The Descartes Systems Group Inc.
DSGX · NASDAQ Global Select · USD
95,99USD
+0,91 (+0,96 %)Stand 11. Nov., 21:00
Nachbörslich95,990,00 (0,00 %)19:30 ET
Kennzahlen
- Eröffnung
- 95,16
- Vortag
- 95,08
- Tagesspanne
- 93,97 – 96,05
- 52 Wochen
- 62,56 – 96,75
- Volumen
- 320.575
- Ø Volumen
- 561.863
- Börsenwert
- 8,21 Mrd. $
- KGV
- 43,8
- Gewinn je Aktie (TTM)
- 2,20
- Dividendenrendite
- 0,0 %
- Beta
- 0,2
- Nächste Zahlen
- 2. Dez. 2026
Finanzen
| USD | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Umsatz | 728,99 Mio. | 651 Mio. | 572,93 Mio. | 486,01 Mio. | 424,69 Mio. |
| Herstellungskosten | 167,07 Mio. | 158,57 Mio. | 138,3 Mio. | 113,33 Mio. | 101,81 Mio. |
| Bruttogewinn | 561,93 Mio. | 492,43 Mio. | 434,64 Mio. | 372,69 Mio. | 322,88 Mio. |
| Forschung und Entwicklung | 105,31 Mio. | 95,5 Mio. | 84,44 Mio. | 70,35 Mio. | 62,57 Mio. |
| Vertrieb und Verwaltung | 155,03 Mio. | 138,94 Mio. | 125,53 Mio. | 106,28 Mio. | 91,35 Mio. |
| Operatives Ergebnis | 220,41 Mio. | 181,12 Mio. | 142,85 Mio. | 130,43 Mio. | 103,43 Mio. |
| EBITDA | 305,19 Mio. | 263,58 Mio. | 219,37 Mio. | 197,96 Mio. | 166,47 Mio. |
| Nettogewinn | 163,77 Mio. | 143,27 Mio. | 115,91 Mio. | 102,24 Mio. | 86,28 Mio. |
| Gewinn je Aktie (verwässert) | 1,91 | 1,64 | 1,34 | 1,18 | 1,00 |
Umsatz nach Segment
Produkte · FY 2026
- Service677,18 Mio. $92,89 %
- Professional services and other49,29 Mio. $6,76 %
- License2,52 Mio. $0,35 %
Anteil · ggü. Vorjahr (FY 2016)
Regionen · FY 2026
- United States496,44 Mio. $68,10 %
- Europe, Middle-East and Africa169,59 Mio. $23,26 %
- Canada42,45 Mio. $5,82 %
- Asia Pacific20,52 Mio. $2,81 %+167,47 %
Anteil · ggü. Vorjahr (FY 2016)
Bewertung
Letzte 12 Monate
- KGV
- 43,8
- Kurs-Umsatz-Verhältnis
- 10,6
- Kurs-Buchwert-Verhältnis
- 5,0
- PEG
- 1,6
- Bruttomarge
- 77,6 %
- Operative Marge
- 31,9 %
- Nettomarge
- 24,3 %
- Verschuldungsgrad
- 0,0
- EV/EBITDA
- 23,2
- Eigenkapitalrendite
- 11,7 %
- Kapitalrendite (ROIC)
- 10,8 %
- Free-Cashflow-Rendite
- 3,6 %
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Bruttomarge | 77,1 % | 75,6 % | 75,9 % | 76,7 % | 76,0 % |
| Operative Marge | 30,2 % | 27,8 % | 24,9 % | 26,8 % | 24,4 % |
| Nettomarge | 22,5 % | 22,0 % | 20,2 % | 21,0 % | 20,3 % |
| KGV | 38,3 | 68,9 | 64,4 | 60,3 | 71,3 |
| Kurs-Umsatz-Verhältnis | 8,8 | 15,2 | 13,0 | 12,7 | 14,5 |
| Kurs-Buchwert-Verhältnis | 4,0 | 7,1 | 6,0 | 5,6 | 6,2 |
| Verschuldungsgrad | 0,0 | 0,0 | 0,0 | 0,0 | 0,0 |
| Liquidität 3. Grades | 2,2 | 1,6 | 2,1 | 2,1 | 2,2 |
| Dividendenrendite | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
| Unternehmenswert | 6,07 Mrd. | 9,67 Mrd. | 7,14 Mrd. | 5,92 Mrd. | 5,95 Mrd. |
| EV/EBITDA | 19,9 | 36,7 | 32,5 | 29,9 | 35,8 |
| Eigenkapitalrendite | 10,2 % | 10,3 % | 9,4 % | 9,3 % | 8,6 % |
| Kapitalrendite (ROIC) | 10,0 % | 9,4 % | 8,6 % | 8,7 % | 8,2 % |
| Free-Cashflow-Rendite | 4,1 % | 2,1 % | 2,7 % | 3,0 % | 2,8 % |
Wachstum
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Umsatz | +12,0 % | +13,6 % | +17,9 % | +14,4 % | +21,8 % |
| Bruttogewinn | +14,1 % | +13,3 % | +16,6 % | +15,4 % | +24,8 % |
| Operatives Ergebnis | +21,7 % | +26,8 % | +9,5 % | +26,1 % | +44,9 % |
| Nettogewinn | +14,3 % | +23,6 % | +13,4 % | +18,5 % | +65,6 % |
| Gewinn je Aktie | +16,5 % | +22,4 % | +13,6 % | +18,0 % | +63,9 % |
| Freier Cashflow | +25,3 % | +4,8 % | +8,9 % | +8,8 % | +34,4 % |
| Dividende je Aktie | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 14Kaufen
- 1Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
102,00
Durchschnitt · +6,26 %
Schätzungen
| FY 2027 | FY 2028 | FY 2029 | |
|---|---|---|---|
| Umsatz (Ø) | 826,24 Mio. | 932,33 Mio. | 1,03 Mrd. |
| Umsatz (Tief – Hoch) | 813,21 Mio. – 836,55 Mio. | 915,48 Mio. – 943,86 Mio. | 1,01 Mrd. – 1,05 Mrd. |
| Gewinn je Aktie (Ø) | 2,32 | 2,68 | 2,98 |
| Gewinn je Aktie (Tief – Hoch) | 2,29 – 2,36 | 2,60 – 2,85 | 2,92 – 3,04 |
| Analysten | 4 | 4 | 1 |
Letzte Änderungen
- BMO Capital13. Okt. 2026Market Perform
- Loop Capital8. Okt. 2026Buy
- Scotiabank11. Sept. 2026Sector Outperform
- Loop Capital4. Juni 2026Buy
- Rothschild & Co16. Apr. 2026Neutral → Buy
- Morgan Stanley12. März 2026Overweight
- BMO Capital12. März 2026Market Perform
- Barclays12. März 2026Overweight
Quartalszahlen
