DSGX vs. ERIE
DSGX (The Descartes Systems Group Inc.) and ERIE (Erie Indemnity Company) are both stocks. DSGX operates in Software - Application (Technology), while ERIE operates in Insurance Brokers (Financial Services). Over the past 10 years, DSGX returned 14.13%/yr vs 11.70%/yr for ERIE. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
DSGX vs. ERIE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with DSGX having a -14.26% return and ERIE slightly higher at -14.14%. Over the past 10 years, DSGX has outperformed ERIE with an annualized return of 14.13%, while ERIE has yielded a comparatively lower 11.70% annualized return.
DSGX
- 1D
- 0.82%
- 1M
- 3.25%
- 6M
- 0.54%
- YTD
- -14.26%
- 1Y
- -28.05%
- 3Y*
- -1.00%
- 5Y*
- 0.68%
- 10Y*
- 14.13%
- ALL TIME*
- 8.48%
ERIE
- 1D
- 3.58%
- 1M
- -6.10%
- 6M
- -13.49%
- YTD
- -14.14%
- 1Y
- -29.53%
- 3Y*
- 4.86%
- 5Y*
- 7.51%
- 10Y*
- 11.70%
- ALL TIME*
- 8.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $39.62M | $38.05M | $38.70M | |
| $68.13M | $70.58M | $55.32M |
DSGX vs. ERIE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSGX The Descartes Systems Group Inc. | -14.26% | -22.83% | 35.14% | 20.69% | -15.76% | 41.38% | 36.89% | 61.45% | -6.83% | 32.71% |
ERIE Erie Indemnity Company | -14.14% | -29.40% | 24.67% | 37.35% | 32.03% | -19.98% | 52.39% | 27.08% | 12.54% | 11.23% |
Correlation
The correlation between DSGX and ERIE is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 27, 1999 | 0.15 |
The correlation between DSGX and ERIE shifts across timeframes, from 0.15 (all time) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DSGX:
$6.44B
ERIE:
$11.18B
DSGX:
$2.02
ERIE:
$14.60
DSGX:
37.21
ERIE:
16.58
DSGX:
2.11
ERIE:
0.86
DSGX:
8.69
ERIE:
2.32
DSGX:
$757.13M
ERIE:
$4.12B
DSGX:
$526.49M
ERIE:
$329.90M
DSGX:
$324.67M
ERIE:
$767.11M
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Return for Risk
DSGX vs. ERIE — Risk / Return Rank
DSGX
ERIE
DSGX vs. ERIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Descartes Systems Group Inc. (DSGX) and Erie Indemnity Company (ERIE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DSGX | ERIE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 0.87 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.70 | -0.71 | +0.02 |
| Martin ratioReturn relative to average drawdown | -1.08 | -1.14 | +0.06 |
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Drawdowns
DSGX vs. ERIE - Drawdown Comparison
The maximum DSGX drawdown since its inception was -98.95%, which is greater than ERIE's maximum drawdown of -78.28%. Use the drawdown chart below to compare losses from any high point for DSGX and ERIE.
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Drawdown Indicators
| DSGX | ERIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.95% | -78.28% | -20.67% |
Max Drawdown (1Y)Largest decline over 1 year | -41.72% | -42.97% | +1.25% |
Max Drawdown (3Y)Largest decline over 3 years | -48.72% | -60.87% | +12.15% |
Max Drawdown (5Y)Largest decline over 5 years | -48.72% | -60.87% | +12.15% |
Max Drawdown (10Y)Largest decline over 10 years | -48.72% | -60.87% | +12.15% |
Current DrawdownCurrent decline from peak | -38.64% | -54.03% | +15.39% |
Average DrawdownAverage peak-to-trough decline | -69.09% | -33.66% | -35.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.83% | 26.98% | -0.15% |
Volatility
DSGX vs. ERIE - Volatility Comparison
The current volatility for The Descartes Systems Group Inc. (DSGX) is 14.48%, while Erie Indemnity Company (ERIE) has a volatility of 20.33%. This indicates that DSGX experiences smaller price fluctuations and is considered to be less risky than ERIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSGX | ERIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.48% | 20.33% | -5.85% |
Volatility (6M)Calculated over the trailing 6-month period | 31.71% | 31.06% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.10% | 36.71% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.27% | 30.85% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.84% | 29.95% | -0.11% |
Dividends
DSGX vs. ERIE - Dividend Comparison
DSGX has not paid dividends to shareholders, while ERIE's dividend yield for the trailing twelve months is around 2.38%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSGX The Descartes Systems Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ERIE Erie Indemnity Company | 2.38% | 1.90% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% |
Financials
DSGX vs. ERIE - Financials Comparison
This section allows you to compare key financial metrics between The Descartes Systems Group Inc. and Erie Indemnity Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DSGX vs. ERIE - Profitability Comparison
DSGX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Descartes Systems Group Inc. reported a gross profit of 134.03M and revenue of 195.25M. Therefore, the gross margin over that period was 68.6%.
ERIE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Erie Indemnity Company reported a gross profit of -146.90M and revenue of 1.09B. Therefore, the gross margin over that period was -13.5%.
DSGX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Descartes Systems Group Inc. reported an operating income of 65.05M and revenue of 195.25M, resulting in an operating margin of 33.3%.
ERIE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Erie Indemnity Company reported an operating income of 204.89M and revenue of 1.09B, resulting in an operating margin of 18.8%.
DSGX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Descartes Systems Group Inc. reported a net income of 48.88M and revenue of 195.25M, resulting in a net margin of 25.0%.
ERIE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Erie Indemnity Company reported a net income of 180.29M and revenue of 1.09B, resulting in a net margin of 16.6%.
Frequently Asked Questions
DSGX and ERIE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ERIE has higher volatility (20.33%) compared to DSGX (14.48%). In terms of maximum drawdown, DSGX dropped -98.95% vs ERIE's -78.28%.
DSGX currently has the higher Sharpe Ratio (-0.72 vs -0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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