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U.K. (FTSE) Application Software Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies46
  • 7D2.9%
  • 3M-5.2%
  • 1Y-13.0%
  • YTDn/a

Over the last 7 days, the Application Software industry has risen 2.9%, driven by gains from Sage Group of 3.1%. Meanwhile, accesso Technology Group actually underperformed within the industry, shrinking 14% in the last week. In contrast, the industry has lost 13% in the last 12 months. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.K. Application Software Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026UK£15.6bUK£4.4bUK£454.0m33x34.4x3.5x
Tue, 09 Dec 2025UK£15.5bUK£4.4bUK£445.2m33.4x34.7x3.5x
Thu, 06 Nov 2025UK£16.5bUK£4.3bUK£447.8m35.2x37x3.8x
Sat, 04 Oct 2025UK£17.1bUK£4.3bUK£456.5m32x37.4x4x
Mon, 01 Sep 2025UK£16.0bUK£4.3bUK£448.7m33.5x35.6x3.7x
Wed, 30 Jul 2025UK£17.5bUK£4.3bUK£442.8m34.4x39.6x4.1x
Fri, 27 Jun 2025UK£18.4bUK£4.4bUK£410.0m33.1x45x4.2x
Sun, 25 May 2025UK£18.4bUK£4.5bUK£417.7m31x44x4.1x
Tue, 22 Apr 2025UK£17.1bUK£4.4bUK£390.5m25.8x43.8x3.9x
Thu, 20 Mar 2025UK£17.6bUK£4.4bUK£391.6m28.4x44.9x4x
Sat, 15 Feb 2025UK£19.5bUK£4.5bUK£332.4m32x58.8x4.4x
Mon, 13 Jan 2025UK£19.1bUK£4.4bUK£327.7m30.4x58.4x4.3x
Wed, 11 Dec 2024UK£19.7bUK£4.4bUK£346.2m36.1x57x4.4x
Fri, 08 Nov 2024UK£17.0bUK£4.3bUK£234.9m35.9x72.4x3.9x
Sun, 06 Oct 2024UK£16.3bUK£4.3bUK£227.4m31.1x71.5x3.8x
Tue, 03 Sep 2024UK£17.1bUK£4.4bUK£221.0m38.1x77.2x3.9x
Thu, 01 Aug 2024UK£17.9bUK£4.4bUK£207.6m40.5x86.4x4.1x
Sat, 29 Jun 2024UK£18.0bUK£4.5bUK£216.5m38.9x83.2x4x
Mon, 27 May 2024UK£17.8bUK£4.4bUK£119.7m37.9x148.6x4x
Wed, 24 Apr 2024UK£17.9bUK£4.4bUK£47.2m37.1x380.1x4.1x
Fri, 22 Mar 2024UK£18.8bUK£4.4bUK£37.7m36.8x498.1x4.3x
Sun, 18 Feb 2024UK£18.5bUK£4.4bUK£72.2m36.4x256.8x4.2x
Tue, 16 Jan 2024UK£29.9bUK£7.9b-UK£224,771,665.0035.9x-132.8x3.8x
Thu, 14 Dec 2023UK£29.8bUK£7.9b-UK£223,997,504.0033.1x-133.2x3.8x
Sat, 11 Nov 2023UK£27.5bUK£7.9b-UK£169,028,395.0031.3x-162.4x3.5x
Mon, 09 Oct 2023UK£27.5bUK£7.8b-UK£167,204,804.0033.4x-164.3x3.5x
Wed, 06 Sep 2023UK£27.6bUK£7.8b-UK£165,210,133.0028.7x-166.8x3.5x
Fri, 04 Aug 2023UK£27.3bUK£7.8b-UK£174,078,777.0030x-156.6x3.5x
Sun, 02 Jul 2023UK£28.2bUK£8.4b-UK£148,608,340.0031.3x-189.6x3.4x
Tue, 30 May 2023UK£27.5bUK£8.4b-UK£235,324,381.0033.2x-117x3.3x
Thu, 27 Apr 2023UK£27.0bUK£8.4bUK£16.8m35.8x1600.6x3.2x
Sat, 25 Mar 2023UK£26.4bUK£8.4bUK£36.2m32.5x730.7x3.2x
Mon, 20 Feb 2023UK£26.9bUK£8.3bUK£32.4m35.1x830.7x3.2x
Wed, 18 Jan 2023UK£26.6bUK£8.3bUK£36.7m36x726.5x3.2x
Price to Earnings Ratio

