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U.K. (FTSE) Application Software Industry Analysis

UpdatedSep 16, 2025
DataAggregated Company Financials
Companies45
  • 7D-1.5%
  • 3M-12.0%
  • 1Y1.1%
  • YTDn/a

Over the last 7 days, the Application Software industry has remained flat, although notably GB Group gained 6.5%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Sep 2025UK£15.9bUK£4.3bUK£455.1m33.2x35x3.7x
Thu, 14 Aug 2025UK£16.0bUK£4.3bUK£447.2m32.5x35.8x3.7x
Sat, 12 Jul 2025UK£17.8bUK£4.4bUK£409.7m34x43.4x4.1x
Mon, 09 Jun 2025UK£18.8bUK£4.4bUK£421.9m34.2x44.6x4.3x
Wed, 07 May 2025UK£18.5bUK£4.4bUK£391.3m29.9x47.3x4.2x
Fri, 04 Apr 2025UK£17.7bUK£4.4bUK£391.1m27.1x45.2x4x
Sun, 02 Mar 2025UK£18.7bUK£4.5bUK£332.6m31.1x56.1x4.2x
Tue, 28 Jan 2025UK£19.7bUK£4.5bUK£331.7m28.8x59.3x4.4x
Thu, 26 Dec 2024UK£19.5bUK£4.4bUK£329.2m32.4x59.2x4.4x
Sat, 23 Nov 2024UK£19.5bUK£4.4bUK£349.3m34.1x55.9x4.4x
Mon, 21 Oct 2024UK£16.8bUK£4.3bUK£237.4m32.2x70.9x3.9x
Wed, 18 Sep 2024UK£16.9bUK£4.4bUK£220.9m36.3x76.5x3.9x
Fri, 16 Aug 2024UK£17.2bUK£4.4bUK£209.2m36.6x82.2x3.9x
Sun, 14 Jul 2024UK£17.6bUK£4.4bUK£217.3m37.4x80.9x4x
Tue, 11 Jun 2024UK£17.8bUK£4.5bUK£97.0m39.9x183.2x4x
Thu, 09 May 2024UK£18.7bUK£4.4bUK£62.9m37.1x296.9x4.3x
Sat, 06 Apr 2024UK£18.5bUK£4.4bUK£40.9m39x453.7x4.2x
Mon, 04 Mar 2024UK£18.8bUK£4.3bUK£72.5m36x259.5x4.3x
Wed, 31 Jan 2024UK£30.4bUK£7.9b-UK£225,002,063.0037.9x-135.3x3.8x
Fri, 29 Dec 2023UK£30.1bUK£7.9b-UK£223,677,620.0035.6x-134.4x3.8x
Sun, 26 Nov 2023UK£28.7bUK£7.9b-UK£158,814,093.0030.1x-180.8x3.6x
Tue, 24 Oct 2023UK£26.8bUK£7.8b-UK£165,959,221.0029.5x-161.6x3.4x
Thu, 21 Sep 2023UK£28.1bUK£7.8b-UK£164,865,748.0032.5x-170.2x3.6x
Sat, 19 Aug 2023UK£27.1bUK£7.8b-UK£167,398,398.0028.4x-161.9x3.5x
Mon, 17 Jul 2023UK£28.0bUK£8.4b-UK£146,513,779.0030.7x-191.3x3.3x
Wed, 14 Jun 2023UK£28.1bUK£8.4b-UK£22,607,368.0033.6x-1240.8x3.4x
Fri, 12 May 2023UK£27.1bUK£8.5b-UK£164,217,342.0035.6x-164.9x3.2x
Sun, 09 Apr 2023UK£26.7bUK£8.4bUK£12.9m37x2071.6x3.2x
Tue, 07 Mar 2023UK£27.1bUK£8.3bUK£34.6m33.2x783.4x3.2x
Thu, 02 Feb 2023UK£27.0bUK£8.3bUK£38.8m34.3x695.4x3.3x
Sat, 31 Dec 2022UK£26.4bUK£8.4bUK£32.8m37.6x802.8x3.2x
Mon, 28 Nov 2022UK£27.3bUK£8.3bUK£61.1m41x447x3.3x
Wed, 26 Oct 2022UK£26.0bUK£8.2bUK£79.6m40.9x327x3.2x
Fri, 23 Sep 2022UK£26.7bUK£8.0bUK£69.9m47.9x381.4x3.3x
Price to Earnings Ratio

