Aptitude Software Group (LON:APTD) Is Due To Pay A Dividend Of £0.036
Apr 26
U.K. (FTSE) Software Industry Analysis
UpdatedApr 27, 2024
DataAggregated Company Financials
Companies61
- 7D6.6%
- 3M6.4%
- 1Y33.8%
- YTD8.4%
The Software industry is up 3.5% in the last week, with Darktrace up 26%. This means that the industry has gained 30% over the past year. Earnings are forecast to grow by 21% annually.
Industry Valuation and Performance
Has the U.K. Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Apr 2024 | UK£22.2b | UK£5.2b | UK£89.6m | 38.3x | 247.4x | 4.2x |
| Mon, 25 Mar 2024 | UK£21.7b | UK£5.2b | UK£70.0m | 36.7x | 310.8x | 4.2x |
| Wed, 21 Feb 2024 | UK£20.9b | UK£5.2b | UK£65.8m | 36.1x | 317.9x | 4x |
| Fri, 19 Jan 2024 | UK£42.4b | UK£10.1b | UK£71.1m | 38.7x | 595.7x | 4.2x |
| Sun, 17 Dec 2023 | UK£42.2b | UK£10.1b | UK£72.2m | 35.4x | 585x | 4.2x |
| Tue, 14 Nov 2023 | UK£39.8b | UK£10.1b | UK£126.9m | 31.7x | 313.6x | 3.9x |
| Thu, 12 Oct 2023 | UK£40.1b | UK£10.1b | UK£129.6m | 31.3x | 309.7x | 4x |
| Sat, 09 Sep 2023 | UK£40.9b | UK£10.0b | UK£143.1m | 34.8x | 286x | 4.1x |
| Mon, 07 Aug 2023 | UK£39.8b | UK£10.0b | UK£94.3m | 34.5x | 422.4x | 4x |
| Wed, 05 Jul 2023 | UK£41.1b | UK£10.6b | UK£127.9m | 35.6x | 321.7x | 3.9x |
| Fri, 02 Jun 2023 | UK£40.7b | UK£10.6b | UK£39.5m | 36.2x | 1029.9x | 3.8x |
| Sun, 30 Apr 2023 | UK£40.1b | UK£10.7b | UK£109.8m | 36.4x | 364.8x | 3.7x |
| Tue, 28 Mar 2023 | UK£39.1b | UK£10.6b | UK£310.6m | 33.2x | 126x | 3.7x |
| Thu, 23 Feb 2023 | UK£39.5b | UK£10.3b | UK£297.3m | 34.4x | 132.9x | 3.8x |
| Sat, 21 Jan 2023 | UK£39.1b | UK£10.3b | UK£301.7m | 33.1x | 129.6x | 3.8x |
| Mon, 19 Dec 2022 | UK£38.9b | UK£10.3b | UK£315.4m | 33.9x | 123.4x | 3.8x |
| Wed, 16 Nov 2022 | UK£39.3b | UK£10.3b | UK£352.8m | 40.3x | 111.3x | 3.8x |
| Fri, 14 Oct 2022 | UK£206.4b | UK£10.3b | UK£343.1m | 37.4x | 601.6x | 20.1x |
| Sun, 11 Sep 2022 | UK£39.1b | UK£9.8b | UK£314.8m | 48.1x | 124.3x | 4x |
| Tue, 09 Aug 2022 | UK£36.1b | UK£9.6b | UK£299.5m | 48.1x | 120.7x | 3.8x |
| Thu, 07 Jul 2022 | UK£32.3b | UK£9.6b | UK£289.4m | 41.3x | 111.8x | 3.4x |
| Sat, 04 Jun 2022 | UK£33.2b | UK£9.3b | UK£205.9m | 41.1x | 161.2x | 3.6x |
| Mon, 02 May 2022 | UK£35.3b | UK£9.1b | UK£201.8m | 42.6x | 175.1x | 3.9x |
| Wed, 30 Mar 2022 | UK£38.0b | UK£9.1b | UK£144.1m | 38.3x | 263.7x | 4.2x |
| Fri, 25 Feb 2022 | UK£36.9b | UK£8.9b | UK£22.1m | 40.7x | 1670.7x | 4.1x |
| Sun, 23 Jan 2022 | UK£41.5b | UK£8.9b | -UK£1,237,371,929.00 | 48.2x | -33.6x | 4.7x |
| Tue, 21 Dec 2021 | UK£43.0b | UK£9.0b | -UK£1,279,591,237.00 | 50.6x | -33.6x | 4.8x |
| Thu, 18 Nov 2021 | UK£44.5b | UK£8.9b | -UK£1,306,996,775.00 | 56.5x | -34x | 5x |
| Sat, 16 Oct 2021 | UK£46.2b | UK£8.7b | -UK£1,216,206,588.00 | 60.7x | -38x | 5.3x |
| Mon, 13 Sep 2021 | UK£46.9b | UK£8.5b | -UK£1,191,891,425.00 | 57x | -39.4x | 5.5x |
| Wed, 11 Aug 2021 | UK£41.5b | UK£8.3b | -UK£1,095,385,509.28 | 57.2x | -37.9x | 5x |
| Sun, 06 Jun 2021 | UK£37.7b | UK£8.2b | -UK£1,143,199,516.81 | 51.5x | -33x | 4.6x |
Price to Earnings Ratio
-33.3x
Current Industry PE
- Investors are optimistic on the British Software industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 239x which is higher than its 3-year average PE of 210x.
- The industry is trading close to its 3-year average PS ratio of 4.3x.
Past Earnings Growth
- Total earnings for the Software industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 14% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the U.K. Tech industry?
| GB Market | 2.84% | |
| Tech | 3.96% | |
| Software | 6.64% | |
| Systems Software | 24.55% | |
| Application Software | 3.26% | |
Industry PE
- Investors are most optimistic about the Application Software industry which is trading above its 3-year average PE ratio of 153x.
- Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings growth of 21.7% per year.
- Investors are most pessimistic about the Systems Software industry, which is trading below its 3-year average of 136x.
Forecasted Growth
- Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 24% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Systems Software industry is expected to see its earnings grow by 6.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DARK Darktrace | UK£6.02 | 26.4% +UK£810.1m | 114.9% | PE43.7x | |
| SGE Sage Group | UK£11.73 | 2.8% +UK£325.1m | 43.3% | PE55.6x | |
| GBG GB Group | UK£2.88 | 13.8% +UK£88.3m | -11.5% | PS2.6x | |
| ALFA Alfa Financial Software Holdings | UK£1.75 | 8.7% +UK£41.2m | 23.5% | PE22x | |
| BYIT Bytes Technology Group | UK£4.94 | 3.6% +UK£40.9m | 18.9% | PE26.9x |
