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Jun 07
U.S. Application Software Industry Analysis
UpdatedJun 08, 2023
DataAggregated Company Financials
Companies416
- 7D-1.5%
- 3M13.5%
- 1Y2.7%
- YTD25.3%
Over the last 7 days, the Application Software industry has dropped 1.5%, driven by a pullback from Salesforce of 7.9%. In contrast, Samsara has gained 38%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 29% 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, 08 Jun 2023 | US$1.5t | US$197.8b | -US$6,262,171,343.00 | 41.5x | -237.9x | 7.5x |
| Sat, 06 May 2023 | US$1.3t | US$194.6b | -US$6,583,145,298.00 | 37.6x | -197.7x | 6.7x |
| Mon, 03 Apr 2023 | US$1.4t | US$196.9b | -US$4,649,488,853.00 | 44.3x | -307.5x | 7.3x |
| Wed, 01 Mar 2023 | US$1.3t | US$195.3b | -US$4,944,766,555.00 | 41x | -263.5x | 6.7x |
| Fri, 27 Jan 2023 | US$1.3t | US$193.4b | -US$5,385,577,231.00 | 41.2x | -243.2x | 6.8x |
| Sun, 25 Dec 2022 | US$1.2t | US$192.9b | -US$5,390,504,661.00 | 39.9x | -217.4x | 6.1x |
| Tue, 22 Nov 2022 | US$1.2t | US$189.5b | -US$4,032,909,126.00 | 44.8x | -293.1x | 6.2x |
| Thu, 20 Oct 2022 | US$1.2t | US$186.7b | -US$6,385,394,516.00 | 36.5x | -187.1x | 6.4x |
| Sat, 17 Sep 2022 | US$1.3t | US$188.1b | -US$6,030,232,080.00 | 39.8x | -218x | 7x |
| Mon, 15 Aug 2022 | US$1.6t | US$184.8b | -US$3,141,979,158.00 | 49.7x | -515.8x | 8.8x |
| Wed, 13 Jul 2022 | US$1.3t | US$186.4b | -US$3,651,317,698.00 | 34.8x | -356.8x | 7x |
| Fri, 10 Jun 2022 | US$1.4t | US$187.3b | -US$3,437,973,027.00 | 41.3x | -413.1x | 7.6x |
| Sun, 08 May 2022 | US$1.4t | US$183.1b | -US$3,242,534,016.00 | 38.3x | -426.2x | 7.5x |
| Tue, 05 Apr 2022 | US$1.8t | US$181.6b | -US$2,309,550,363.00 | 38.4x | -781.6x | 9.9x |
| Thu, 03 Mar 2022 | US$1.8t | US$181.8b | -US$900,344,101.00 | 40.3x | -1962.7x | 9.7x |
| Sat, 29 Jan 2022 | US$1.7t | US$170.0b | US$746.5m | 41.6x | 2278.4x | 10x |
| Mon, 27 Dec 2021 | US$2.1t | US$167.2b | US$2.0b | 49x | 1045x | 12.3x |
| Wed, 24 Nov 2021 | US$2.2t | US$166.3b | US$2.6b | 50.8x | 842x | 13.3x |
| Fri, 22 Oct 2021 | US$2.3t | US$160.0b | US$4.8b | 64.1x | 489.5x | 14.6x |
| Sun, 19 Sep 2021 | US$2.2t | US$158.9b | US$6.7b | 65.9x | 334.3x | 14x |
| Tue, 17 Aug 2021 | US$2.1t | US$158.2b | US$6.6b | 54.3x | 319.6x | 13.2x |
| Tue, 01 Jun 2021 | US$1.8t | US$145.7b | US$10.5b | 49.4x | 167.6x | 12.1x |
| Fri, 05 Mar 2021 | US$1.8t | US$136.8b | US$8.6b | 51.7x | 204.7x | 12.9x |
| Mon, 07 Dec 2020 | US$1.7t | US$127.6b | US$8.8b | 49.8x | 188.3x | 13x |
| Thu, 10 Sep 2020 | US$1.5t | US$120.8b | US$6.8b | 52.6x | 215.1x | 12.2x |
Price to Earnings Ratio
344.1x
Current Industry PE
- Investors are pessimistic on the American Application Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 10.1x is higher than the industry's current PS ratio of 7.5x.
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 19% 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 Market | 2.58% | |
| Tech | -0.68% | |
| Software | -1.52% | |
| Application Software | -1.52% | |
| Systems Software | -1.52% | |
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 | |
|---|---|---|---|---|---|
| IOT Samsara | US$26.57 | 38.0% +US$3.9b | 128.7% | PS19.7x | |
| U Unity Software | US$34.72 | 16.8% +US$1.9b | -24.2% | PS8.4x | |
| INTU Intuit | US$422.36 | 0.8% +US$907.4m | 1.9% | PE52.8x | |
| CFLT Confluent | US$34.43 | 8.5% +US$796.6m | 49.7% | PS16.1x | |
| BILL BILL Holdings | US$111.03 | 7.2% +US$791.7m | -17.8% | PS12.3x |