Serko Limited (NZSE:SKO) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely
Feb 11
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- 7D8.7%
- 3M-23.7%
- 1Y-35.5%
- YTDn/a
Over the last 7 days, the Application Software industry has risen 8.7%, driven by gains from Gentrack Group of 8.3%. During this same period, the Serko underperformed, falling 5.4%. In contrast, the industry has lost 36% in the last 12 months. Earnings are forecast to grow by 39% annually.
Industry Valuation and Performance
Has the New Zealand Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 04 Mar 2026 | NZ$1.8b | NZ$543.9m | -NZ$9,721,119.15 | 32.5x | -184.5x | 3.3x |
| Fri, 30 Jan 2026 | NZ$1.9b | NZ$552.8m | -NZ$7,551,724.90 | 22.8x | -250.8x | 3.4x |
| Sun, 28 Dec 2025 | NZ$2.1b | NZ$552.7m | -NZ$7,528,664.63 | 23.6x | -272.8x | 3.7x |
| Tue, 25 Nov 2025 | NZ$2.1b | NZ$537.3m | -NZ$15,968,685.00 | 46x | -130.8x | 3.9x |
| Thu, 23 Oct 2025 | NZ$2.1b | NZ$518.3m | -NZ$11,563,685.00 | 44x | -177.4x | 4x |
| Sat, 20 Sep 2025 | NZ$2.3b | NZ$518.3m | -NZ$11,563,685.00 | 51.4x | -197x | 4.4x |
| Mon, 18 Aug 2025 | NZ$2.2b | NZ$518.9m | -NZ$11,493,685.00 | 48.2x | -193.7x | 4.3x |
| Wed, 16 Jul 2025 | NZ$2.6b | NZ$511.5m | -NZ$12,393,685.00 | 57.7x | -210.1x | 5.1x |
| Fri, 13 Jun 2025 | NZ$2.6b | NZ$511.5m | -NZ$12,393,685.00 | 57.5x | -209.5x | 5.1x |
| Sun, 11 May 2025 | NZ$2.6b | NZ$486.3m | -NZ$8,228,044.00 | 71.8x | -319.4x | 5.4x |
| Tue, 08 Apr 2025 | NZ$2.4b | NZ$486.3m | -NZ$8,228,044.00 | 58.5x | -292.8x | 5x |
| Thu, 06 Mar 2025 | NZ$2.6b | NZ$486.3m | -NZ$8,228,044.00 | 64.1x | -313.8x | 5.3x |
| Sat, 01 Feb 2025 | NZ$2.7b | NZ$475.9m | -NZ$14,698,044.00 | 73.5x | -182.9x | 5.6x |
| Mon, 30 Dec 2024 | NZ$2.7b | NZ$475.9m | -NZ$14,698,044.00 | 72.8x | -180.3x | 5.6x |
| Wed, 27 Nov 2024 | NZ$2.4b | NZ$449.6m | -NZ$19,117,615.00 | 90.1x | -124.6x | 5.3x |
| Fri, 25 Oct 2024 | NZ$2.2b | NZ$443.9m | -NZ$21,173,615.00 | 73x | -105.6x | 5x |
| Sun, 22 Sep 2024 | NZ$2.3b | NZ$443.9m | -NZ$21,173,615.00 | 79x | -107x | 5.1x |
| Tue, 20 Aug 2024 | NZ$2.3b | NZ$444.9m | -NZ$20,551,615.00 | 73.6x | -114.3x | 5.3x |
| Thu, 18 Jul 2024 | NZ$2.2b | NZ$445.0m | -NZ$26,851,615.00 | 77.6x | -82.5x | 5x |
| Sat, 15 Jun 2024 | NZ$2.0b | NZ$445.0m | -NZ$26,851,615.00 | 71x | -75.4x | 4.6x |
| Mon, 13 May 2024 | NZ$1.7b | NZ$421.3m | -NZ$25,888,398.00 | 45.3x | -67.4x | 4.1x |
| Wed, 10 Apr 2024 | NZ$1.9b | NZ$421.3m | -NZ$25,888,398.00 | 46.3x | -71.7x | 4.4x |
| Fri, 08 Mar 2024 | NZ$1.8b | NZ$421.3m | -NZ$25,888,398.00 | 43.2x | -67.9x | 4.2x |
| Sun, 04 Feb 2024 | NZ$1.7b | NZ$424.8m | -NZ$30,428,398.00 | 37.9x | -54.7x | 3.9x |
| Tue, 02 Jan 2024 | NZ$1.6b | NZ$424.8m | -NZ$30,428,398.00 | 37.1x | -53.6x | 3.8x |
| Thu, 30 Nov 2023 | NZ$1.5b | NZ$407.9m | -NZ$32,374,829.00 | 31.5x | -45.7x | 3.6x |
| Sat, 28 Oct 2023 | NZ$1.4b | NZ$390.9m | -NZ$44,940,829.00 | 27.2x | -30.3x | 3.5x |
| Mon, 25 Sep 2023 | NZ$1.4b | NZ$390.9m | -NZ$44,940,829.00 | 25.2x | -31.1x | 3.6x |
| Wed, 23 Aug 2023 | NZ$1.4b | NZ$383.0m | -NZ$53,369,829.00 | 26.3x | -26.7x | 3.7x |
| Fri, 21 Jul 2023 | NZ$1.5b | NZ$383.0m | -NZ$53,369,829.00 | 25.9x | -27.3x | 3.8x |
| Sun, 18 Jun 2023 | NZ$1.4b | NZ$383.0m | -NZ$53,369,829.00 | 26.3x | -25.8x | 3.6x |
| Tue, 16 May 2023 | NZ$1.0b | NZ$336.7m | -NZ$80,330,453.00 | 11.6x | -12.8x | 3.1x |
| Thu, 13 Apr 2023 | NZ$1.0b | NZ$341.4m | -NZ$81,098,453.00 | 11.5x | -12.6x | 3x |
| Sat, 11 Mar 2023 | NZ$1.0b | NZ$341.4m | -NZ$81,098,453.00 | 11.1x | -12.5x | 3x |
Price to Earnings Ratio
-12.5x
Current Industry PE
- Investors are pessimistic on the New Zealander Application Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 4.3x is higher than the industry's current PS ratio of 3.3x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have improved over the last three years.
- Revenues for these companies have grown 17% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Comparison
How does New Zealand Application Software compare with similar industries?
| NZ Market | 2.56% | |
| Tech | 6.04% | |
| Software | 8.68% | |
| Application Software | 8.74% | |
| Systems Software | 0% | 0 |
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 | |
|---|---|---|---|---|---|
| VGL Vista Group International | NZ$1.84 | 9.9% +NZ$39.4m | -50.3% | PE231.3x | |
| GTK Gentrack Group | NZ$7.63 | 0.4% +NZ$3.4m | -30.8% | PE41.1x |