Invesaro

Stocks DSGX Financial statements

Financial statements

DESCARTES SYSTEMS GROUP INC financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data DESCARTES SYSTEMS GROUP INC files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2024FY2026FY2026
Revenue185204237275326349425573651729
Cost of revenue53.956.163.77585.789.9102138159167
Gross profit131148174200240259323435492562
Research and development31.335.641.847.953.554.162.684.195.5105
Selling and marketing22.424.933.136.940.438.846.968.273.782.6
General and administrative21.623.125.43034.636.344.557.465.272.5
Operating expenses103117138159188187219292311352
Operating income28.130.735.941.452.371.4103143181210
Interest expense0.520.611.32.134.421.191.121.3610.97
Pre-tax income27.831.534.739.54870.4103151192217
Income tax7.217.667.878.231118.316.335.248.453.3
Net income20.623.826.931.33752.186.3116143164
EBITDA31.534.3404658.377.2109148187216
EPS, basic0.270.310.350.410.450.621.021.361.681.91
EPS, diluted0.270.310.350.400.450.611.001.341.641.87
Shares, basic (weighted)75.675.876.376.881.784.484.685.185.485.9
Shares, diluted (weighted)76.476.577.177.882.985.886.286.887.387.6

Balance sheet

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2024FY2026FY2026
Cash and equivalents37.238.135.127.344.4134213236357
Short-term investments4.64
Receivables25.625.428.831.535.137.241.75464.8
Inventory0.160.170.120.10.410.430.870.720.1
Other current assets2.943.143.054.287.2914.613.816.926.4
Total current assets7572.674.972.2100203292353482
Property, plant and equipment8.610.412.812.613.712.110.812.513.5
Lease right-of-use assets12.912.210.67.628.17
Goodwill2172633503785245656097609251,026
Intangible assets134145178176257240230321332
Other non-current assets0.471.533.9710.513.515.618.724.927.3
Total assets4535016256539431,0631,1851,6471,896
Accounts payable4.474.687.95.157.677.9610.620.720.9
Accrued liabilities16.823.225.529.434.938.956.479.773.9
Deferred revenue16.623.73134.241.149.956.8104118
Total current liabilities4053.867.770.488.9104133217223
Long-term debt3725.5
Lease liabilities9.488.97.384.724.89
Total liabilities50.869.9126120121152186262277
Total debt3725.5
Paid-in capital447449451455459464473503509
Retained earnings-262-238-212-173-136-83.72.61364527
Other comprehensive income-34.9-32.8-15.3-25.2-25.9-1.19-12.4-50.5-7.99
Shareholders' equity4024314995348229111,0001,2381,3851,619
Total equity4024314995348229111,0001,2381,3851,619
Total liabilities and equity4535016256539431,0631,1851,6471,896
Shares outstanding75.875.976.876.984.284.584.885.285.686

Cash flow statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2024FY2026FY2026
Net income20.623.826.931.33752.186.3116143164
Depreciation and amortization3.383.634.14.546.045.765.135.475.595.95
Stock-based compensation1.582.022.813.714.916.311116.52020.9
Deferred income tax5.773.641.32.195.7414.51.51-5.98-5.0411.1
Change in receivables0.762.73-1.96-0.143.730.14-2.88-6.573.3-5.27
Change in inventory0.3100.050.07-0.350.1-0.5
Change in payables-0.41-0.321.43-1.071.77-0.692.346.181.87-1.14
Cash from operations54.272.672.178.1104131176208219266
Capital expenditures-4.31-4.91-5.09-5.24-4.9-3.76-4.83-5.56-6.74-5.73
Acquisitions-121-71.3-112-67.9-292-48.4-90.3-143-290-152
Purchases of investments-4.67-0.24
Cash from investing-130-70.4-117-73.2-297-52.2-95.1-148-297-157
Debt repaid-10.2-43-78.7-323-10.8-1.07
Stock issued0.160.1510.352386.192.669.2712.414.1
Share buybacks-0.89
Cash from financing-2.43-0.2138-11.42105.561.52-14.7-3.635.02
Exchange rate effect-2.82-1.093.82-1.37-0.36
Net change in cash-80.80.92-2.99-7.8517.189.379.844.6-84.8120
Free cash flow49.967.767.172.899.4127171202213261
Interest paid0.030.060.681.713.520.09
Income taxes paid3.533.863.897.868.958.2112.644.953.457.2

