Narrative Update • Jul 14
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- 7D1.6%
- 3M-6.1%
- 1Y-43.1%
- YTDn/a
In the last week, the Application Software industry is up 1.6%, with SAP up 1.7%. In the same time, Northern Data was down 27%. In the past year, the industry is down 43%. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the German Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | €174.4b | €42.0b | €7.7b | 17.4x | 22.5x | 4.2x |
| Tue, 23 Jun 2026 | €165.7b | €41.2b | €7.3b | 16.9x | 22.7x | 4x |
| Thu, 21 May 2026 | €191.4b | €41.1b | €7.3b | 18.2x | 26.3x | 4.7x |
| Sat, 18 Apr 2026 | €195.0b | €40.5b | €7.1b | 19.7x | 27.5x | 4.8x |
| Mon, 16 Mar 2026 | €208.2b | €40.7b | €7.4b | 20.2x | 28.1x | 5.1x |
| Wed, 11 Feb 2026 | €222.5b | €40.6b | €7.6b | 24.5x | 29.4x | 5.5x |
| Fri, 09 Jan 2026 | €258.0b | €40.3b | €7.3b | 25.2x | 35.3x | 6.4x |
| Sun, 07 Dec 2025 | €266.9b | €40.3b | €7.3b | 24.3x | 36.5x | 6.6x |
| Tue, 04 Nov 2025 | €285.8b | €40.3b | €7.3b | 30.7x | 39.2x | 7.1x |
| Thu, 02 Oct 2025 | €284.3b | €38.9b | €6.7b | 34x | 42.7x | 7.3x |
| Sat, 30 Aug 2025 | €290.0b | €38.9b | €6.7b | 35.5x | 43.6x | 7.4x |
| Mon, 28 Jul 2025 | €306.8b | €38.9b | €6.7b | 30x | 46.1x | 7.9x |
| Wed, 25 Jun 2025 | €318.8b | €38.3b | €5.9b | 31.2x | 54.4x | 8.3x |
| Fri, 23 May 2025 | €329.9b | €38.4b | €5.8b | 37.8x | 56.6x | 8.6x |
| Sun, 20 Apr 2025 | €284.9b | €38.2b | €3.3b | 28.3x | 86.5x | 7.5x |
| Tue, 18 Mar 2025 | €310.0b | €38.0b | €3.3b | 25.6x | 94.8x | 8.1x |
| Thu, 13 Feb 2025 | €348.7b | €38.0b | €3.3b | 23.1x | 105.5x | 9.2x |
| Sat, 11 Jan 2025 | €307.0b | €36.9b | €2.9b | 28.5x | 105.2x | 8.3x |
| Mon, 09 Dec 2024 | €303.0b | €36.9b | €2.9b | 28.1x | 103.8x | 8.2x |
| Wed, 06 Nov 2024 | €271.1b | €36.9b | €2.9b | 28.9x | 92.8x | 7.3x |
| Fri, 04 Oct 2024 | €252.8b | €36.2b | €2.7b | 31.2x | 92.6x | 7x |
| Sun, 01 Sep 2024 | €250.2b | €36.2b | €2.7b | 30x | 91.1x | 6.9x |
| Tue, 30 Jul 2024 | €241.0b | €35.5b | €2.6b | 30.2x | 93.7x | 6.8x |
| Thu, 27 Jun 2024 | €231.6b | €35.1b | €2.6b | 24.5x | 90.7x | 6.6x |
| Sat, 25 May 2024 | €225.2b | €35.1b | €2.6b | 21.9x | 88.1x | 6.4x |
| Mon, 22 Apr 2024 | €209.4b | €35.1b | €3.9b | 23x | 54.1x | 6x |
| Wed, 20 Mar 2024 | €219.6b | €34.9b | €4.1b | 19.8x | 53.3x | 6.3x |
| Fri, 16 Feb 2024 | €209.7b | €34.9b | €4.1b | 21.1x | 51.4x | 6x |
| Sun, 14 Jan 2024 | €186.6b | €36.0b | €2.3b | 22.2x | 80.8x | 5.2x |
| Tue, 12 Dec 2023 | €189.4b | €36.0b | €2.3b | 22x | 82.6x | 5.3x |
| Thu, 09 Nov 2023 | €172.3b | €36.0b | €2.3b | 23.7x | 75x | 4.8x |
| Sat, 07 Oct 2023 | €159.4b | €35.7b | €1.9b | 27.6x | 84.6x | 4.5x |
| Mon, 04 Sep 2023 | €165.7b | €35.7b | €1.9b | 29x | 87.7x | 4.6x |
| Wed, 02 Aug 2023 | €161.6b | €35.6b | €1.9b | 32.2x | 86.7x | 4.5x |
Price to Earnings Ratio
86.7x
Current Industry PE
- Investors are pessimistic on the German Application Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 22.5x which is lower than its 3-year average PE of 65.1x.
- The 3-year average PS ratio of 6.4x is higher than the industry's current PS ratio of 4.1x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have grown 61% per year over the last three years.
- Revenues for these companies have grown 5.7% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does German Application Software compare with similar industries?
| DE Market | 0.48% | |
| Tech | 1.36% | |
| Software | 1.65% | |
| Application Software | 1.63% | |
| Systems Software | 3.93% | |
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 | |
|---|---|---|---|---|---|
| SAP SAP | €140.20 | 1.7% +€789.1m | -42.8% | PE20.8x | |
| NEM Nemetschek | €57.15 | 2.5% +€161.7m | -54.9% | PE28.4x | |
| AOF ATOSS Software | €76.10 | 8.7% +€97.0m | -37.4% | PE23.6x | |
| MUM Mensch und Maschine Software | €35.20 | 1.9% +€10.7m | -30.7% | PE17.9x | |
| N4G0 NAGA Group | €3.29 | 15.0% +€10.0m | -50.2% | PS1.2x |