New Narrative • Sep 05
Over the last 7 days, the Application Software industry has dropped 3.0%, driven by a pullback from SAP of 4.1%. Overall the industry is down 20% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
Has the German Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 10 Sep 2026 | €224.0b | €42.1b | €7.7b | 16.7x | 29x | 5.3x |
| Sat, 08 Aug 2026 | €218.0b | €41.9b | €7.8b | 16.7x | 28.1x | 5.2x |
| Mon, 06 Jul 2026 | €175.6b | €41.2b | €7.3b | 17.3x | 24x | 4.3x |
| Wed, 03 Jun 2026 | €205.8b | €41.2b | €7.3b | 20.9x | 28.3x | 5x |
| Fri, 01 May 2026 | €182.9b | €41.0b | €7.2b | 19.8x | 25.3x | 4.5x |
| Sun, 29 Mar 2026 | €179.0b | €40.6b | €7.1b | 17.3x | 25.3x | 4.4x |
| Tue, 24 Feb 2026 | €209.0b | €40.6b | €7.6b | 21.9x | 27.6x | 5.1x |
| Thu, 22 Jan 2026 | €237.4b | €40.3b | €7.3b | 24.2x | 32.5x | 5.9x |
| Sat, 20 Dec 2025 | €261.0b | €40.3b | €7.3b | 24.1x | 35.7x | 6.5x |
| Mon, 17 Nov 2025 | €263.7b | €40.3b | €7.3b | 25.5x | 36.1x | 6.5x |
| Wed, 15 Oct 2025 | €289.9b | €38.9b | €6.7b | 32.9x | 43.5x | 7.4x |
| Fri, 12 Sep 2025 | €274.7b | €38.9b | €6.7b | 30.3x | 41.2x | 7.1x |
| Sun, 10 Aug 2025 | €314.2b | €39.0b | €6.7b | 30x | 47.1x | 8.1x |
| Tue, 08 Jul 2025 | €326.1b | €38.1b | €5.9b | 30.4x | 55.7x | 8.6x |
| Thu, 05 Jun 2025 | €338.7b | €38.4b | €5.9b | 39x | 57.9x | 8.8x |
| Sat, 03 May 2025 | €333.7b | €39.3b | €5.9b | 32.4x | 56.3x | 8.5x |
| Mon, 31 Mar 2025 | €309.3b | €38.3b | €3.3b | 25.2x | 93.8x | 8.1x |
| Wed, 26 Feb 2025 | €340.1b | €38.1b | €3.3b | 23.2x | 104x | 8.9x |
| Fri, 24 Jan 2025 | €327.9b | €36.9b | €2.9b | 27.9x | 112.4x | 8.9x |
| Sun, 22 Dec 2024 | €295.2b | €36.9b | €2.9b | 28.3x | 101.1x | 8x |
| Tue, 19 Nov 2024 | €274.6b | €36.9b | €2.9b | 28.4x | 94.1x | 7.4x |
| Thu, 17 Oct 2024 | €265.6b | €36.2b | €2.7b | 30.4x | 97.3x | 7.3x |
| Sat, 14 Sep 2024 | €252.6b | €36.2b | €2.7b | 29.6x | 92.5x | 7x |
| Mon, 12 Aug 2024 | €239.6b | €36.2b | €2.7b | 31.1x | 89.5x | 6.6x |
| Wed, 10 Jul 2024 | €229.9b | €34.7b | €2.8b | 27.3x | 82.9x | 6.6x |
| Fri, 07 Jun 2024 | €222.9b | €35.1b | €2.5b | 24.2x | 87.5x | 6.4x |
| Sun, 05 May 2024 | €215.8b | €35.8b | €2.7b | 22.1x | 80.7x | 6x |
| Tue, 02 Apr 2024 | €228.8b | €35.1b | €3.9b | 20.1x | 59.1x | 6.5x |
| Thu, 29 Feb 2024 | €218.6b | €34.9b | €4.1b | 20.7x | 53.6x | 6.3x |
| Sat, 27 Jan 2024 | €204.9b | €35.1b | €4.0b | 22.2x | 50.7x | 5.8x |
| Mon, 25 Dec 2023 | €178.7b | €36.0b | €2.3b | 23.1x | 77.4x | 5x |
| Wed, 22 Nov 2023 | €180.5b | €36.0b | €2.3b | 23.3x | 78.6x | 5x |
| Fri, 20 Oct 2023 | €163.8b | €35.6b | €1.9b | 28.9x | 87.7x | 4.6x |
| Sun, 17 Sep 2023 | €163.9b | €35.7b | €1.9b | 28.7x | 86.7x | 4.6x |
86.7x
How does German Application Software compare with similar industries?
| DE Market | -0.54% | |
| Tech | 0.98% | |
| Software | 0.35% | |
| Application Software | 0.35% | |
| Systems Software | 0.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAP SAP | €182.86 | 0.8% +€1.6b | -18.3% | PE27.1x | |
| 1INN innoscripta | €81.30 | 1.5% +€12.0m | -36.9% | PE15.9x | |
| SPC Staige One | €2.50 | 34.4% +€4.8m | 79.9% | n/a | |
| CSH CENIT | €7.50 | 3.6% +€2.2m | 4.5% | PE12.1x | |
| MUM Mensch und Maschine Software | €35.65 | 0.3% +€1.6m | -22.8% | PE18.2x |