Software - Infrastructure
Build Your Comparison
Side-by-side financial analysisStock Comparison
XBP vs DSGX
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
XBP vs DSGX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Software - Application |
| Market Cap | $23M | $6.27B |
| Revenue (TTM) | $653M | $757M |
| Net Income (TTM) | $1.10B | $177M |
| Gross Margin | 16.2% | 69.5% |
| Operating Margin | -2.5% | 31.8% |
| Forward P/E | 0.0x | 39.1x |
| Total Debt | $431M | $8M |
| Cash & Equiv. | $37M | $354M |
XBP vs DSGX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 21 | Jun 26 | Return |
|---|---|---|---|
| XBP Global Holdings… (XBP) | 100 | 25.0 | -75.0% |
| The Descartes Syste… (DSGX) | 100 | 124.9 | +24.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: XBP vs DSGX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
XBP carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 454.1%, EPS growth 230.0%, 3Y rev CAGR 63.6%
- 454.1% revenue growth vs DSGX's 14.4%
- Lower P/E (0.0x vs 39.1x)
DSGX is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 0 yrs, beta 0.58
- 266.9% 10Y total return vs XBP's -74.8%
- Lower volatility, beta 0.58, Low D/E 0.5%, current ratio 2.16x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 454.1% revenue growth vs DSGX's 14.4% | |
| Value | Lower P/E (0.0x vs 39.1x) | |
| Quality / Margins | 167.8% margin vs DSGX's 23.4% | |
| Stability / Safety | Beta 0.58 vs XBP's 1.07, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +150.0% vs DSGX's -27.5% | |
| Efficiency (ROA) | 155.0% ROA vs DSGX's 9.6%, ROIC 3.8% vs 14.9% |
XBP vs DSGX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
XBP vs DSGX — 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 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DSGX and XBP operate at a comparable scale, with $757M and $653M in trailing revenue. XBP is the more profitable business, keeping 167.8% of every revenue dollar as net income compared to DSGX's 23.4%. On growth, XBP holds the edge at +4.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $653M | $757M |
| EBITDAEarnings before interest/tax | $29M | $327M |
| Net IncomeAfter-tax profit | $1.1B | $177M |
| Free Cash FlowCash after capex | -$164M | $283M |
| Gross MarginGross profit ÷ Revenue | +16.2% | +69.5% |
| Operating MarginEBIT ÷ Revenue | -2.5% | +31.8% |
| Net MarginNet income ÷ Revenue | +167.8% | +23.4% |
| FCF MarginFCF ÷ Revenue | -25.2% | +37.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.2% | +15.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -15.3% | +36.6% |
Valuation Metrics
XBP leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
At 0.0x trailing earnings, XBP trades at a 100% valuation discount to DSGX's 38.2x P/E. On an enterprise value basis, XBP's 6.9x EV/EBITDA is more attractive than DSGX's 18.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $23M | $6.3B |
| Enterprise ValueMkt cap + debt − cash | $418M | $5.9B |
| Trailing P/EPrice ÷ TTM EPS | 0.03x | 38.20x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 39.12x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.49x |
| EV / EBITDAEnterprise value multiple | 6.89x | 17.97x |
| Price / SalesMarket cap ÷ Revenue | 0.03x | 8.42x |
| Price / BookPrice ÷ Book value/share | 0.33x | 3.97x |
| Price / FCFMarket cap ÷ FCF | — | 23.55x |
Profitability & Efficiency
DSGX leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
XBP delivers a 17.4% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $11 for DSGX. DSGX carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to XBP's 4.94x. On the Piotroski fundamental quality scale (0–9), DSGX scores 7/9 vs XBP's 4/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +17.4% | +11.2% |
| ROA (TTM)Return on assets | +155.0% | +9.6% |
| ROICReturn on invested capital | +3.8% | +14.9% |
| ROCEReturn on capital employed | +4.0% | +15.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 |
| Debt / EquityFinancial leverage | 4.94x | 0.01x |
| Net DebtTotal debt minus cash | $394M | -$346M |
| Cash & Equiv.Liquid assets | $37M | $354M |
| Total DebtShort + long-term debt | $431M | $8M |
| Interest CoverageEBIT ÷ Interest expense | -0.12x | 246.65x |
Total Returns (Dividends Reinvested)
