Update shared on05 Sep 2025
Fair value Decreased 5.35%The consensus price target for Descartes Systems Group has been reduced, primarily reflecting a sharp rise in the future P/E ratio despite only a marginal improvement in net profit margin, bringing the fair value down from CA$152.90 to CA$144.72.
What's in the News
- Golf Superstore implemented Descartes Sellercloud integrated with Lightspeed POS for unified inventory and order management, enhancing productivity and eliminating overselling across physical and ecommerce sales channels.
- Descartes released Visual Compliance AI Assist, introducing AI-driven tools to streamline denied-party screening and regulatory compliance, improving accuracy and reducing false positives with configurable risk settings and audit-ready reporting.
- Grupo Petropolis adopted Descartes' routing and fleet management solution, achieving a 98% on-time delivery rate, and reducing overtime hours by 9% and fuel consumption by 5% through enhanced fleet efficiency.
- Descartes launched MacroPoint FraudGuard 2.0, providing advanced freight fraud detection and protection, real-time risk alerting, and carrier/driver verification to combat cargo theft, identity fraud, and double brokering.
- Walking Comfort began using Descartes Sellercloud to centralize and synchronize product listings, inventory, orders, and fulfillment across multiple ecommerce channels, supporting scalable growth.
Valuation Changes
Summary of Valuation Changes for Descartes Systems Group
- The Consensus Analyst Price Target has fallen from CA$152.90 to CA$144.72.
- The Future P/E for Descartes Systems Group has significantly risen from 49.17x to 61.06x.
- The Net Profit Margin for Descartes Systems Group has risen slightly from 26.73% to 27.28%.
Disclaimer
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