Software - Application
Compare Stocks
2 / 10Stock Comparison
DSGX vs SAIA
Revenue, margins, valuation, and 5-year total return — side by side.
Trucking
DSGX vs SAIA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Trucking |
| Market Cap | $6.12B | $11.99B |
| Revenue (TTM) | $731M | $3.25B |
| Net Income (TTM) | $164M | $255M |
| Gross Margin | 71.4% | 18.4% |
| Operating Margin | 30.4% | 10.8% |
| Forward P/E | 38.2x | 42.3x |
| Total Debt | $8M | $418M |
| Cash & Equiv. | $354M | $20M |
DSGX vs SAIA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| The Descartes Syste… (DSGX) | 100 | 149.5 | +49.5% |
| Saia, Inc. (SAIA) | 100 | 414.4 | +314.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DSGX vs SAIA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DSGX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 0.71
- Rev growth 14.4%, EPS growth 16.5%, 3Y rev CAGR 15.3%
- Lower volatility, beta 0.71, Low D/E 0.5%, current ratio 2.16x
SAIA is the clearest fit if your priority is long-term compounding.
- 15.6% 10Y total return vs DSGX's 285.3%
- +76.6% vs DSGX's -33.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.4% revenue growth vs SAIA's 0.8% | |
| Value | Lower P/E (38.2x vs 42.3x), PEG 1.49 vs 3.29 | |
| Quality / Margins | 22.5% margin vs SAIA's 7.8% | |
| Stability / Safety | Beta 0.71 vs SAIA's 1.90, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +76.6% vs DSGX's -33.9% | |
| Efficiency (ROA) | 9.2% ROA vs SAIA's 7.3%, ROIC 14.9% vs 9.4% |
DSGX vs SAIA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
DSGX vs SAIA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DSGX leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SAIA is the larger business by revenue, generating $3.3B annually — 4.5x DSGX's $731M. DSGX is the more profitable business, keeping 22.5% of every revenue dollar as net income compared to SAIA's 7.8%. On growth, DSGX holds the edge at +17.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $731M | $3.3B |
| EBITDAEarnings before interest/tax | $310M | $602M |
| Net IncomeAfter-tax profit | $164M | $255M |
| Free Cash FlowCash after capex | $261M | $261M |
| Gross MarginGross profit ÷ Revenue | +71.4% | +18.4% |
| Operating MarginEBIT ÷ Revenue | +30.4% | +10.8% |
| Net MarginNet income ÷ Revenue | +22.5% | +7.8% |
| FCF MarginFCF ÷ Revenue | +35.8% | +8.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.2% | +2.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +23.3% | 0.0% |
Valuation Metrics
DSGX leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 37.3x trailing earnings, DSGX trades at a 21% valuation discount to SAIA's 47.2x P/E. Adjusting for growth (PEG ratio), DSGX offers better value at 1.45x vs SAIA's 3.67x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.1B | $12.0B |
| Enterprise ValueMkt cap + debt − cash | $5.8B | $12.4B |
| Trailing P/EPrice ÷ TTM EPS | 37.26x | 47.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 38.15x | 42.32x |
| PEG RatioP/E ÷ EPS growth rate | 1.45x | 3.67x |
| EV / EBITDAEnterprise value multiple | 17.52x | 20.61x |
| Price / SalesMarket cap ÷ Revenue | 8.22x | 3.71x |
| Price / BookPrice ÷ Book value/share | 3.87x | 4.67x |
| Price / FCFMarket cap ÷ FCF | 23.00x | 438.47x |
Profitability & Efficiency
DSGX leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
DSGX delivers a 10.7% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $10 for SAIA. DSGX carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to SAIA's 0.16x. On the Piotroski fundamental quality scale (0–9), DSGX scores 7/9 vs SAIA's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +10.7% | +10.0% |
| ROA (TTM)Return on assets | +9.2% | +7.3% |
| ROICReturn on invested capital | +14.9% | +9.4% |
| ROCEReturn on capital employed | +15.6% | +11.5% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.01x | 0.16x |
| Net DebtTotal debt minus cash | -$346M | $398M |
| Cash & Equiv.Liquid assets | $354M | $20M |
| Total DebtShort + long-term debt | $8M | $418M |
| Interest CoverageEBIT ÷ Interest expense | 229.22x | 23.88x |
Total Returns (Dividends Reinvested)
SAIA leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SAIA five years ago would be worth $18,991 today (with dividends reinvested), compared to $11,610 for DSGX. Over the past 12 months, SAIA leads with a +76.6% total return vs DSGX's -33.9%. The 3-year compound annual growth rate (CAGR) favors SAIA at 16.0% vs DSGX's -2.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -16.4% | +33.3% |
| 1-Year ReturnPast 12 months | -33.9% | +76.6% |
| 3-Year ReturnCumulative with dividends | -8.0% | +56.2% |
| 5-Year ReturnCumulative with dividends | +16.1% | +89.9% |
| 10-Year ReturnCumulative with dividends | +285.3% | +1557.1% |
| CAGR (3Y)Annualised 3-year return | -2.7% | +16.0% |
Risk & Volatility
Evenly matched — DSGX and SAIA each lead in 1 of 2 comparable metrics.
