Narrative Update • Aug 13
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- 7D-2.3%
- 3M-16.7%
- 1Y-20.0%
- YTD-20.6%
Over the last 7 days, the Software industry has dropped 2.3%, driven by declines from every company within the industry. However, the industry is down 20% over the past year. As for the next few years, earnings are expected to grow by 49% per annum.
Industry Valuation and Performance
Has the Dutch Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Sep 2026 | €824.5m | €841.2m | €15.3m | 13.9x | 53.9x | 1x |
| Thu, 13 Aug 2026 | €849.0m | €841.2m | €15.3m | 14.4x | 55.5x | 1x |
| Sat, 11 Jul 2026 | €930.7m | €843.8m | -€11,551,000.00 | 134.6x | -80.6x | 1.1x |
| Mon, 08 Jun 2026 | €1.0b | €843.8m | -€11,551,000.00 | 154.1x | -87x | 1.2x |
| Wed, 06 May 2026 | €924.7m | €843.8m | -€11,180,000.00 | 138.2x | -82.7x | 1.1x |
| Fri, 03 Apr 2026 | €862.2m | €855.0m | -€21,830,000.00 | n/a | -39.5x | 1x |
| Sun, 01 Mar 2026 | €994.3m | €854.7m | -€20,735,000.00 | n/a | -48x | 1.2x |
| Tue, 27 Jan 2026 | €1.2b | €870.6m | -€39,476,000.00 | n/a | -29.5x | 1.3x |
| Thu, 25 Dec 2025 | €1.0b | €870.6m | -€39,476,000.00 | n/a | -25.4x | 1.2x |
| Sat, 22 Nov 2025 | €961.2m | €870.6m | -€39,476,000.00 | n/a | -24.3x | 1.1x |
| Mon, 20 Oct 2025 | €1.1b | €870.6m | -€39,476,000.00 | n/a | -26.7x | 1.2x |
| Wed, 17 Sep 2025 | €1.0b | €874.4m | -€52,953,000.00 | n/a | -19.3x | 1.2x |
| Fri, 15 Aug 2025 | €961.8m | €874.4m | -€52,953,000.00 | 153.1x | -18.2x | 1.1x |
| Sun, 13 Jul 2025 | €804.9m | €615.8m | -€22,461,000.00 | 118.8x | -35.8x | 1.3x |
| Tue, 10 Jun 2025 | €832.9m | €615.8m | -€22,456,000.00 | 118.8x | -37.1x | 1.4x |
| Thu, 08 May 2025 | €786.8m | €616.1m | -€22,254,000.00 | 31.2x | -35.4x | 1.3x |
| Sat, 05 Apr 2025 | €743.6m | €615.0m | -€29,999,000.00 | 27.7x | -24.8x | 1.2x |
| Mon, 03 Mar 2025 | €813.9m | €617.1m | -€29,014,000.00 | 29.7x | -28.1x | 1.3x |
| Wed, 29 Jan 2025 | €1.1b | €881.5m | -€52,858,000.00 | 32.7x | -20.2x | 1.2x |
| Fri, 27 Dec 2024 | €1.0b | €881.5m | -€52,858,000.00 | 33.2x | -19.5x | 1.2x |
| Sun, 24 Nov 2024 | €1.1b | €881.5m | -€52,858,000.00 | 33.4x | -20.3x | 1.2x |
| Tue, 22 Oct 2024 | €1.1b | €881.5m | -€52,858,000.00 | 34.7x | -20.6x | 1.2x |
| Thu, 19 Sep 2024 | €1.1b | €884.9m | -€56,414,000.00 | 39.2x | -18.9x | 1.2x |
| Sat, 17 Aug 2024 | €1.0b | €884.9m | -€56,414,000.00 | 44x | -18.6x | 1.2x |
| Mon, 15 Jul 2024 | €1.2b | €892.7m | -€70,657,000.00 | 45.6x | -17x | 1.3x |
| Wed, 12 Jun 2024 | €1.2b | €892.7m | -€70,657,000.00 | 48.4x | -17x | 1.3x |
| Fri, 10 May 2024 | €1.1b | €892.5m | -€70,815,000.00 | n/a | -15.8x | 1.3x |
| Sun, 07 Apr 2024 | €1.4b | €893.9m | -€62,974,000.00 | n/a | -21.5x | 1.5x |
| Tue, 05 Mar 2024 | €1.3b | €894.5m | -€64,249,000.00 | n/a | -20.4x | 1.5x |
| Thu, 01 Feb 2024 | €1.2b | €909.6m | -€74,486,000.00 | n/a | -16.5x | 1.4x |
| Sat, 30 Dec 2023 | €1.2b | €909.6m | -€74,486,000.00 | n/a | -16.4x | 1.3x |
| Mon, 27 Nov 2023 | €1.2b | €909.6m | -€74,486,000.00 | n/a | -15.5x | 1.3x |
| Wed, 25 Oct 2023 | €1.0b | €909.6m | -€73,478,000.00 | 21.9x | -14.2x | 1.1x |
| Fri, 22 Sep 2023 | €1.2b | €902.0m | -€82,976,000.00 | 70x | -15x | 1.4x |
Price to Earnings Ratio
-15x
Current Industry PE
- Investors are optimistic on the Dutch Software industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 53.9x which is higher than its 3-year average PE of -24.1x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
- Total earnings for the Software industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 2.3% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Dutch Tech industry?
| NL Market | -1.86% | |
| Tech | -1.67% | |
| Software | -2.27% | |
| Application Software | -2.27% | |
Industry PE
- Investors are most optimistic about the Application Software industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 48.6% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Application Software industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 49% over the next 5 years.
- In contrast, the Application Software industry is expected to see its earnings grow by 49% 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 | |
|---|---|---|---|---|---|
| No data available | |||||