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Descartes acquires Irish customs software firm ASD

EditorEmilio Ghigini
Published 22/04/2024, 12:18
DSGX
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WATERLOO, Ontario - Descartes (NASDAQ:DSGX) Systems Group (TSX:DSG) (Nasdaq:DSGX), a global leader in logistics and supply chain management software, has announced the acquisition of Aerospace Software Developments (ASD), an Ireland-based provider of customs and regulatory compliance solutions. The transaction, valued at approximately €57 million ($US 61 million), was finalized with €54 million paid from Descartes' cash reserves.

ASD, known for its Thyme-IT brand, specializes in customs declaration software for logistics service providers and shippers, ensuring compliance with Irish import and export regulations. Additionally, ASD offers RFID solutions to track assets, aiding airlines and ground handlers in meeting various airline regulations more efficiently.

Ken Wood, EVP Product Management at Descartes, emphasized that the acquisition complements Descartes' existing product suite, adding deep expertise in Irish customs and a modern multi-country customs technology platform. He also noted potential synergies in combining ASD's RFID solutions with Descartes' CORE BLE real-time tracking platform.

Edward J. Ryan, Descartes' CEO, expressed enthusiasm for the shared vision between the companies to serve the global logistics community, including shippers, carriers, and logistics service providers. He welcomed the addition of ASD's employees, customers, and partners to the Descartes family.

The acquisition is expected to enhance Descartes' Global Logistics Network (LON:NETW), which facilitates connection and collaboration among shippers, carriers, and logistics service providers throughout the shipment lifecycle. Descartes, headquartered in Waterloo, Ontario, provides a range of on-demand, software-as-a-service solutions to improve the productivity, security, and sustainability of logistics-intensive businesses.

The final arrangements for the acquisition are slated for Descartes' fiscal 2025 fourth quarter. This strategic move is in line with Descartes' ongoing efforts to expand its service offerings and strengthen its position in the global logistics software market.

This report is based on a press release statement and contains forward-looking statements regarding the anticipated benefits of the acquisition and the potential integration of ASD's offerings into Descartes' solutions. These statements are subject to risks and uncertainties that could affect the actual results.

InvestingPro Insights

Descartes Systems Group (Nasdaq:DSGX) continues to demonstrate financial robustness following the acquisition of Aerospace Software Developments. With a solid market capitalization of $7.7 billion, the company holds a strong position in the logistics software market. An InvestingPro Tip highlights Descartes' impressive gross profit margins, which stand at a remarkable 75.86% for the last twelve months as of Q4 2024, underscoring the company's efficiency in generating earnings relative to its revenue.

Investors interested in Descartes' valuation metrics will note the company's high Price/Earnings (P/E) ratio of 66.2, suggesting a premium market valuation, which is further substantiated by an adjusted P/E ratio of 57.86 for the same period. This is complemented by a Price/Book ratio of 6.21, indicating that the market assigns a high value to the company's net assets. Another InvestingPro Tip points out that Descartes is trading at a high revenue valuation multiple, with a revenue growth of 17.88% for the last twelve months as of Q4 2024, reflecting the company's strong sales performance and potential for future expansion.

For those considering an investment in Descartes Systems Group, additional InvestingPro Tips are available, including insights on the company's cash flow, debt management, and stock volatility. There are 18 more tips listed on InvestingPro, which can be accessed by visiting: https://www.investing.com/pro/DSGX. To further enrich your investment strategy, use the coupon code PRONEWS24 to receive an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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