Narrative Update • Jun 26
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- 7D1.4%
- 3M12.0%
- 1Y8.9%
- YTDn/a
In the last week, the Application Software industry is up 1.4%, with TXT e-solutions up 4.9%. Meanwhile, Metriks AI. Società Benefit actually underperformed within the industry, shrinking 11% in the last week. In the last 12 months, the industry was up 8.9%. As for the next few years, earnings are expected to grow by 39% per annum.
Industry Valuation and Performance
Has the Italian Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | €1.1b | €837.9m | €16.8m | 43x | 66.1x | 1.3x |
| Tue, 26 May 2026 | €1.1b | €826.1m | €12.1m | 40.2x | 89.5x | 1.3x |
| Thu, 23 Apr 2026 | €1.1b | €806.8m | €8.0m | 38.1x | 136.9x | 1.4x |
| Sat, 21 Mar 2026 | €990.1m | €780.0m | €6.0m | 18.4x | 163.7x | 1.3x |
| Mon, 16 Feb 2026 | €941.3m | €744.3m | €1.6m | 20.9x | 596.4x | 1.3x |
| Wed, 14 Jan 2026 | €1.2b | €790.9m | €9.2m | 21.7x | 132.5x | 1.5x |
| Fri, 12 Dec 2025 | €1.2b | €819.8m | €9.0m | 22.9x | 129.2x | 1.4x |
| Sun, 09 Nov 2025 | €1.1b | €800.7m | €8.0m | 23.2x | 139.4x | 1.4x |
| Tue, 07 Oct 2025 | €1.2b | €805.9m | €13.1m | 24.5x | 93.8x | 1.5x |
| Thu, 04 Sep 2025 | €1.1b | €789.5m | €10.8m | 23.4x | 102.8x | 1.4x |
| Sat, 02 Aug 2025 | €1.1b | €766.0m | €11.0m | 24.1x | 97.3x | 1.4x |
| Mon, 30 Jun 2025 | €1.1b | €766.0m | €11.0m | 24.7x | 97.4x | 1.4x |
| Wed, 28 May 2025 | €1.2b | €764.8m | €11.2m | 28.1x | 105x | 1.5x |
| Fri, 25 Apr 2025 | €1.0b | €730.7m | €11.1m | 24.9x | 93.7x | 1.4x |
| Sun, 23 Mar 2025 | €1.1b | €737.9m | €8.9m | 37.3x | 118.5x | 1.4x |
| Tue, 18 Feb 2025 | €1.1b | €718.1m | €11.7m | 26.9x | 95.4x | 1.6x |
| Thu, 16 Jan 2025 | €1.1b | €718.1m | €11.7m | 24.8x | 91.2x | 1.5x |
| Sat, 14 Dec 2024 | €1.1b | €718.1m | €11.7m | 25.3x | 91.4x | 1.5x |
| Mon, 11 Nov 2024 | €1.1b | €782.4m | €12.1m | 27.4x | 91.7x | 1.4x |
| Wed, 09 Oct 2024 | €1.1b | €781.9m | €12.4m | 23.9x | 88.8x | 1.4x |
| Fri, 06 Sep 2024 | €1.1b | €758.3m | €9.5m | 32.6x | 114.3x | 1.4x |
| Sun, 04 Aug 2024 | €1.0b | €762.5m | €10.5m | 29.9x | 97.8x | 1.3x |
| Tue, 02 Jul 2024 | €903.7m | €716.1m | €6.2m | 29.4x | 144.7x | 1.3x |
| Thu, 30 May 2024 | €895.5m | €714.7m | €7.9m | 31x | 113x | 1.3x |
| Sat, 27 Apr 2024 | €891.5m | €700.8m | €8.8m | 28.7x | 101.1x | 1.3x |
| Mon, 25 Mar 2024 | €945.6m | €719.8m | €4.7m | 24.8x | 201.3x | 1.3x |
| Wed, 21 Feb 2024 | €866.6m | €709.9m | €2.3m | 26.2x | 378.4x | 1.2x |
| Fri, 19 Jan 2024 | €849.3m | €709.9m | €2.3m | 25x | 370.9x | 1.2x |
| Sun, 17 Dec 2023 | €764.3m | €703.3m | €3.4m | 24.4x | 227.9x | 1.1x |
| Tue, 14 Nov 2023 | €744.9m | €703.3m | €3.4m | 22.7x | 222.2x | 1.1x |
| Thu, 12 Oct 2023 | €825.2m | €681.1m | €2.2m | 22.6x | 382.9x | 1.2x |
| Sat, 09 Sep 2023 | €855.5m | €653.1m | -€691,686.00 | 38.5x | -1236.9x | 1.3x |
| Mon, 07 Aug 2023 | €912.7m | €653.6m | -€692,173.00 | 41.5x | -1318.6x | 1.4x |
| Wed, 05 Jul 2023 | €924.1m | €622.5m | -€3,942,964.00 | 45.8x | -234.4x | 1.5x |
Price to Earnings Ratio
-234.4x
Current Industry PE
- Investors are pessimistic on the Italian 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 66.0x which is lower than its 3-year average PE of 89.2x.
- The industry is trading close to its 3-year average PS ratio of 1.4x.
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 grown 10% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does Italian Application Software compare with similar industries?
| IT Market | -2.72% | |
| Tech | -9.48% | |
| Software | 0.23% | |
| Application Software | 1.39% | |
| Systems Software | -5.00% | |
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 | |
|---|---|---|---|---|---|
| TXT TXT e-solutions | €37.45 | 4.9% +€22.0m | 10.6% | PE20.1x | |
| EXAI Expert.ai | €1.68 | 1.8% +€3.4m | 18.8% | PS4.1x | |
| SIAV Siav | €2.60 | 3.2% +€722.2k | 22.6% | PE14.7x | |
| AAT AATECH. Società Benefit | €1.02 | 2.0% +€197.9k | 17.9% | PS0.7x |