Descartes Systems Group Inc (DSGX)vsGoPro Inc (GPRO)
DSGX
Descartes Systems Group Inc
$79.39
+2.70%
TECHNOLOGY · Cap: $6.61B
GPRO
GoPro Inc
$1.27
-2.31%
TECHNOLOGY · Cap: $278.58M
Smart Verdict
WallStSmart Research — data-driven comparison
Descartes Systems Group Inc generates 36% more annual revenue ($775.17M vs $568.59M). DSGX leads profitability with a 24.2% profit margin vs -28.5%. GPRO appears more attractively valued with a PEG of 0.73. DSGX earns a higher WallStSmart Score of 67/100 (B-).
DSGX
Strong Buy67
out of 100
Grade: B-
GPRO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.6%
Fair Value
$64.09
Current Price
$79.39
$15.30 premium
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.2%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 24 of every $100 in revenue as profit
Earnings expanding 32.6% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
ROE of -236.1% — below average capital efficiency
Revenue declined 31.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : DSGX
The strongest argument for DSGX centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 24.2% and operating margin at 33.2%. Revenue growth of 11.8% demonstrates continued momentum.
Bull Case : GPRO
The strongest argument for GPRO centers on Debt/Equity, PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : DSGX
The primary concerns for DSGX are PEG Ratio, P/E Ratio.
Bear Case : GPRO
The primary concerns for GPRO are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
DSGX profiles as a mature stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 2.45 — expect wider price swings.
DSGX is growing revenue faster at 11.8% — sustainability is the question.
DSGX generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
DSGX scores higher overall (67/100 vs 37/100), backed by strong 24.2% margins and 11.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Descartes Systems Group Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Descartes Systems Group Inc. provides cloud-based logistics and supply chain management business process solutions that focus on improving productivity, performance and security for intensive logistics companies globally. The company is headquartered in Waterloo, Canada.
Visit Website →GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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