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U.K. (FTSE) Application Software Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies46
  • 7D-3.4%
  • 3M-19.4%
  • 1Y-30.6%
  • YTDn/a

Over the last 7 days, the Application Software industry has dropped 2.8%, driven by Sage Group declining 2.9%. Meanwhile, accesso Technology Group actually outperformed within the industry, gaining 7.0% in the last week. However, the industry is down 28% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026UK£12.9bUK£4.4bUK£455.7m31.6x28.2x2.9x
Sat, 10 Jan 2026UK£15.7bUK£4.4bUK£454.0m33x34.5x3.5x
Mon, 08 Dec 2025UK£15.5bUK£4.4bUK£445.2m33.6x34.9x3.5x
Wed, 05 Nov 2025UK£16.4bUK£4.3bUK£452.4m31.4x36.4x3.8x
Fri, 03 Oct 2025UK£17.1bUK£4.3bUK£456.4m32.4x37.4x4x
Sun, 31 Aug 2025UK£16.0bUK£4.3bUK£448.7m33.5x35.6x3.7x
Tue, 29 Jul 2025UK£17.6bUK£4.3bUK£442.8m34.1x39.7x4.1x
Thu, 26 Jun 2025UK£18.5bUK£4.4bUK£418.0m33.3x44.2x4.2x
Sat, 24 May 2025UK£18.4bUK£4.5bUK£417.7m31x44x4.1x
Mon, 21 Apr 2025UK£17.1bUK£4.4bUK£390.4m25.8x43.8x3.9x
Wed, 19 Mar 2025UK£17.7bUK£4.4bUK£382.5m28.5x46.2x4x
Fri, 14 Feb 2025UK£19.5bUK£4.5bUK£332.1m32x58.8x4.4x
Sun, 12 Jan 2025UK£19.2bUK£4.5bUK£330.6m29.5x57.9x4.3x
Tue, 10 Dec 2024UK£19.8bUK£4.4bUK£346.2m35.9x57.1x4.5x
Thu, 07 Nov 2024UK£16.7bUK£4.3bUK£235.8m35.9x71x3.9x
Sat, 05 Oct 2024UK£16.3bUK£4.3bUK£227.4m31.1x71.5x3.8x
Mon, 02 Sep 2024UK£17.0bUK£4.4bUK£221.0m38.2x77x3.9x
Wed, 31 Jul 2024UK£17.7bUK£4.4bUK£207.3m40.1x85.4x4x
Fri, 28 Jun 2024UK£18.1bUK£4.5bUK£216.5m39.5x83.4x4x
Sun, 26 May 2024UK£17.8bUK£4.4bUK£119.7m37.9x148.6x4x
Tue, 23 Apr 2024UK£17.5bUK£4.4bUK£46.5m38.1x376x4x
Thu, 21 Mar 2024UK£18.5bUK£4.4bUK£36.2m37x511.5x4.3x
Sat, 17 Feb 2024UK£18.5bUK£4.4bUK£72.2m36.4x256.9x4.2x
Mon, 15 Jan 2024UK£30.0bUK£7.9b-UK£224,740,840.0036.1x-133.5x3.8x
Wed, 13 Dec 2023UK£29.9bUK£7.9b-UK£223,950,056.0033.1x-133.6x3.8x
Fri, 10 Nov 2023UK£27.6bUK£7.9b-UK£168,971,926.0031.7x-163.2x3.5x
Sun, 08 Oct 2023UK£27.5bUK£7.8b-UK£167,204,804.0033.4x-164.3x3.5x
Tue, 05 Sep 2023UK£27.5bUK£7.8b-UK£165,169,667.0028.6x-166.7x3.5x
Thu, 03 Aug 2023UK£27.3bUK£7.8b-UK£174,060,930.0030x-156.8x3.5x
Sat, 01 Jul 2023UK£28.2bUK£8.4b-UK£148,608,340.0031.3x-189.6x3.4x
Mon, 29 May 2023UK£27.5bUK£8.4b-UK£235,324,381.0033.2x-117x3.3x
Wed, 26 Apr 2023UK£27.1bUK£8.4bUK£16.9m37.6x1602.7x3.2x
Fri, 24 Mar 2023UK£26.5bUK£8.4bUK£36.4m32.5x728.8x3.2x
Sun, 19 Feb 2023UK£26.9bUK£8.3bUK£32.4m35.1x830.7x3.2x
Price to Earnings Ratio

830.7x


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 95.5x202420252026
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 29.3x which is lower than its 3-year average PE of 96.2x.
  • The 3-year average PS ratio of 3.8x is higher than the industry's current PS ratio of 3.0x.
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 Market0.80%
Tech0.49%
Software-3.43%
Application Software-3.44%
Systems Software-1.98%
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
ACSO accesso Technology GroupUK£2.745.4%
+UK£4.6m		-43.6%PE13.6x
DSG Dillistone GroupUK£0.1126.5%
+UK£2.1m		38.7%PE131.3x
NET NetcallUK£1.280.8%
+UK£1.7m		13.3%PE53.7x
OMG Oxford MetricsUK£0.591.7%
+UK£1.1m		10.2%PS1.5x
IDOX IDOXUK£0.710.3%
+UK£923.4k		20.3%PE52.6x

Latest News

GBG
UK£2.12
GB Group
7D
-3.6%
1Y
-40.6%
ELCO
UK£1.45
Eleco
7D
0.3%
1Y
0.3%
DSG
UK£0.11
Dillistone Group
7D
26.5%
1Y
38.7%
OMG
UK£0.59
Oxford Metrics
7D
1.7%
1Y
10.2%
SGE
UK£8.12
Sage Group
7D
-3.9%
1Y
-38.4%
PINE
UK£4.57
Pinewood Technologies Group
7D
-3.3%
1Y
38.8%
ACSO
UK£2.74
accesso Technology Group
7D
5.4%
1Y
-43.6%
ALFA
UK£1.90
Alfa Financial Software Holdings
7D
-1.2%
1Y
-20.8%
NET
UK£1.28
Netcall
7D
0.8%
1Y
13.3%
SATS
UK£0.0024
Satsuma Technology
7D
-18.3%
1Y
-69.4%
CER
UK£16.10
Cerillion
7D
-4.5%
1Y
-5.3%

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
ADVT
UK£1.55
AdvancedAdvT
7D
-7.5%
1Y
3.3%
DOTD
UK£0.66
dotdigital Group
7D
0.3%
1Y
-22.1%
IDOX
UK£0.71
IDOX
7D
0.3%
1Y
20.3%
BYIT
UK£2.95
Bytes Technology Group
7D
-4.8%
1Y
-34.0%
PR1
UK£0.019
Pri0r1ty Intelligence Group
7D
11.4%
1Y
-62.9%