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U.S. Systems Software Industry Analysis

UpdatedApr 26, 2024
DataAggregated Company Financials
Companies70
  • 7D-1.0%
  • 3M-2.4%
  • 1Y33.9%
  • YTDn/a

Over the last 7 days, the Systems Software industry has dropped 1.0%, driven by a pullback from Microsoft of 1.3%. In the past year, the industry has gained 34%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Apr 2024US$3.4tUS$271.5bUS$87.3b40.8x39.3x12.6x
Mon, 25 Mar 2024US$3.7tUS$271.0bUS$87.0b40.5x42.3x13.6x
Wed, 21 Feb 2024US$3.5tUS$270.1bUS$85.0b38x41.4x13x
Fri, 19 Jan 2024US$3.5tUS$276.8bUS$80.3b41.1x43.8x12.7x
Sun, 17 Dec 2023US$3.3tUS$276.8bUS$80.3b42.3x41.3x12x
Tue, 14 Nov 2023US$3.2tUS$275.6bUS$79.2b41.2x40.6x11.7x
Thu, 12 Oct 2023US$3.0tUS$273.4bUS$74.8b42.3x40x10.9x
Sat, 09 Sep 2023US$3.0tUS$273.4bUS$74.8b42.3x39.8x10.9x
Mon, 07 Aug 2023US$2.9tUS$272.3bUS$74.3b43.8x39.4x10.7x
Wed, 05 Jul 2023US$3.0tUS$262.2bUS$68.2b45.1x43.4x11.3x
Fri, 02 Jun 2023US$2.9tUS$261.7bUS$68.3b43x42.5x11.1x
Sun, 30 Apr 2023US$2.7tUS$260.8bUS$66.9b43x39.7x10.2x
Tue, 28 Mar 2023US$2.4tUS$256.8bUS$65.2b43.2x37.3x9.5x
Thu, 23 Feb 2023US$2.2tUS$243.5bUS$63.3b43x34.7x9x
Sat, 21 Jan 2023US$2.1tUS$241.4bUS$65.6b41.6x31.9x8.7x
Mon, 19 Dec 2022US$2.1tUS$241.4bUS$65.7b42.4x32.3x8.8x
Wed, 16 Nov 2022US$2.1tUS$235.0bUS$66.5b44.8x31.2x8.8x
Fri, 14 Oct 2022US$2.0tUS$226.1bUS$70.6b49.5x28.1x8.8x
Sun, 11 Sep 2022US$2.3tUS$225.6bUS$70.8b60.4x31.9x10x
Tue, 09 Aug 2022US$2.4tUS$225.0bUS$71.0b47.8x33.6x10.6x
Thu, 07 Jul 2022US$2.3tUS$222.3bUS$71.5b39.5x32.2x10.3x
Sat, 04 Jun 2022US$2.3tUS$222.3bUS$71.5b43.6x32.8x10.6x
Mon, 02 May 2022US$2.4tUS$221.2bUS$71.5b51.5x33.9x11x
Wed, 30 Mar 2022US$2.7tUS$213.0bUS$70.6b36.6x38.8x12.8x
Fri, 25 Feb 2022US$2.6tUS$225.2bUS$72.7b33.8x36.4x11.7x
Sun, 23 Jan 2022US$2.7tUS$221.0bUS$69.2b32.7x38.8x12.1x
Tue, 21 Dec 2021US$2.9tUS$221.0bUS$69.2b35.4x42.4x13.3x
Thu, 18 Nov 2021US$3.2tUS$221.3bUS$69.3b42.7x45.6x14.3x
Sat, 16 Oct 2021US$2.9tUS$211.9bUS$62.6b41.1x45.8x13.5x
Mon, 13 Sep 2021US$2.8tUS$210.7bUS$62.9b33x44.3x13.2x
Wed, 11 Aug 2021US$2.7tUS$210.6bUS$63.0b34.4x42.4x12.7x
Sun, 06 Jun 2021US$2.3tUS$199.6bUS$58.4b33x39.8x11.6x
Price to Earnings Ratio

36x


Total Market Cap: US$2.6tTotal Earnings: US$71.2bTotal Revenue: US$239.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Systems Software Industry Price to Earnings3Y Average 38.2x202220232024
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 38.2x.
  • The 3-year average PS ratio of 11.3x is lower than the industry's current PS ratio of 12.6x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have grown 7.0% per year over the last three years.
  • Revenues for these companies have grown 4.3% 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 Market0.97%
Tech0.26%
Software-0.19%
Systems Software-1.03%
Application Software1.58%
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?

CompanyLast Price7D1YValuation
MSFT MicrosoftUS$406.321.8%
+US$54.3b		32.2%PE35x
ORCL OracleUS$117.212.0%
+US$6.4b		23.7%PE30.3x
CRWD CrowdStrike HoldingsUS$304.077.6%
+US$5.2b		153.3%PE823.3x
PANW Palo Alto NetworksUS$291.424.9%
+US$4.4b		59.7%PE41.3x
NOW ServiceNowUS$723.551.4%
+US$2.0b		57.5%PE77.1x
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Latest News

MSFT

US$406.32

Microsoft

7D

1.8%

1Y

32.2%

PANW

US$291.42

Palo Alto Networks

7D

4.9%

1Y

59.7%

Palo Alto Networks: Fierce Competition, Shares Remain Near Fair Value

Apr 26

NOW

US$723.55

ServiceNow

7D

1.4%

1Y

57.5%

ServiceNow, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Apr 26
ServiceNow, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

ORCL

US$117.21

Oracle

7D

2.0%

1Y

23.7%

ZS

US$177.05

Zscaler

7D

4.6%

1Y

96.5%

CHKP

US$151.20

Check Point Software Technologies

7D

-4.3%

1Y

18.7%

MNDY

US$190.40

monday.com

7D

6.9%

1Y

56.2%

PRGS

US$50.34

Progress Software

7D

-0.1%

1Y

-8.3%

Progress Software (NASDAQ:PRGS) Has Affirmed Its Dividend Of $0.175

Apr 22
Progress Software (NASDAQ:PRGS) Has Affirmed Its Dividend Of $0.175

GTLB

US$55.46

GitLab

7D

7.7%

1Y

82.7%

CRWD

US$304.07

CrowdStrike Holdings

7D

7.6%

1Y

153.3%

IDAI

US$0.77

T Stamp

7D

-6.1%

1Y

-57.7%

BKYI

US$1.58

BIO-key International

7D

-7.3%

1Y

-86.7%

MRDB

US$0.53

MariaDB

7D

-1.5%

1Y

-57.2%

AUID

US$7.52

authID

7D

-2.3%

1Y

168.6%

VMW

US$142.48

VMware

7D

-4.8%

1Y

19.4%