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U.S. Application Software Industry Analysis
UpdatedJul 11, 2025
DataAggregated Company Financials
Companies339
- 7D-1.0%
- 3M22.1%
- 1Y28.3%
- YTDn/a
Last week, the Application Software industry hasn't moved much but Palantir Technologies is up 6.1% in that time. The past year has been better, since the industry has gained 28% in that time. As for the next few years, earnings are expected to grow by 27% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 11 Jul 2025 | US$2.3t | US$215.9b | US$17.1b | 44.9x | 133.6x | 10.6x |
| Sun, 08 Jun 2025 | US$2.2t | US$214.5b | US$17.7b | 41.1x | 124.8x | 10.3x |
| Tue, 06 May 2025 | US$2.0t | US$208.8b | US$16.8b | 32.1x | 121.3x | 9.8x |
| Thu, 03 Apr 2025 | US$1.9t | US$209.3b | US$21.4b | 30x | 87.3x | 8.9x |
| Sat, 01 Mar 2025 | US$2.0t | US$209.9b | US$19.2b | 34.9x | 105.4x | 9.7x |
| Mon, 27 Jan 2025 | US$2.2t | US$205.7b | US$20.3b | 42.9x | 106.4x | 10.5x |
| Wed, 25 Dec 2024 | US$2.2t | US$206.7b | US$19.9b | 41.5x | 109.7x | 10.6x |
| Fri, 22 Nov 2024 | US$2.1t | US$206.0b | US$19.3b | 41.5x | 110.4x | 10.3x |
| Sun, 20 Oct 2024 | US$1.8t | US$201.3b | US$19.0b | 37.6x | 96.6x | 9.1x |
| Tue, 17 Sep 2024 | US$1.7t | US$201.9b | US$18.9b | 38.9x | 91.9x | 8.6x |
| Thu, 15 Aug 2024 | US$1.7t | US$199.9b | US$17.2b | 34.9x | 97.8x | 8.4x |
| Sat, 13 Jul 2024 | US$1.7t | US$196.9b | US$16.8b | 40.8x | 102.7x | 8.7x |
| Mon, 10 Jun 2024 | US$1.6t | US$197.0b | US$16.1b | 40.2x | 100.1x | 8.2x |
| Wed, 08 May 2024 | US$1.7t | US$197.1b | US$12.3b | 45.9x | 137.1x | 8.5x |
| Fri, 05 Apr 2024 | US$1.7t | US$195.0b | US$11.3b | 45.5x | 154.5x | 9x |
| Sun, 03 Mar 2024 | US$1.9t | US$198.0b | US$11.1b | 47.6x | 167.7x | 9.4x |
| Tue, 30 Jan 2024 | US$1.8t | US$209.5b | US$2.0b | 51.7x | 917.2x | 8.8x |
| Thu, 28 Dec 2023 | US$1.8t | US$209.4b | US$2.5b | 47.4x | 720.3x | 8.8x |
| Sat, 25 Nov 2023 | US$1.7t | US$206.5b | US$206.3m | 48x | 8128.8x | 8.1x |
| Mon, 23 Oct 2023 | US$1.5t | US$203.9b | -US$1,106,410,735.00 | 44x | -1377x | 7.5x |
| Wed, 20 Sep 2023 | US$1.6t | US$206.7b | -US$1,837,724,039.00 | 48x | -866.8x | 7.7x |
| Fri, 18 Aug 2023 | US$1.5t | US$201.0b | -US$3,978,300,764.00 | 45.2x | -386.1x | 7.6x |
| Sun, 16 Jul 2023 | US$1.6t | US$198.5b | -US$8,148,007,980.00 | 48.3x | -196.4x | 8.1x |
| Tue, 13 Jun 2023 | US$1.5t | US$197.9b | -US$6,129,907,051.00 | 44.2x | -245.5x | 7.6x |
| Thu, 11 May 2023 | US$1.3t | US$195.4b | -US$6,920,915,978.00 | 37.8x | -191.9x | 6.8x |
| Sat, 08 Apr 2023 | US$1.4t | US$196.7b | -US$4,574,046,647.00 | 43x | -301.4x | 7x |
| Mon, 06 Mar 2023 | US$1.4t | US$196.6b | -US$5,529,707,721.00 | 45.2x | -246.5x | 6.9x |
| Wed, 01 Feb 2023 | US$1.3t | US$192.7b | -US$5,497,124,804.00 | 43.2x | -241.2x | 6.9x |
| Fri, 30 Dec 2022 | US$1.2t | US$193.0b | -US$5,455,572,050.00 | 39.9x | -217.8x | 6.2x |
| Sun, 27 Nov 2022 | US$1.2t | US$189.7b | -US$4,377,792,038.00 | 45.8x | -279x | 6.4x |
| Tue, 25 Oct 2022 | US$1.2t | US$186.7b | -US$6,357,757,705.00 | 36.5x | -192.1x | 6.5x |
| Thu, 22 Sep 2022 | US$1.3t | US$188.1b | -US$6,022,179,662.00 | 36.2x | -211.4x | 6.8x |
| Sat, 20 Aug 2022 | US$1.5t | US$185.2b | -US$4,377,021,079.00 | 45.2x | -350.5x | 8.3x |
| Mon, 18 Jul 2022 | US$1.3t | US$186.4b | -US$3,626,464,408.00 | 37.4x | -360.9x | 7x |
Price to Earnings Ratio
-360.9x
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 134x which is higher than its 3-year average PE of -63.2x.
- The 3-year average PS ratio of 8.3x is lower than the industry's current PS ratio of 10.6x.
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 5.0% 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 | -0.11% | |
| Tech | 0.11% | |
| Software | -0.69% | |
| Application Software | -0.96% | |
| Systems Software | -0.58% | |
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 | |
|---|---|---|---|---|---|
| PLTR Palantir Technologies | US$142.50 | 6.1% +US$19.2b | 415.6% | PE589.3x | |
| MSTR MicroStrategy | US$421.74 | 4.4% +US$5.0b | 210.4% | PS256.5x | |
| CRCL Circle Internet Group | US$202.90 | 7.5% +US$3.2b | n/a | PE2376.8x | |
| SNPS Synopsys | US$566.19 | 3.2% +US$2.7b | -7.0% | PE65.1x | |
| PTC PTC | US$194.59 | 10.6% +US$2.2b | 8.2% | PE53x |