COMP <GO>
DSGX vs DBX // DIVIDEND YIELD & FCF PAYOUT SAFETY
Descartes Systems Group Inc. (NASDAQ) VS. Dropbox Inc. (NASDAQ) • 15-METRIC TALLY: DSGX 7
— DBX 6
■ METRIC PARITY
LAST: $91.40 (+0.86%) • MKT CAP: $7.82B
dividend-safety
0.00%
LAST: $35.64 (-1.68%) • MKT CAP: $8.04B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DSGX VS. DBX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DSGX | DBX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.10% | 80.10% | -3.00 | DBX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.00% | 83.10% | -71.10 | DBX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.5x | 13.1x | +22.40 | DBX | /valuation <GO> |
| Free Cash Flow Yield | 3.31% | 11.36% | -8.05 | DBX | /fcf-yield <GO> |
| Operating Margin | 28.80% | 27.30% | +1.50 | DSGX | /operating-margins <GO> |
| Net Profit Margin | 22.50% | 20.20% | +2.30 | DSGX | /net-margins <GO> |
| Revenue Growth (YoY) | 16.50% | -1.10% | +17.60 | DSGX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 18.37 | 0.57 | +17.80 | DSGX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | DSGX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.4 | 48.1 | +12.30 | DSGX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.34 | 1.18 | +0.16 | DSGX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 40.4x | 15.0x | +25.40 | DBX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.82B | $8.04B | -$225.1M | DBX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DSGX REV | DBX REV | DSGX GROSS % | DBX GROSS % | DSGX FCF | DBX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $729.0M | $2.52B | 77.1% | 80.1% | $260.5M | $930.8M |
| FY 2024 | $651.0M | $2.55B | 75.6% | 82.5% | $212.5M | $871.6M |
| FY 2023 | $400.0M | $2.50B | — | — | $207.7M | $671.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DSGX // BETA 1.34
DBX // BETA 1.18