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U.S. Application Software Industry Analysis

UpdatedMay 29, 2025
DataAggregated Company Financials
Companies333
  • 7D0.5%
  • 3M7.5%
  • 1Y29.3%
  • YTDn/a

The Application Software is pretty flat in the last 7 days, but Intuit has stood out, gaining 14%. As for the the longer term, the industry is up 29% over the past 12 months. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

Has the U.S. Application Software Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 May 2025US$2.2tUS$212.1bUS$17.4b35.5x123.7x10.2x
Sat, 26 Apr 2025US$1.9tUS$209.3bUS$21.5b32.1x89.5x9.2x
Mon, 24 Mar 2025US$2.0tUS$210.7bUS$20.8b29.3x93.9x9.3x
Wed, 19 Feb 2025US$2.3tUS$208.7bUS$19.6b42.7x118.7x11.2x
Fri, 17 Jan 2025US$2.1tUS$206.7bUS$20.4b41.7x102.2x10.1x
Sun, 15 Dec 2024US$2.2tUS$206.7bUS$19.9b43.9x111.1x10.7x
Tue, 12 Nov 2024US$2.1tUS$206.5bUS$15.9b41.4x129.8x10x
Thu, 10 Oct 2024US$1.8tUS$201.2bUS$19.0b35.9x94.7x8.9x
Sat, 07 Sep 2024US$1.7tUS$201.7bUS$18.6b34.3x90x8.3x
Mon, 05 Aug 2024US$1.6tUS$198.6bUS$17.3b38.2x93.4x8.1x
Wed, 03 Jul 2024US$1.7tUS$196.9bUS$16.5b41x105.2x8.8x
Fri, 31 May 2024US$1.6tUS$195.7bUS$15.9b39.2x97.8x7.9x
Sun, 28 Apr 2024US$1.7tUS$196.3bUS$11.7b44.9x143.4x8.6x
Tue, 26 Mar 2024US$1.8tUS$194.8bUS$11.0b48.6x162.3x9.2x
Thu, 22 Feb 2024US$1.7tUS$195.2bUS$5.9b51.9x295.5x8.9x
Sat, 20 Jan 2024US$1.8tUS$209.4bUS$1.9b49.3x963.1x8.7x
Mon, 18 Dec 2023US$1.8tUS$209.3bUS$2.6b49x699.1x8.6x
Wed, 15 Nov 2023US$1.6tUS$206.5b-US$23,729,640.0047.5x-67921.9x7.8x
Fri, 13 Oct 2023US$1.6tUS$203.9b-US$1,128,599,402.0048x-1415x7.8x
Sun, 10 Sep 2023US$1.6tUS$202.9b-US$1,903,111,445.0046.4x-856.3x8x
Tue, 08 Aug 2023US$1.6tUS$200.7b-US$5,949,445,843.0049.7x-266x7.9x
Thu, 06 Jul 2023US$1.5tUS$198.4b-US$7,828,410,545.0049.2x-195x7.7x
Sat, 03 Jun 2023US$1.5tUS$197.7b-US$6,332,544,726.0041.6x-232.6x7.5x
Mon, 01 May 2023US$1.4tUS$196.5b-US$4,351,299,840.0039.9x-312.6x6.9x
Wed, 29 Mar 2023US$1.4tUS$196.9b-US$5,553,453,225.0042.6x-245x6.9x
Fri, 24 Feb 2023US$1.3tUS$194.4b-US$5,315,954,045.0041.8x-250.6x6.9x
Sun, 22 Jan 2023US$1.3tUS$193.1b-US$5,449,646,640.0043.3x-231.1x6.5x
Tue, 20 Dec 2022US$1.2tUS$192.9b-US$5,307,850,587.0041x-221.5x6.1x
Thu, 17 Nov 2022US$1.2tUS$189.8b-US$4,078,105,728.0047x-306.1x6.6x
Sat, 15 Oct 2022US$1.1tUS$186.7b-US$6,386,210,496.0034.8x-179.5x6.1x
Mon, 12 Sep 2022US$1.4tUS$187.5b-US$5,969,412,484.0041.3x-240.2x7.6x
Wed, 10 Aug 2022US$1.6tUS$187.0b-US$2,748,346,274.0040.8x-564.5x8.3x
Fri, 08 Jul 2022US$1.4tUS$186.3b-US$3,788,887,959.0036.4x-365.6x7.4x
Sun, 05 Jun 2022US$1.4tUS$186.8b-US$3,696,468,592.0040.6x-389.9x7.7x
Price to Earnings Ratio

-389.9x


Total Market Cap: US$1.4tTotal Earnings: -US$3,696,468,592.00Total Revenue: US$186.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Application Software Industry Price to Earnings3Y Average -82.9x202320242025
Current Industry PE
  • Investors are optimistic on the American Application Software industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 124x which is higher than its 3-year average PE of -82.9x.
  • The 3-year average PS ratio of 8.2x is lower than the industry's current PS ratio of 10.2x.
Past Earnings Growth
  • Total earnings for the Application Software industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 4.3% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Application Software compare with similar industries?

US Market0.79%
Tech1.13%
Software1.25%
Application Software0.48%
Systems Software1.61%
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
INTU IntuitUS$754.4514.3%
+US$25.9b
26.1%PE60.7x
APP AppLovinUS$390.268.9%
+US$10.8b
365.2%PE68.8x
PLTR Palantir TechnologiesUS$123.762.6%
+US$7.5b
491.0%PE511.8x
INFA InformaticaUS$24.2927.8%
+US$1.6b
-17.0%PE3783.6x
U Unity SoftwareUS$24.5417.9%
+US$1.6b
30.9%PS5.7x
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Latest News

SNPS

US$462.43

Synopsys

7D

-7.8%

1Y

-20.3%

CRM

US$276.03

Salesforce

7D

-2.2%

1Y

1.6%

INFA

US$24.29

Informatica

7D

27.8%

1Y

-17.0%

PLTR

US$123.76

Palantir Technologies

7D

2.6%

1Y

491.0%

MSTR

US$364.25

MicroStrategy

7D

-9.5%

1Y

125.0%

ADSK

US$299.23

Autodesk

7D

2.2%

1Y

43.5%

INTU

US$754.45

Intuit

7D

14.3%

1Y

26.1%

ZM

US$79.67

Zoom Communications

7D

-3.2%

1Y

29.8%

FICO

US$1,619.94

Fair Isaac

7D

-5.2%

1Y

19.4%

APP

US$390.26

AppLovin

7D

8.9%

1Y

365.2%

TEAM

US$213.03

Atlassian

7D

1.8%

1Y

28.5%

ANSS

US$329.93

ANSYS

7D

-3.8%

1Y

2.3%