Descartes Systems
DSGX
Descartes Systems trades at 8.1x EV/NTM revenue on a $6.64B enterprise value. Revenue grew 14.8% year over year to $193.6M in the quarter ending April 2026, an annual run rate of $774.0M.
ARR ($M)
774
Net Dollar Retention
--
ARR Growth
14.8%
EV / NTM Revenue
8.1x
Payback Period
EV / Run Rate
8.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 81.84
Last Filing Date: 2026-04-30
Last Filing: Form
Founding Year: 1981
IPO Year: 1999
% of 52 wk High: 76%
Description
Leading provider of technology solutions for logistics and supply chain management.
Reporting Notes
Categories
Supply Chain Software
Enterprise Software
B2B SaaS
Vertical SaaS
Mature SaaS
Valuation
Market Cap: 7,012.509
Enterprise Value: 6,635.531
EV / Revenue Run Rate: 8.6x
EV / NTM Revenue: 8.1x
EV / 2026 Revenue Estimates: 8.3x
EV / 2027 Revenue Estimates: 7.5x
EV / 2028 Revenue Estimates: 6.7x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 774
ARR Growth %: 15%
ARR/Customer ($K): --
ARR/Employee ($K): 322
Revenue
Revenue Run Rate: 774
ARR: 774
2026 Revenue Estimates: 801
2027 Revenue Estimates: 889
2028 Revenue Estimates: 993
LTM Revenue: 753
Last Year Run Rate: 674
Growth
Revenue Growth: 15%
ARR Growth: 15%
Growth Persistence: 128%
2026 Revenue Growth Estimates: 12%
2027 Revenue Growth Estimates: 11%
2028 Revenue Growth Estimates: 12%
Financials
Quarterly
Calendar Year
Frequently Asked Questions
How fast is Descartes Systems growing?
Descartes Systems grew revenue 14.8% year over year, reaching $193.6M in the quarter ending April 2026.
What multiple does Descartes Systems trade at?
Descartes Systems trades at 8.1x EV/NTM revenue and 8.6x EV/run-rate, on an enterprise value of $6.64B.
Is Descartes Systems profitable?
For Descartes Systems, LTM free cash flow margin is 37.3%.
What sector is Descartes Systems in?
Public Comps classifies Descartes Systems under Supply Chain Software, Enterprise Software, B2B SaaS, Vertical SaaS, and Mature SaaS.
Where does Public Comps get Descartes Systems's data?
Figures come from Descartes Systems's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.