726.5x


Total Market Cap: UK£26.6bTotal Earnings: UK£36.7mTotal Revenue: UK£8.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Application Software Industry Price to Earnings3Y Average 116.6x202420252026
Current Industry PE
  • Investors are pessimistic on the British 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 34.4x which is lower than its 3-year average PE of 117x.
  • The industry is trading close to its 3-year average PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Application Software industry have grown 131% per year over the last three years.
  • Meanwhile revenues for these companies have declined 19% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does U.K. Application Software compare with similar industries?

GB Market1.88%
Tech3.92%
Software2.90%
Application Software2.91%
Systems Software1.58%
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?

CompanyLast Price7D1YValuation
SGE Sage GroupUK£10.833.1%
+UK£288.3m		-15.4%PE27.7x
CER CerillionUK£14.3016.7%
+UK£60.5m		-9.5%PE25.4x
BYIT Bytes Technology GroupUK£3.694.9%
+UK£40.7m		-11.6%PE16.3x
QTX Quartix TechnologiesUK£3.0812.0%
+UK£16.0m		102.6%PE28.3x
ALFA Alfa Financial Software HoldingsUK£2.131.9%
+UK£11.8m		3.6%PE21.3x

Latest News

QTX
UK£3.08
Quartix Technologies
7D
12.0%
1Y
102.6%

The Price Is Right For Quartix Technologies plc (LON:QTX)

Jan 10
The Price Is Right For Quartix Technologies plc (LON:QTX)
CER
UK£14.30
Cerillion
7D
16.7%
1Y
-9.5%
TRCS
UK£3.03
Tracsis
7D
-2.4%
1Y
-32.6%

TRCS: M&A Pipeline And Progressive Dividend Policy Will Support Future Upside

Analysts have kept their fair value estimate for Tracsis broadly unchanged, with only minor tweaks to inputs such as the discount rate and future P/E. As a result, the latest price target in £ terms is effectively stable compared with the prior figure.
KRM
UK£0.37
KRM22
7D
-6.3%
1Y
34.5%
SGE
UK£10.83
Sage Group
7D
3.1%
1Y
-15.4%

Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year

Jan 07
Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year
ADVT
UK£1.69
AdvancedAdvT
7D
-2.0%
1Y
14.6%
ACSO
UK£2.81
accesso Technology Group
7D
-13.5%
1Y
-43.8%

When Should You Buy accesso Technology Group plc (LON:ACSO)?

Jan 06
When Should You Buy accesso Technology Group plc (LON:ACSO)?
TAP
UK£0.017
Tap Global Group
7D
-17.5%
1Y
-41.1%
IGP
UK£1.26
Intercede Group
7D
-1.9%
1Y
-32.1%
DOTD
UK£0.64
dotdigital Group
7D
-5.9%
1Y
-18.7%
BIRD
UK£0.021
Blackbird
7D
-10.6%
1Y
-55.8%
ALFA
UK£2.13
Alfa Financial Software Holdings
7D
1.9%
1Y
3.6%
NET
UK£1.16
Netcall
7D
5.0%
1Y
7.4%
GBG
UK£2.48
GB Group
7D
1.2%
1Y
-26.6%
IDOX
UK£0.71
IDOX
7D
2.9%
1Y
14.5%
BYIT
UK£3.69
Bytes Technology Group
7D
4.9%
1Y
-11.6%