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U.S. Internet Services and Infrastructure Industry Analysis

UpdatedJun 07, 2023
DataAggregated Company Financials
Companies44
  • 7D9.4%
  • 3M26.0%
  • 1Y20.7%
  • YTD45.0%

In the last week, the Internet Services and Infrastructure industry is up 9.4%, with Snowflake leading the way with a 15% gain. Meanwhile, Okta actually underperformed within the industry, shrinking 19% in the last week. In the last 12 months, the industry was up 21%. Earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jun 2023US$247.7bUS$27.5b-US$5,245,356,714.0017.2x-47.2x9x
Fri, 05 May 2023US$213.5bUS$30.8b-US$7,867,221,046.0018.6x-27.1x6.9x
Sun, 02 Apr 2023US$215.2bUS$31.1b-US$8,409,810,058.0023.4x-25.6x6.9x
Tue, 28 Feb 2023US$197.6bUS$30.6b-US$8,274,003,877.0021.8x-23.9x6.5x
Thu, 26 Jan 2023US$193.4bUS$30.0b-US$8,005,060,780.0026.8x-24.2x6.4x
Sat, 24 Dec 2022US$168.6bUS$29.9b-US$7,986,016,057.0025.8x-21.1x5.6x
Mon, 21 Nov 2022US$171.5bUS$30.0b-US$9,055,228,287.0031.2x-18.9x5.7x
Wed, 19 Oct 2022US$181.9bUS$29.8b-US$7,615,506,215.0023.2x-23.9x6.1x
Fri, 16 Sep 2022US$208.5bUS$29.7b-US$7,604,503,170.0024.3x-27.4x7x
Sun, 14 Aug 2022US$234.9bUS$29.1b-US$7,636,703,134.0020.2x-30.8x8.1x
Tue, 12 Jul 2022US$207.1bUS$28.8b-US$4,351,692,010.0045.2x-47.6x7.2x
Thu, 09 Jun 2022US$216.0bUS$28.8b-US$4,326,485,471.0050.5x-49.9x7.5x
Sat, 07 May 2022US$229.5bUS$27.6b-US$3,557,609,928.0047.3x-64.5x8.3x
Mon, 04 Apr 2022US$358.3bUS$28.5b-US$1,069,974,571.0057x-334.9x12.6x
Wed, 02 Mar 2022US$353.4bUS$26.9b-US$856,747,536.0056.9x-412.5x13.2x
Fri, 28 Jan 2022US$349.9bUS$26.1bUS$114.5m41.7x3057.3x13.4x
Sun, 26 Dec 2021US$530.4bUS$25.8bUS$120.9m58.8x4388x20.6x
Tue, 23 Nov 2021US$570.7bUS$25.2bUS$287.8m58.9x1983x22.6x
Thu, 21 Oct 2021US$569.9bUS$24.0b-US$481,295,762.0064.2x-1184.1x23.8x
Sat, 18 Sep 2021US$549.2bUS$23.9b-US$476,616,656.0062.6x-1152.4x22.9x
Mon, 16 Aug 2021US$508.6bUS$24.0b-US$491,759,652.4162.9x-1034.3x21.2x
Mon, 31 May 2021US$435.4bUS$21.0b-US$878,533,991.1558.2x-495.6x20.7x
Thu, 04 Mar 2021US$462.8bUS$19.3b-US$1,766,603,002.3332.2x-262x24x
Sun, 06 Dec 2020US$424.7bUS$17.7b-US$1,524,249,944.37117.4x-278.6x24x
Wed, 09 Sep 2020US$286.2bUS$15.6b-US$1,214,185,510.2651.5x-235.7x18.4x
Price to Earnings Ratio

-244.4x


Total Market Cap: US$246.6bTotal Earnings: -US$1,008,965,510.26Total Revenue: US$13.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Internet Services and Infrastructure Industry Price to Earnings3Y Average 320.6x202120222023
Current Industry PE
  • Investors are pessimistic on the American Internet Services and Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 15.0x is higher than the industry's current PS ratio of 9.0x.
Past Earnings Growth
  • The earnings for companies in the Internet Services and Infrastructure industry have deteriorated over the last three years.
  • Meanwhile revenues for these companies have grown 28% 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 caused losses to expand.

Industry Comparison

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

US Market2.47%
Tech0.55%
IT3.04%
Internet Services and Infrastructure9.41%
Data Processing Services3.43%
IT Consulting-0.34%
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
SNOW SnowflakeUS$182.2214.9%
+US$7.7b
38.8%PS26.2x
SHOP ShopifyUS$63.669.4%
+US$7.0b
67.2%PS13.8x
MDB MongoDBUS$387.6232.6%
+US$6.7b
31.1%PS20x
TWLO TwilioUS$68.028.5%
+US$984.0m
-36.7%PS3.2x
NET CloudflareUS$68.623.7%
+US$816.5m
25.4%PS21.6x
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Latest News

TWLO

US$68.02

Twilio

7D

8.5%

1Y

-36.7%

SNOW

US$182.22

Snowflake

7D

14.9%

1Y

38.8%

SHOP

US$63.66

Shopify

7D

9.4%

1Y

67.2%

CD

US$6.28

Chindata Group Holdings

7D

24.9%

1Y

-14.4%

CYXT

US$0.065

Cyxtera Technologies

7D

-63.9%

1Y

-99.5%

DOCN

US$44.68

DigitalOcean Holdings

7D

21.4%

1Y

-7.9%

MDB

US$387.62

MongoDB

7D

32.6%

1Y

31.1%

NET

US$68.62

Cloudflare

7D

3.7%

1Y

25.4%

OKTA

US$72.64

Okta

7D

-19.4%

1Y

-27.2%

TCX

US$30.71

Tucows

7D

-5.0%

1Y

-39.5%

VRSN

US$224.36

VeriSign

7D

-0.2%

1Y

25.3%