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U.K. (FTSE) Application Software Industry Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies47
  • 7D-10.7%
  • 3M-17.0%
  • 1Y-28.4%
  • YTDn/a

Over the last 7 days, the Application Software industry has dropped 7.7%, driven by Sage Group declining 12%. Meanwhile, Pinewood Technologies Group actually outperformed within the industry, gaining 31% in the last week. The industry has fallen 27% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Feb 2026UK£13.3bUK£4.4bUK£453.3m32.1x29.4x3x
Sat, 03 Jan 2026UK£15.2bUK£4.4bUK£445.5m32.7x34.2x3.4x
Mon, 01 Dec 2025UK£15.7bUK£4.4bUK£445.2m33.2x35.3x3.6x
Wed, 29 Oct 2025UK£16.7bUK£4.3bUK£452.4m32.1x36.9x3.9x
Fri, 26 Sep 2025UK£15.9bUK£4.3bUK£457.3m31.6x34.8x3.7x
Sun, 24 Aug 2025UK£16.1bUK£4.3bUK£449.6m33.2x35.9x3.8x
Tue, 22 Jul 2025UK£18.1bUK£4.4bUK£412.2m33.3x43.8x4.1x
Thu, 19 Jun 2025UK£18.8bUK£4.4bUK£419.3m33.7x44.8x4.3x
Sat, 17 May 2025UK£18.6bUK£4.5bUK£418.4m32.4x44.6x4.1x
Mon, 14 Apr 2025UK£16.7bUK£4.4bUK£389.7m25.4x42.8x3.8x
Wed, 12 Mar 2025UK£17.6bUK£4.5bUK£338.2m29.5x52.2x4x
Fri, 07 Feb 2025UK£19.7bUK£4.5bUK£332.0m31.2x59.2x4.4x
Sun, 05 Jan 2025UK£19.4bUK£4.5bUK£331.1m30.7x58.5x4.3x
Tue, 03 Dec 2024UK£19.9bUK£4.4bUK£348.1m35x57.2x4.5x
Thu, 31 Oct 2024UK£16.6bUK£4.3bUK£236.0m31.7x70.2x3.8x
Sat, 28 Sep 2024UK£16.8bUK£4.3bUK£231.1m32.4x72.7x3.9x
Mon, 26 Aug 2024UK£16.9bUK£4.4bUK£199.2m37.8x84.7x3.8x
Wed, 24 Jul 2024UK£17.6bUK£4.4bUK£211.4m39.4x83.4x4x
Fri, 21 Jun 2024UK£18.0bUK£4.5bUK£223.2m40.5x80.6x4x
Sun, 19 May 2024UK£18.0bUK£4.4bUK£120.6m37.1x148.9x4x
Tue, 16 Apr 2024UK£18.0bUK£4.4bUK£45.8m38.1x392x4.1x
Thu, 14 Mar 2024UK£18.6bUK£4.4bUK£68.1m36.7x273.3x4.3x
Sat, 10 Feb 2024UK£18.7bUK£4.4bUK£72.2m36.8x258.4x4.3x
Mon, 08 Jan 2024UK£29.6bUK£7.9b-UK£224,779,178.0036x-131.5x3.7x
Wed, 06 Dec 2023UK£29.1bUK£7.9b-UK£223,848,847.0033.1x-130x3.7x
Fri, 03 Nov 2023UK£27.3bUK£7.9b-UK£170,064,912.0030.8x-160.7x3.5x
Sun, 01 Oct 2023UK£27.6bUK£7.8b-UK£165,059,127.0034.2x-167.5x3.5x
Tue, 29 Aug 2023UK£27.2bUK£7.8b-UK£166,933,992.0028.4x-162.7x3.5x
Thu, 27 Jul 2023UK£27.9bUK£8.4b-UK£146,661,105.0030.2x-190.3x3.3x
Sat, 24 Jun 2023UK£27.8bUK£8.4b-UK£148,533,081.0030.3x-187x3.3x
Mon, 22 May 2023UK£27.6bUK£8.7b-UK£214,152,172.0034.9x-128.9x3.2x
Wed, 19 Apr 2023UK£27.0bUK£8.4bUK£13.5m37.6x2004.1x3.2x
Fri, 17 Mar 2023UK£26.5bUK£8.3bUK£36.9m32.1x718.8x3.2x
Sun, 12 Feb 2023UK£26.9bUK£8.3bUK£32.4m33.5x829.3x3.2x
Price to Earnings Ratio

829.3x


Total Market Cap: UK£26.9bTotal Earnings: UK£32.4mTotal Revenue: UK£8.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Application Software Industry Price to Earnings3Y Average 100.6x202420252026
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 30.2x which is lower than its 3-year average PE of 101x.
  • The 3-year average PS ratio of 3.8x is higher than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Application Software industry have grown 141% 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 Market1.90%
Tech-5.93%
Software-10.58%
Application Software-10.67%
Systems Software2.14%
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
PINE Pinewood Technologies GroupUK£4.7224.2%
+UK£105.9m		39.6%PE87.4x
ZOO ZOO Digital GroupUK£0.1671.6%
+UK£6.5m		-42.3%PS0.5x
IGP Intercede GroupUK£1.263.3%
+UK£2.4m		-33.3%PE20.9x
OMG Oxford MetricsUK£0.583.2%
+UK£2.1m		20.0%PS1.5x
SYME Supply@ME CapitalUK£0.00005583.3%
+UK£1.8m		96.4%PS22.3x

Latest News

SGE
UK£8.45
Sage Group
7D
-15.1%
1Y
-36.4%
PINE
UK£4.72
Pinewood Technologies Group
7D
24.2%
1Y
39.6%
ZOO
UK£0.16
ZOO Digital Group
7D
71.6%
1Y
-42.3%
APTD
UK£2.51
Aptitude Software Group
7D
-10.4%
1Y
-24.4%
ALFA
UK£1.93
Alfa Financial Software Holdings
7D
-9.2%
1Y
-13.2%
ESYS
UK£0.16
essensys
7D
3.2%
1Y
-56.1%

essensys plc's (LON:ESYS) Prospects Need A Boost To Lift Shares

Jan 24
essensys plc's (LON:ESYS) Prospects Need A Boost To Lift Shares
CER
UK£16.85
Cerillion
7D
-3.7%
1Y
1.5%

Cerillion Plc's (LON:CER) 26% Share Price Surge Not Quite Adding Up

Jan 20
Cerillion Plc's (LON:CER) 26% Share Price Surge Not Quite Adding Up
SKL
UK£0.78
Skillcast Group
7D
1.3%
1Y
82.4%

The Price Is Right For Skillcast Group plc (LON:SKL)

Jan 15
The Price Is Right For Skillcast Group plc (LON:SKL)
ADVT
UK£1.68
AdvancedAdvT
7D
-6.9%
1Y
15.5%
TAP
UK£0.017
Tap Global Group
7D
3.1%
1Y
-34.0%
IGP
UK£1.26
Intercede Group
7D
3.3%
1Y
-33.3%
DOTD
UK£0.66
dotdigital Group
7D
-10.8%
1Y
-23.0%
OMG
UK£0.58
Oxford Metrics
7D
3.2%
1Y
20.0%
GBG
UK£2.20
GB Group
7D
-10.2%
1Y
-36.7%
SYME
UK£0.000055
Supply@ME Capital
7D
83.3%
1Y
96.4%
BYIT
UK£3.10
Bytes Technology Group
7D
-7.4%
1Y
-33.1%