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U.S. Internet Services and Infrastructure Industry Analysis

UpdatedApr 12, 2025
DataAggregated Company Financials
Companies38
  • 7D6.6%
  • 3M-14.4%
  • 1Y5.2%
  • YTDn/a

The Internet Services and Infrastructure industry is up 6.6% in the last week, with Shopify up 8.9%. Meanwhile, CoreWeave actually underperformed within the industry, shrinking 8.5% in the last week. In the last 12 months, the industry was up 5.2%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 12 Apr 2025US$304.5bUS$38.9b-US$6,704,466.9856.2x-45412.1x7.8x
Mon, 10 Mar 2025US$333.5bUS$37.4b-US$629,422.6172.6x-529827.7x8.9x
Wed, 05 Feb 2025US$344.3bUS$31.7b-US$1,902,243,818.20111.4x-181x10.9x
Fri, 03 Jan 2025US$300.8bUS$31.7b-US$1,757,030,077.88100.5x-171.2x9.5x
Sun, 01 Dec 2024US$320.7bUS$32.0b-US$1,564,503,155.1077.2x-205x10x
Tue, 29 Oct 2024US$240.3bUS$30.6b-US$1,655,296,040.5368x-145.2x7.8x
Thu, 26 Sep 2024US$239.1bUS$30.7b-US$1,678,680,030.0158x-142.4x7.8x
Sat, 24 Aug 2024US$228.8bUS$30.4b-US$1,769,695,757.8136.6x-129.3x7.5x
Mon, 22 Jul 2024US$237.9bUS$33.9b-US$1,616,357,367.4322.9x-147.2x7x
Wed, 19 Jun 2024US$235.8bUS$33.9b-US$1,622,246,023.8121.5x-145.4x7x
Fri, 17 May 2024US$251.5bUS$33.5b-US$1,599,095,738.0923.6x-157.2x7.5x
Sun, 14 Apr 2024US$254.7bUS$28.6b-US$3,374,184,616.5564.4x-75.5x8.9x
Tue, 12 Mar 2024US$262.7bUS$28.6b-US$2,610,108,421.2230.4x-100.6x9.2x
Thu, 08 Feb 2024US$287.2bUS$27.6b-US$4,017,033,060.8118.4x-71.5x10.4x
Sat, 06 Jan 2024US$269.5bUS$29.0b-US$3,577,791,173.0020.4x-75.3x9.3x
Mon, 04 Dec 2023US$275.0bUS$28.9b-US$3,633,964,409.0020.6x-75.7x9.5x
Wed, 01 Nov 2023US$205.9bUS$27.7b-US$4,957,155,540.0021.5x-41.5x7.4x
Fri, 29 Sep 2023US$222.0bUS$27.7b-US$4,958,189,961.0020.5x-44.8x8x
Sun, 27 Aug 2023US$224.3bUS$27.4b-US$5,127,921,403.0020.8x-43.7x8.2x
Tue, 25 Jul 2023US$248.8bUS$27.5b-US$5,292,718,072.0019.9x-47x9.1x
Thu, 22 Jun 2023US$240.3bUS$27.5b-US$5,240,443,179.0018.8x-45.8x8.8x
Sat, 20 May 2023US$226.4bUS$27.3b-US$5,314,236,712.0017.6x-42.6x8.3x
Mon, 17 Apr 2023US$205.6bUS$31.1b-US$8,346,949,190.0024.6x-24.6x6.6x
Wed, 15 Mar 2023US$194.6bUS$31.0b-US$8,247,668,908.0021.4x-23.6x6.3x
Fri, 10 Feb 2023US$210.6bUS$30.0b-US$8,005,465,916.0026.6x-26.3x7x
Sun, 08 Jan 2023US$168.1bUS$30.0b-US$7,999,832,363.0026.6x-21x5.6x
Tue, 06 Dec 2022US$173.6bUS$29.8b-US$7,971,792,926.0029.2x-21.8x5.8x
Thu, 03 Nov 2022US$171.3bUS$29.3b-US$8,268,622,481.0023.5x-20.7x5.8x
Sat, 01 Oct 2022US$179.7bUS$29.9b-US$7,621,745,894.0022.1x-23.6x6x
Mon, 29 Aug 2022US$221.0bUS$29.5b-US$7,432,350,422.0019.7x-29.7x7.5x
Wed, 27 Jul 2022US$191.6bUS$28.8b-US$4,349,422,939.0044.9x-44x6.6x
Fri, 24 Jun 2022US$209.7bUS$28.9b-US$4,350,157,227.0045.9x-48.2x7.3x
Sun, 22 May 2022US$209.2bUS$28.3b-US$4,250,694,376.0047.2x-49.2x7.4x
Tue, 19 Apr 2022US$307.4bUS$28.5b-US$1,066,345,099.0050.4x-288.3x10.8x
Price to Earnings Ratio

-288.3x


Total Market Cap: US$307.4bTotal Earnings: -US$1,066,345,099.00Total Revenue: US$28.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Internet Services and Infrastructure Industry Price to Earnings3Y Average -1764.9x202320242025
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 8.0x.
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 11% 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 Market5.39%
Tech9.31%
IT3.64%
Internet Services and Infrastructure6.65%
Data Processing Services2.04%
IT Consulting1.88%
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
SHOP ShopifyUS$83.718.9%
+US$8.8b
19.6%PE53.7x
SNOW SnowflakeUS$144.9611.1%
+US$4.8b
-8.6%PS13.3x
NET CloudflareUS$106.259.4%
+US$3.2b
13.3%PS21.9x
OKTA OktaUS$101.8210.8%
+US$1.7b
3.6%PE631.3x
GDDY GoDaddyUS$172.004.6%
+US$1.1b
39.5%PE26x
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Latest News

TWLO

US$86.86

Twilio

7D

3.9%

1Y

42.7%

DOCN

US$27.64

DigitalOcean Holdings

7D

-3.5%

1Y

-21.3%

NET

US$106.25

Cloudflare

7D

9.4%

1Y

13.3%

RXT

US$1.37

Rackspace Technology

7D

-5.2%

1Y

-18.0%

GDDY

US$172.00

GoDaddy

7D

4.6%

1Y

39.5%

SHOP

US$83.71

Shopify

7D

8.9%

1Y

19.6%

OKTA

US$101.82

Okta

7D

10.8%

1Y

3.6%

SNOW

US$144.96

Snowflake

7D

11.1%

1Y

-8.6%

BIGC

US$5.34

BigCommerce Holdings

7D

-1.5%

1Y

-14.0%

VNET

US$5.54

VNET Group

7D

-13.3%

1Y

244.1%

VRSN

US$247.13

VeriSign

7D

2.9%

1Y

33.3%