Is There Now An Opportunity In Datadog, Inc. (NASDAQ:DDOG)?
May 26
Have your own idea? Try our Stock Screener
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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 29 May 2025 | US$2.2t | US$212.1b | US$17.4b | 35.5x | 123.7x | 10.2x |
| Sat, 26 Apr 2025 | US$1.9t | US$209.3b | US$21.5b | 32.1x | 89.5x | 9.2x |
| Mon, 24 Mar 2025 | US$2.0t | US$210.7b | US$20.8b | 29.3x | 93.9x | 9.3x |
| Wed, 19 Feb 2025 | US$2.3t | US$208.7b | US$19.6b | 42.7x | 118.7x | 11.2x |
| Fri, 17 Jan 2025 | US$2.1t | US$206.7b | US$20.4b | 41.7x | 102.2x | 10.1x |
| Sun, 15 Dec 2024 | US$2.2t | US$206.7b | US$19.9b | 43.9x | 111.1x | 10.7x |
| Tue, 12 Nov 2024 | US$2.1t | US$206.5b | US$15.9b | 41.4x | 129.8x | 10x |
| Thu, 10 Oct 2024 | US$1.8t | US$201.2b | US$19.0b | 35.9x | 94.7x | 8.9x |
| Sat, 07 Sep 2024 | US$1.7t | US$201.7b | US$18.6b | 34.3x | 90x | 8.3x |
| Mon, 05 Aug 2024 | US$1.6t | US$198.6b | US$17.3b | 38.2x | 93.4x | 8.1x |
| Wed, 03 Jul 2024 | US$1.7t | US$196.9b | US$16.5b | 41x | 105.2x | 8.8x |
| Fri, 31 May 2024 | US$1.6t | US$195.7b | US$15.9b | 39.2x | 97.8x | 7.9x |
| Sun, 28 Apr 2024 | US$1.7t | US$196.3b | US$11.7b | 44.9x | 143.4x | 8.6x |
| Tue, 26 Mar 2024 | US$1.8t | US$194.8b | US$11.0b | 48.6x | 162.3x | 9.2x |
| Thu, 22 Feb 2024 | US$1.7t | US$195.2b | US$5.9b | 51.9x | 295.5x | 8.9x |
| Sat, 20 Jan 2024 | US$1.8t | US$209.4b | US$1.9b | 49.3x | 963.1x | 8.7x |
| Mon, 18 Dec 2023 | US$1.8t | US$209.3b | US$2.6b | 49x | 699.1x | 8.6x |
| Wed, 15 Nov 2023 | US$1.6t | US$206.5b | -US$23,729,640.00 | 47.5x | -67921.9x | 7.8x |
| Fri, 13 Oct 2023 | US$1.6t | US$203.9b | -US$1,128,599,402.00 | 48x | -1415x | 7.8x |
| Sun, 10 Sep 2023 | US$1.6t | US$202.9b | -US$1,903,111,445.00 | 46.4x | -856.3x | 8x |
| Tue, 08 Aug 2023 | US$1.6t | US$200.7b | -US$5,949,445,843.00 | 49.7x | -266x | 7.9x |
| Thu, 06 Jul 2023 | US$1.5t | US$198.4b | -US$7,828,410,545.00 | 49.2x | -195x | 7.7x |
| Sat, 03 Jun 2023 | US$1.5t | US$197.7b | -US$6,332,544,726.00 | 41.6x | -232.6x | 7.5x |
| Mon, 01 May 2023 | US$1.4t | US$196.5b | -US$4,351,299,840.00 | 39.9x | -312.6x | 6.9x |
| Wed, 29 Mar 2023 | US$1.4t | US$196.9b | -US$5,553,453,225.00 | 42.6x | -245x | 6.9x |
| Fri, 24 Feb 2023 | US$1.3t | US$194.4b | -US$5,315,954,045.00 | 41.8x | -250.6x | 6.9x |
| Sun, 22 Jan 2023 | US$1.3t | US$193.1b | -US$5,449,646,640.00 | 43.3x | -231.1x | 6.5x |
| Tue, 20 Dec 2022 | US$1.2t | US$192.9b | -US$5,307,850,587.00 | 41x | -221.5x | 6.1x |
| Thu, 17 Nov 2022 | US$1.2t | US$189.8b | -US$4,078,105,728.00 | 47x | -306.1x | 6.6x |
| Sat, 15 Oct 2022 | US$1.1t | US$186.7b | -US$6,386,210,496.00 | 34.8x | -179.5x | 6.1x |
| Mon, 12 Sep 2022 | US$1.4t | US$187.5b | -US$5,969,412,484.00 | 41.3x | -240.2x | 7.6x |
| Wed, 10 Aug 2022 | US$1.6t | US$187.0b | -US$2,748,346,274.00 | 40.8x | -564.5x | 8.3x |
| Fri, 08 Jul 2022 | US$1.4t | US$186.3b | -US$3,788,887,959.00 | 36.4x | -365.6x | 7.4x |
| Sun, 05 Jun 2022 | US$1.4t | US$186.8b | -US$3,696,468,592.00 | 40.6x | -389.9x | 7.7x |
Price to Earnings Ratio
-389.9x
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 Market | 0.79% | |
| Tech | 1.13% | |
| Software | 1.25% | |
| Application Software | 0.48% | |
| Systems Software | 1.61% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| INTU Intuit | US$754.45 | 14.3% +US$25.9b | 26.1% | PE60.7x | |
| APP AppLovin | US$390.26 | 8.9% +US$10.8b | 365.2% | PE68.8x | |
| PLTR Palantir Technologies | US$123.76 | 2.6% +US$7.5b | 491.0% | PE511.8x | |
| INFA Informatica | US$24.29 | 27.8% +US$1.6b | -17.0% | PE3783.6x | |
| U Unity Software | US$24.54 | 17.9% +US$1.6b | 30.9% | PS5.7x |