Update shared on20 Sep 2025
Fair value Decreased 8.84%The downward revision in Descartes Systems Group’s consensus price target primarily reflects a decrease in the company's future P/E multiple, with fair value now assessed at CA$131.93.
What's in the News
- Customs Assured adopted Descartes e-Customs with AiDock AI integration, boosting customs documentation productivity by 30% and reducing manual data entry errors.
- Golf Superstore implemented Descartes Sellercloud integrated with Lightspeed POS, streamlining omnichannel inventory and order management and eliminating overselling.
- Descartes launched Visual Compliance AI Assist, enhancing denied party screening with AI-powered false positive reduction, configurable risk levels, and centralized audit-ready reporting.
- Grupo Petropolis deployed Descartes’ routing and fleet management solution, achieving a 98% on-time delivery rate, reducing overtime by 9%, and cutting fuel consumption by 5% across 2,900 vehicles.
- Descartes released MacroPoint FraudGuard 2.0, expanding freight fraud detection with automated real-time and historical shipment monitoring, advanced risk alerts, and carrier/driver legitimacy tools.
Valuation Changes
Summary of Valuation Changes for Descartes Systems Group
- The Consensus Analyst Price Target has fallen from CA$144.72 to CA$131.93.
- The Future P/E for Descartes Systems Group has fallen from 61.06x to 56.35x.
- The Discount Rate for Descartes Systems Group remained effectively unchanged, moving only marginally from 7.44% to 7.49%.
Disclaimer
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