Have your own idea? Try our Stock Screener
U.S. IT Industry Analysis
UpdatedMay 09, 2025
DataAggregated Company Financials
Companies103
- 7D4.0%
- 3M-13.7%
- 1Y22.0%
- YTD-0.6%
In the last week, the IT industry is up 4.0%, with International Business Machines up 6.0%. This means that the industry has gained 22% over the past year. Earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the U.S. IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 09 May 2025 | US$862.1b | US$238.5b | US$17.1b | 33.8x | 50.3x | 3.6x |
| Sun, 06 Apr 2025 | US$779.7b | US$242.3b | US$18.5b | 30.9x | 42.2x | 3.2x |
| Tue, 04 Mar 2025 | US$946.7b | US$239.9b | US$18.0b | 38.6x | 52.5x | 3.9x |
| Thu, 30 Jan 2025 | US$937.5b | US$234.1b | US$16.3b | 43.1x | 57.4x | 4x |
| Sat, 28 Dec 2024 | US$880.7b | US$234.7b | US$16.7b | 40.8x | 52.7x | 3.8x |
| Mon, 25 Nov 2024 | US$876.1b | US$233.0b | US$16.3b | 41.6x | 53.7x | 3.8x |
| Wed, 23 Oct 2024 | US$829.1b | US$232.8b | US$17.8b | 43.7x | 46.6x | 3.6x |
| Fri, 20 Sep 2024 | US$764.8b | US$233.3b | US$17.5b | 35.5x | 43.6x | 3.3x |
| Sun, 18 Aug 2024 | US$745.7b | US$232.8b | US$17.5b | 35.3x | 42.5x | 3.2x |
| Tue, 16 Jul 2024 | US$729.5b | US$236.9b | US$17.2b | 28.6x | 42.5x | 3.1x |
| Thu, 13 Jun 2024 | US$686.6b | US$237.2b | US$17.3b | 27.4x | 39.8x | 2.9x |
| Sat, 11 May 2024 | US$713.7b | US$236.9b | US$16.7b | 23.4x | 42.7x | 3x |
| Mon, 08 Apr 2024 | US$763.7b | US$227.8b | US$13.8b | 25.6x | 55.2x | 3.4x |
| Wed, 06 Mar 2024 | US$824.2b | US$227.7b | US$14.3b | 21.2x | 57.6x | 3.6x |
| Fri, 02 Feb 2024 | US$826.1b | US$230.1b | US$13.4b | 23.4x | 61.8x | 3.6x |
| Sun, 31 Dec 2023 | US$797.2b | US$229.5b | US$12.8b | 20.7x | 62.2x | 3.5x |
| Tue, 28 Nov 2023 | US$737.5b | US$228.5b | US$12.7b | 20.6x | 58.1x | 3.2x |
| Thu, 26 Oct 2023 | US$621.1b | US$227.2b | US$6.5b | 18x | 96x | 2.7x |
| Sat, 23 Sep 2023 | US$671.1b | US$226.6b | US$6.8b | 24x | 99x | 3x |
| Mon, 21 Aug 2023 | US$650.0b | US$226.1b | US$6.5b | 20.5x | 99.3x | 2.9x |
| Wed, 19 Jul 2023 | US$709.8b | US$228.7b | US$6.1b | 25.9x | 116.5x | 3.1x |
| Fri, 16 Jun 2023 | US$690.6b | US$228.3b | US$5.9b | 24.2x | 116.7x | 3x |
| Sun, 14 May 2023 | US$615.5b | US$229.7b | US$6.5b | 23.5x | 95x | 2.7x |
| Tue, 11 Apr 2023 | US$590.7b | US$225.6b | US$2.5b | 23.2x | 240.2x | 2.6x |
| Thu, 09 Mar 2023 | US$2.0t | US$463.8b | US$22.5b | 26.4x | 87.3x | 4.2x |
| Sat, 04 Feb 2023 | US$2.1t | US$459.5b | US$40.0b | 28.4x | 51.9x | 4.5x |
| Mon, 02 Jan 2023 | US$1.9t | US$457.8b | US$39.2b | 27.5x | 48.1x | 4.1x |
| Wed, 30 Nov 2022 | US$1.9t | US$456.3b | US$39.0b | 28.3x | 49x | 4.2x |
| Fri, 28 Oct 2022 | US$1.9t | US$453.7b | US$36.9b | 26.5x | 51.2x | 4.2x |
| Sun, 25 Sep 2022 | US$1.8t | US$448.9b | US$41.6b | 25.9x | 43.3x | 4x |
| Tue, 23 Aug 2022 | US$2.1t | US$445.9b | US$41.6b | 29.3x | 49.8x | 4.6x |
| Thu, 21 Jul 2022 | US$2.0t | US$442.9b | US$47.6b | 29.1x | 42.4x | 4.6x |
| Sat, 18 Jun 2022 | US$1.8t | US$439.3b | US$46.9b | 26.6x | 38.8x | 4.1x |
| Mon, 16 May 2022 | US$2.0t | US$438.7b | US$46.3b | 26.3x | 43.1x | 4.6x |
Price to Earnings Ratio
43.1x
Current Industry PE
- Investors are pessimistic on the American IT 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 50.3x which is lower than its 3-year average PE of 67.2x.
- The industry is trading close to its 3-year average PS ratio of 3.6x.
Past Earnings Growth
- The earnings for companies in the IT industry have declined 28% per year over the last three years,
- Revenues have also declined 18% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Tech industry?
| US Market | 1.33% | |
| Tech | 1.74% | |
| IT | 4.03% | |
| IT Consulting | 4.85% | |
| Internet Services and Infrastructure | 2.70% | |
| Data Processing Services | 1.02% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry, which is trading close to its 3-year average PE ratio of 32.1x.
- Analysts are expecting annual earnings growth of 10.6%, which is higher than its past year's earnings growth of 4.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 23% over the next 5 years.
- However this is lower than its past earnings growth rate of 42% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IBM International Business Machines | US$254.14 | 6.0% +US$13.2b | 52.8% | PE42.1x | |
| ACN Accenture | US$308.88 | 2.8% +US$5.2b | 0.7% | PE25.2x | |
| CRWV CoreWeave | US$55.00 | 24.1% +US$5.0b | n/a | PS13.3x | |
| SNOW Snowflake | US$173.97 | 5.2% +US$2.9b | 11.6% | PS16x | |
| CTSH Cognizant Technology Solutions | US$79.21 | 5.3% +US$2.0b | 18.6% | PE16.6x |
