← Top Holdings
DSGXDESCARTES SYS GROUP INC
CUSIP: 249906108
1
Guru Owners
$149.9M
Total Value Held
1.7M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Durable Capital Partners | 1710202 | $149.9M | 1.42% | $87.66 | Q4 2025 |
📊 Fundamentals
Market Cap$6.2B
P/E Ratio40.3x
Above market avg
Forward P/E27.5x
P/FCF28.2x
EPS (TTM)$1.78
Revenue (TTM)$703.7M
Profit Margin22.10%
Beta0.27
52-Week Range
$62.56
$117.35
Current: $71.74
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 40.3x trailing earnings → 27.5x forward · 22.1% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $149.9M
Q2 '251 owners · $229.1M
Q1 '251 owners · $284.2M
Q4 '241 owners · $331.2M
Q3 '241 owners · $355.8M
No changes
Q2 '241 owners · $334.7M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
11%analyst est. 11.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
31.1%current: 31.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
DSGX: Held by 1 superinvestors · 2 congress member trades
$1,001 - $15,0002025-11-03
$1,001 - $15,0002025-04-09