Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Taiwanese (TAIEX) Software Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies32
  • 7D-1.7%
  • 3M2.0%
  • 1Y-16.0%
  • YTD3.7%

Over the last 7 days, the Software industry has dropped 1.7%, driven by 91APP declining 8.5%. Meanwhile, TPIsoftware actually outperformed within the industry, gaining 5.7% in the last week. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 69% per annum.

Industry Valuation and Performance

Has the Taiwanese Software Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Feb 2026NT$117.1bNT$31.9bNT$3.2b23.3x37x3.7x
Fri, 02 Jan 2026NT$111.2bNT$31.9bNT$3.2b24.4x35.1x3.5x
Sun, 30 Nov 2025NT$113.2bNT$31.9bNT$3.2b26.6x35.7x3.6x
Tue, 28 Oct 2025NT$122.2bNT$31.0bNT$2.7b31.8x45x3.9x
Thu, 25 Sep 2025NT$126.8bNT$31.0bNT$2.7b33.3x46.7x4.1x
Sat, 23 Aug 2025NT$132.1bNT$30.8bNT$2.7b31.8x49.2x4.3x
Mon, 21 Jul 2025NT$127.9bNT$30.0bNT$3.1b25.9x41x4.3x
Wed, 18 Jun 2025NT$135.1bNT$30.9bNT$3.3b26.7x40.8x4.4x
Fri, 16 May 2025NT$110.1bNT$29.8bNT$2.9b26.5x37.7x3.7x
Sun, 13 Apr 2025NT$97.6bNT$30.7bNT$2.8b20.4x34.5x3.2x
Tue, 11 Mar 2025NT$122.5bNT$29.8bNT$2.9b25.2x42.4x4.1x
Thu, 06 Feb 2025NT$126.0bNT$29.7bNT$2.9b24.1x42.8x4.2x
Sat, 04 Jan 2025NT$117.0bNT$29.7bNT$2.9b21.9x39.7x3.9x
Mon, 02 Dec 2024NT$122.2bNT$29.7bNT$2.9b22.2x41.5x4.1x
Wed, 30 Oct 2024NT$131.1bNT$28.4bNT$3.0b24.1x43.3x4.6x
Fri, 27 Sep 2024NT$135.1bNT$30.2bNT$3.3b21.7x40.4x4.5x
Sun, 25 Aug 2024NT$130.7bNT$28.4bNT$3.0b22.1x43.2x4.6x
Tue, 23 Jul 2024NT$120.4bNT$28.0bNT$2.6b24.7x45.9x4.3x
Thu, 20 Jun 2024NT$112.6bNT$28.0bNT$2.6b25.9x42.9x4x
Sat, 18 May 2024NT$101.3bNT$27.8bNT$2.4b26.1x42.6x3.6x
Mon, 15 Apr 2024NT$99.1bNT$27.6bNT$2.3b27.3x43.3x3.6x
Wed, 13 Mar 2024NT$103.1bNT$27.1bNT$2.0b27.6x51.9x3.8x
Fri, 09 Feb 2024NT$100.3bNT$27.0bNT$2.2b27.7x45.6x3.7x
Sun, 07 Jan 2024NT$104.4bNT$27.0bNT$2.2b29.5x47.5x3.9x
Tue, 05 Dec 2023NT$100.7bNT$27.2bNT$2.1b32.4x48.9x3.7x
Thu, 02 Nov 2023NT$89.1bNT$26.9bNT$2.2b22.8x40.5x3.3x
Sat, 30 Sep 2023NT$88.4bNT$26.9bNT$2.2b23.4x40.2x3.3x
Mon, 28 Aug 2023NT$90.7bNT$26.9bNT$2.2b24.8x42x3.4x
Wed, 26 Jul 2023NT$99.7bNT$27.0bNT$2.4b26.2x42.1x3.7x
Fri, 23 Jun 2023NT$91.5bNT$26.2bNT$2.3b24.6x39.2x3.5x
Sun, 21 May 2023NT$91.2bNT$25.8bNT$2.5b27.4x36x3.5x
Tue, 18 Apr 2023NT$88.7bNT$25.6bNT$2.6b22.5x34.7x3.5x
Thu, 16 Mar 2023NT$81.0bNT$25.2bNT$2.8b18.2x29.3x3.2x
Sat, 11 Feb 2023NT$77.0bNT$25.0bNT$2.0b14.6x37.8x3.1x
Price to Earnings Ratio

37.8x


Total Market Cap: NT$77.0bTotal Earnings: NT$2.0bTotal Revenue: NT$25.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Software Industry Price to Earnings3Y Average 41.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Taiwanese Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 37.0x which is lower than its 3-year average PE of 41.5x.
  • The industry is trading close to its 3-year average PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 8.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Taiwanese Tech industry?

TW Market-0.51%
Tech-0.084%
Software-1.71%
Systems Software-1.45%
Application Software-1.86%
Industry PE
  • Investors are most optimistic about the Application Software industry, which is trading close to its 3-year average PE ratio of 43.2x.
    • Analysts are expecting annual earnings growth of 101.6%, which is higher than its past year's earnings growth of 19.0% per year.
  • Investors are most pessimistic about the Systems Software industry, which is trading below its 3-year average of 43.7x.
Forecasted Growth
  • Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 102% over the next 5 years.
  • This is better than its past earnings growth rate of 19% per year.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
7781 TPIsoftwareNT$21.2015.8%
+NT$1.7b		194.0%PS13.5x
7737 Kdan Mobile SoftwareNT$40.457.3%
+NT$80.9m		-42.9%n/a
6791 Taiwan Auto-DesignNT$106.502.4%
+NT$52.1m		-31.5%PE26.2x

Latest News

7781
NT$21.20
TPIsoftware
7D
15.8%
1Y
194.0%
6752
NT$116.50
Galaxy Software Services
7D
-4.1%
1Y
-17.1%
5263
NT$104.00
Brogent Technologies
7D
-3.3%
1Y
-28.8%
7749
NT$411.00
Intelligo Technology
7D
-3.3%
1Y
n/a
5202
NT$14.90
NewSoft Technology
7D
-9.1%
1Y
-45.3%
6741
NT$64.90
91APP
7D
-6.8%
1Y
-34.7%
6791
NT$106.50
Taiwan Auto-Design
7D
2.4%
1Y
-31.5%
8416
NT$178.00
Solidwizard Technology
7D
-3.8%
1Y
2.6%
6231
NT$206.00
Insyde Software
7D
-4.8%
1Y
-50.2%
5203
NT$83.50
CyberLink
7D
-2.3%
1Y
-18.5%
7737
NT$40.45
Kdan Mobile Software
7D
7.3%
1Y
-42.9%