381.4x


Total Market Cap: UK£26.7bTotal Earnings: UK£69.9mTotal Revenue: UK£8.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Application Software Industry Price to Earnings3Y Average 184.9x202320242025
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 35.3x which is lower than its 3-year average PE of 185x.
  • The industry is trading close to its 3-year average PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Application Software industry have grown 86% 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 Market0.42%
Tech-0.36%
Software-1.48%
Application Software-1.47%
Systems Software-4.05%
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
GBG GB GroupUK£2.296.5%
+UK£33.8m		-26.1%PE65.1x
PINE Pinewood Technologies GroupUK£5.585.9%
+UK£31.2m		60.3%PE90.2x
SAAS Microlise GroupUK£1.487.3%
+UK£11.6m		16.6%PS2.2x
BGO BangoUK£1.0310.8%
+UK£7.7m		-7.7%PS2x
TAP Tap Global GroupUK£0.018111.4%
+UK£7.2m		146.7%PS4.4x

Latest News

BGO
UK£1.03
Bango
7D
10.8%
1Y
-7.7%

Bango PLC's (LON:BGO) Shares Climb 34% But Its Business Is Yet to Catch Up

Sep 13
Bango PLC's (LON:BGO) Shares Climb 34% But Its Business Is Yet to Catch Up
GBG
UK£2.29
GB Group
7D
6.5%
1Y
-26.1%

Is There An Opportunity With GB Group plc's (LON:GBG) 39% Undervaluation?

Sep 13
Is There An Opportunity With GB Group plc's (LON:GBG) 39% Undervaluation?
SGE
UK£10.66
Sage Group
7D
-2.2%
1Y
4.7%

Should You Be Adding Sage Group (LON:SGE) To Your Watchlist Today?

Sep 13
Should You Be Adding Sage Group (LON:SGE) To Your Watchlist Today?
SAAS
UK£1.48
Microlise Group
7D
7.3%
1Y
16.6%

Microlise Group (LON:SAAS) Is Finding It Tricky To Allocate Its Capital

Sep 13
Microlise Group (LON:SAAS) Is Finding It Tricky To Allocate Its Capital
ALT
UK£0.28
Altitude Group
7D
25.0%
1Y
-15.4%

Investors Appear Satisfied With Altitude Group plc's (LON:ALT) Prospects As Shares Rocket 35%

Sep 12
Investors Appear Satisfied With Altitude Group plc's (LON:ALT) Prospects As Shares Rocket 35%
ALFA
UK£2.35
Alfa Financial Software Holdings
7D
-5.6%
1Y
10.9%
NET
UK£1.15
Netcall
7D
2.2%
1Y
30.7%
AOM
UK£1.80
ActiveOps
7D
1.4%
1Y
33.3%
CYK
UK£0.017
Cykel AI Development
7D
-30.6%
1Y
-70.4%
ELCO
UK£1.59
Eleco
7D
-3.4%
1Y
19.2%
CER
UK£13.80
Cerillion
7D
-5.5%
1Y
-21.1%

Subdued Growth No Barrier To Cerillion Plc's (LON:CER) Price

Aug 28
Subdued Growth No Barrier To Cerillion Plc's (LON:CER) Price
BYIT
UK£4.14
Bytes Technology Group
7D
-1.9%
1Y
-9.6%
TAP
UK£0.018
Tap Global Group
7D
111.4%
1Y
146.7%
PINE
UK£5.58
Pinewood Technologies Group
7D
5.9%
1Y
60.3%
DOTD
UK£0.64
dotdigital Group
7D
-4.2%
1Y
-26.4%
IDOX
UK£0.55
IDOX
7D
-1.8%
1Y
-10.4%