Análisis Argos
DSGX
DSGXEn su precio
The Descartes Systems Group Inc. · Technology
US$ 75.59
precio al 2026-07-28
Valor justo Argos*
US$ 66–79
vs. su valor justo
5% por encima
Score Argos
67/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (16.4%) en línea con lo que la empresa demuestra (14.7%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 17% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR3/6FUTURO4/6PASADO5/6SALUD6/6DIVIDENDO1/6
El Iris de calidad
VALOR3/6FUTURO4/6PASADO5/6SALUD6/6DIVIDENDO1/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos67de 100En su precio
Ingresos14%
US$ 0.7 B
Margen operativo16%
32.3%
Flujo de caja libre29%
US$ 0.3 B
Deuda neta
US$ -0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 6.5B
P/E38.7x
EV/EBITDA18.6x
FCF yield4.1%
ROIC14.4%
Margen operativo32.3%
Crecim. ingresos+14.4%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 15 jul
Descartes vs. nCino: Which Technology Stock Is a Better Buy in 2026?
Descartes Systems Group maintains a highly profitable, debt-free logistics network serving 29,000 customers worldwide. nCino has achieved a pivot to profitability by modernizing banking workflows through deep strategic partnerships with Salesforce.
globenewswire.com · 6 jul
Descartes Acquires Drivin
Expands AI-powered last mile logistics capabilities and Global Logistics Network with Latin American delivery management platform  WATERLOO, Ontario, ATLANTA and SANTIAGO, Chile, July 06, 2026 (GLOBE NEWSWIRE) -- The Descartes Systems Group (Nasdaq: DSGX) (TSX: DSG), the global leader in uniting logistics-intensive businesses in commerce, today announced the acquisition of Drivin, a leading provider of last mile delivery management solutions across Latin America. Drivin enables distributors, retailers, consumer goods companies, and logistics service providers to improve delivery performance with advanced route optimization, dispatch management, and real-time execution visibility, enhanced by machine learning and agentic AI capabilities.
globenewswire.com · 23 jun
New AuditLog Capability from Descartes Helps Organizations Create Auditable, Transparent Carrier Selection Processes Amidst Rising Regulatory Scrutiny
ATLANTA, June 23, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced a new review management and audit logging capability within Descartes MyCarrierPortal™ to help freight brokers, third party logistics service providers (3PLs) and shippers create auditable, transparent carrier selection processes. With standardized review workflows, management oversight and auditable decision records, AuditLog helps companies reduce their reliance on manual recordkeeping and disconnected documentation systems.
gurufocus.com · 18 jun
The Descartes Systems Group Inc (DSGX) Stock Down 4.3% -- Now Undervalued? GF Score: 87/100
On June 18, 2026, The Descartes Systems Group Inc (DSGX) shares fell 4.3% today, closing at $67.42. The stock has experienced significant volatility, trading wi
globenewswire.com · 11 jun
Descartes Announces Results of Annual Meeting of Shareholders
WATERLOO, Ontario, June 11, 2026 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc (Nasdaq:DSGX) (TSX:DSG). announced the voting results from its annual meeting of shareholders held on Thursday, June 11, 2026 (the “Meeting”).
marketbeat.com · 10 jun
This Tech ETF Is Beating QQQ—and Canada May Be Part of the Reason
When thinking about America's neighbors in the Great White North, maple syrup, hockey, and poutine routinely come to mind. However, Canada's robust and highly sophisticated tech sector may deserve more attention.
globenewswire.com · 10 jun
New Castle Building Products Lowers Fuel Costs by Cutting 25,000 Fleet Miles Annually with Descartes Solution
ATLANTA and LONDON, June 10, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that New York-based New Castle Building Products, a leading distributor of exterior building materials, has reduced its fleet mileage by approximately 25,000 miles annually using Descartes' route planning and execution solution. By replacing manual planning with data-driven routing, New Castle has lowered fuel consumption and costs, improved route consistency and accuracy and enhanced on-time delivery performance, helping the company meet rising customer expectations while operating a more efficient and scalable distribution network.
zacks.com · 3 jun
Descartes Systems (DSGX) Q1 Earnings and Revenues Beat Estimates
Descartes Systems (DSGX) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.41 per share a year ago.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.