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U.S. Systems Software Industry Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies69
  • 7D-2.5%
  • 3M2.6%
  • 1Y21.2%
  • YTDn/a

Over the last 7 days, the Systems Software industry has dropped 2.5%, driven by Microsoft declining 2.4%. Over the past 12 months, the industry was up 21%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the U.S. Systems Software Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024US$4.4tUS$362.5bUS$108.9b38.4x40.5x12.2x
Tue, 19 Nov 2024US$4.3tUS$360.6bUS$107.8b41x39.6x11.8x
Thu, 17 Oct 2024US$4.2tUS$350.5bUS$105.1b40.3x40.1x12x
Sat, 14 Sep 2024US$4.2tUS$350.5bUS$105.0b38.9x40.1x12x
Mon, 12 Aug 2024US$3.9tUS$348.8bUS$104.2b34.8x37.7x11.3x
Wed, 10 Jul 2024US$4.4tUS$333.6bUS$101.7b39.7x43.2x13.2x
Fri, 07 Jun 2024US$3.6tUS$280.7bUS$91.2b39.1x39.7x12.9x
Sun, 05 May 2024US$3.5tUS$280.0bUS$91.3b40.8x38.3x12.5x
Tue, 02 Apr 2024US$3.6tUS$271.0bUS$87.0b39.6x41.6x13.4x
Thu, 29 Feb 2024US$3.5tUS$270.5bUS$86.6b38.8x40.9x13.1x
Sat, 27 Jan 2024US$3.6tUS$277.3bUS$80.4b41.1x44.9x13x
Mon, 25 Dec 2023US$3.3tUS$276.8bUS$80.3b41.4x41.6x12.1x
Wed, 22 Nov 2023US$3.2tUS$276.0bUS$79.7b42.3x40.7x11.8x
Fri, 20 Oct 2023US$3.0tUS$273.4bUS$74.8b42.3x39.7x10.9x
Sun, 17 Sep 2023US$3.0tUS$273.4bUS$74.8b42.3x39.7x10.9x
Tue, 15 Aug 2023US$2.9tUS$272.4bUS$74.3b44.3x39x10.7x
Thu, 13 Jul 2023US$3.0tUS$262.2bUS$68.2b47x43.3x11.3x
Sat, 10 Jun 2023US$2.9tUS$262.1bUS$68.3b43.6x41.9x10.9x
Mon, 08 May 2023US$2.7tUS$260.8bUS$67.2b40.5x39.8x10.2x
Wed, 05 Apr 2023US$2.5tUS$256.9bUS$65.2b44.1x38.7x9.8x
Fri, 03 Mar 2023US$2.2tUS$244.8bUS$63.9b42.8x34.4x9x
Sun, 29 Jan 2023US$2.2tUS$242.8bUS$63.4b42.5x34.1x8.9x
Tue, 27 Dec 2022US$2.1tUS$241.4bUS$65.7b42x31.4x8.6x
Thu, 24 Nov 2022US$2.2tUS$240.9bUS$66.4b44.3x32.6x9x
Sat, 22 Oct 2022US$2.0tUS$226.1bUS$70.6b48.9x29x9.1x
Mon, 19 Sep 2022US$2.1tUS$225.6bUS$70.8b56.1x29.6x9.3x
Wed, 17 Aug 2022US$2.5tUS$225.1bUS$70.9b52.1x35.1x11x
Fri, 15 Jul 2022US$2.2tUS$222.3bUS$71.5b42.5x30.7x9.9x
Sun, 12 Jun 2022US$2.2tUS$222.3bUS$71.5b40x30.9x9.9x
Tue, 10 May 2022US$2.4tUS$221.6bUS$71.5b39.9x33x10.6x
Thu, 07 Apr 2022US$2.6tUS$213.1bUS$70.5b54.6x37.2x12.3x
Sat, 05 Mar 2022US$2.5tUS$212.8bUS$70.6b52x36.1x12x
Mon, 31 Jan 2022US$2.8tUS$230.0bUS$72.5b32.5x38.4x12.1x
Wed, 29 Dec 2021US$3.1tUS$221.0bUS$69.2b37.7x45.1x14.1x
Price to Earnings Ratio

45.1x


Total Market Cap: US$3.1tTotal Earnings: US$69.2bTotal Revenue: US$221.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Systems Software Industry Price to Earnings3Y Average 37.7x202220232024
Current Industry PE
  • Investors are relatively neutral on the American Systems Software industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 37.7x.
  • The industry is trading close to its 3-year average PS ratio of 11.2x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 18% 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. Systems Software compare with similar industries?

US Market-2.37%
Tech-1.03%
Software-2.17%
Systems Software-2.45%
Application Software-1.60%
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?

CompanyLast Price7D1YValuation
CYBR CyberArk SoftwareUS$319.151.8%
+US$252.3m		46.6%PE1106.5x
GTLB GitLabUS$59.832.1%
+US$199.6m		-5.3%PS13.6x
OS OneStreamUS$29.662.0%
+US$98.7m		n/aPS10.8x
FROG JFrogUS$30.862.3%
+US$78.1m		-11.0%PS8.4x
AISP Airship AI HoldingsUS$4.3737.9%
+US$32.7m		2.8%PE7.7x
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