There's Reason For Concern Over AppLovin Corporation's (NASDAQ:APP) Massive 47% Price Jump
Feb 14
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U.S. Application Software Industry Analysis
UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies353
- 7D3.4%
- 3M10.8%
- 1Y30.0%
- YTDn/a
Over the last 7 days, the Application Software industry has risen 3.4%, driven by gains from AppLovin of 36%. During this same period, the Datadog underperformed, falling 8.2%. This takes the industry's 12 month performance to a gain of 30%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Feb 2025 | US$2.3t | US$208.7b | US$20.0b | 43.9x | 116.7x | 11.2x |
| Tue, 14 Jan 2025 | US$2.0t | US$206.6b | US$20.4b | 40.5x | 100.1x | 9.9x |
| Thu, 12 Dec 2024 | US$2.2t | US$206.1b | US$19.7b | 44.8x | 112.5x | 10.7x |
| Sat, 09 Nov 2024 | US$2.0t | US$206.9b | US$19.2b | 40.6x | 106.1x | 9.9x |
| Mon, 07 Oct 2024 | US$1.8t | US$201.2b | US$19.0b | 38.8x | 94.2x | 8.9x |
| Wed, 04 Sep 2024 | US$1.7t | US$201.4b | US$17.6b | 38.1x | 98.9x | 8.7x |
| Fri, 02 Aug 2024 | US$1.7t | US$198.2b | US$17.3b | 39.7x | 99.3x | 8.7x |
| Sun, 30 Jun 2024 | US$1.7t | US$197.3b | US$16.4b | 41.2x | 105.2x | 8.8x |
| Tue, 28 May 2024 | US$1.7t | US$195.7b | US$14.9b | 41.4x | 112.5x | 8.6x |
| Thu, 25 Apr 2024 | US$1.7t | US$195.7b | US$11.3b | 44.5x | 147.8x | 8.6x |
| Sat, 23 Mar 2024 | US$1.8t | US$194.8b | US$11.0b | 48.8x | 162.8x | 9.2x |
| Mon, 19 Feb 2024 | US$1.8t | US$195.1b | US$5.9b | 54.4x | 300.3x | 9.1x |
| Wed, 17 Jan 2024 | US$1.8t | US$209.4b | US$1.9b | 49x | 951.3x | 8.6x |
| Fri, 15 Dec 2023 | US$1.8t | US$209.3b | US$2.6b | 50.7x | 703.4x | 8.6x |
| Sun, 12 Nov 2023 | US$1.6t | US$206.5b | -US$87,213,637.00 | 46.3x | -18404.9x | 7.8x |
| Tue, 10 Oct 2023 | US$1.6t | US$203.9b | -US$1,457,422,521.00 | 47.1x | -1083.7x | 7.7x |
| Thu, 07 Sep 2023 | US$1.6t | US$202.7b | -US$2,069,932,362.00 | 45.2x | -793.2x | 8.1x |
| Sat, 05 Aug 2023 | US$1.6t | US$200.7b | -US$5,949,846,858.00 | 49.5x | -264.9x | 7.9x |
| Mon, 03 Jul 2023 | US$1.5t | US$198.4b | -US$5,989,240,473.00 | 45.3x | -254.6x | 7.7x |
| Wed, 31 May 2023 | US$1.4t | US$196.9b | -US$6,611,512,867.00 | 40.3x | -218.8x | 7.3x |
| Fri, 28 Apr 2023 | US$1.4t | US$197.1b | -US$4,689,492,967.00 | 39.9x | -290x | 6.9x |
| Sun, 26 Mar 2023 | US$1.4t | US$196.8b | -US$5,430,124,020.00 | 42.1x | -249.9x | 6.9x |
| Tue, 21 Feb 2023 | US$1.3t | US$194.2b | -US$5,274,921,438.00 | 42.5x | -254.6x | 6.9x |
| Thu, 19 Jan 2023 | US$1.2t | US$193.1b | -US$5,456,238,325.00 | 39.9x | -225.2x | 6.4x |
| Sat, 17 Dec 2022 | US$1.2t | US$192.9b | -US$5,319,303,600.00 | 41.6x | -225.1x | 6.2x |
| Mon, 14 Nov 2022 | US$1.3t | US$189.8b | -US$4,011,007,841.00 | 42.9x | -317.5x | 6.7x |
| Wed, 12 Oct 2022 | US$1.2t | US$186.6b | -US$6,062,063,704.00 | 35x | -194.7x | 6.3x |
| Fri, 09 Sep 2022 | US$1.4t | US$187.4b | -US$5,941,910,722.00 | 42.6x | -234.4x | 7.4x |
| Sun, 07 Aug 2022 | US$1.7t | US$186.8b | -US$2,511,847,435.00 | 43.3x | -664.6x | 8.9x |
| Tue, 05 Jul 2022 | US$1.3t | US$186.3b | -US$3,789,311,910.00 | 33.6x | -345.3x | 7x |
| Thu, 02 Jun 2022 | US$1.4t | US$186.7b | -US$3,652,823,296.00 | 41x | -383.9x | 7.5x |
| Sat, 30 Apr 2022 | US$1.5t | US$180.9b | -US$2,995,356,333.00 | 39.9x | -490.9x | 8.1x |
| Mon, 28 Mar 2022 | US$1.7t | US$183.7b | -US$2,208,968,671.00 | 40.6x | -771.1x | 9.3x |
| Wed, 23 Feb 2022 | US$1.7t | US$176.3b | US$520.2m | 38.2x | 3193.2x | 9.4x |
Price to Earnings Ratio
3193.2x
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 117x which is higher than its 3-year average PE of -102x.
- The 3-year average PS ratio of 8.1x is lower than the industry's current PS ratio of 11.2x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have grown 237% per year over the last three years.
- Revenues for these companies have grown 5.8% 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 Market | 1.50% | |
| Tech | 3.57% | |
| Software | 1.30% | |
| Application Software | 3.40% | |
| Systems Software | 0.19% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APP AppLovin | US$510.13 | 35.8% +US$47.4b | 752.1% | PE110x | |
| PLTR Palantir Technologies | US$119.16 | 7.5% +US$18.9b | 387.6% | PE587.3x | |
| ADBE Adobe | US$460.16 | 6.3% +US$11.8b | -15.8% | PE36x | |
| AUR Aurora Innovation | US$10.19 | 41.5% +US$5.4b | 249.0% | PB9.5x | |
| MSTR MicroStrategy | US$337.73 | 3.1% +US$2.7b | 382.8% | PS184.1x |