Sage Group's (LON:SGE) Upcoming Dividend Will Be Larger Than Last Year's
Nov 27
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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 03 Dec 2023 | UK£41.8b | UK£10.1b | UK£72.2m | 33.1x | 579.3x | 4.1x |
| Tue, 31 Oct 2023 | UK£39.3b | UK£10.1b | UK£126.7m | 32.7x | 310.5x | 3.9x |
| Thu, 28 Sep 2023 | UK£40.6b | UK£10.1b | UK£130.9m | 37.7x | 310.3x | 4x |
| Sat, 26 Aug 2023 | UK£39.6b | UK£10.0b | UK£100.9m | 33.8x | 392.7x | 4x |
| Mon, 24 Jul 2023 | UK£41.6b | UK£10.6b | UK£128.3m | 35.2x | 324.4x | 3.9x |
| Wed, 21 Jun 2023 | UK£41.1b | UK£10.6b | UK£129.3m | 37.9x | 318.1x | 3.9x |
| Fri, 19 May 2023 | UK£40.2b | UK£10.9b | UK£60.3m | 35.3x | 667.5x | 3.7x |
| Sun, 16 Apr 2023 | UK£39.5b | UK£10.6b | UK£290.3m | 37.6x | 136.2x | 3.7x |
| Tue, 14 Mar 2023 | UK£39.2b | UK£10.4b | UK£298.0m | 31.5x | 131.7x | 3.8x |
| Thu, 09 Feb 2023 | UK£39.5b | UK£10.3b | UK£296.6m | 32.6x | 133.3x | 3.8x |
| Sat, 07 Jan 2023 | UK£39.5b | UK£10.4b | UK£297.4m | 32.9x | 132.7x | 3.8x |
| Mon, 05 Dec 2022 | UK£40.2b | UK£10.3b | UK£315.7m | 34.2x | 127.3x | 3.9x |
| Wed, 02 Nov 2022 | UK£38.5b | UK£10.3b | UK£343.6m | 41.4x | 112.2x | 3.8x |
| Fri, 30 Sep 2022 | UK£38.3b | UK£10.4b | UK£343.5m | 32.7x | 111.5x | 3.7x |
| Sun, 28 Aug 2022 | UK£38.7b | UK£9.7b | UK£216.0m | 50.4x | 179.2x | 4x |
| Tue, 26 Jul 2022 | UK£33.2b | UK£9.6b | UK£295.8m | 43.5x | 112.2x | 3.5x |
| Thu, 23 Jun 2022 | UK£33.0b | UK£9.5b | UK£298.2m | 42.5x | 110.6x | 3.5x |
| Sat, 21 May 2022 | UK£32.9b | UK£9.3b | UK£195.0m | 41.6x | 168.9x | 3.5x |
| Mon, 18 Apr 2022 | UK£37.0b | UK£9.1b | UK£150.1m | 39.8x | 246.2x | 4x |
| Wed, 16 Mar 2022 | UK£37.1b | UK£9.1b | UK£100.4m | 40.7x | 369.4x | 4.1x |
| Fri, 11 Feb 2022 | UK£40.0b | UK£8.8b | UK£36.9m | 46.9x | 1082.2x | 4.5x |
| Sun, 09 Jan 2022 | UK£42.8b | UK£8.9b | -UK£1,240,615,258.00 | 51.4x | -34.5x | 4.8x |
| Tue, 07 Dec 2021 | UK£42.4b | UK£9.0b | -UK£1,277,471,496.00 | 51.8x | -33.2x | 4.7x |
| Thu, 04 Nov 2021 | UK£44.2b | UK£8.7b | -UK£1,234,085,779.00 | 58.7x | -35.8x | 5.1x |
| Sat, 02 Oct 2021 | UK£45.6b | UK£8.7b | -UK£1,237,971,829.00 | 57.2x | -36.8x | 5.2x |
| Mon, 30 Aug 2021 | UK£43.0b | UK£8.3b | -UK£1,095,385,509.28 | 59.5x | -39.3x | 5.2x |
| Tue, 06 Jul 2021 | UK£38.6b | UK£8.3b | -UK£1,097,244,509.28 | 51.4x | -35.2x | 4.7x |
| Fri, 09 Apr 2021 | UK£36.9b | UK£8.2b | -UK£1,468,036,845.81 | 46.5x | -25.2x | 4.5x |
| Thu, 31 Dec 2020 | UK£34.6b | UK£8.3b | -UK£1,904,708,252.51 | 41.1x | -18.2x | 4.2x |
Price to Earnings Ratio
-17x
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 Market | 0.38% | |
| Tech | 0.58% | |
| Software | 1.18% | |
| Application Software | 1.91% | |
| 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGE Sage Group | UK£11.49 | 4.1% +UK£450.3m | 43.3% | PE55.6x | |
| DARK Darktrace | UK£3.47 | -2.1% UK£171.5m | -3.9% | PE52.4x | |
| IQG IQGeo Group | UK£2.96 | 23.3% +UK£34.5m | 48.0% | PS4.8x | |
| TRCS Tracsis | UK£8.90 | 14.1% +UK£33.3m | -6.8% | PE39.3x | |
| FDP FD Technologies | UK£10.24 | 8.6% +UK£22.8m | -28.0% | PS1x |