Risk & Volatility
DSGX is the less volatile stock with a 0.71 beta — it tends to amplify market swings less than SAIA's 1.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SAIA currently trades 98.1% from its 52-week high vs DSGX's 60.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.71x | 1.90x |
| 52-Week HighHighest price in past year | $117.35 | $457.99 |
| 52-Week LowLowest price in past year | $62.56 | $248.37 |
| % of 52W HighCurrent price vs 52-week peak | +60.6% | +98.1% |
| RSI (14)Momentum oscillator 0–100 | 52.0 | 53.6 |
| Avg Volume (50D)Average daily shares traded | 601K | 533K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates DSGX as "Buy" and SAIA as "Buy". Consensus price targets imply 45.4% upside for DSGX (target: $104) vs -5.9% for SAIA (target: $423).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $103.50 | $422.67 |
| # AnalystsCovering analysts | 14 | 32 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.1% |
DSGX leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). SAIA leads in 1 (Total Returns). 1 tied.
DSGX vs SAIA: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is DSGX or SAIA a better buy right now?
For growth investors, The Descartes Systems Group Inc.
(DSGX) is the stronger pick with 14. 4% revenue growth year-over-year, versus 0. 8% for Saia, Inc. (SAIA). The Descartes Systems Group Inc. (DSGX) offers the better valuation at 37. 3x trailing P/E (38. 2x forward), making it the more compelling value choice. Analysts rate The Descartes Systems Group Inc. (DSGX) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — DSGX or SAIA?
On trailing P/E, The Descartes Systems Group Inc.
(DSGX) is the cheapest at 37. 3x versus Saia, Inc. at 47. 2x. On forward P/E, The Descartes Systems Group Inc. is actually cheaper at 38. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The Descartes Systems Group Inc. wins at 1. 49x versus Saia, Inc. 's 3. 29x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — DSGX or SAIA?
Over the past 5 years, Saia, Inc.
(SAIA) delivered a total return of +89. 9%, compared to +16. 1% for The Descartes Systems Group Inc. (DSGX). Over 10 years, the gap is even starker: SAIA returned +1557% versus DSGX's +285. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DSGX or SAIA?
By beta (market sensitivity over 5 years), The Descartes Systems Group Inc.
(DSGX) is the lower-risk stock at 0. 71β versus Saia, Inc. 's 1. 90β — meaning SAIA is approximately 168% more volatile than DSGX relative to the S&P 500. On balance sheet safety, The Descartes Systems Group Inc. (DSGX) carries a lower debt/equity ratio of 1% versus 16% for Saia, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — DSGX or SAIA?
By revenue growth (latest reported year), The Descartes Systems Group Inc.
(DSGX) is pulling ahead at 14. 4% versus 0. 8% for Saia, Inc. (SAIA). On earnings-per-share growth, the picture is similar: The Descartes Systems Group Inc. grew EPS 16. 5% year-over-year, compared to -29. 6% for Saia, Inc.. Over a 3-year CAGR, DSGX leads at 15. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — DSGX or SAIA?
The Descartes Systems Group Inc.
(DSGX) is the more profitable company, earning 22. 5% net margin versus 7. 9% for Saia, Inc. — meaning it keeps 22. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DSGX leads at 32. 3% versus 10. 9% for SAIA. At the gross margin level — before operating expenses — DSGX leads at 65. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is DSGX or SAIA more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, The Descartes Systems Group Inc. (DSGX) is the more undervalued stock at a PEG of 1. 49x versus Saia, Inc. 's 3. 29x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, The Descartes Systems Group Inc. (DSGX) trades at 38. 2x forward P/E versus 42. 3x for Saia, Inc. — 4. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DSGX: 45. 4% to $103. 50.
08Which pays a better dividend — DSGX or SAIA?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is DSGX or SAIA better for a retirement portfolio?
For long-horizon retirement investors, The Descartes Systems Group Inc.
(DSGX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 71), +285. 3% 10Y return). Saia, Inc. (SAIA) carries a higher beta of 1. 90 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DSGX: +285. 3%, SAIA: +1557%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between DSGX and SAIA?
These companies operate in different sectors (DSGX (Technology) and SAIA (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.