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Israeli (TA) Software Industry Analysis
UpdatedNov 10, 2025
DataAggregated Company Financials
Companies21
- 7D-9.3%
- 3M-19.1%
- 1Y-41.6%
- YTD-32.6%
Over the last 7 days, the Software industry has dropped 6.6%, driven by a pullback from NICE of 7.0%. Overall the industry is down 40% in 12 months. Looking forward, earnings are forecast to grow by 9.8% annually.
Industry Valuation and Performance
Has the Israeli Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Nov 2025 | ₪27.9b | ₪10.8b | ₪1.7b | 18.7x | 16.7x | 2.6x |
| Wed, 08 Oct 2025 | ₪31.4b | ₪10.7b | ₪1.7b | 17.7x | 18.7x | 2.9x |
| Fri, 05 Sep 2025 | ₪30.6b | ₪10.9b | ₪1.7b | 16.2x | 17.6x | 2.8x |
| Sun, 03 Aug 2025 | ₪35.7b | ₪10.8b | ₪1.5b | 20.1x | 23.5x | 3.3x |
| Tue, 01 Jul 2025 | ₪38.0b | ₪10.7b | ₪1.5b | 21.6x | 25.3x | 3.5x |
| Thu, 29 May 2025 | ₪38.7b | ₪11.1b | ₪1.6b | 20.1x | 24.7x | 3.5x |
| Sat, 26 Apr 2025 | ₪37.2b | ₪11.3b | ₪1.5b | 20.5x | 24.4x | 3.3x |
| Mon, 24 Mar 2025 | ₪37.8b | ₪11.5b | ₪1.6b | 13.7x | 24.2x | 3.3x |
| Wed, 19 Feb 2025 | ₪41.4b | ₪10.7b | ₪1.4b | 13.7x | 28.9x | 3.9x |
| Fri, 17 Jan 2025 | ₪39.7b | ₪10.9b | ₪1.5b | 13.5x | 27x | 3.7x |
| Sun, 15 Dec 2024 | ₪44.3b | ₪10.8b | ₪1.5b | 13.4x | 30.2x | 4.1x |
| Tue, 12 Nov 2024 | ₪46.7b | ₪10.9b | ₪1.4b | 17.2x | 33.2x | 4.3x |
| Thu, 10 Oct 2024 | ₪41.7b | ₪11.1b | ₪1.4b | 15.7x | 30.1x | 3.7x |
| Sat, 07 Sep 2024 | ₪40.6b | ₪11.3b | ₪1.4b | 15.3x | 29.9x | 3.6x |
| Mon, 05 Aug 2024 | ₪46.1b | ₪11.1b | ₪1.2b | 16.1x | 37.5x | 4.1x |
| Wed, 03 Jul 2024 | ₪43.6b | ₪11.0b | ₪1.2b | 11x | 35.5x | 4x |
| Fri, 31 May 2024 | ₪47.6b | ₪10.8b | ₪1.2b | 12x | 40.2x | 4.4x |
| Sun, 28 Apr 2024 | ₪57.0b | ₪10.7b | ₪1.1b | 14x | 52x | 5.3x |
| Tue, 26 Mar 2024 | ₪64.6b | ₪10.5b | ₪994.5m | 12.7x | 64.9x | 6.2x |
| Thu, 22 Feb 2024 | ₪54.9b | ₪10.3b | ₪900.7m | 12.9x | 60.9x | 5.3x |
| Sat, 20 Jan 2024 | ₪51.3b | ₪10.5b | ₪919.0m | 12x | 55.9x | 4.9x |
| Mon, 18 Dec 2023 | ₪48.1b | ₪10.3b | ₪898.2m | 11.6x | 53.6x | 4.7x |
| Wed, 15 Nov 2023 | ₪44.4b | ₪10.4b | ₪820.2m | 11.1x | 54.1x | 4.3x |
| Fri, 13 Oct 2023 | ₪42.2b | ₪10.8b | ₪864.5m | 11.2x | 48.8x | 3.9x |
| Sun, 10 Sep 2023 | ₪47.9b | ₪10.5b | ₪817.9m | 11.1x | 58.5x | 4.5x |
| Tue, 08 Aug 2023 | ₪51.4b | ₪10.0b | ₪573.6m | 13.5x | 89.6x | 5.2x |
| Thu, 06 Jul 2023 | ₪49.2b | ₪10.0b | ₪565.3m | 29.8x | 87x | 4.9x |
| Sat, 03 Jun 2023 | ₪51.1b | ₪10.1b | ₪561.6m | 30x | 91x | 5.1x |
| Mon, 01 May 2023 | ₪52.0b | ₪11.9b | ₪636.2m | 21.6x | 81.7x | 4.4x |
| Wed, 29 Mar 2023 | ₪52.8b | ₪11.5b | ₪666.7m | 19.5x | 79.2x | 4.6x |
| Fri, 24 Feb 2023 | ₪52.2b | ₪11.3b | ₪626.3m | 19.5x | 83.3x | 4.6x |
| Sun, 22 Jan 2023 | ₪50.1b | ₪10.8b | ₪590.8m | 21x | 84.9x | 4.7x |
| Tue, 20 Dec 2022 | ₪48.6b | ₪10.9b | ₪597.4m | 19.6x | 81.3x | 4.5x |
| Thu, 17 Nov 2022 | ₪50.0b | ₪10.6b | ₪589.6m | 22.3x | 84.9x | 4.7x |
Price to Earnings Ratio
84.9x
Current Industry PE
- Investors are pessimistic on the Israeli 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 17.1x which is lower than its 3-year average PE of 49.3x.
- The 3-year average PS ratio of 4.2x is higher than the industry's current PS ratio of 2.7x.
Past Earnings Growth
- The earnings for companies in the Software industry have grown 42% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Israeli Tech industry?
| IL Market | 0.46% | |
| Tech | -3.27% | |
| Software | -9.29% | |
| Systems Software | -5.76% | |
| Application Software | -9.35% | |
Industry PE
- Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 46.3x.
- Analysts expect its future annual earnings growth (8.9%) to be largely in line with prior year's earnings growth.
Forecasted Growth
- Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 73% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Application Software industry is expected to see its earnings grow by 8.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TECT Tectona | ₪3.02 | 2.3% +₪1.6m | -41.3% | PS6.2x | |
| G107 Group 107 | ₪1.11 | 5.1% +₪1.5m | 140.4% | PS0.8x | |
| CNTL-M Continual | ₪0.86 | 26.5% +₪1.4m | 13.5% | PB12x | |
| NRGN NRGene Technologies | ₪2.96 | 0.8% +₪315.6k | -7.0% | PS9.8x |
