Narrative Update • Aug 10
Over the last 7 days, the Application Software industry has risen 5.6%, driven by gains from TXT e-solutions of 9.9%. Meanwhile, Solid World Group actually underperformed within the industry, shrinking 24% in the last week. In the last 12 months, the industry was up 33%. As for the next few years, earnings are expected to grow by 51% per annum.
Has the Italian Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | €1.3b | €859.6m | €5.2m | 60.2x | 259x | 1.6x |
| Sat, 11 Jul 2026 | €1.2b | €837.7m | €16.8m | 43x | 70.5x | 1.4x |
| Mon, 08 Jun 2026 | €1.1b | €826.1m | €12.1m | 41.6x | 91.6x | 1.3x |
| Wed, 06 May 2026 | €1.1b | €807.8m | €11.6m | 39.2x | 92.3x | 1.3x |
| Fri, 03 Apr 2026 | €1.0b | €783.7m | €6.8m | 20.1x | 149.2x | 1.3x |
| Sun, 01 Mar 2026 | €950.2m | €744.3m | €1.6m | 19.2x | 602x | 1.3x |
| Tue, 27 Jan 2026 | €1.2b | €790.9m | €9.2m | 21.1x | 130.1x | 1.5x |
| Thu, 25 Dec 2025 | €1.2b | €819.8m | €8.7m | 21.8x | 135.7x | 1.4x |
| Sat, 22 Nov 2025 | €1.1b | €819.8m | €9.0m | 22.3x | 121.4x | 1.3x |
| Mon, 20 Oct 2025 | €1.2b | €800.7m | €8.0m | 23.5x | 145.7x | 1.5x |
| Wed, 17 Sep 2025 | €1.1b | €798.2m | €11.2m | 26.4x | 102.2x | 1.4x |
| Fri, 15 Aug 2025 | €1.1b | €789.5m | €10.8m | 23.4x | 100.4x | 1.4x |
| Sun, 13 Jul 2025 | €1.1b | €766.0m | €11.0m | 25.6x | 100.2x | 1.4x |
| Tue, 10 Jun 2025 | €1.1b | €765.9m | €11.2m | 25.7x | 99.8x | 1.5x |
| Thu, 08 May 2025 | €1.1b | €730.7m | €10.1m | 26.4x | 104.5x | 1.4x |
| Sat, 05 Apr 2025 | €967.8m | €735.9m | €10.8m | 22.2x | 89.4x | 1.3x |
| Mon, 03 Mar 2025 | €1.1b | €718.1m | €11.7m | 26.5x | 96.1x | 1.6x |
| Wed, 29 Jan 2025 | €1.1b | €718.1m | €11.7m | 24.4x | 90.1x | 1.5x |
| Fri, 27 Dec 2024 | €1.0b | €718.1m | €11.7m | 24x | 89.4x | 1.5x |
| Sun, 24 Nov 2024 | €1.1b | €813.5m | €13.3m | 27.1x | 83.7x | 1.4x |
| Tue, 22 Oct 2024 | €1.1b | €782.6m | €12.1m | 26.2x | 94.2x | 1.5x |
| Thu, 19 Sep 2024 | €1.1b | €525.3m | -€6,660,481.00 | 30.7x | -166x | 2.1x |
| Sat, 17 Aug 2024 | €1.1b | €758.3m | €9.5m | 31.9x | 114.2x | 1.4x |
| Mon, 15 Jul 2024 | €938.9m | €716.1m | €6.2m | 29.2x | 150.3x | 1.3x |
| Wed, 12 Jun 2024 | €870.4m | €715.4m | €8.2m | 29.7x | 106.6x | 1.2x |
| Fri, 10 May 2024 | €888.7m | €699.9m | €7.9m | 25.9x | 112.5x | 1.3x |
| Sun, 07 Apr 2024 | €899.5m | €730.5m | €1.1m | 28.5x | 786.9x | 1.2x |
| Tue, 05 Mar 2024 | €910.6m | €709.9m | €2.3m | 24.9x | 397.6x | 1.3x |
| Thu, 01 Feb 2024 | €872.6m | €709.9m | €2.3m | 26.9x | 381x | 1.2x |
| Sat, 30 Dec 2023 | €831.8m | €709.9m | €2.3m | 25.8x | 363.2x | 1.2x |
| Mon, 27 Nov 2023 | €789.0m | €703.3m | €3.4m | 23.5x | 235.3x | 1.1x |
| Wed, 25 Oct 2023 | €752.2m | €681.1m | €2.2m | 22.4x | 349x | 1.1x |
| Fri, 22 Sep 2023 | €851.3m | €651.3m | -€1,886,665.00 | 36.8x | -451.2x | 1.3x |
| Sun, 20 Aug 2023 | €879.6m | €653.1m | -€691,686.00 | 40.3x | -1271.6x | 1.3x |
-1271.6x
How does Italian Application Software compare with similar industries?
| IT Market | 0.12% | |
| Tech | 1.08% | |
| Software | 3.73% | |
| Application Software | 5.57% | |
| Systems Software | -5.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TXT TXT e-solutions | €52.40 | 6.3% +€39.7m | 69.6% | PE55.3x | |
| SYS SYS-DAT | €6.84 | 5.2% +€10.6m | 12.1% | PE28.8x | |
| DATA Datrix | €1.86 | 22.0% +€5.6m | 57.6% | PS2.1x | |
| SIAV Siav | €2.80 | 3.7% +€902.8k | 38.6% | PE15.8x | |
| MAPS Maps | €2.75 | 1.5% +€531.3k | -19.4% | PE64x |