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U.K. (FTSE) Software Industry Analysis

UpdatedDec 03, 2023
DataAggregated Company Financials
Companies73
  • 7D1.2%
  • 3M11.6%
  • 1Y11.8%
  • YTD12.4%

Over the last 7 days, the Software industry has risen 1.2%, driven by gains from Sage Group of 4.1%. During this same period, the GB Group underperformed, falling 8.2%. In the last 12 months, the industry was up 12%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Dec 2023UK£41.8bUK£10.1bUK£72.2m33.1x579.3x4.1x
Tue, 31 Oct 2023UK£39.3bUK£10.1bUK£126.7m32.7x310.5x3.9x
Thu, 28 Sep 2023UK£40.6bUK£10.1bUK£130.9m37.7x310.3x4x
Sat, 26 Aug 2023UK£39.6bUK£10.0bUK£100.9m33.8x392.7x4x
Mon, 24 Jul 2023UK£41.6bUK£10.6bUK£128.3m35.2x324.4x3.9x
Wed, 21 Jun 2023UK£41.1bUK£10.6bUK£129.3m37.9x318.1x3.9x
Fri, 19 May 2023UK£40.2bUK£10.9bUK£60.3m35.3x667.5x3.7x
Sun, 16 Apr 2023UK£39.5bUK£10.6bUK£290.3m37.6x136.2x3.7x
Tue, 14 Mar 2023UK£39.2bUK£10.4bUK£298.0m31.5x131.7x3.8x
Thu, 09 Feb 2023UK£39.5bUK£10.3bUK£296.6m32.6x133.3x3.8x
Sat, 07 Jan 2023UK£39.5bUK£10.4bUK£297.4m32.9x132.7x3.8x
Mon, 05 Dec 2022UK£40.2bUK£10.3bUK£315.7m34.2x127.3x3.9x
Wed, 02 Nov 2022UK£38.5bUK£10.3bUK£343.6m41.4x112.2x3.8x
Fri, 30 Sep 2022UK£38.3bUK£10.4bUK£343.5m32.7x111.5x3.7x
Sun, 28 Aug 2022UK£38.7bUK£9.7bUK£216.0m50.4x179.2x4x
Tue, 26 Jul 2022UK£33.2bUK£9.6bUK£295.8m43.5x112.2x3.5x
Thu, 23 Jun 2022UK£33.0bUK£9.5bUK£298.2m42.5x110.6x3.5x
Sat, 21 May 2022UK£32.9bUK£9.3bUK£195.0m41.6x168.9x3.5x
Mon, 18 Apr 2022UK£37.0bUK£9.1bUK£150.1m39.8x246.2x4x
Wed, 16 Mar 2022UK£37.1bUK£9.1bUK£100.4m40.7x369.4x4.1x
Fri, 11 Feb 2022UK£40.0bUK£8.8bUK£36.9m46.9x1082.2x4.5x
Sun, 09 Jan 2022UK£42.8bUK£8.9b-UK£1,240,615,258.0051.4x-34.5x4.8x
Tue, 07 Dec 2021UK£42.4bUK£9.0b-UK£1,277,471,496.0051.8x-33.2x4.7x
Thu, 04 Nov 2021UK£44.2bUK£8.7b-UK£1,234,085,779.0058.7x-35.8x5.1x
Sat, 02 Oct 2021UK£45.6bUK£8.7b-UK£1,237,971,829.0057.2x-36.8x5.2x
Mon, 30 Aug 2021UK£43.0bUK£8.3b-UK£1,095,385,509.2859.5x-39.3x5.2x
Tue, 06 Jul 2021UK£38.6bUK£8.3b-UK£1,097,244,509.2851.4x-35.2x4.7x
Fri, 09 Apr 2021UK£36.9bUK£8.2b-UK£1,468,036,845.8146.5x-25.2x4.5x
Thu, 31 Dec 2020UK£34.6bUK£8.3b-UK£1,904,708,252.5141.1x-18.2x4.2x
Price to Earnings Ratio

-17x


Total Market Cap: UK£32.5bTotal Earnings: -UK£1,906,649,267.53Total Revenue: UK£7.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Software Industry Price to Earnings3Y Average 155.2x202120222023
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 579x which is higher than its 3-year average PE of 155x.
  • The industry is trading close to its 3-year average PS ratio of 4.4x.
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 grown 8.7% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Tech industry?

GB Market0.38%
Tech0.58%
Software1.18%
Application Software1.91%
Systems Software-0.56%
Industry PE
  • Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 185x.
    • Analysts are expecting annual earnings growth of 6.7%, which is lower than the prior year's growth of 203.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 19% per year.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 6.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SGE Sage GroupUK£11.494.1%
+UK£450.3m
43.3%PE55.6x
DARK DarktraceUK£3.47-2.1%
UK£171.5m
-3.9%PE52.4x
IQG IQGeo GroupUK£2.9623.3%
+UK£34.5m
48.0%PS4.8x
TRCS TracsisUK£8.9014.1%
+UK£33.3m
-6.8%PE39.3x
FDP FD TechnologiesUK£10.248.6%
+UK£22.8m
-28.0%PS1x
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Latest News

ALT

UK£0.35

Altitude Group

7D

-20.2%

1Y

6.0%

ZOO

UK£0.60

ZOO Digital Group

7D

-3.5%

1Y

-65.7%

DARK

UK£3.47

Darktrace

7D

-2.1%

1Y

-3.9%

GBG

UK£2.32

GB Group

7D

-8.2%

1Y

-31.5%

APTD

UK£2.70

Aptitude Software Group

7D

11.6%

1Y

-26.4%

IQG

UK£2.96

IQGeo Group

7D

23.3%

1Y

48.0%

FDP

UK£10.24

FD Technologies

7D

8.6%

1Y

-28.0%

QTX

UK£1.55

Quartix Technologies

7D

-3.1%

1Y

-49.2%

CER

UK£13.60

Cerillion

7D

3.0%

1Y

15.7%

IDOX

UK£0.65

IDOX

7D

2.2%

1Y

-0.6%

DOTD

UK£0.90

dotdigital Group

7D

-1.1%

1Y

-2.8%

BIRD

UK£0.063

Blackbird

7D

-10.7%

1Y

-50.0%

TRCS

UK£8.90

Tracsis

7D

14.1%

1Y

-6.8%

OMG

UK£0.87

Oxford Metrics

7D

-2.8%

1Y

-3.9%

ACC

UK£0.55

Access Intelligence

7D

-3.5%

1Y

-37.1%