Is ATOSS Software (ETR:AOF) Using Too Much Debt?
Jun 02
German (DAX) Application Software Industry Analysis
UpdatedJun 02, 2023
DataAggregated Company Financials
Companies39
- 7D2.0%
- 3M13.3%
- 1Y27.8%
- YTD27.6%
Over the last 7 days, the Application Software industry has dropped 1.5%, driven by SAP declining 1.5%. On the other hand Northern Data is actually up 25%. This takes the industry's 12 month performance to a gain of 25%. Earnings are forecast to grow by 26% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 02 Jun 2023 | €160.5b | €35.4b | €2.3b | 31.7x | 70x | 4.5x |
| Sun, 30 Apr 2023 | €160.0b | €35.4b | €2.3b | 28.1x | 69.9x | 4.5x |
| Tue, 28 Mar 2023 | €147.9b | €34.7b | €2.9b | 29.3x | 51.1x | 4.3x |
| Thu, 23 Feb 2023 | €140.4b | €34.6b | €2.9b | 26.5x | 48.4x | 4.1x |
| Sat, 21 Jan 2023 | €137.9b | €34.1b | €3.8b | 26.2x | 36.1x | 4x |
| Mon, 19 Dec 2022 | €128.1b | €34.1b | €3.8b | 24.8x | 33.4x | 3.8x |
| Wed, 16 Nov 2022 | €131.5b | €34.1b | €3.8b | 25.5x | 34.3x | 3.9x |
| Fri, 14 Oct 2022 | €111.2b | €33.0b | €4.6b | 23.3x | 24.4x | 3.4x |
| Sun, 11 Sep 2022 | €114.4b | €32.9b | €4.6b | 25.7x | 25.1x | 3.5x |
| Tue, 09 Aug 2022 | €124.6b | €32.7b | €4.3b | 28.9x | 29.1x | 3.8x |
| Thu, 07 Jul 2022 | €116.4b | €31.7b | €5.3b | 28x | 22x | 3.7x |
| Sat, 04 Jun 2022 | €125.2b | €31.8b | €5.2b | 31.8x | 24.2x | 3.9x |
| Mon, 02 May 2022 | €131.2b | €31.7b | €5.1b | 32x | 25.5x | 4.1x |
| Wed, 30 Mar 2022 | €140.9b | €30.9b | €5.4b | 34.5x | 25.9x | 4.6x |
| Fri, 25 Feb 2022 | €134.3b | €31.1b | €5.4b | 35.6x | 24.7x | 4.3x |
| Sun, 23 Jan 2022 | €164.2b | €30.6b | €5.9b | 38.1x | 28x | 5.4x |
| Tue, 21 Dec 2021 | €166.6b | €30.6b | €5.9b | 38x | 28.3x | 5.4x |
| Thu, 18 Nov 2021 | €174.4b | €30.9b | €5.9b | 41.5x | 29.7x | 5.6x |
| Sat, 16 Oct 2021 | €169.8b | €31.3b | €5.9b | 41.8x | 28.6x | 5.4x |
| Mon, 13 Sep 2021 | €169.7b | €30.6b | €6.1b | 44.4x | 28x | 5.6x |
| Wed, 11 Aug 2021 | €170.1b | €30.6b | €6.1b | 48.1x | 28.1x | 5.6x |
| Sun, 06 Jun 2021 | €156.1b | €30.5b | €5.6b | 44.1x | 27.9x | 5.1x |
| Wed, 10 Mar 2021 | €144.7b | €30.6b | €5.4b | 45.9x | 27x | 4.7x |
| Tue, 01 Dec 2020 | €143.9b | €30.9b | €5.1b | 28.8x | 28.3x | 4.7x |
| Fri, 04 Sep 2020 | €187.6b | €31.1b | €4.8b | 31.3x | 39.2x | 6x |
| Mon, 08 Jun 2020 | €157.9b | €30.9b | €4.4b | 29.5x | 35.5x | 5.1x |
Price to Earnings Ratio
35.5x
Current Industry PE
- Investors are optimistic on the German Application Software industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 69.6x which is higher than its 3-year average PE of 31.9x.
- The industry is trading close to its 3-year average PS ratio of 4.7x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have declined 20% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.7% 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 decreased profits.
Industry Comparison
How does German Application Software compare with similar industries?
| DE Market | 1.65% | |
| Tech | 3.01% | |
| Software | 2.16% | |
| Application Software | 2.00% | |
| Systems Software | 6.96% | |
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 | €122.88 | 1.7% +€2.4b | 30.9% | PE86x | |
| NEM Nemetschek | €74.70 | 6.0% +€492.0m | 11.0% | PE55.5x | |
| TMV TeamViewer | €14.87 | 2.9% +€73.4m | 13.4% | PE34.6x | |
| AOF ATOSS Software | €207.50 | 3.0% +€47.7m | 52.6% | PE70x | |
| NB2 Northern Data | €19.10 | 7.8% +€32.9m | -40.3% | PE1.6x |