Key metrics

Worked out from the statements above. Latest values use fiscal 2026. Valuation uses the share price of $78.61 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin77.1%Gross profit / revenue.
Operating margin28.8%Operating income / revenue.
EBITDA margin29.6%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin29.8%Pre-tax income / revenue.
Net margin22.5%Net income / revenue.
FCF margin35.7%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin36.5%Cash from operations / revenue.
Effective tax rate24.6%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)10.9%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)9.2%Net income / average total assets.
Return on invested capital (ROIC)13.1%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue14.4%Research and development expense / revenue.
Stock-based pay / revenue2.9%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue0.8%Capital expenditures / revenue.
D&A / revenue0.8%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y12.0%Revenue vs the same period a year earlier. Only from a positive base.
Gross profit growth, 1y14.1%Gross profit vs the same period a year earlier. Only from a positive base.
Operating income growth, 1y15.9%Operating income vs the same period a year earlier. Only from a positive base.
EBITDA growth, 1y15.6%EBITDA vs the same period a year earlier. Only from a positive base.
Net income growth, 1y14.3%Net income vs the same period a year earlier. Only from a positive base.
EPS growth, 1y14.0%EPS vs the same period a year earlier. Only from a positive base.
Operating cash flow growth, 1y21.4%Operating cash flow vs the same period a year earlier. Only from a positive base.
Free cash flow growth, 1y22.6%Free cash flow vs the same period a year earlier. Only from a positive base.
Book value growth, 1y16.9%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y15.1%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y0.3%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio2.16xCurrent assets / current liabilities.
Quick ratio1.89x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio1.60x(Cash + short-term investments) / current liabilities.
Liabilities / assets14.6%Total liabilities / total assets.
Interest coverage217xOperating income / interest expense.
Working capital$258.8MCurrent assets - current liabilities.
Goodwill and intangibles / assets71.6%(Goodwill + intangible assets) / total assets.
Tangible book value$261.1MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.41xRevenue / average total assets.
Fixed asset turnover56.1xRevenue / average property, plant and equipment.
Inventory turnover409xCost of revenue / average inventory.
Days inventory1 days365 x average inventory / cost of revenue.
Receivables turnover12.3xRevenue / average receivables.
Days sales outstanding30 days365 x average receivables / revenue.
Days payables45 days365 x average accounts payable / cost of revenue.
Cash conversion cycle-15 daysDays inventory + days sales outstanding - days payables.
FCF conversion159.1%Free cash flow / net income, when net income is positive.
Capex / operating cash flow2.2%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted$1.87Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
EPS, basic$1.91Net income per basic share, as reported (split-adjusted).
Revenue per share$8.32Revenue / diluted weighted shares.
FCF per share$2.97Free cash flow / diluted weighted shares.
Operating cash flow per share$3.04Cash from operations / diluted weighted shares.
Book value per share$18.82Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$3.03Tangible book value / shares outstanding.
Cash per share$4.14(Cash + short-term investments) / shares outstanding.
Buybacks / FCF0.3%Share buybacks / free cash flow, when free cash flow is positive.

Valuation

MetricValueHow it is calculated
Market cap$6.74BShare price x shares outstanding.
Enterprise value$6.38BMarket cap + total debt - cash - short-term investments.
P/E41.1xMarket cap / net income. Only when net income is positive.
P/S9.24xMarket cap / revenue.
P/B4.16xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book25.8xMarket cap / tangible book value, when positive.
P/FCF25.9xMarket cap / free cash flow. Only when free cash flow is positive.
P/OCF25.3xMarket cap / cash from operations, when positive.
EV/Sales8.75xEnterprise value / revenue.
EV/EBIT30.4xEnterprise value / operating income, when both are positive.
EV/EBITDA29.5xEnterprise value / EBITDA, when both are positive.
EV/FCF24.5xEnterprise value / free cash flow, when both are positive.
FCF yield3.9%Free cash flow / market cap.
Earnings yield2.4%Net income / market cap (the inverse of P/E).
Shareholder yield0.0%(Dividends paid + share buybacks) / market cap.
What was DESCARTES SYSTEMS GROUP INC's revenue in fiscal 2026?

DESCARTES SYSTEMS GROUP INC reported revenue of $729.0M for fiscal 2026, 12% higher than the year before.

Was DESCARTES SYSTEMS GROUP INC profitable in fiscal 2026?

Yes. Net income was $163.8M, a net margin of 22.5%.

How much free cash flow did DESCARTES SYSTEMS GROUP INC generate in fiscal 2026?

Cash from operations of $266.2M minus capital expenditures of $5.7M left free cash flow of $260.5M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

Open interactive statements, quarterly figures and charts

Back to DESCARTES SYSTEMS GROUP INC