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U.S. Systems Software Industry Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies68
  • 7D-1.3%
  • 3M4.1%
  • 1Y20.5%
  • YTDn/a

Over the last 7 days, the Systems Software industry has dropped 1.3%, driven by a pullback from Microsoft of 1.7%. Over the past 12 months, the industry was up 20%. 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
Thu, 21 Nov 2024US$4.3tUS$360.6bUS$107.8b41.6x39.7x11.9x
Sat, 19 Oct 2024US$4.2tUS$350.5bUS$105.1b39.9x40.1x12x
Mon, 16 Sep 2024US$4.2tUS$350.5bUS$105.0b38.9x40.3x12.1x
Wed, 14 Aug 2024US$3.9tUS$348.9bUS$104.3b35.9x37.8x11.3x
Fri, 12 Jul 2024US$4.4tUS$333.6bUS$101.7b40.1x43x13.1x
Sun, 09 Jun 2024US$3.6tUS$280.7bUS$91.2b39.9x39.8x12.9x
Tue, 07 May 2024US$3.6tUS$280.0bUS$91.3b41.4x38.9x12.7x
Thu, 04 Apr 2024US$3.6tUS$271.0bUS$87.0b38.2x41.5x13.3x
Sat, 02 Mar 2024US$3.6tUS$270.6bUS$87.0b39.2x41.4x13.3x
Mon, 29 Jan 2024US$3.6tUS$277.3bUS$80.4b41.1x44.8x13x
Wed, 27 Dec 2023US$3.3tUS$276.8bUS$80.3b41.6x41.6x12.1x
Fri, 24 Nov 2023US$3.3tUS$276.0bUS$79.7b42.3x41x11.9x
Sun, 22 Oct 2023US$2.9tUS$273.4bUS$74.8b41.8x39x10.7x
Tue, 19 Sep 2023US$3.0tUS$273.4bUS$74.8b42.3x39.5x10.8x
Thu, 17 Aug 2023US$2.9tUS$272.4bUS$74.3b43.1x38.6x10.5x
Sat, 15 Jul 2023US$3.0tUS$262.2bUS$68.2b47.3x44.3x11.5x
Mon, 12 Jun 2023US$2.9tUS$262.1bUS$68.3b43.6x41.9x10.9x
Wed, 10 May 2023US$2.7tUS$260.8bUS$67.1b41x39.6x10.2x
Fri, 07 Apr 2023US$2.6tUS$256.9bUS$65.2b43.8x39.1x9.9x
Sun, 05 Mar 2023US$2.3tUS$256.5bUS$65.2b42.3x35x8.9x
Tue, 31 Jan 2023US$2.1tUS$242.8bUS$63.4b42.1x33.4x8.7x
Thu, 29 Dec 2022US$2.0tUS$241.4bUS$65.7b41.6x30.9x8.4x
Sat, 26 Nov 2022US$2.2tUS$240.9bUS$66.4b44.4x32.6x9x
Mon, 24 Oct 2022US$2.0tUS$226.1bUS$70.6b48.9x29x9.1x
Wed, 21 Sep 2022US$2.1tUS$225.6bUS$70.8b56.9x29.3x9.2x
Fri, 19 Aug 2022US$2.5tUS$225.1bUS$70.9b59.8x34.7x10.9x
Sun, 17 Jul 2022US$2.2tUS$222.3bUS$71.5b43.1x31.3x10.1x
Tue, 14 Jun 2022US$2.1tUS$222.3bUS$71.5b38.8x29.5x9.5x
Thu, 12 May 2022US$2.2tUS$221.7bUS$71.5b39.6x31.3x10.1x
Sat, 09 Apr 2022US$2.6tUS$213.1bUS$70.3b54.7x37x12.2x
Mon, 07 Mar 2022US$2.5tUS$212.8bUS$70.6b52x36.1x12x
Wed, 02 Feb 2022US$2.8tUS$230.0bUS$72.5b32.5x38.8x12.2x
Fri, 31 Dec 2021US$3.1tUS$221.0bUS$69.2b37.5x44.9x14.1x
Sun, 28 Nov 2021US$3.0tUS$220.6bUS$69.4b36.5x43.8x13.8x
Price to Earnings Ratio

43.8x


Total Market Cap: US$3.0tTotal Earnings: US$69.4bTotal Revenue: US$220.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Systems Software Industry Price to Earnings3Y Average 37.8x202220232024
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 37.8x.
  • 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-1.19%
Tech-1.35%
Software-1.43%
Systems Software-1.33%
Application Software-1.63%
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$190.750.6%
+US$3.1b		64.1%PE48.2x
CYBR CyberArk SoftwareUS$316.908.7%
+US$1.1b		65.5%PE1090x
DLB Dolby LaboratoriesUS$81.9811.5%
+US$805.7m		-5.4%PE29.9x
CRWD CrowdStrike HoldingsUS$350.150.7%
+US$556.4m		67.0%PE504.3x
QXO QXOUS$15.994.8%
+US$298.9m		-46.7%PE382.9x
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Latest News

DLB

US$81.98

Dolby Laboratories

7D

11.5%

1Y

-5.4%

OS

US$30.50

OneStream

7D

-11.5%

1Y

n/a

RBRK

US$45.15

Rubrik

7D

1.3%

1Y

n/a

QXO

US$15.99

QXO

7D

4.8%

1Y

-46.7%

The Strong Earnings Posted By QXO (NASDAQ:QXO) Are A Good Indication Of The Strength Of The Business

Nov 20
The Strong Earnings Posted By QXO (NASDAQ:QXO) Are A Good Indication Of The Strength Of The Business

GTLB

US$62.15

GitLab

7D

2.0%

1Y

32.7%

ORCL

US$190.75

Oracle

7D

0.6%

1Y

64.1%

Oracle Is Significantly Overvalued, And I'm Expecting A Temporary Decline (Rating Downgrade)

Nov 19

MNDY

US$260.15

monday.com

7D

-3.3%

1Y

48.7%

CRWD

US$350.15

CrowdStrike Holdings

7D

0.7%

1Y

67.0%

TDC

US$29.97

Teradata

7D

0.7%

1Y

-36.5%

CYBR

US$316.90

CyberArk Software

7D

8.7%

1Y

65.5%

MSFT

US$415.49

Microsoft

7D

-2.3%

1Y

10.0%

Microsoft Lost 6% Cloud Market Share Year-To-Date, May Get Worse

Nov 16

PANW

US$392.61

Palo Alto Networks

7D

-2.4%

1Y

49.2%

At US$402, Is Palo Alto Networks, Inc. (NASDAQ:PANW) Worth Looking At Closely?

Nov 14
At US$402, Is Palo Alto Networks, Inc. (NASDAQ:PANW) Worth Looking At Closely?

NOW

US$1,022.98

ServiceNow

7D

-2.2%

1Y

52.8%

ZS

US$200.94

Zscaler

7D

-4.2%

1Y

5.4%

FTNT

US$92.45

Fortinet

7D

-5.5%

1Y

74.5%

Results: Fortinet, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Nov 12
Results: Fortinet, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

GEN

US$29.44

Gen Digital

7D

-3.5%

1Y

38.9%