Serko Limited (NZSE:SKO) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely
Feb 11
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New Zealand (NZX) Application Software Industry Analysis
UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies7
- 7D-5.3%
- 3M-17.3%
- 1Y-41.4%
- YTDn/a
Over the last 7 days, the Application Software industry has dropped 5.3%, driven by a pullback from Serko of 16%. The industry has fallen 41% in the last year. 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 |
|---|---|---|---|---|---|---|
| Tue, 17 Feb 2026 | NZ$1.6b | NZ$552.8m | -NZ$7,563,530.30 | 20.5x | -216.3x | 3x |
| Thu, 15 Jan 2026 | NZ$2.1b | NZ$552.8m | -NZ$7,554,719.54 | 24.7x | -275.5x | 3.8x |
| Sat, 13 Dec 2025 | NZ$2.1b | NZ$545.8m | -NZ$5,437,706.00 | 25.6x | -395x | 3.9x |
| Mon, 10 Nov 2025 | NZ$2.0b | NZ$518.3m | -NZ$11,563,685.00 | 42.7x | -171.8x | 3.8x |
| Wed, 08 Oct 2025 | NZ$2.2b | NZ$518.3m | -NZ$11,563,685.00 | 46.7x | -191x | 4.3x |
| Fri, 05 Sep 2025 | NZ$2.2b | NZ$518.3m | -NZ$11,563,685.00 | 47.4x | -189.9x | 4.2x |
| Sun, 03 Aug 2025 | NZ$2.4b | NZ$511.5m | -NZ$12,393,685.00 | 50.9x | -195x | 4.7x |
| Tue, 01 Jul 2025 | NZ$2.6b | NZ$511.5m | -NZ$12,393,685.00 | 60.1x | -212.9x | 5.2x |
| Thu, 29 May 2025 | NZ$2.5b | NZ$510.3m | -NZ$14,516,044.00 | 56.3x | -173.6x | 4.9x |
| Sat, 26 Apr 2025 | NZ$2.5b | NZ$486.3m | -NZ$8,228,044.00 | 63.8x | -303.8x | 5.1x |
| Mon, 24 Mar 2025 | NZ$2.6b | NZ$486.3m | -NZ$8,228,044.00 | 61.6x | -318.9x | 5.4x |
| Wed, 19 Feb 2025 | NZ$2.7b | NZ$475.9m | -NZ$14,698,044.00 | 71.7x | -180.4x | 5.6x |
| Fri, 17 Jan 2025 | NZ$2.5b | NZ$475.9m | -NZ$14,698,044.00 | 70.1x | -169.1x | 5.2x |
| Sun, 15 Dec 2024 | NZ$2.7b | NZ$475.9m | -NZ$14,698,044.00 | 74.7x | -183.2x | 5.7x |
| Tue, 12 Nov 2024 | NZ$2.4b | NZ$449.6m | -NZ$19,117,615.00 | 73.9x | -123.3x | 5.2x |
| Thu, 10 Oct 2024 | NZ$2.3b | NZ$443.9m | -NZ$21,173,615.00 | 80.5x | -110.8x | 5.3x |
| Sat, 07 Sep 2024 | NZ$2.3b | NZ$443.9m | -NZ$21,173,615.00 | 75x | -110x | 5.2x |
| Mon, 05 Aug 2024 | NZ$2.2b | NZ$445.0m | -NZ$26,851,615.00 | 73.4x | -80.6x | 4.9x |
| Wed, 03 Jul 2024 | NZ$2.1b | NZ$445.0m | -NZ$26,851,615.00 | 73.1x | -77.5x | 4.7x |
| Fri, 31 May 2024 | NZ$2.0b | NZ$446.7m | -NZ$26,339,398.00 | 70.1x | -75.2x | 4.4x |
| Sun, 28 Apr 2024 | NZ$1.8b | NZ$421.3m | -NZ$25,888,398.00 | 45x | -67.6x | 4.2x |
| Tue, 26 Mar 2024 | NZ$1.8b | NZ$421.3m | -NZ$25,888,398.00 | 44.8x | -70.8x | 4.3x |
| Thu, 22 Feb 2024 | NZ$1.7b | NZ$421.7m | -NZ$24,304,398.00 | 42.4x | -71.1x | 4.1x |
| Sat, 20 Jan 2024 | NZ$1.6b | NZ$424.8m | -NZ$30,428,398.00 | 36.2x | -52x | 3.7x |
| Mon, 18 Dec 2023 | NZ$1.6b | NZ$424.8m | -NZ$30,428,398.00 | 38x | -53.7x | 3.8x |
| Wed, 15 Nov 2023 | NZ$1.5b | NZ$390.9m | -NZ$44,940,829.00 | 28.7x | -32.5x | 3.7x |
| Fri, 13 Oct 2023 | NZ$1.5b | NZ$390.9m | -NZ$44,940,829.00 | 28.8x | -32.6x | 3.7x |
| Sun, 10 Sep 2023 | NZ$1.4b | NZ$390.9m | -NZ$44,940,829.00 | 24.4x | -30.3x | 3.5x |
| Tue, 08 Aug 2023 | NZ$1.4b | NZ$383.0m | -NZ$53,369,829.00 | 25.7x | -26.9x | 3.7x |
| Thu, 06 Jul 2023 | NZ$1.4b | NZ$383.0m | -NZ$53,369,829.00 | 26x | -25.9x | 3.6x |
| Sat, 03 Jun 2023 | NZ$1.2b | NZ$385.3m | -NZ$53,370,000.00 | 25.7x | -22.7x | 3.1x |
| Mon, 01 May 2023 | NZ$1.0b | NZ$341.4m | -NZ$81,098,453.00 | 11.5x | -12.4x | 2.9x |
| Wed, 29 Mar 2023 | NZ$978.5m | NZ$341.4m | -NZ$81,098,453.00 | 11.3x | -12.1x | 2.9x |
| Fri, 24 Feb 2023 | NZ$1.0b | NZ$322.2m | -NZ$82,587,453.00 | 12.3x | -12.3x | 3.2x |
Price to Earnings Ratio
-12.3x
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 3.0x.
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 20% 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 | -1.62% | |
| Tech | -5.01% | |
| Software | -5.23% | |
| Application Software | -5.30% | |
| Systems Software | 6.00% | |
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 | |
|---|---|---|---|---|---|
| LOC Locate Technologies | NZ$0.074 | 1.4% +NZ$297.6k | n/a | PS3.1x |
