The Descartes Systems Group (DSGX) Competitors

$95.48
+0.18 (+0.19%)
(As of 05/3/2024 ET)

DSGX vs. DBX, APPF, GTLB, MNDY, PCTY, U, DAY, CDAY, INFA, and GWRE

Should you be buying The Descartes Systems Group stock or one of its competitors? The main competitors of The Descartes Systems Group include Dropbox (DBX), AppFolio (APPF), GitLab (GTLB), monday.com (MNDY), Paylocity (PCTY), Unity Software (U), Dayforce (DAY), Ceridian HCM (CDAY), Informatica (INFA), and Guidewire Software (GWRE). These companies are all part of the "prepackaged software" industry.

The Descartes Systems Group vs.

Dropbox (NASDAQ:DBX) and The Descartes Systems Group (NASDAQ:DSGX) are both mid-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, risk, earnings, valuation, community ranking, analyst recommendations, media sentiment, dividends and institutional ownership.

In the previous week, Dropbox had 5 more articles in the media than The Descartes Systems Group. MarketBeat recorded 13 mentions for Dropbox and 8 mentions for The Descartes Systems Group. Dropbox's average media sentiment score of 0.57 beat The Descartes Systems Group's score of -0.01 indicating that The Descartes Systems Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
6 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
The Descartes Systems Group
3 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Dropbox presently has a consensus price target of $29.78, suggesting a potential upside of 27.42%. The Descartes Systems Group has a consensus price target of $98.44, suggesting a potential upside of 3.10%. Given The Descartes Systems Group's higher possible upside, research analysts clearly believe Dropbox is more favorable than The Descartes Systems Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
3 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00
The Descartes Systems Group
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.60

The Descartes Systems Group has a net margin of 20.23% compared to The Descartes Systems Group's net margin of 18.13%. Dropbox's return on equity of 9.80% beat The Descartes Systems Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox18.13% -120.82% 13.10%
The Descartes Systems Group 20.23%9.80%8.14%

The Descartes Systems Group received 136 more outperform votes than Dropbox when rated by MarketBeat users. However, 67.30% of users gave Dropbox an outperform vote while only 65.16% of users gave The Descartes Systems Group an outperform vote.

CompanyUnderperformOutperform
DropboxOutperform Votes
354
67.30%
Underperform Votes
172
32.70%
The Descartes Systems GroupOutperform Votes
490
65.16%
Underperform Votes
262
34.84%

Dropbox has a beta of 0.7, meaning that its stock price is 30% less volatile than the S&P 500. Comparatively, The Descartes Systems Group has a beta of 0.91, meaning that its stock price is 9% less volatile than the S&P 500.

Dropbox has higher revenue and earnings than The Descartes Systems Group. Dropbox is trading at a lower price-to-earnings ratio than The Descartes Systems Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dropbox$2.50B3.21$453.60M$1.3217.70
The Descartes Systems Group$572.90M14.21$115.91M$1.3471.25

94.8% of Dropbox shares are held by institutional investors. Comparatively, 77.7% of The Descartes Systems Group shares are held by institutional investors. 26.4% of Dropbox shares are held by company insiders. Comparatively, 0.3% of The Descartes Systems Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

The Descartes Systems Group beats Dropbox on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding DSGX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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DSGX vs. The Competition

MetricThe Descartes Systems GroupPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$8.14B$21.18B$20.29B$7.70B
Dividend YieldN/A2.07%2.79%3.96%
P/E Ratio71.2577.65239.7617.52
Price / Sales14.219.21527.4693.66
Price / Cash44.6066.3128.5435.73
Price / Book6.569.136.584.36
Net Income$115.91M$369.42M$636.17M$214.85M
7 Day Performance1.32%-0.77%1.12%2.26%
1 Month Performance7.03%-3.00%-1.09%-2.17%
1 Year Performance29.38%21.24%25.05%11.31%

The Descartes Systems Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DBX
Dropbox
4.9421 of 5 stars
$23.47
+0.7%
$29.78
+26.9%
+17.6%$8.07B$2.50B17.782,693Upcoming Earnings
Insider Selling
News Coverage
APPF
AppFolio
2.5277 of 5 stars
$219.33
+2.1%
$239.40
+9.2%
+75.0%$7.87B$620.45M7,313.441,504
GTLB
GitLab
3.857 of 5 stars
$56.08
+6.8%
$70.73
+26.1%
+93.3%$8.89B$579.91M-20.392,130Positive News
MNDY
monday.com
3.4942 of 5 stars
$184.79
+1.6%
$240.00
+29.9%
+66.8%$8.92B$729.70M-2,639.481,168Analyst Report
Gap Up
PCTY
Paylocity
4.6796 of 5 stars
$158.88
-0.4%
$205.13
+29.1%
-10.5%$8.95B$1.17B53.686,100Analyst Report
News Coverage
Positive News
U
Unity Software
3.7052 of 5 stars
$23.10
+0.9%
$37.03
+60.3%
-1.0%$9.02B$2.19B-10.696,748Upcoming Earnings
Analyst Report
Analyst Revision
News Coverage
Gap Up
DAY
Dayforce
1.3645 of 5 stars
$59.28
+0.6%
$77.00
+29.9%
N/A$9.22B$1.51B169.389,084Analyst Report
Analyst Revision
News Coverage
Gap Up
CDAY
Ceridian HCM
3.0641 of 5 stars
$59.28
+0.6%
$76.38
+28.9%
-7.8%$9.26B$1.45B1,976.668,526Positive News
Gap Up
INFA
Informatica
3.6124 of 5 stars
$31.39
-0.3%
$35.45
+12.9%
+97.4%$9.26B$1.60B-68.245,000Analyst Revision
GWRE
Guidewire Software
2.024 of 5 stars
$113.77
+3.6%
$115.11
+1.2%
+50.5%$9.37B$905.34M-183.503,415Options Volume
News Coverage

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This page (NASDAQ:DSGX) was last updated on 5/4/2024 by MarketBeat.com Staff

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