Is There An Opportunity With Serviceware SE's (ETR:SJJ) 34% Undervaluation?
Feb 05
Have your own idea? Try our Stock Screener
German (DAX) Application Software Industry Analysis
UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies37
- 7D3.1%
- 3M-20.8%
- 1Y-37.8%
- YTDn/a
Over the last 7 days, the Application Software industry has dropped 14%, driven by a pullback from Nemetschek of 2.6%. However, the industry is down 38% over the past year. As for the next few years, earnings are expected to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Fri, 06 Feb 2026 | €213.2b | €40.6b | €7.6b | 24.3x | 28.2x | 5.3x |
| Sun, 04 Jan 2026 | €252.7b | €40.3b | €7.3b | 25.2x | 34.6x | 6.3x |
| Tue, 02 Dec 2025 | €262.1b | €40.3b | €7.3b | 24.7x | 35.9x | 6.5x |
| Thu, 30 Oct 2025 | €280.5b | €40.2b | €7.3b | 28.7x | 38.3x | 7x |
| Sat, 27 Sep 2025 | €281.3b | €38.9b | €6.7b | 34.4x | 42.2x | 7.2x |
| Mon, 25 Aug 2025 | €291.1b | €39.0b | €6.7b | 29.9x | 43.7x | 7.5x |
| Wed, 23 Jul 2025 | €324.6b | €38.1b | €5.9b | 31x | 55.5x | 8.5x |
| Fri, 20 Jun 2025 | €310.1b | €38.4b | €5.9b | 38.5x | 53x | 8.1x |
| Sun, 18 May 2025 | €331.8b | €38.6b | €5.8b | 37.9x | 57.3x | 8.6x |
| Tue, 15 Apr 2025 | €287.7b | €38.2b | €3.3b | 27.7x | 87.3x | 7.5x |
| Thu, 13 Mar 2025 | €305.1b | €38.1b | €3.3b | 24.9x | 93.3x | 8x |
| Sat, 08 Feb 2025 | €338.8b | €38.0b | €3.3b | 22.4x | 102.5x | 8.9x |
| Mon, 06 Jan 2025 | €293.8b | €36.9b | €2.9b | 28.7x | 100.7x | 8x |
| Wed, 04 Dec 2024 | €291.3b | €36.8b | €2.9b | 29.5x | 99.6x | 7.9x |
| Fri, 01 Nov 2024 | €276.0b | €36.9b | €2.9b | 28.7x | 94.4x | 7.5x |
| Sun, 29 Sep 2024 | €258.7b | €36.2b | €2.7b | 29.7x | 94.7x | 7.2x |
| Tue, 27 Aug 2024 | €245.6b | €36.2b | €2.7b | 30x | 91.5x | 6.8x |
| Thu, 25 Jul 2024 | €242.2b | €35.5b | €2.6b | 30.2x | 92.9x | 6.8x |
| Sat, 22 Jun 2024 | €225.7b | €35.1b | €2.6b | 24.5x | 88.4x | 6.4x |
| Mon, 20 May 2024 | €221.2b | €35.1b | €2.6b | 22.7x | 86.5x | 6.3x |
| Wed, 17 Apr 2024 | €217.1b | €35.1b | €3.9b | 21.7x | 56.2x | 6.2x |
| Fri, 15 Mar 2024 | €221.7b | €34.9b | €4.1b | 19.5x | 53.8x | 6.4x |
| Sun, 11 Feb 2024 | €215.0b | €34.9b | €4.1b | 21.1x | 52.7x | 6.2x |
| Tue, 09 Jan 2024 | €178.9b | €36.0b | €2.3b | 22x | 77.5x | 5x |
| Thu, 07 Dec 2023 | €188.8b | €36.0b | €2.3b | 21.6x | 82.3x | 5.2x |
| Sat, 04 Nov 2023 | €167.2b | €36.0b | €2.3b | 24.8x | 72.5x | 4.6x |
| Mon, 02 Oct 2023 | €158.2b | €35.7b | €1.9b | 27.7x | 83.9x | 4.4x |
| Wed, 30 Aug 2023 | €166.5b | €35.7b | €1.9b | 29.3x | 88x | 4.7x |
| Fri, 28 Jul 2023 | €155.7b | €35.6b | €1.9b | 31.7x | 82.3x | 4.4x |
| Sun, 25 Jun 2023 | €160.6b | €35.5b | €2.3b | 30.8x | 71x | 4.5x |
| Tue, 23 May 2023 | €161.2b | €35.5b | €2.3b | 30.5x | 70.2x | 4.5x |
| Thu, 20 Apr 2023 | €151.3b | €34.7b | €2.9b | 28.6x | 52.1x | 4.4x |
| Sat, 18 Mar 2023 | €144.2b | €34.7b | €2.9b | 28.8x | 49.7x | 4.2x |
| Mon, 13 Feb 2023 | €141.2b | €34.6b | €2.9b | 26.2x | 48.6x | 4.1x |
Price to Earnings Ratio
48.6x
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 27.7x which is lower than its 3-year average PE of 70.8x.
- The 3-year average PS ratio of 6.4x is higher than the industry's current PS ratio of 5.2x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have grown 38% per year over the last three years.
- Revenues for these companies have grown 5.4% 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 | 0.75% | |
| Tech | 1.69% | |
| Software | 3.03% | |
| Application Software | 3.06% | |
| Systems Software | -4.42% | |
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 | €170.48 | 3.6% +€6.8b | -37.7% | PE27.1x | |
| TMV TeamViewer | €5.67 | 3.2% +€27.5m | -51.2% | PE7.7x | |
| MSGL msg life ag | €3.72 | 0.5% +€856.0k | 16.3% | n/a | |
| M14K Securize IT Solutions | €0.17 | 9.6% +€157.3k | -57.0% | PS2.8x | |
| ISHA INTERSHOP Communications | €1.27 | 0.8% +€145.8k | -28.2% | PS0.5x |
