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U.S. Systems Software Industry Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies64
  • 7D0.8%
  • 3M34.6%
  • 1Y13.9%
  • YTDn/a

In the last week, the Systems Software industry is up 2.9%, with Microsoft up 0.4%. This means that the industry has gained 16% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 03 Jul 2025US$5.0tUS$383.0bUS$114.3b40.3x44x13.1x
Sat, 31 May 2025US$4.6tUS$381.1bUS$114.1b36.8x40.2x12x
Mon, 28 Apr 2025US$4.0tUS$371.8bUS$110.4b31.7x36x10.7x
Wed, 26 Mar 2025US$4.0tUS$372.1bUS$110.4b31.7x36.4x10.8x
Fri, 21 Feb 2025US$4.3tUS$370.8bUS$109.8b34.6x39.5x11.7x
Sun, 19 Jan 2025US$4.3tUS$362.5bUS$108.9b37.2x39.7x11.9x
Tue, 17 Dec 2024US$4.5tUS$362.5bUS$108.9b39.9x41.5x12.5x
Thu, 14 Nov 2024US$4.4tUS$360.5bUS$107.7b39.4x40.5x12.1x
Sat, 12 Oct 2024US$4.2tUS$350.5bUS$105.1b42.5x40.1x12x
Mon, 09 Sep 2024US$3.9tUS$349.6bUS$104.5b36.1x37.7x11.3x
Wed, 07 Aug 2024US$3.8tUS$343.2bUS$102.9b36.2x36.5x11x
Fri, 05 Jul 2024US$4.3tUS$333.6bUS$101.7b40.3x42.8x13x
Sun, 02 Jun 2024US$3.5tUS$280.2bUS$91.0b39x38.9x12.6x
Tue, 30 Apr 2024US$3.5tUS$280.5bUS$90.9b40.7x38.4x12.5x
Thu, 28 Mar 2024US$3.6tUS$271.0bUS$87.0b40x41.6x13.4x
Sat, 24 Feb 2024US$3.5tUS$270.5bUS$86.6b38.4x40.9x13.1x
Mon, 22 Jan 2024US$3.6tUS$276.8bUS$80.3b41.1x44.3x12.8x
Wed, 20 Dec 2023US$3.3tUS$276.8bUS$80.3b41.4x41.6x12.1x
Fri, 17 Nov 2023US$3.3tUS$275.7bUS$79.6b42.3x41.4x12x
Sun, 15 Oct 2023US$3.0tUS$273.4bUS$74.8b42.3x39.5x10.8x
Tue, 12 Sep 2023US$3.0tUS$273.4bUS$74.8b42.3x40.7x11.1x
Thu, 10 Aug 2023US$2.9tUS$272.3bUS$74.3b44.3x38.7x10.6x
Sat, 08 Jul 2023US$2.9tUS$262.2bUS$68.2b44.6x43.2x11.2x
Mon, 05 Jun 2023US$2.9tUS$262.1bUS$68.3b44.3x42.8x11.2x
Wed, 03 May 2023US$2.6tUS$260.8bUS$67.1b42.3x39.2x10.1x
Fri, 31 Mar 2023US$2.5tUS$256.9bUS$65.2b43.6x38.2x9.7x
Sun, 26 Feb 2023US$2.2tUS$243.0bUS$63.9b42.5x34.1x9x
Tue, 24 Jan 2023US$2.1tUS$241.4bUS$65.6b42.1x32.3x8.8x
Thu, 22 Dec 2022US$2.1tUS$241.4bUS$65.7b42.2x32.2x8.8x
Sat, 19 Nov 2022US$2.1tUS$240.9bUS$66.4b43.3x31.8x8.8x
Mon, 17 Oct 2022US$1.9tUS$226.1bUS$70.6b47.8x27.4x8.6x
Wed, 14 Sep 2022US$2.3tUS$225.6bUS$70.8b60.4x32.2x10.1x
Fri, 12 Aug 2022US$2.4tUS$225.1bUS$71.0b50.3x34.4x10.8x
Sun, 10 Jul 2022US$2.3tUS$222.3bUS$71.5b40x32.8x10.5x
Price to Earnings Ratio

32.8x


Total Market Cap: US$2.3tTotal Earnings: US$71.5bTotal Revenue: US$222.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Systems Software Industry Price to Earnings3Y Average 38.1x202320242025
Current Industry PE
  • Investors are optimistic on the American Systems Software industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 44.1x which is higher than its 3-year average PE of 38.1x.
  • The 3-year average PS ratio of 11.1x is lower than the industry's current PS ratio of 13.2x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 20% 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 Market2.17%
Tech1.88%
Software0.61%
Systems Software0.81%
Application Software0.17%
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
ORCL OracleUS$229.989.1%
+US$54.1b		59.3%PE51.9x
NOW ServiceNowUS$1.01k0.5%
+US$954.3m		28.5%PE136.2x
CRWD CrowdStrike HoldingsUS$496.100.4%
+US$501.0m		28.1%PS29.9x
GEN Gen DigitalUS$29.812.5%
+US$452.8m		20.8%PE28.8x
GTLB GitLabUS$45.146.0%
+US$421.3m		-15.1%PE572.2x

Latest News

ORCL
US$229.98
Oracle
7D
9.1%
1Y
59.3%
NOW
US$1,009.76
ServiceNow
7D
0.5%
1Y
28.5%
FTNT
US$102.21
Fortinet
7D
-1.4%
1Y
68.3%

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Jul 02
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MNDY
US$299.86
monday.com
7D
0.5%
1Y
23.2%
PRGS
US$53.90
Progress Software
7D
-15.2%
1Y
-1.0%
RBRK
US$85.58
Rubrik
7D
-5.5%
1Y
185.9%
PANW
US$196.97
Palo Alto Networks
7D
-2.7%
1Y
15.5%
PATH
US$12.85
UiPath
7D
3.0%
1Y
-0.8%
CRWD
US$496.10
CrowdStrike Holdings
7D
0.4%
1Y
28.1%
ZS
US$309.33
Zscaler
7D
-0.8%
1Y
55.9%

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Jun 27
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CYBR
US$387.92
CyberArk Software
7D
-2.9%
1Y
43.1%
MSFT
US$491.09
Microsoft
7D
-0.2%
1Y
6.6%
author-image

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FROG
US$41.35
JFrog
7D
-5.1%
1Y
15.9%

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GTLB
US$45.14
GitLab
7D
6.0%
1Y
-15.1%
NBIS
US$49.97
Nebius Group
7D
3.0%
1Y
n/a
GEN
US$29.81
Gen Digital
7D
2.5%
1Y
20.8%