Are ActiveOps Plc (LON:AOM) Investors Paying Above The Intrinsic Value?
Nov 16
Have your own idea? Try our Stock Screener
U.K. (FTSE) Application Software Industry Analysis
UpdatedNov 23, 2024
DataAggregated Company Financials
Companies49
- 7D12.6%
- 3M17.2%
- 1Y13.9%
- YTDn/a
The Application Software industry is up 13% in the last week, with Sage Group up 21%. Meanwhile, Alfa Financial Software Holdings actually underperformed within the industry, shrinking 7.0% in the last week. This takes the industry's 12 month performance to a gain of 14%. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
Has the U.K. Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 23 Nov 2024 | UK£19.5b | UK£4.4b | UK£349.3m | 34.1x | 55.9x | 4.4x |
| Mon, 21 Oct 2024 | UK£16.8b | UK£4.3b | UK£237.4m | 32.2x | 70.9x | 3.9x |
| Wed, 18 Sep 2024 | UK£16.9b | UK£4.4b | UK£220.9m | 36.3x | 76.5x | 3.9x |
| Fri, 16 Aug 2024 | UK£17.2b | UK£4.4b | UK£209.2m | 36.6x | 82.2x | 3.9x |
| Sun, 14 Jul 2024 | UK£17.6b | UK£4.4b | UK£217.3m | 37.4x | 80.9x | 4x |
| Tue, 11 Jun 2024 | UK£17.8b | UK£4.5b | UK£97.0m | 39.9x | 183.2x | 4x |
| Thu, 09 May 2024 | UK£18.7b | UK£4.4b | UK£62.9m | 37.1x | 296.9x | 4.3x |
| Sat, 06 Apr 2024 | UK£18.5b | UK£4.4b | UK£40.9m | 39x | 453.7x | 4.2x |
| Mon, 04 Mar 2024 | UK£18.8b | UK£4.3b | UK£72.5m | 36x | 259.5x | 4.3x |
| Wed, 31 Jan 2024 | UK£30.4b | UK£7.9b | -UK£225,002,063.00 | 37.9x | -135.3x | 3.8x |
| Fri, 29 Dec 2023 | UK£30.1b | UK£7.9b | -UK£223,677,620.00 | 35.6x | -134.4x | 3.8x |
| Sun, 26 Nov 2023 | UK£28.7b | UK£7.9b | -UK£158,814,093.00 | 30.1x | -180.8x | 3.6x |
| Tue, 24 Oct 2023 | UK£26.8b | UK£7.8b | -UK£165,959,221.00 | 29.5x | -161.6x | 3.4x |
| Thu, 21 Sep 2023 | UK£28.1b | UK£7.8b | -UK£164,865,748.00 | 32.5x | -170.2x | 3.6x |
| Sat, 19 Aug 2023 | UK£27.1b | UK£7.8b | -UK£167,398,398.00 | 28.4x | -161.9x | 3.5x |
| Mon, 17 Jul 2023 | UK£28.0b | UK£8.4b | -UK£146,513,779.00 | 30.7x | -191.3x | 3.3x |
| Wed, 14 Jun 2023 | UK£28.1b | UK£8.4b | -UK£22,607,368.00 | 33.6x | -1240.8x | 3.4x |
| Fri, 12 May 2023 | UK£27.1b | UK£8.5b | -UK£164,217,342.00 | 35.6x | -164.9x | 3.2x |
| Sun, 09 Apr 2023 | UK£26.7b | UK£8.4b | UK£12.9m | 37x | 2071.6x | 3.2x |
| Tue, 07 Mar 2023 | UK£27.1b | UK£8.3b | UK£34.6m | 33.2x | 783.4x | 3.2x |
| Thu, 02 Feb 2023 | UK£27.0b | UK£8.3b | UK£38.8m | 34.3x | 695.4x | 3.3x |
| Sat, 31 Dec 2022 | UK£26.4b | UK£8.4b | UK£32.8m | 37.6x | 802.8x | 3.2x |
| Mon, 28 Nov 2022 | UK£27.3b | UK£8.3b | UK£61.1m | 41x | 447x | 3.3x |
| Wed, 26 Oct 2022 | UK£26.0b | UK£8.2b | UK£79.6m | 40.9x | 327x | 3.2x |
| Fri, 23 Sep 2022 | UK£26.7b | UK£8.0b | UK£69.9m | 47.9x | 381.4x | 3.3x |
| Sun, 21 Aug 2022 | UK£23.7b | UK£7.9b | UK£106.1m | 49.6x | 223.3x | 3x |
| Tue, 19 Jul 2022 | UK£22.3b | UK£7.9b | UK£101.8m | 37.7x | 219.4x | 2.8x |
| Thu, 16 Jun 2022 | UK£22.6b | UK£7.9b | -UK£41,347,623.00 | 37.5x | -547.6x | 2.9x |
| Sat, 14 May 2022 | UK£23.1b | UK£7.6b | UK£16.9m | 34.3x | 1369.7x | 3x |
| Mon, 11 Apr 2022 | UK£25.2b | UK£7.3b | UK£34.6m | 37.1x | 728.3x | 3.4x |
| Wed, 09 Mar 2022 | UK£23.1b | UK£7.3b | -UK£7,369,447.00 | 38.8x | -3128.5x | 3.2x |
| Fri, 04 Feb 2022 | UK£27.2b | UK£7.2b | -UK£1,257,071,307.00 | 44.7x | -21.7x | 3.8x |
| Sun, 02 Jan 2022 | UK£31.5b | UK£7.2b | -UK£1,265,603,832.00 | 50.4x | -24.9x | 4.3x |
| Tue, 30 Nov 2021 | UK£29.7b | UK£7.3b | -UK£1,294,454,352.00 | 50.9x | -22.9x | 4.1x |
Price to Earnings Ratio
-22.9x
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 55.9x which is lower than its 3-year average PE of 178x.
- The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
- Total earnings for the Application Software industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 15% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Comparison
How does U.K. Application Software compare with similar industries?
| GB Market | 2.17% | |
| Tech | 6.17% | |
| Software | 12.37% | |
| Application Software | 12.58% | |
| Systems Software | -6.40% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGE Sage Group | UK£12.86 | 20.8% +UK£2.2b | 16.5% | PE39.7x | |
| GBG GB Group | UK£3.70 | 9.9% +UK£84.2m | 46.2% | PE114.6x | |
| BYIT Bytes Technology Group | UK£4.55 | 1.3% +UK£14.5m | -16.5% | PE21.1x | |
| PINE Pinewood Technologies Group | UK£3.40 | 4.0% +UK£10.9m | -46.9% | PE37.2x | |
| SAAS Microlise Group | UK£1.09 | 3.8% +UK£4.6m | 16.6% | PE353x |
