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U.S. IT Industry Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies119
- 7D-3.8%
- 3M8.6%
- 1Y17.9%
- YTD14.8%
Over the last 7 days, the IT industry has dropped 3.8%, driven by CoreWeave declining 26%. Over the past 12 months, the industry was up 18%. 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 |
|---|---|---|---|---|---|---|
| Sun, 16 Nov 2025 | US$1.1t | US$280.8b | US$20.5b | 31.3x | 53.2x | 3.9x |
| Tue, 14 Oct 2025 | US$1.1t | US$282.3b | US$20.0b | 31.7x | 53.2x | 3.8x |
| Thu, 11 Sep 2025 | US$997.9b | US$250.9b | US$19.3b | 28.9x | 51.7x | 4x |
| Sat, 09 Aug 2025 | US$978.9b | US$249.4b | US$19.5b | 28.8x | 50.3x | 3.9x |
| Mon, 07 Jul 2025 | US$1.0t | US$241.7b | US$17.4b | 29.5x | 59.3x | 4.3x |
| Wed, 04 Jun 2025 | US$958.0b | US$240.3b | US$17.0b | 29.3x | 56.2x | 4x |
| Fri, 02 May 2025 | US$855.9b | US$242.7b | US$18.1b | 31.5x | 47.3x | 3.5x |
| Sun, 30 Mar 2025 | US$864.9b | US$242.4b | US$18.4b | 35.6x | 46.9x | 3.6x |
| Tue, 25 Feb 2025 | US$975.9b | US$239.7b | US$18.2b | 40.2x | 53.7x | 4.1x |
| Thu, 23 Jan 2025 | US$883.8b | US$234.1b | US$16.3b | 41.7x | 54.2x | 3.8x |
| Sat, 21 Dec 2024 | US$877.7b | US$234.7b | US$16.7b | 44.3x | 52.6x | 3.7x |
| Mon, 18 Nov 2024 | US$827.3b | US$232.8b | US$16.3b | 45.6x | 50.6x | 3.6x |
| Wed, 16 Oct 2024 | US$826.9b | US$232.8b | US$17.8b | 44.7x | 46.5x | 3.6x |
| Fri, 13 Sep 2024 | US$765.7b | US$233.3b | US$17.5b | 35.5x | 43.6x | 3.3x |
| Sun, 11 Aug 2024 | US$721.4b | US$232.7b | US$17.5b | 28.5x | 41.2x | 3.1x |
| Tue, 09 Jul 2024 | US$718.8b | US$236.9b | US$17.2b | 27x | 41.8x | 3x |
| Thu, 06 Jun 2024 | US$674.7b | US$237.2b | US$17.3b | 28.3x | 39.1x | 2.8x |
| Sat, 04 May 2024 | US$725.4b | US$236.9b | US$16.0b | 23.7x | 45.2x | 3.1x |
| Mon, 01 Apr 2024 | US$783.3b | US$227.8b | US$13.8b | 24.5x | 56.6x | 3.4x |
| Wed, 28 Feb 2024 | US$828.8b | US$227.4b | US$14.2b | 22.1x | 58.4x | 3.6x |
| Fri, 26 Jan 2024 | US$819.8b | US$230.1b | US$13.4b | 23.3x | 61.4x | 3.6x |
| Sun, 24 Dec 2023 | US$791.8b | US$229.5b | US$12.8b | 20.8x | 61.8x | 3.4x |
| Tue, 21 Nov 2023 | US$722.2b | US$228.5b | US$12.7b | 20.9x | 56.9x | 3.2x |
| Thu, 19 Oct 2023 | US$654.7b | US$227.2b | US$6.5b | 19.9x | 101.2x | 2.9x |
| Sat, 16 Sep 2023 | US$693.9b | US$226.6b | US$6.8b | 23x | 102.2x | 3.1x |
| Mon, 14 Aug 2023 | US$665.1b | US$226.3b | US$6.7b | 22.8x | 99.6x | 2.9x |
| Wed, 12 Jul 2023 | US$681.2b | US$228.6b | US$6.1b | 25x | 111.8x | 3x |
| Fri, 09 Jun 2023 | US$664.9b | US$228.3b | US$5.9b | 24.3x | 112.2x | 2.9x |
| Sun, 07 May 2023 | US$604.1b | US$232.7b | US$5.8b | 23.4x | 103.3x | 2.6x |
| Tue, 04 Apr 2023 | US$604.0b | US$225.6b | US$2.4b | 22.3x | 252.7x | 2.7x |
| Thu, 02 Mar 2023 | US$1.9t | US$463.2b | US$22.4b | 26.4x | 86.3x | 4.2x |
| Sat, 28 Jan 2023 | US$2.0t | US$460.1b | US$40.0b | 27.8x | 51.1x | 4.4x |
| Mon, 26 Dec 2022 | US$1.9t | US$457.9b | US$39.2b | 27.9x | 47.5x | 4.1x |
| Wed, 23 Nov 2022 | US$1.9t | US$456.1b | US$39.2b | 28.4x | 49.2x | 4.2x |
Price to Earnings Ratio
49.2x
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 53.2x which is lower than its 3-year average PE of 68.8x.
- The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
- The earnings for companies in the IT industry have declined 19% per year over the last three years,
- Revenues have also declined 15% 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 | -0.39% | |
| Tech | -0.34% | |
| IT | -3.77% | |
| Data Processing Services | 0.24% | |
| IT Consulting | -0.96% | |
| Internet Services and Infrastructure | -6.82% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry even though it's trading below its 3-year average PE ratio of 31.5x.
- Analysts are expecting annual earnings growth of 9.8%, which is higher than its past year's earnings growth of 5.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 30% over the next 5 years.
- However this is lower than its past earnings growth rate of 55% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 9.8% 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 | |
|---|---|---|---|---|---|
| VRSN VeriSign | US$252.88 | 4.5% +US$1.0b | 39.8% | PE28.9x | |
| AKAM Akamai Technologies | US$87.17 | 4.1% +US$493.5m | -0.3% | PE24.7x | |
| EPAM EPAM Systems | US$179.02 | 2.1% +US$205.5m | -23.9% | PE26.6x | |
| BBAI BigBear.ai Holdings | US$6.06 | 6.7% +US$166.1m | 256.5% | PS18.3x | |
| IT Gartner | US$231.03 | 0.2% +US$33.2m | -55.8% | PE18.8x |
