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U.S. IT Industry Analysis
UpdatedJun 16, 2025
DataAggregated Company Financials
Companies103
- 7D-2.2%
- 3M6.1%
- 1Y36.4%
- YTD11.1%
Over the last 7 days, the IT industry has dropped 2.2%, driven by CoreWeave declining 9.2%. This takes the industry's 12 month performance to a gain of 36%. As for the next few years, earnings are expected to grow by 19% per annum.
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 |
|---|---|---|---|---|---|---|
| Mon, 16 Jun 2025 | US$977.0b | US$240.5b | US$17.1b | 28.6x | 57.2x | 4.1x |
| Wed, 14 May 2025 | US$910.0b | US$239.2b | US$16.7b | 37.3x | 54.6x | 3.8x |
| Fri, 11 Apr 2025 | US$837.7b | US$242.3b | US$18.5b | 31.8x | 45.4x | 3.5x |
| Sun, 09 Mar 2025 | US$917.2b | US$239.9b | US$18.3b | 43.7x | 50.1x | 3.8x |
| Tue, 04 Feb 2025 | US$966.2b | US$234.3b | US$16.0b | 43.4x | 60.6x | 4.1x |
| Thu, 02 Jan 2025 | US$855.8b | US$234.1b | US$16.5b | 46.7x | 52x | 3.7x |
| Sat, 30 Nov 2024 | US$894.5b | US$233.1b | US$16.3b | 45.3x | 55x | 3.8x |
| Mon, 28 Oct 2024 | US$792.0b | US$232.9b | US$15.7b | 43.6x | 50.3x | 3.4x |
| Wed, 25 Sep 2024 | US$785.2b | US$233.3b | US$17.5b | 39.6x | 44.9x | 3.4x |
| Fri, 23 Aug 2024 | US$760.6b | US$233.0b | US$17.4b | 33.6x | 43.6x | 3.3x |
| Sun, 21 Jul 2024 | US$739.1b | US$236.9b | US$17.2b | 28.9x | 43.1x | 3.1x |
| Tue, 18 Jun 2024 | US$684.8b | US$237.2b | US$17.3b | 27x | 39.7x | 2.9x |
| Thu, 16 May 2024 | US$711.9b | US$236.9b | US$16.7b | 24.5x | 42.6x | 3x |
| Sat, 13 Apr 2024 | US$752.7b | US$227.8b | US$13.7b | 25x | 54.7x | 3.3x |
| Mon, 11 Mar 2024 | US$812.2b | US$227.8b | US$14.3b | 23.9x | 56.6x | 3.6x |
| Wed, 07 Feb 2024 | US$816.5b | US$227.1b | US$12.9b | 20x | 63.1x | 3.6x |
| Fri, 05 Jan 2024 | US$757.4b | US$229.5b | US$12.8b | 20.2x | 59x | 3.3x |
| Sun, 03 Dec 2023 | US$761.8b | US$228.9b | US$12.7b | 21.2x | 59.8x | 3.3x |
| Tue, 31 Oct 2023 | US$624.2b | US$227.8b | US$11.4b | 18.3x | 54.8x | 2.7x |
| Thu, 28 Sep 2023 | US$662.2b | US$226.6b | US$6.8b | 24.5x | 97.7x | 2.9x |
| Sat, 26 Aug 2023 | US$674.4b | US$226.3b | US$6.6b | 21.2x | 101.9x | 3x |
| Mon, 24 Jul 2023 | US$693.0b | US$228.6b | US$6.2b | 25.5x | 111.7x | 3x |
| Wed, 21 Jun 2023 | US$688.0b | US$228.2b | US$5.9b | 23.9x | 116.3x | 3x |
| Fri, 19 May 2023 | US$640.1b | US$229.7b | US$6.5b | 23x | 99.2x | 2.8x |
| Sun, 16 Apr 2023 | US$588.9b | US$225.6b | US$2.5b | 23.6x | 239.4x | 2.6x |
| Tue, 14 Mar 2023 | US$1.9t | US$463.9b | US$22.4b | 24.7x | 83.1x | 4x |
| Thu, 09 Feb 2023 | US$2.1t | US$459.9b | US$40.5b | 27.1x | 50.6x | 4.5x |
| Sat, 07 Jan 2023 | US$1.9t | US$457.9b | US$39.2b | 28x | 49.5x | 4.2x |
| Mon, 05 Dec 2022 | US$2.0t | US$456.9b | US$39.0b | 29.3x | 51.3x | 4.4x |
| Wed, 02 Nov 2022 | US$1.9t | US$454.0b | US$36.9b | 26.5x | 51.7x | 4.2x |
| Fri, 30 Sep 2022 | US$1.8t | US$449.4b | US$41.7b | 25.4x | 42.7x | 4x |
| Sun, 28 Aug 2022 | US$2.0t | US$446.6b | US$41.6b | 29x | 48.7x | 4.5x |
| Tue, 26 Jul 2022 | US$2.0t | US$442.9b | US$47.6b | 28.3x | 42.4x | 4.6x |
| Thu, 23 Jun 2022 | US$1.9t | US$439.3b | US$46.9b | 27.5x | 40.2x | 4.3x |
Price to Earnings Ratio
40.2x
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 57.2x which is lower than its 3-year average PE of 67.7x.
- The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
- The earnings for companies in the IT industry have declined 29% 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 | -0.56% | |
| Tech | -0.27% | |
| IT | -2.15% | |
| IT Consulting | 0.19% | |
| Data Processing Services | -1.77% | |
| Internet Services and Infrastructure | -5.17% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry, which is trading close to its 3-year average PE ratio of 32.0x.
- Analysts are expecting annual earnings growth of 10.2%, which is higher than its past year's earnings growth of 6.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings decline of 28% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 10% 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$277.22 | 1.9% +US$4.7b | 63.6% | PE45.9x | |
| XTIA XTI Aerospace | US$4.06 | 58.0% +US$9.4m | -96.3% | PS7.4x | |
| ATGL Alpha Technology Group | US$25.85 | 1.8% +US$7.3m | 773.3% | PS270.4x | |
| YAAS Youxin Technology | US$2.94 | 6.9% +US$6.4m | n/a | PS189.2x | |
| MASK 3 E Network Technology Group | US$3.50 | 5.4% +US$2.0m | n/a | PE20.4x |
