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U.S. Application Software Industry Analysis

UpdatedJan 08, 2025
DataAggregated Company Financials
Companies356
  • 7D-0.9%
  • 3M14.4%
  • 1Y24.3%
  • YTDn/a

Last week, the Application Software industry hasn't moved much but MicroStrategy is up 18% in that time. As for the the longer term, the industry is up 27% over the past 12 months. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Jan 2025US$2.1tUS$206.7bUS$20.1b40.6x106.9x10.4x
Fri, 06 Dec 2024US$2.3tUS$205.1bUS$19.8b42.9x115.8x11.2x
Sun, 03 Nov 2024US$1.9tUS$201.7bUS$18.6b38.7x99.7x9.2x
Tue, 01 Oct 2024US$1.8tUS$201.9bUS$18.9b38.7x94.2x8.8x
Thu, 29 Aug 2024US$1.8tUS$201.1bUS$17.4b36.4x101x8.7x
Sat, 27 Jul 2024US$1.7tUS$197.4bUS$16.9b40.8x99.9x8.6x
Mon, 24 Jun 2024US$1.7tUS$197.6bUS$16.4b40.8x102.5x8.5x
Wed, 22 May 2024US$1.7tUS$194.4bUS$14.3b43.1x121.3x8.9x
Fri, 19 Apr 2024US$1.6tUS$195.6bUS$11.3b44.6x144.8x8.4x
Sun, 17 Mar 2024US$1.8tUS$200.0bUS$11.0b49.6x159.2x8.8x
Tue, 13 Feb 2024US$1.8tUS$194.2bUS$5.0b50.5x361.4x9.3x
Thu, 11 Jan 2024US$1.8tUS$209.4bUS$1.9b48.8x937.8x8.5x
Sat, 09 Dec 2023US$1.7tUS$208.8bUS$2.2b51.6x779.9x8.3x
Mon, 06 Nov 2023US$1.6tUS$205.8b-US$79,938,122.0043.4x-19507.7x7.6x
Wed, 04 Oct 2023US$1.6tUS$203.9b-US$1,434,168,385.0045.1x-1081.7x7.6x
Fri, 01 Sep 2023US$1.6tUS$202.5b-US$2,178,873,139.0045.5x-748.5x8.1x
Sun, 30 Jul 2023US$1.6tUS$199.2b-US$7,748,629,518.0047.7x-204.8x8x
Tue, 27 Jun 2023US$1.5tUS$198.3b-US$5,986,335,876.0042.6x-246.2x7.4x
Thu, 25 May 2023US$1.4tUS$196.7b-US$6,799,115,420.0038.8x-202x7x
Sat, 22 Apr 2023US$1.4tUS$196.8b-US$4,465,002,368.0041.2x-311.6x7.1x
Mon, 20 Mar 2023US$1.3tUS$196.8b-US$5,518,084,757.0043.9x-242.7x6.8x
Wed, 15 Feb 2023US$1.4tUS$194.1b-US$5,311,179,678.0040.3x-259.5x7.1x
Fri, 13 Jan 2023US$1.2tUS$193.1b-US$5,444,519,124.0039.9x-227.1x6.4x
Sun, 11 Dec 2022US$1.2tUS$192.4b-US$5,487,014,477.0044.4x-218.3x6.2x
Tue, 08 Nov 2022US$1.1tUS$189.5b-US$4,010,451,046.0040.2x-278.5x5.9x
Thu, 06 Oct 2022US$1.3tUS$186.6b-US$6,068,963,675.0036x-211.5x6.9x
Sat, 03 Sep 2022US$1.4tUS$187.3b-US$5,899,618,211.0041.8x-229.9x7.2x
Mon, 01 Aug 2022US$1.5tUS$187.5b-US$3,924,885,364.0042.4x-389.1x8.1x
Wed, 29 Jun 2022US$1.3tUS$186.5b-US$3,798,784,768.0034.2x-354.8x7.2x
Fri, 27 May 2022US$1.4tUS$185.1b-US$2,921,051,288.0040.5x-462.7x7.3x
Sun, 24 Apr 2022US$1.5tUS$179.7b-US$2,445,442,455.0040.2x-613.6x8.4x
Tue, 22 Mar 2022US$1.7tUS$183.4b-US$1,655,647,465.0038.5x-1037.1x9.4x
Thu, 17 Feb 2022US$1.8tUS$174.6bUS$826.6m42.9x2209.3x10.5x
Sat, 15 Jan 2022US$1.8tUS$169.2bUS$1.8b46.1x1020.6x10.7x
Price to Earnings Ratio

1020.6x


Total Market Cap: US$1.8tTotal Earnings: US$1.8bTotal Revenue: US$169.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Application Software Industry Price to Earnings3Y Average 78.5x202320242025
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 107x which is higher than its 3-year average PE of 79.3x.
  • The 3-year average PS ratio of 8.1x is lower than the industry's current PS ratio of 10.4x.
Past Earnings Growth
  • The earnings for companies in the Application Software industry have grown 125% per year over the last three years.
  • Revenues for these companies have grown 6.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market0.67%
Tech0.76%
Software-0.41%
Application Software-0.93%
Systems Software-0.15%
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
MSTR MicroStrategyUS$341.4317.9%
+US$12.7b
491.4%PS179.4x
AUR Aurora InnovationUS$8.3933.2%
+US$3.6b
140.4%PB7.1x
APP AppLovinUS$330.011.9%
+US$2.1b
743.1%PE96.3x
TEAM AtlassianUS$247.851.8%
+US$1.2b
5.3%PS14.1x
MARA MARA HoldingsUS$19.0713.7%
+US$740.2m
-25.9%PE37.3x
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