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U.S. Application Software Industry Analysis

UpdatedMay 26, 2022
DataAggregated Company Financials
Companies370
  • 7D2.9%
  • 3M-22.8%
  • 1Y-31.8%
  • YTD-38.0%

The Application Software industry is up 2.9% in the last week, with Intuit up 12%. Meanwhile, Trade Desk actually underperformed within the industry, shrinking 8.7% in the last week. In the past year, the industry is down 32%. Looking forward, earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Fri, 27 May 2022US$1.4tUS$185.1b-US$2,921,051,288.0040.5x
Sun, 24 Apr 2022US$1.5tUS$179.7b-US$2,445,442,455.0040.2x
Tue, 22 Mar 2022US$1.7tUS$183.4b-US$1,655,647,465.0038.5x
Thu, 17 Feb 2022US$1.8tUS$174.6bUS$826.6m42.9x
Sat, 15 Jan 2022US$1.8tUS$169.2bUS$1.8b46.1x
Mon, 13 Dec 2021US$2.1tUS$166.0bUS$3.4b48.2x
Wed, 10 Nov 2021US$2.4tUS$165.5bUS$3.0b55x
Fri, 08 Oct 2021US$2.2tUS$160.8bUS$5.1b59.9x
Sun, 05 Sep 2021US$2.3tUS$158.5bUS$6.5b55.6x
Tue, 03 Aug 2021US$2.1tUS$158.2bUS$6.6b53x
Fri, 07 May 2021US$1.8tUS$145.1bUS$10.7b49.4x
Mon, 08 Feb 2021US$1.8tUS$136.3bUS$9.1b50.6x
Sun, 01 Nov 2020US$1.4tUS$127.1bUS$7.4b52.2x
Wed, 05 Aug 2020US$1.3tUS$120.2bUS$6.7b48.1x
Sat, 09 May 2020US$963.1bUS$114.8bUS$2.9b42.5x
Fri, 31 Jan 2020US$1.1tUS$113.7bUS$4.3b47.4x
Mon, 04 Nov 2019US$920.5bUS$110.2bUS$3.2b44.3x
Thu, 08 Aug 2019US$1.0tUS$105.1bUS$3.8b50.6x
Median PE Ratio

53.5x


Total Market Cap: US$799.3bTotal Earnings: US$4.6bTotal Revenue: US$101.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Application Software Industry Median PE3Y Average 48.3x202020212022
Current Industry PE
  • Investors are relatively neutral on the 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 PE ratio of 48.3x.
Past Earnings Growth
  • Total earnings for the Application Software industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 22% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market1.04%
Tech0.98%
Software3.35%
Application Software2.90%
Systems Software3.63%
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
INTU IntuitUS$406.4212.2%
+US$12.2b
-5.9%PS45.8x
CRM SalesforceUS$162.464.4%
+US$6.8b
-28.1%PS111.8x
ADBE AdobeUS$408.603.6%
+US$6.7b
-18.0%PS40x
ZM Zoom Video CommunicationsUS$107.0017.7%
+US$4.8b
-67.2%PS25.4x
ROP Roper TechnologiesUS$432.524.7%
+US$2.0b
-3.3%PS45.8x
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Latest News

INTU

US$406.42

Intuit

7D

12.2%

1Y

-5.9%

WDAY

US$168.15

Workday

7D

2.2%

1Y

-26.7%

DDOG

US$89.63

Datadog

7D

-7.1%

1Y

-2.9%

APP

US$36.43

AppLovin

7D

-7.6%

1Y

-47.7%

ZEN

US$93.66

Zendesk

7D

-5.0%

1Y

-31.7%