DESCARTES SYSTEMS GROUP INC
At today's price, DESCARTES SYSTEMS GROUP INC (DSGX) is priced for today's economics sustained for ~7.0 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $67.38 the growth-DCF methods land above the price (about $81 to $82) and the relative-multiple method lands on it (about $70), so the forward-looking frames justify the valuation while the static asset and earnings-power frames near $16 to $21 say expensive. The business is a clean recurring-revenue network: Q1 fiscal 2027 set records with revenue up 15% to $193.6 million, gross margin near 78%, services at 93% of revenue, and operating cash flow up 40% to $75 million, with net cash of abou
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335 institutional managers reported holding DSGX in 13F filings for the quarter ended 2026-03-31. Together they hold about 77% of the company; the top 10 hold 32%. 48 opened new positions that quarter. Held by T. Rowe Price, Vanguard Group, Janus Henderson, among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DSGX's share count grew 1.8% over the past five years even with $892k spent on repurchases. It pays no dividend. Cash returned over the past three years: $892k in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Last analyzed: June 27, 2026
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