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U.S. Application Software Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies336
- 7D6.9%
- 3M-10.8%
- 1Y4.8%
- YTDn/a
In the last week, the Application Software industry is up 6.9%, with Palantir Technologies up 20%. Meanwhile, Pony AI actually underperformed within the industry, shrinking 17% in the last week. In the last 12 months, the industry was up 4.8%. As for the next few years, earnings are expected to grow by 24% 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 |
|---|---|---|---|---|---|---|
| Sun, 13 Apr 2025 | US$1.8t | US$209.2b | US$21.4b | 26.9x | 83.5x | 8.5x |
| Tue, 11 Mar 2025 | US$1.9t | US$211.1b | US$19.7b | 32.6x | 98.7x | 9.2x |
| Thu, 06 Feb 2025 | US$2.3t | US$206.8b | US$20.9b | 45.3x | 108.1x | 10.9x |
| Sat, 04 Jan 2025 | US$2.1t | US$206.7b | US$20.1b | 40.6x | 104.7x | 10.2x |
| Mon, 02 Dec 2024 | US$2.2t | US$205.7b | US$19.6b | 42.4x | 111.1x | 10.6x |
| Wed, 30 Oct 2024 | US$1.8t | US$201.8b | US$19.1b | 37.9x | 96.8x | 9.1x |
| Fri, 27 Sep 2024 | US$1.8t | US$201.9b | US$18.9b | 38.3x | 93.9x | 8.8x |
| Sun, 25 Aug 2024 | US$1.8t | US$201.1b | US$17.3b | 36.8x | 101x | 8.7x |
| Tue, 23 Jul 2024 | US$1.7t | US$197.0b | US$16.8b | 41.1x | 101.9x | 8.7x |
| Thu, 20 Jun 2024 | US$1.7t | US$197.6b | US$16.4b | 40.9x | 100.7x | 8.4x |
| Sat, 18 May 2024 | US$1.7t | US$194.4b | US$14.0b | 45.4x | 122.9x | 8.8x |
| Mon, 15 Apr 2024 | US$1.7t | US$195.4b | US$11.3b | 45.5x | 151.5x | 8.8x |
| Wed, 13 Mar 2024 | US$1.8t | US$199.3b | US$11.4b | 50.1x | 160.8x | 9.2x |
| Fri, 09 Feb 2024 | US$1.8t | US$194.0b | US$4.8b | 50.9x | 366.7x | 9.1x |
| Sun, 07 Jan 2024 | US$1.7t | US$209.4b | US$2.6b | 47.7x | 673.4x | 8.2x |
| Tue, 05 Dec 2023 | US$1.8t | US$208.5b | US$2.0b | 48x | 888.1x | 8.4x |
| Thu, 02 Nov 2023 | US$1.5t | US$204.5b | -US$752,085,684.00 | 44.1x | -1998.7x | 7.3x |
| Sat, 30 Sep 2023 | US$1.5t | US$204.0b | -US$1,627,556,608.00 | 45.8x | -944.5x | 7.5x |
| Mon, 28 Aug 2023 | US$1.6t | US$201.6b | -US$3,374,323,336.00 | 45.1x | -462.7x | 7.7x |
| Wed, 26 Jul 2023 | US$1.6t | US$198.8b | -US$7,982,744,847.00 | 47.9x | -201.2x | 8.1x |
| Fri, 23 Jun 2023 | US$1.5t | US$198.4b | -US$5,985,832,357.00 | 42.9x | -249.1x | 7.5x |
| Sun, 21 May 2023 | US$1.4t | US$196.3b | -US$6,996,900,452.00 | 38.4x | -198.7x | 7.1x |
| Tue, 18 Apr 2023 | US$1.4t | US$196.7b | -US$4,559,170,120.00 | 42.7x | -306.3x | 7.1x |
| Thu, 16 Mar 2023 | US$1.3t | US$197.0b | -US$5,196,706,634.00 | 40.6x | -253.6x | 6.7x |
| Sat, 11 Feb 2023 | US$1.3t | US$193.9b | -US$5,600,130,898.00 | 39.9x | -239.1x | 6.9x |
| Mon, 09 Jan 2023 | US$1.2t | US$193.0b | -US$5,466,817,145.00 | 39.9x | -215x | 6.1x |
| Wed, 07 Dec 2022 | US$1.2t | US$192.2b | -US$5,390,142,666.00 | 45x | -218.8x | 6.1x |
| Fri, 04 Nov 2022 | US$1.2t | US$188.3b | -US$3,953,102,385.00 | 31.2x | -297.7x | 6.2x |
| Sun, 02 Oct 2022 | US$1.2t | US$188.0b | -US$6,034,793,202.00 | 37.5x | -203.2x | 6.5x |
| Tue, 30 Aug 2022 | US$1.4t | US$187.1b | -US$5,681,325,368.00 | 42.7x | -248.8x | 7.6x |
| Thu, 28 Jul 2022 | US$1.4t | US$186.8b | -US$3,615,908,110.00 | 40.2x | -385.3x | 7.5x |
| Sat, 25 Jun 2022 | US$1.4t | US$186.5b | -US$3,803,781,291.00 | 36.1x | -360.6x | 7.4x |
| Mon, 23 May 2022 | US$1.4t | US$185.0b | -US$2,809,981,240.00 | 41.2x | -484.8x | 7.4x |
| Wed, 20 Apr 2022 | US$1.6t | US$179.6b | -US$2,389,569,075.00 | 41.7x | -686.3x | 9.1x |
Price to Earnings Ratio
-686.3x
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 83.5x which is higher than its 3-year average PE of -110x.
- The industry is trading close to its 3-year average PS ratio of 8.1x.
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 5.2% 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 | 5.42% | |
| Tech | 9.36% | |
| Software | 7.54% | |
| Application Software | 6.86% | |
| Systems Software | 7.85% | |
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$88.55 | 19.6% +US$34.1b | 290.6% | PE449.3x | |
| CRM Salesforce | US$255.00 | 5.9% +US$13.7b | -13.4% | PE39.5x | |
| APP AppLovin | US$249.95 | 13.9% +US$10.4b | 230.8% | PE53.9x | |
| CDNS Cadence Design Systems | US$259.47 | 11.4% +US$7.3b | -15.2% | PE67.4x | |
| INTU Intuit | US$587.04 | 4.5% +US$7.1b | -5.5% | PE54x |
