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 10%. During this same period, the Serko underperformed, falling 7.6%. In the past year, the industry is down 36%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 02 Mar 2026 | NZ$1.8b | NZ$543.9m | -NZ$9,721,119.15 | 32.5x | -184.5x | 3.3x |
| Wed, 28 Jan 2026 | NZ$1.9b | NZ$552.7m | -NZ$7,542,306.56 | 23.3x | -256.5x | 3.5x |
| Fri, 26 Dec 2025 | NZ$2.1b | NZ$552.7m | -NZ$7,521,194.34 | 23.6x | -273.1x | 3.7x |
| Sun, 23 Nov 2025 | NZ$1.9b | NZ$537.3m | -NZ$15,968,685.00 | 39.2x | -120.2x | 3.6x |
| Tue, 21 Oct 2025 | NZ$2.1b | NZ$518.3m | -NZ$11,563,685.00 | 46.5x | -184.5x | 4.1x |
| Thu, 18 Sep 2025 | NZ$2.3b | NZ$518.3m | -NZ$11,563,685.00 | 51.5x | -199.5x | 4.5x |
| Sat, 16 Aug 2025 | NZ$2.2b | NZ$518.9m | -NZ$11,493,685.00 | 48.2x | -193.7x | 4.3x |
| Mon, 14 Jul 2025 | NZ$2.7b | NZ$511.5m | -NZ$12,393,685.00 | 60.9x | -213.9x | 5.2x |
| Wed, 11 Jun 2025 | NZ$2.6b | NZ$511.5m | -NZ$12,393,685.00 | 58x | -206.1x | 5x |
| Fri, 09 May 2025 | NZ$2.7b | NZ$486.3m | -NZ$8,228,044.00 | 72.5x | -323.4x | 5.5x |
| Sun, 06 Apr 2025 | NZ$2.5b | NZ$486.3m | -NZ$8,228,044.00 | 61.1x | -305.2x | 5.2x |
| Tue, 04 Mar 2025 | NZ$2.6b | NZ$486.3m | -NZ$8,228,044.00 | 66.1x | -320.1x | 5.4x |
| Thu, 30 Jan 2025 | NZ$2.6b | NZ$475.9m | -NZ$14,698,044.00 | 71.9x | -179.7x | 5.6x |
| Sat, 28 Dec 2024 | NZ$2.6b | NZ$475.9m | -NZ$14,698,044.00 | 70.2x | -176.7x | 5.5x |
| Mon, 25 Nov 2024 | NZ$2.4b | NZ$449.6m | -NZ$19,117,615.00 | 78.3x | -126.9x | 5.4x |
| Wed, 23 Oct 2024 | NZ$2.3b | NZ$443.9m | -NZ$21,173,615.00 | 76.3x | -109x | 5.2x |
| Fri, 20 Sep 2024 | NZ$2.3b | NZ$443.9m | -NZ$21,173,615.00 | 77.6x | -108.8x | 5.2x |
| Sun, 18 Aug 2024 | NZ$2.4b | NZ$444.9m | -NZ$20,551,615.00 | 73.2x | -114.6x | 5.3x |
| Tue, 16 Jul 2024 | NZ$2.1b | NZ$445.0m | -NZ$26,851,615.00 | 74.9x | -79.8x | 4.8x |
| Thu, 13 Jun 2024 | NZ$2.0b | NZ$445.0m | -NZ$26,851,615.00 | 70.1x | -73.9x | 4.5x |
| Sat, 11 May 2024 | NZ$1.7b | NZ$421.3m | -NZ$25,888,398.00 | 45.3x | -67.2x | 4.1x |
| Mon, 08 Apr 2024 | NZ$1.9b | NZ$421.3m | -NZ$25,888,398.00 | 45.7x | -71.6x | 4.4x |
| Wed, 06 Mar 2024 | NZ$1.7b | NZ$421.3m | -NZ$25,888,398.00 | 43x | -66.7x | 4.1x |
| Fri, 02 Feb 2024 | NZ$1.6b | NZ$424.8m | -NZ$30,428,398.00 | 37.2x | -53.9x | 3.9x |
| Sun, 31 Dec 2023 | NZ$1.6b | NZ$424.8m | -NZ$30,428,398.00 | 37.1x | -53.6x | 3.8x |
| Tue, 28 Nov 2023 | NZ$1.4b | NZ$407.9m | -NZ$32,374,829.00 | 28.4x | -44.5x | 3.5x |
| Thu, 26 Oct 2023 | NZ$1.4b | NZ$390.9m | -NZ$44,940,829.00 | 27.5x | -31.2x | 3.6x |
| Sat, 23 Sep 2023 | NZ$1.4b | NZ$390.9m | -NZ$44,940,829.00 | 25.2x | -31.1x | 3.6x |
| Mon, 21 Aug 2023 | NZ$1.4b | NZ$383.0m | -NZ$53,369,829.00 | 25.8x | -26.7x | 3.7x |
| Wed, 19 Jul 2023 | NZ$1.4b | NZ$383.0m | -NZ$53,369,829.00 | 25.6x | -26.9x | 3.7x |
| Fri, 16 Jun 2023 | NZ$1.3b | NZ$383.0m | -NZ$53,369,829.00 | 26.2x | -25.2x | 3.5x |
| Sun, 14 May 2023 | NZ$1.0b | NZ$336.7m | -NZ$80,330,453.00 | 11.6x | -12.7x | 3x |
| Tue, 11 Apr 2023 | NZ$1.0b | NZ$341.4m | -NZ$81,098,453.00 | 11.5x | -12.6x | 3x |
| Thu, 09 Mar 2023 | NZ$1.0b | NZ$341.7m | -NZ$81,523,453.00 | 12.9x | -12.8x | 3.1x |
Price to Earnings Ratio
-12.8x
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 | |
|---|---|---|---|---|---|
| GTK Gentrack Group | NZ$8.01 | 10.2% +NZ$83.2m | -29.6% | PE43.2x | |
| VGL Vista Group International | NZ$1.77 | 3.8% +NZ$15.5m | -52.4% | PE222.5x |