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Side-by-side financial comparison of DESCARTES SYSTEMS GROUP INC (DSGX) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.
DESCARTES SYSTEMS GROUP INC is the larger business by last-quarter revenue ($179.8M vs $158.6M, roughly 1.1× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 21.1%, a 50.0% gap on every dollar of revenue. Stoke Therapeutics, Inc. produced more free cash flow last quarter ($131.7M vs $62.1M).
The Descartes Systems Group Inc. is a Canadian multinational technology company specializing in logistics software, supply chain management software, and cloud-based services for logistics businesses.
Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.
DSGX vs STOK — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $158.6M |
| Net Profit | $38.0M | $112.9M |
| Gross Margin | 76.9% | — |
| Operating Margin | 26.8% | 70.2% |
| Net Margin | 21.1% | 71.2% |
| Revenue YoY | — | 3661.1% |
| Net Profit YoY | — | 528.0% |
| EPS (diluted) | $0.43 | $1.90 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q3 25 | $179.8M | — | ||
| Q1 25 | — | $158.6M | ||
| Q4 24 | — | $22.6M | ||
| Q3 24 | $163.4M | — | ||
| Q3 23 | $143.4M | — | ||
| Q2 23 | — | $-2.5M | ||
| Q3 22 | $123.0M | — |
| Q3 25 | $38.0M | — | ||
| Q1 25 | — | $112.9M | ||
| Q4 24 | — | $-10.5M | ||
| Q3 24 | $34.7M | — | ||
| Q3 23 | $28.1M | — | ||
| Q2 23 | — | $-30.7M | ||
| Q3 22 | $22.9M | — |
| Q3 25 | 76.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 75.2% | — | ||
| Q3 23 | 75.6% | — | ||
| Q2 23 | — | — | ||
| Q3 22 | 76.5% | — |
| Q3 25 | 26.8% | — | ||
| Q1 25 | — | 70.2% | ||
| Q4 24 | — | -60.4% | ||
| Q3 24 | 28.1% | — | ||
| Q3 23 | 25.7% | — | ||
| Q2 23 | — | 1340.7% | ||
| Q3 22 | 25.6% | — |
| Q3 25 | 21.1% | — | ||
| Q1 25 | — | 71.2% | ||
| Q4 24 | — | -46.4% | ||
| Q3 24 | 21.2% | — | ||
| Q3 23 | 19.6% | — | ||
| Q2 23 | — | 1235.6% | ||
| Q3 22 | 18.6% | — |
| Q3 25 | $0.43 | — | ||
| Q1 25 | — | $1.90 | ||
| Q4 24 | — | $-0.15 | ||
| Q3 24 | $0.40 | — | ||
| Q3 23 | $0.32 | — | ||
| Q2 23 | — | $-0.69 | ||
| Q3 22 | $0.27 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $240.6M | $274.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $350.1M |
| Total Assets | $1.8B | $406.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 25 | $240.6M | — | ||
| Q1 25 | — | $274.8M | ||
| Q4 24 | — | $128.0M | ||
| Q3 24 | $252.7M | — | ||
| Q3 23 | $227.4M | — | ||
| Q2 23 | — | $192.1M | ||
| Q3 22 | $189.0M | — |
| Q3 25 | $1.5B | — | ||
| Q1 25 | — | $350.1M | ||
| Q4 24 | — | $229.0M | ||
| Q3 24 | $1.3B | — | ||
| Q3 23 | $1.2B | — | ||
| Q2 23 | — | $190.2M | ||
| Q3 22 | $1.0B | — |
| Q3 25 | $1.8B | — | ||
| Q1 25 | — | $406.9M | ||
| Q4 24 | — | $271.6M | ||
| Q3 24 | $1.6B | — | ||
| Q3 23 | $1.4B | — | ||
| Q2 23 | — | $256.9M | ||
| Q3 22 | $1.2B | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $63.3M | $131.8M |
| Free Cash FlowOCF − Capex | $62.1M | $131.7M |
| FCF MarginFCF / Revenue | 34.5% | 83.0% |
| Capex IntensityCapex / Revenue | 0.7% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.67× | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | $189.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 25 | $63.3M | — | ||
| Q1 25 | — | $131.8M | ||
| Q4 24 | — | $-23.2M | ||
| Q3 24 | $34.7M | — | ||
| Q3 23 | $52.0M | — | ||
| Q2 23 | — | $-21.8M | ||
| Q3 22 | $46.4M | — |
| Q3 25 | $62.1M | — | ||
| Q1 25 | — | $131.7M | ||
| Q4 24 | — | $-23.2M | ||
| Q3 24 | $33.1M | — | ||
| Q3 23 | $49.8M | — | ||
| Q2 23 | — | $-22.6M | ||
| Q3 22 | $44.6M | — |
| Q3 25 | 34.5% | — | ||
| Q1 25 | — | 83.0% | ||
| Q4 24 | — | -102.7% | ||
| Q3 24 | 20.2% | — | ||
| Q3 23 | 34.8% | — | ||
| Q2 23 | — | 912.5% | ||
| Q3 22 | 36.3% | — |
| Q3 25 | 0.7% | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 1.0% | — | ||
| Q3 23 | 1.5% | — | ||
| Q2 23 | — | -33.8% | ||
| Q3 22 | 1.5% | — |
| Q3 25 | 1.67× | — | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.00× | — | ||
| Q3 23 | 1.85× | — | ||
| Q2 23 | — | — | ||
| Q3 22 | 2.03× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