DSGX leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DSGX five years ago would be worth $10,798 today (with dividends reinvested), compared to $2,475 for XBP. Over the past 12 months, XBP leads with a +150.0% total return vs DSGX's -27.5%. The 3-year compound annual growth rate (CAGR) favors DSGX at -0.6% vs XBP's -39.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -65.5% | -14.3% |
| 1-Year ReturnPast 12 months | +150.0% | -27.5% |
| 3-Year ReturnCumulative with dividends | -77.4% | -1.9% |
| 5-Year ReturnCumulative with dividends | -75.3% | +8.0% |
| 10-Year ReturnCumulative with dividends | -74.8% | +266.9% |
| CAGR (3Y)Annualised 3-year return | -39.1% | -0.6% |
Risk & Volatility
DSGX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DSGX is the less volatile stock with a 0.58 beta — it tends to amplify market swings less than XBP's 1.07 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DSGX currently trades 66.9% from its 52-week high vs XBP's 28.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.07x | 0.58x |
| 52-Week HighHighest price in past year | $8.55 | $109.00 |
| 52-Week LowLowest price in past year | $0.41 | $62.56 |
| % of 52W HighCurrent price vs 52-week peak | +28.7% | +66.9% |
| RSI (14)Momentum oscillator 0–100 | 43.1 | 50.8 |
| Avg Volume (50D)Average daily shares traded | 15K | 520K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $98.67 |
| # AnalystsCovering analysts | — | 15 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% |
DSGX leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). XBP leads in 1 (Valuation Metrics).
XBP vs DSGX: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is XBP or DSGX a better buy right now?
For growth investors, XBP Global Holdings, Inc.
(XBP) is the stronger pick with 454. 1% revenue growth year-over-year, versus 14. 4% for The Descartes Systems Group Inc. (DSGX). XBP Global Holdings, Inc. (XBP) offers the better valuation at 0. 0x trailing P/E, making it the more compelling value choice. Analysts rate The Descartes Systems Group Inc. (DSGX) a "Buy" — based on 15 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 — XBP or DSGX?
On trailing P/E, XBP Global Holdings, Inc.
(XBP) is the cheapest at 0. 0x versus The Descartes Systems Group Inc. at 38. 2x.
03Which is the better long-term investment — XBP or DSGX?
Over the past 5 years, The Descartes Systems Group Inc.
(DSGX) delivered a total return of +8. 0%, compared to -75. 3% for XBP Global Holdings, Inc. (XBP). Over 10 years, the gap is even starker: DSGX returned +266. 9% versus XBP's -74. 8%. 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 — XBP or DSGX?
By beta (market sensitivity over 5 years), The Descartes Systems Group Inc.
(DSGX) is the lower-risk stock at 0. 58β versus XBP Global Holdings, Inc. 's 1. 07β — meaning XBP is approximately 83% 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 5% for XBP Global Holdings, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — XBP or DSGX?
By revenue growth (latest reported year), XBP Global Holdings, Inc.
(XBP) is pulling ahead at 454. 1% versus 14. 4% for The Descartes Systems Group Inc. (DSGX). On earnings-per-share growth, the picture is similar: XBP Global Holdings, Inc. grew EPS 230. 0% year-over-year, compared to 16. 5% for The Descartes Systems Group Inc.. Over a 3-year CAGR, XBP leads at 63. 6% 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 — XBP or DSGX?
XBP Global Holdings, Inc.
(XBP) is the more profitable company, earning 139. 5% net margin versus 22. 5% for The Descartes Systems Group Inc. — meaning it keeps 139. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DSGX leads at 32. 3% versus 1. 5% for XBP. 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.
07Which pays a better dividend — XBP or DSGX?
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.
08Is XBP or DSGX 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. 58), +266. 9% 10Y return). Both have compounded well over 10 years (DSGX: +266. 9%, XBP: -74. 8%), 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.
09What are the main differences between XBP and DSGX?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: XBP is a small-cap high-growth stock; DSGX is a small-cap quality compounder stock. 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.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.