Header cover image

U.S. Internet Services and Infrastructure Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies45
  • 7D-4.4%
  • 3M-14.2%
  • 1Y9.6%
  • YTDn/a

Over the last 7 days, the Internet Services and Infrastructure industry has dropped 4.4%, driven by a pullback from Cloudflare of 10%. This takes the industry's 12 month performance to a gain of 9.6%. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026US$421.4bUS$43.0b-US$785,146,057.9850.3x-536.7x9.8x
Sat, 24 Jan 2026US$469.7bUS$41.7b-US$167,372,478.2861.1x-2806.5x11.3x
Mon, 22 Dec 2025US$517.1bUS$41.5b-US$257,765,357.4666.6x-2006.2x12.5x
Wed, 19 Nov 2025US$471.2bUS$40.8b-US$509,274,275.6693.8x-925.2x11.5x
Fri, 17 Oct 2025US$547.6bUS$43.7bUS$431.5m86.8x1268.8x12.5x
Sun, 14 Sep 2025US$511.1bUS$43.9bUS$410.0m124.8x1246.6x11.6x
Tue, 12 Aug 2025US$490.6bUS$42.4bUS$306.3m107.5x1601.4x11.6x
Thu, 10 Jul 2025US$442.2bUS$36.5b-US$1,337,008,451.49118x-330.7x12.1x
Sat, 07 Jun 2025US$414.9bUS$36.5b-US$1,336,718,365.7397.2x-310.4x11.4x
Mon, 05 May 2025US$327.9bUS$34.5b-US$847,199,074.9482.4x-387.1x9.5x
Wed, 02 Apr 2025US$327.9bUS$38.9b-US$8,235,240.1771x-39821.6x8.4x
Fri, 28 Feb 2025US$362.9bUS$37.2b-US$131,236,083.9769.9x-2765x9.8x
Sun, 26 Jan 2025US$324.5bUS$31.7b-US$1,894,330,107.86100.6x-171.3x10.2x
Tue, 24 Dec 2024US$310.5bUS$32.1b-US$1,441,291,391.3174.9x-215.4x9.7x
Thu, 21 Nov 2024US$284.9bUS$31.7b-US$1,466,328,205.26102.2x-194.3x9x
Sat, 19 Oct 2024US$246.2bUS$30.7b-US$1,659,447,068.6269.8x-148.3x8x
Mon, 16 Sep 2024US$224.8bUS$30.6b-US$1,667,754,111.9658.5x-134.8x7.3x
Wed, 14 Aug 2024US$219.1bUS$30.2b-US$1,693,679,825.5436.2x-129.4x7.3x
Fri, 12 Jul 2024US$243.3bUS$33.9b-US$1,618,410,774.7822.8x-150.4x7.2x
Sun, 09 Jun 2024US$227.9bUS$33.9b-US$1,623,444,241.9821.7x-140.4x6.7x
Tue, 07 May 2024US$274.1bUS$33.0b-US$1,645,459,732.5528.3x-166.6x8.3x
Thu, 04 Apr 2024US$256.8bUS$28.5b-US$3,314,609,347.6669.3x-77.5x9x
Sat, 02 Mar 2024US$278.2bUS$28.5b-US$2,645,792,868.7130.5x-105.1x9.8x
Mon, 29 Jan 2024US$291.6bUS$29.0b-US$3,561,056,638.0020.4x-81.9x10x
Wed, 27 Dec 2023US$287.1bUS$29.0b-US$3,577,496,737.0020.4x-80.2x9.9x
Fri, 24 Nov 2023US$253.1bUS$28.5b-US$3,682,595,793.0021.6x-68.7x8.9x
Sun, 22 Oct 2023US$214.4bUS$27.7b-US$4,957,210,643.0021x-43.2x7.7x
Tue, 19 Sep 2023US$235.0bUS$27.7b-US$4,958,710,253.0020.6x-47.4x8.5x
Thu, 17 Aug 2023US$221.9bUS$27.2b-US$5,205,047,683.0021x-42.6x8.2x
Sat, 15 Jul 2023US$254.2bUS$27.5b-US$5,296,427,571.0020x-48x9.2x
Mon, 12 Jun 2023US$237.7bUS$27.5b-US$5,244,648,885.0018.5x-45.3x8.7x
Wed, 10 May 2023US$221.7bUS$30.4b-US$5,970,287,955.0018.8x-37.1x7.3x
Fri, 07 Apr 2023US$204.0bUS$31.1b-US$8,403,951,885.0023.6x-24.3x6.6x
Sun, 05 Mar 2023US$204.0bUS$30.9b-US$8,264,108,304.0022.6x-24.7x6.6x
Price to Earnings Ratio

-24.7x


Total Market Cap: US$204.0bTotal Earnings: -US$8,264,108,304.00Total Revenue: US$30.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Internet Services and Infrastructure Industry Price to Earnings3Y Average -1793.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Internet Services and Infrastructure 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 PS ratio of 9.4x.
Past Earnings Growth
  • The earnings for companies in the Internet Services and Infrastructure industry have improved over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.

Industry Comparison

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

US Market0.90%
Tech2.11%
IT-7.52%
Internet Services and Infrastructure-4.39%
Data Processing Services-1.97%
IT Consulting-10.55%
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?

CompanyLast Price7D1YValuation
CRWV CoreWeaveUS$98.012.7%
+US$1.3b
n/aPS11.9x
TWLO TwilioUS$118.327.0%
+US$1.2b
-0.8%PE530.2x
WYFI WhiteFiberUS$18.566.4%
+US$42.9m
n/aPS10.1x
TCX TucowsUS$18.677.5%
+US$14.5m
-3.9%PS0.5x

Latest News