Nächste Zahlen: 2. Dez. 2026| Sept. 2026 | Juni 2026 | März 2026 | Dez. 2025 | Sept. 2025 | Juni 2025 | März 2025 | Dez. 2024 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 0,57 | 0,53 | 0,50 | 0,46 | 0,49 | 0,46 | 0,43 | 0,40 |
| Gewinn je Aktie · Tatsächlich | 0,57 | 0,55 | 0,52 | 0,50 | 0,43 | 0,41 | 0,43 | 0,42 |
| Abweichung | 0,00 % | +3,77 % | +4,00 % | +8,70 % | −12,24 % | −10,87 % | 0,00 % | +5,00 % |
| Umsatz · Tatsächlich | 198,88 Mio. | 197,93 Mio. | 192,71 Mio. | 186,59 Mio. | 179,66 Mio. | 166,96 Mio. | 164,45 Mio. | 170,28 Mio. |
Dividenden und Splits
Keine Dividenden gezahlt.
Aktiensplits
–
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 82,22 %
- Investoren mit 13F-Meldung
- 355
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Insider-Geschäfte
–
Vergleichbare Unternehmen
Über das Unternehmen
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" platform. This platform provides a versatile array of modular, interconnected web and mobile applications, all accessible via the cloud, which collectively foster a collaborative ecosystem where various logistics stakeholders can seamlessly conduct transactions and manage operations. Descartes' extensive portfolio encompasses specialized solutions for route optimization, mobile workforce management, and telematics; comprehensive transportation management and e-commerce integration; customs and regulatory adherence; global trade data intelligence; logistics network facilitation; and specialized enterprise systems tailored for brokers and freight forwarders. Clients harness these adaptable Software-as-a-Service (SaaS) and data-driven offerings to meticulously plan and execute deliveries—including scheduling, tracking, and performance measurement. They can also streamline shipment planning, allocation, and execution; manage the financial aspects of transportation such as rating, auditing, and invoice payments; delve into global trade data for analysis; accurately calculate trade tariffs and duties; and efficiently complete customs and security documentation for international trade, among numerous other critical logistical functions. Additionally, Descartes provides cloud-based warehouse management solutions specifically tailored for e-commerce, complemented by expert consulting, seamless implementation, and thorough training, alongside ongoing maintenance and support. Its diverse client base includes transportation firms, third-party logistics providers, distribution-heavy corporations, manufacturers, retailers, distributors, and mobile service providers. Founded in 1981, The Descartes Systems Group Inc. maintains its head office in Waterloo, Canada.
Führung
- Edward J. RyanChief Executive Officer & Director
- Allan J. BrettAdvisor
- John Scott PaganPresident & Chief Operating Officer
- William GreenExecutive Vice President of Global Sales
- Edward James GardnerChief Financial Officer
- Kenneth Edward WoodExecutive Vice President of Product Management
- CEO
- Edward J. Ryan
- Mitarbeitende
- 2.403
- Hauptsitz
- Waterloo, ON, CA
- Sektor
- Technology
- Branche
- Software - Application
- Börsengang
- 27. Jan. 1999
- Website
- descartes.com
Nachrichten
- GlobeNewsWire · 2. Nov., 6:45Descartes Sets Date to Announce Third Quarter Fiscal 2027 Financial Results
- GlobeNewsWire · 2. Nov., 6:45Descartes' Advanced Ocean Visibility Solution Now Integrated with SAP Transportation Platforms
- GlobeNewsWire · 27. Okt., 6:45Herschel Parts Automates Multicarrier Shipping and Improves Cost Control with Descartes
- GlobeNewsWire · 22. Okt., 6:45WEL Companies Streamlines Freight Brokerage and Carrier Workflows with Integrated Descartes and CARRIER1 Solutions
- Seeking Alpha · 21. Okt., 12:27Descartes Systems: Buying Growth While Software Is On Sale
- Defense World · 21. Okt., 4:17The Descartes Systems Group Inc. $DSGX Stock Sold by Louisbourg Investments Inc.
- Defense World · 11. Okt., 8:15The Descartes Systems Group (NASDAQ:DSGX) & Sprinklr (NYSE:CXM) Critical Contrast
- PRNewsWire · 8. Okt., 11:30BetterInvesting™ Magazine Update on Descartes Systems Group and McDonald's Corp.
- Defense World · 7. Okt., 2:29The Descartes Systems Group Inc. (NASDAQ:DSGX) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
- GlobeNewsWire · 6. Okt., 6:45Descartes Unveils Next Step in Supply Chain AI with Agent Control Plane
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