Narrative Update • Jun 26
In the last week, the Application Software industry is up 2.4%, with Dassault Systèmes up 4.1%. In the past year, the industry is down 42%. Earnings are forecast to grow by 7.9% annually.
Has the French Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | €27.7b | €8.2b | €1.3b | 22.4x | 21.5x | 3.4x |
| Tue, 26 May 2026 | €31.4b | €8.2b | €1.3b | 22.2x | 24.5x | 3.8x |
| Thu, 23 Apr 2026 | €29.1b | €8.3b | €1.3b | 20.8x | 22x | 3.5x |
| Sat, 21 Mar 2026 | €26.1b | €8.3b | €1.3b | 18.8x | 19.9x | 3.1x |
| Mon, 16 Feb 2026 | €27.1b | €8.3b | €1.3b | 19.6x | 20.7x | 3.3x |
| Wed, 14 Jan 2026 | €37.2b | €8.3b | €1.3b | 27.4x | 28.7x | 4.5x |
| Fri, 12 Dec 2025 | €35.3b | €8.3b | €1.3b | 26x | 27.2x | 4.2x |
| Sun, 09 Nov 2025 | €35.3b | €8.3b | €1.3b | 24.3x | 27.2x | 4.2x |
| Tue, 07 Oct 2025 | €43.3b | €8.2b | €1.3b | 25.7x | 33.6x | 5.2x |
| Thu, 04 Sep 2025 | €39.7b | €8.2b | €1.3b | 25.5x | 30.8x | 4.8x |
| Sat, 02 Aug 2025 | €41.8b | €8.2b | €1.3b | 24.4x | 32.4x | 5.1x |
| Mon, 30 Jun 2025 | €46.3b | €8.0b | €1.3b | 26x | 34.9x | 5.8x |
| Wed, 28 May 2025 | €49.6b | €8.0b | €1.3b | 24.6x | 37.4x | 6.2x |
| Fri, 25 Apr 2025 | €46.8b | €7.9b | €1.3b | 23.7x | 35.3x | 5.9x |
| Sun, 23 Mar 2025 | €55.7b | €7.9b | €1.3b | 25.4x | 42x | 7x |
| Tue, 18 Feb 2025 | €58.1b | €7.8b | €1.3b | 23x | 44x | 7.5x |
| Thu, 16 Jan 2025 | €50.9b | €7.9b | €1.3b | 24.6x | 40.5x | 6.5x |
| Sat, 14 Dec 2024 | €52.2b | €7.9b | €1.3b | 26x | 41.6x | 6.6x |
| Mon, 11 Nov 2024 | €49.1b | €7.9b | €1.3b | 23x | 39x | 6.2x |
| Wed, 09 Oct 2024 | €51.5b | €7.8b | €1.2b | 27.8x | 41.3x | 6.6x |
| Fri, 06 Sep 2024 | €49.2b | €7.8b | €1.2b | 33x | 39.6x | 6.3x |
| Sun, 04 Aug 2024 | €49.8b | €7.8b | €1.2b | 34.8x | 39.8x | 6.4x |
| Tue, 02 Jul 2024 | €50.9b | €7.7b | €1.2b | 37x | 42x | 6.6x |
| Thu, 30 May 2024 | €55.8b | €7.7b | €1.2b | 43.8x | 45.6x | 7.2x |
| Sat, 27 Apr 2024 | €55.0b | €7.7b | €1.2b | 39.6x | 45.3x | 7.1x |
| Mon, 25 Mar 2024 | €58.7b | €7.5b | €1.1b | 57.1x | 51.4x | 7.8x |
| Wed, 21 Feb 2024 | €60.5b | €7.5b | €1.1b | 59.6x | 56.9x | 8.1x |
| Fri, 19 Jan 2024 | €67.9b | €7.9b | €1.1b | 61.5x | 61.4x | 8.6x |
| Sun, 17 Dec 2023 | €64.3b | €7.9b | €1.1b | 62.3x | 58.1x | 8.2x |
| Tue, 14 Nov 2023 | €59.2b | €7.9b | €1.1b | 53.9x | 53.7x | 7.5x |
| Thu, 12 Oct 2023 | €54.2b | €7.8b | €1.1b | 40.6x | 49.8x | 6.9x |
| Sat, 09 Sep 2023 | €52.8b | €7.7b | €1.1b | 42.7x | 49.3x | 6.9x |
| Mon, 07 Aug 2023 | €54.6b | €7.7b | €1.1b | 48.9x | 50.8x | 7.1x |
| Wed, 05 Jul 2023 | €57.5b | €7.6b | €971.4m | 34.7x | 59.1x | 7.6x |
59.1x
How does French Application Software compare with similar industries?
| FR Market | -0.80% | |
| Tech | -3.47% | |
| Software | 3.50% | |
| Application Software | 3.56% | |
| Systems Software | -3.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DSY Dassault Systèmes | €17.93 | 4.1% +€922.1m | -42.3% | PE19.2x | |
| LSS Lectra | €17.32 | 4.5% +€28.1m | -32.1% | PE33x | |
| PLNW Planisware SAS | €18.14 | 1.9% +€23.7m | -23.9% | PE25.3x | |
| ALBFR Sidetrade | €173.00 | 8.1% +€18.4m | -32.2% | PE27.1x | |
| ALNTG Netgem | €0.85 | 2.2% +€602.2k | -14.5% | PE18.5x |