Narrative Update • Jul 10
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- 7D-2.6%
- 3M-19.3%
- 1Y-42.1%
- YTDn/a
Over the last 7 days, the Systems Software industry has dropped 11%, driven by archTIS declining 7.9%. Meanwhile, Excite Technology Services actually outperformed within the industry, gaining 14% in the last week. The industry has fallen 44% in the last year. Looking forward, earnings are forecast to grow by 57% annually.
Industry Valuation and Performance
Has the Australian Systems Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | AU$1.9b | AU$441.1m | -AU$306,000,758.63 | n/a | -6.3x | 4.4x |
| Mon, 08 Jun 2026 | AU$488.5m | AU$164.0m | -AU$74,790,658.61 | n/a | -6.5x | 3x |
| Wed, 06 May 2026 | AU$493.0m | AU$164.0m | -AU$74,760,758.20 | n/a | -6.6x | 3x |
| Fri, 03 Apr 2026 | AU$521.5m | AU$164.1m | -AU$74,771,463.48 | n/a | -7x | 3.2x |
| Sun, 01 Mar 2026 | AU$540.0m | AU$163.1m | -AU$65,638,478.65 | n/a | -8.2x | 3.3x |
| Tue, 27 Jan 2026 | AU$639.2m | AU$149.7m | -AU$54,038,747.51 | n/a | -11.8x | 4.3x |
| Thu, 25 Dec 2025 | AU$928.8m | AU$149.8m | -AU$54,107,649.52 | n/a | -17.2x | 6.2x |
| Sat, 22 Nov 2025 | AU$871.4m | AU$162.2m | -AU$58,638,596.10 | n/a | -14.9x | 5.4x |
| Mon, 20 Oct 2025 | AU$1.3b | AU$162.2m | -AU$58,613,513.35 | n/a | -21.5x | 7.8x |
| Wed, 17 Sep 2025 | AU$955.2m | AU$161.9m | -AU$58,960,305.19 | n/a | -16.2x | 5.9x |
| Fri, 15 Aug 2025 | AU$1.0b | AU$164.2m | -AU$40,105,021.22 | n/a | -26.2x | 6.4x |
| Sun, 13 Jul 2025 | AU$677.2m | AU$155.0m | -AU$52,365,390.98 | n/a | -12.9x | 4.4x |
| Tue, 10 Jun 2025 | AU$654.0m | AU$155.0m | -AU$52,389,073.36 | n/a | -12.5x | 4.2x |
| Thu, 08 May 2025 | AU$628.7m | AU$149.0m | -AU$51,537,170.59 | n/a | -12.2x | 4.2x |
| Sat, 05 Apr 2025 | AU$562.9m | AU$149.2m | -AU$51,687,989.96 | n/a | -10.9x | 3.8x |
| Mon, 03 Mar 2025 | AU$722.3m | AU$142.3m | -AU$72,946,924.18 | n/a | -9.9x | 5.1x |
| Wed, 29 Jan 2025 | AU$664.5m | AU$145.0m | -AU$73,999,229.23 | n/a | -9x | 4.6x |
| Fri, 27 Dec 2024 | AU$710.0m | AU$145.0m | -AU$74,007,915.92 | n/a | -9.6x | 4.9x |
| Sun, 24 Nov 2024 | AU$640.6m | AU$146.6m | -AU$72,553,508.94 | n/a | -8.8x | 4.4x |
| Tue, 22 Oct 2024 | AU$681.7m | AU$146.5m | -AU$72,442,424.57 | n/a | -9.4x | 4.7x |
| Thu, 19 Sep 2024 | AU$550.6m | AU$159.0m | -AU$77,481,053.96 | n/a | -7.1x | 3.5x |
| Sat, 17 Aug 2024 | AU$532.5m | AU$148.0m | -AU$99,085,658.00 | n/a | -5.4x | 3.6x |
| Mon, 15 Jul 2024 | AU$592.0m | AU$149.7m | -AU$96,404,918.00 | n/a | -6.1x | 4x |
| Wed, 12 Jun 2024 | AU$650.9m | AU$149.7m | -AU$96,054,918.00 | n/a | -6.8x | 4.3x |
| Fri, 10 May 2024 | AU$650.0m | AU$150.9m | -AU$95,997,677.00 | n/a | -6.8x | 4.3x |
| Sun, 07 Apr 2024 | AU$494.0m | AU$150.9m | -AU$95,997,677.00 | n/a | -5.1x | 3.3x |
| Tue, 05 Mar 2024 | AU$411.2m | AU$154.4m | -AU$101,599,241.13 | n/a | -4x | 2.7x |
| Thu, 01 Feb 2024 | AU$607.4m | AU$266.3m | -AU$121,172,213.00 | n/a | -5x | 2.3x |
| Sat, 30 Dec 2023 | AU$660.2m | AU$266.2m | -AU$121,063,443.00 | n/a | -5.5x | 2.5x |
| Mon, 27 Nov 2023 | AU$603.6m | AU$263.9m | -AU$122,872,630.00 | n/a | -4.9x | 2.3x |
| Wed, 25 Oct 2023 | AU$560.3m | AU$264.1m | -AU$122,995,328.00 | n/a | -4.6x | 2.1x |
| Fri, 22 Sep 2023 | AU$576.6m | AU$263.4m | -AU$122,967,030.00 | n/a | -4.7x | 2.2x |
| Sun, 20 Aug 2023 | AU$600.1m | AU$255.4m | -AU$128,446,609.00 | n/a | -4.7x | 2.3x |
| Tue, 18 Jul 2023 | AU$572.1m | AU$255.1m | -AU$128,302,523.00 | n/a | -4.5x | 2.2x |
Price to Earnings Ratio
-4.5x
Current Industry PE
- Investors are optimistic on the Australian Systems Software industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 4.0x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
- The earnings for companies in the Systems Software industry have deteriorated over the last three years.
- Meanwhile revenues for these companies have grown 20% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has caused losses to expand.
Industry Comparison
How does Australian Systems Software compare with similar industries?
| AU Market | -0.42% | |
| Tech | 0.91% | |
| Software | 0.57% | |
| Systems Software | -2.55% | |
| Application Software | 0.60% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EXT Excite Technology Services | AU$0.008 | 14.3% +AU$2.2m | -20.0% | PS0.8x | |
| QOR Qoria | AU$0.23 | -2.1% AU$566.9k | -43.4% | PS2.5x |