DSGX vs. AZPN

Last updated Jun 4, 2026

DSGX (The Descartes Systems Group Inc.) and AZPN (Aspen Technology, Inc.) are both stocks. Both operate in the Software - Application industry within the Technology sector. At a 0.24 correlation, their price movements are largely independent.

Performance

DSGX vs. AZPN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Descartes Systems Group Inc. (DSGX) and Aspen Technology, Inc. (AZPN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DSGX

• 1D: -4.51%
• 1M: 0.53%
• YTD: -15.46%
• 6M: -10.67%
• 1Y: -35.61%
• 3Y*: -1.26%
• 5Y*: 3.05%
• 10Y*: 13.54%

AZPN

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DSGX vs. AZPN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DSGX The Descartes Systems Group Inc.	-15.46%	-22.83%	35.14%	20.69%	-15.76%	41.38%	36.89%	61.45%	-6.83%	32.71%
AZPN Aspen Technology, Inc.	0.00%	5.89%	13.39%	7.18%	34.95%	16.85%	7.71%	47.15%	24.14%	21.07%

Correlation

The correlation between DSGX and AZPN is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.18
Correlation (5Y) Calculated over the trailing 5-year period	0.25
Correlation (10Y) Calculated over the trailing 10-year period	0.34
Correlation (All Time) Calculated using the full available price history since Jan 28, 1999	0.24

The correlation between DSGX and AZPN shifts across timeframes, from 0.18 (3 years) to 0.34 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM) DSGX : $730.62M AZPN : $1.14B
Gross Profit (TTM) DSGX : $521.45M AZPN : $626.06M
EBITDA (TTM) DSGX : $309.43M AZPN : $332.95M

Return for Risk

DSGX vs. AZPN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DSGX

DSGX Risk / Return Rank: 9
DSGX Sharpe Ratio Rank: 6
DSGX Sortino Ratio Rank: 7
DSGX Omega Ratio Rank: 8
DSGX Calmar Ratio Rank: 11
DSGX Martin Ratio Rank: 11

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSGX vs. AZPN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Descartes Systems Group Inc. (DSGX) and Aspen Technology, Inc. (AZPN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	DSGX	AZPN	Difference
Sharpe ratio: Return per unit of total volatility	-0.92	—	—
Sortino ratio: Return per unit of downside risk	-1.31	—	—
Omega ratio: Gain probability vs. loss probability	0.84	—	—
Calmar ratio: Return relative to maximum drawdown	-0.78	—	—
Martin ratio: Return relative to average drawdown	-1.29	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	DSGX	AZPN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.92	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.10	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.15	—	—

Drawdowns

Drawdown Indicators

	DSGX	AZPN	Difference
Max Drawdown Largest peak-to-trough decline	-98.95%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-45.66%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-48.72%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-48.72%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-48.72%	—	—
Current Drawdown Current decline from peak	-39.50%	—	—
Average Drawdown Average peak-to-trough decline	-69.26%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	27.72%	—	—

Volatility

Volatility by Period

	DSGX	AZPN	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.36%	—	—
Volatility (6M) Calculated over the trailing 6-month period	31.33%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	38.72%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.45%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.50%	—	—

Dividends

DSGX vs. AZPN - Dividend Comparison

Neither DSGX nor AZPN has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both DSGX and AZPN in my portfolio?

DSGX and AZPN have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.