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U.S. Internet Services and Infrastructure Industry Analysis

UpdatedMay 29, 2022
DataAggregated Company Financials
Companies48
  • 7D1.0%
  • 3M-40.8%
  • 1Y-54.7%
  • YTD-58.7%

The Internet Services and Infrastructure is pretty flat in the last 7 days, but VeriSign has stood out, gaining 6.5%. As for the longer term, the industry has declined 55% in the last year. Earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

Has the U.S. Internet Services and Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sun, 29 May 2022US$211.4bUS$28.5b-US$4,181,375,360.0052.7x
Tue, 26 Apr 2022US$282.9bUS$28.3b-US$957,211,176.0042.6x
Thu, 24 Mar 2022US$345.7bUS$28.0b-US$924,906,881.0053.9x
Sat, 19 Feb 2022US$337.4bUS$26.4b-US$774,833,633.0056.9x
Mon, 17 Jan 2022US$425.8bUS$25.8bUS$128.5m49.2x
Wed, 15 Dec 2021US$505.8bUS$25.8bUS$120.9m55.8x
Fri, 12 Nov 2021US$582.1bUS$25.2bUS$218.0m57.3x
Sun, 10 Oct 2021US$517.1bUS$23.9b-US$478,039,361.0061.6x
Tue, 07 Sep 2021US$554.7bUS$24.2b-US$581,394,295.4165.2x
Thu, 05 Aug 2021US$529.8bUS$24.0b-US$492,623,112.4164.4x
Sun, 09 May 2021US$440.0bUS$21.0b-US$878,533,991.1558.6x
Wed, 10 Feb 2021US$429.4bUS$19.3b-US$1,766,603,002.3333.5x
Tue, 03 Nov 2020US$352.4bUS$17.7b-US$1,524,249,944.37106.7x
Fri, 07 Aug 2020US$273.5bUS$13.0b-US$1,026,085,510.2649.3x
Thu, 30 Apr 2020US$170.7bUS$14.5b-US$443,415,572.1652.5x
Sun, 02 Feb 2020US$146.0bUS$13.8b-US$376,538,165.7771.1x
Wed, 06 Nov 2019US$123.7bUS$13.5bUS$175.0m42.1x
Sat, 10 Aug 2019US$128.9bUS$12.6bUS$273.4m60.7x
Median PE Ratio

119.8x


Total Market Cap: US$116.5bTotal Earnings: US$267.5mTotal Revenue: US$12.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Internet Services and Infrastructure Industry Median PE3Y Average 59.9x202020212022
Current Industry PE
  • Investors are relatively neutral on the industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 59.9x.
Past Earnings Growth
  • Total earnings for the Internet Services and Infrastructure industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 33% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Internet Services and Infrastructure compare with similar industries?

US Market6.18%
Tech7.63%
IT6.50%
Internet Services and Infrastructure0.96%
IT Consulting8.40%
Data Processing Services6.79%
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
VRSN VeriSignUS$176.326.5%
+US$1.2b		-19.8%PS24.4x
NET CloudflareUS$58.915.8%
+US$1.1b		-28.2%PS26.3x
TWLO TwilioUS$108.375.2%
+US$970.2m		-67.7%PS6.3x
AKAM Akamai TechnologiesUS$102.735.4%
+US$836.8m		-10.1%PS26.8x
SHOP ShopifyUS$369.041.4%
+US$654.7m		-70.3%PS256.1x
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Latest News

DOCN

US$50.58

DigitalOcean Holdings

7D

18.6%

1Y

20.3%

SNOW

US$129.91

Snowflake

7D

-8.2%

1Y

-45.4%

VNET

US$5.49

VNET Group

7D

-3.5%

1Y

-75.4%

AKAM

US$102.73

Akamai Technologies

7D

5.4%

1Y

-10.1%
May 25

Akamai: Softening Business And Reduced Guidance

Due to the company's softening business, reduced guidance, and the current macro investment environment, I am lowering my rating on AKAM from BUY to HOLD. While Q1's results were relatively "ok", the outlook for the rest of the year is cloudy and after being goosed by the pandemic, AKAM's CDN business will likely be flat. As I previously reported, AKAM's cybersecurity solutions will continue to be a bright spot and grew ~25% in Q1. Cybersecurity remains the primary investment theme in my opinion. However, in the short-term, FY22 guidance was reduced on headwinds from foreign exchange, the corporate tax rate, and Russia/Ukraine.

NET

US$58.91

Cloudflare

7D

5.8%

1Y

-28.2%

VRSN

US$176.32

VeriSign

7D

6.5%

1Y

-19.8%
May 24

VeriSign's Valuation Is Still Bulky

VeriSign has a dependable business model. Despite a 35% drop from the last all-time high, VeriSign's valuation still seems bulky. It is an attractive stock as a long-term investment due to several expandable moats.

TWLO

US$108.37

Twilio

7D

5.2%

1Y

-67.7%
May 24

Twilio Q1 Review: Cautious Optimism

Twilio released Q1 earnings with Revenue beating estimates by a mere 1%. Q2 Guidance was weak as the company faces tough YoY comps. However, Twilio expects a reacceleration of growth for the back half of the year. Unprofitability remains the biggest concern when investing in Twilio, especially in today's market environment. However, the company has strong competitive advantages and remains the dominant player in the cloud communications and customer data platform category. On the other hand, the stock trades at the lowest valuation multiple ever, offering compelling value for investors.

WIX

US$66.81

Wix.com

7D

-0.8%

1Y

-74.3%

SQSP

US$20.75

Squarespace

7D

-4.4%

1Y

-60.6%

SHOP

US$369.04

Shopify

7D

1.4%

1Y

-70.3%

CYXT

US$14.60

Cyxtera Technologies

7D

15.4%

1Y

47.3%

GDS

US$27.51

GDS Holdings

7D

-5.0%

1Y

-63.4%

CORZ

US$3.69

Core Scientific

7D

-0.8%

1Y

-62.5%

GDDY

US$75.20

GoDaddy

7D

5.6%

1Y

-7.1%