Narrative Update • Aug 10
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- 7D1.2%
- 3M23.0%
- 1Y38.8%
- YTD25.7%
In the last week, the Software industry is flat overall, with Cy4gate standing out by going down 3.7%. The past year has been better, since the industry has gained 38% in that time. As for the next few years, earnings are expected to grow by 59% per annum.
Industry Valuation and Performance
Has the Italian Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | €1.6b | €993.7m | -€809,852.00 | 56.8x | -1961.8x | 1.6x |
| Sat, 18 Jul 2026 | €1.4b | €971.9m | €11.6m | 25.4x | 120.1x | 1.4x |
| Mon, 15 Jun 2026 | €1.3b | €960.5m | €7.0m | 23.8x | 191.4x | 1.4x |
| Wed, 13 May 2026 | €1.2b | €919.6m | €2.6m | 23.2x | 484.5x | 1.4x |
| Fri, 10 Apr 2026 | €1.2b | €908.9m | -€3,526,633.00 | 39.7x | -333.3x | 1.3x |
| Sun, 08 Mar 2026 | €1.1b | €847.3m | €364.2k | 19.8x | 3126.6x | 1.3x |
| Tue, 03 Feb 2026 | €1.4b | €893.8m | €8.0m | 20.2x | 170.2x | 1.5x |
| Thu, 01 Jan 2026 | €1.4b | €893.8m | €8.0m | 21.1x | 171.3x | 1.5x |
| Sat, 29 Nov 2025 | €1.3b | €922.7m | €7.8m | 22.1x | 172.9x | 1.5x |
| Mon, 27 Oct 2025 | €1.4b | €896.0m | €2.6m | 23.9x | 518.9x | 1.5x |
| Wed, 24 Sep 2025 | €1.3b | €894.0m | €5.1m | 28.4x | 253.1x | 1.5x |
| Fri, 22 Aug 2025 | €1.2b | €877.0m | €4.2m | 26.1x | 289.4x | 1.4x |
| Sun, 20 Jul 2025 | €1.2b | €853.6m | €4.5m | 26.8x | 273.3x | 1.4x |
| Tue, 17 Jun 2025 | €1.2b | €854.8m | €4.6m | 26.4x | 263.4x | 1.4x |
| Thu, 15 May 2025 | €1.2b | €818.2m | €2.5m | 28.2x | 484x | 1.5x |
| Sat, 12 Apr 2025 | €1.1b | €819.1m | €3.3m | 23.6x | 332.4x | 1.3x |
| Mon, 10 Mar 2025 | €1.2b | €800.6m | -€5,540,640.00 | 25.7x | -220.1x | 1.5x |
| Wed, 05 Feb 2025 | €1.2b | €800.6m | -€5,540,640.00 | 26.3x | -219.1x | 1.5x |
| Fri, 03 Jan 2025 | €1.2b | €800.6m | -€5,540,640.00 | 25.2x | -216.6x | 1.5x |
| Sun, 01 Dec 2024 | €1.2b | €895.8m | -€3,959,539.00 | 27.6x | -309.8x | 1.4x |
| Tue, 29 Oct 2024 | €1.3b | €858.7m | -€5,524,403.00 | 26.6x | -227.4x | 1.5x |
| Thu, 26 Sep 2024 | €1.2b | €858.4m | -€4,133,481.00 | 29.9x | -301.2x | 1.5x |
| Sat, 24 Aug 2024 | €1.3b | €838.1m | -€1,507,777.00 | 34x | -855.5x | 1.5x |
| Mon, 22 Jul 2024 | €1.2b | €842.3m | -€568,777.00 | 29.3x | -2158.3x | 1.5x |
| Wed, 19 Jun 2024 | €1.0b | €796.9m | -€4,810,516.00 | 29.2x | -217.7x | 1.3x |
| Fri, 17 May 2024 | €1.1b | €797.1m | -€2,173,212.00 | 26.1x | -493.6x | 1.3x |
| Sun, 14 Apr 2024 | €1.1b | €800.4m | -€8,172,514.00 | 32.4x | -129.1x | 1.3x |
| Tue, 12 Mar 2024 | €1.1b | €813.5m | €5.3m | 30.9x | 198.4x | 1.3x |
| Thu, 08 Feb 2024 | €1.0b | €813.5m | €5.3m | 28x | 193.9x | 1.3x |
| Sat, 06 Jan 2024 | €1.3b | €863.5m | €17.6m | 28.1x | 73.1x | 1.5x |
| Mon, 04 Dec 2023 | €1.3b | €856.9m | €18.7m | 27.2x | 67x | 1.5x |
| Wed, 01 Nov 2023 | €1.2b | €833.9m | €18.3m | 25x | 65.1x | 1.4x |
| Fri, 29 Sep 2023 | €1.3b | €828.6m | €13.5m | 34.4x | 94.3x | 1.5x |
| Sun, 27 Aug 2023 | €1.3b | €811.1m | €14.9m | 40.5x | 90.6x | 1.7x |
Price to Earnings Ratio
90.6x
Current Industry PE
- Investors are optimistic on the Italian Software industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- Total earnings for the Software industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 7.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Italian Tech industry?
| IT Market | -1.60% | |
| Tech | -5.44% | |
| Software | 1.15% | |
| Application Software | 1.95% | |
| Systems Software | -3.36% | |
Industry PE
- Investors are most optimistic about the Application Software industry which is trading above its 3-year average PE ratio of 119x.
- Analysts are expecting annual earnings growth of 51.1%, which is higher than its past year's earnings decline of 9.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 104% over the next 5 years.
- This is better than its past earnings decline of 47% per year.
- In contrast, the Application Software industry is expected to see its earnings grow by 51% 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 | |
|---|---|---|---|---|---|
| TXT TXT e-solutions | €53.80 | 2.7% +€17.6m | 76.7% | PE56.8x | |
| SYS SYS-DAT | €7.12 | 4.1% +€8.8m | 12.3% | PE30x | |
| MTK Metriks AI. Società Benefit | €3.70 | 6.9% +€2.4m | 20.5% | PE71.8x | |
| SIAV Siav | €2.90 | 3.6% +€902.8k | 42.2% | PE16.4x | |
| AAT AATECH. Società Benefit | €1.05 | 5.0% +€494.8k | 18.6% | PS0.8x |