1.5%1.6%1.4%1.0%1.0%1.3%1.2%1.4%
FCF Yield4.2%4.1%2.1%2.7%3.0%2.7%2.4%2.7%3.0%3.1%4.0%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Shares Outstanding—$88M$87M$87M$86M$86M$86M$83M$78M$77M$77M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrong
Balance SheetFortress
Cash FlowRobust
Top Statement Risk

Serial acquisition integration fatigue

Premium Valuation Reflects Regulatory Moat

According to current market data, DSGX trades at a forward P/E of 37.81, a valuation that appears to command a premium over broader application software peers, likely reflecting investor confidence in the company's defensive, regulatory-driven revenue streams and its established position as a critical logistics infrastructure provider.

The current P/E multiple suggests that the market is pricing in sustained, high-quality growth rather than cyclical volatility. Investors should monitor whether this premium remains justified if global trade volumes face significant headwinds, as the valuation implies a high degree of resilience that may be tested in a prolonged downturn.

Capital Efficiency Constrained by Goodwill

Based on reported figures, DSGX's ROIC has remained in the low single digits, specifically 3.9% in 2027Q1, which appears to be a function of the significant goodwill accumulated through its aggressive 'string of pearls' acquisition strategy rather than a lack of operational profitability in the core business.

While the headline ROIC appears modest, it is important to distinguish between the returns on the underlying software platform and the accounting impact of frequent acquisitions. The company's ability to maintain high operating margins suggests that the core business is highly efficient, even if the consolidated return metrics are temporarily dampened by the purchase price of acquired assets.

Working Capital Stability Through Scale

As reported in recent financial statements, the company's cash conversion cycle has remained tight, with a 2027Q1 figure of 13 days, indicating that Descartes maintains strong leverage over its billing processes and effectively manages its working capital despite the complexity of integrating diverse, newly acquired business units.

The consistent DSO of approximately 40 days suggests that the company's customer base remains stable and creditworthy, which is critical for a subscription-based model. This efficiency in collecting receivables provides the necessary liquidity to fund ongoing operations and opportunistic acquisitions without the need for external financing.

Fortress Balance Sheet Enables Flexibility

According to the latest quarterly filings, DSGX maintains a debt-to-equity ratio of 0.00, a position that provides the company with significant financial flexibility and insulates it from the interest rate sensitivity that currently plagues more leveraged entities within the broader technology and logistics software sectors.

The near-zero debt profile is a strategic advantage that allows management to pursue acquisitions during market dislocations without the burden of debt service obligations. This conservative capital structure appears to be a deliberate choice to prioritize long-term stability over the potential short-term gains of financial leverage.

Misapplication of Traditional Logistics Multiples

Investors frequently misapply traditional freight-based valuation metrics to DSGX, failing to recognize that the company functions as a regulatory data gatekeeper rather than a cyclical logistics service provider, which obscures the true stickiness and defensive nature of its recurring, compliance-linked revenue streams.

By benchmarking Descartes against freight forwarders or logistics operators, the market may be underestimating the switching costs associated with its regulatory software. A more appropriate framework would involve evaluating the company as a high-margin data utility, where the value is derived from the legal necessity of its platform rather than the volume of goods moved.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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DSGX — Frequently Asked Questions

Quick answers to the most common questions about buying DSGX stock.

What is The Descartes Systems Group Inc.'s P/E ratio?

The Descartes Systems Group Inc.'s current P/E ratio is 38.3x. The historical average is 58.3x. This places it at the 19th percentile of its historical range.

What is The Descartes Systems Group Inc.'s EV/EBITDA?

The Descartes Systems Group Inc.'s current EV/EBITDA is 18.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 23.1x.

What is The Descartes Systems Group Inc.'s ROE?

The Descartes Systems Group Inc.'s return on equity (ROE) is 11.2%. The historical average is -5.2%.

Is DSGX stock overvalued?

Based on historical data, The Descartes Systems Group Inc. is trading at a P/E of 38.3x. This is at the 19th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are The Descartes Systems Group Inc.'s profit margins?

The Descartes Systems Group Inc. has 65.9% gross margin and 32.3% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does The Descartes Systems Group Inc. have?

The Descartes Systems Group Inc.'s Debt/EBITDA ratio is 0.0x, indicating low leverage. A ratio below 2x is generally considered financially healthy.