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U.S. Systems Software Industry Analysis

UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies71
  • 7D1.9%
  • 3M-22.2%
  • 1Y-6.4%
  • YTDn/a

Over the last 7 days, the Systems Software industry has risen 2.0%, driven by gains from Oracle of 12%. In the same time, monday.com was down 26%. In contrast, the industry has lost 6.9% in the last 12 months. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Feb 2026US$4.0tUS$428.7bUS$140.3b28.9x28.3x9.3x
Mon, 12 Jan 2026US$4.8tUS$416.9bUS$125.7b37.2x38.1x11.5x
Wed, 10 Dec 2025US$5.0tUS$414.2bUS$123.4b40.1x40.5x12.1x
Fri, 07 Nov 2025US$5.2tUS$412.8bUS$123.1b37.1x42.5x12.7x
Sun, 05 Oct 2025US$5.4tUS$399.7bUS$120.0b40.8x45x13.5x
Tue, 02 Sep 2025US$5.1tUS$397.8bUS$119.9b37x42.5x12.8x
Thu, 31 Jul 2025US$5.3tUS$383.7bUS$114.4b39.5x45.9x13.7x
Sat, 28 Jun 2025US$5.1tUS$383.0bUS$114.3b42x44.3x13.2x
Mon, 26 May 2025US$4.5tUS$380.9bUS$114.3b35.3x39.4x11.8x
Wed, 23 Apr 2025US$3.6tUS$371.3bUS$110.3b29.4x32.6x9.7x
Fri, 21 Mar 2025US$4.0tUS$372.1bUS$110.4b31x35.9x10.7x
Sun, 16 Feb 2025US$4.3tUS$379.4bUS$110.3b36.3x38.7x11.2x
Tue, 14 Jan 2025US$4.2tUS$362.4bUS$108.9b36.2x38.7x11.6x
Thu, 12 Dec 2024US$4.5tUS$362.5bUS$108.9b40.3x41.4x12.4x
Sat, 09 Nov 2024US$4.4tUS$360.4bUS$107.8b38.7x40.4x12.1x
Mon, 07 Oct 2024US$4.2tUS$350.5bUS$105.1b40.7x39.7x11.9x
Wed, 04 Sep 2024US$4.1tUS$349.4bUS$104.5b37x39.1x11.7x
Fri, 02 Aug 2024US$4.0tUS$343.2bUS$102.8b38.8x38.9x11.6x
Sun, 30 Jun 2024US$4.2tUS$333.6bUS$101.7b39.9x41.7x12.7x
Tue, 28 May 2024US$3.7tUS$280.2bUS$91.0b40.1x40.6x13.2x
Thu, 25 Apr 2024US$3.5tUS$270.9bUS$87.1b41x40.2x12.9x
Sat, 23 Mar 2024US$3.7tUS$271.0bUS$87.0b40.5x42.3x13.6x
Mon, 19 Feb 2024US$3.5tUS$270.1bUS$85.0b38x41.6x13.1x
Wed, 17 Jan 2024US$3.5tUS$276.8bUS$80.3b41.2x43.2x12.5x
Fri, 15 Dec 2023US$3.3tUS$276.8bUS$80.3b42.3x41.6x12.1x
Sun, 12 Nov 2023US$3.2tUS$275.6bUS$79.2b41.4x40.8x11.7x
Tue, 10 Oct 2023US$3.0tUS$273.4bUS$74.8b42.3x39.7x10.9x
Thu, 07 Sep 2023US$3.0tUS$273.3bUS$74.8b42.3x40.1x11x
Sat, 05 Aug 2023US$2.9tUS$272.3bUS$74.3b43.8x39.4x10.7x
Mon, 03 Jul 2023US$3.0tUS$262.2bUS$68.2b45.2x43.7x11.4x
Wed, 31 May 2023US$2.9tUS$261.5bUS$68.3b42.9x42.3x11x
Fri, 28 Apr 2023US$2.6tUS$260.8bUS$66.9b42.9x39.4x10.1x
Sun, 26 Mar 2023US$2.5tUS$256.8bUS$65.2b42.4x37.7x9.6x
Tue, 21 Feb 2023US$2.2tUS$243.2bUS$63.4b42.9x35.4x9.2x
Price to Earnings Ratio

35.4x


Total Market Cap: US$2.2tTotal Earnings: US$63.4bTotal Revenue: US$243.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Systems Software Industry Price to Earnings3Y Average 40.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Systems Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 28.3x which is lower than its 3-year average PE of 40.2x.
  • The 3-year average PS ratio of 11.8x is higher than the industry's current PS ratio of 9.3x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 21% 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-1.39%
Tech-1.62%
Software0.58%
Systems Software1.89%
Application Software-2.42%
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$160.1412.1%
+US$49.8b		-8.1%PE29.8x
CRWD CrowdStrike HoldingsUS$429.648.6%
+US$8.6b		-4.9%PS23.7x
NOW ServiceNowUS$107.086.3%
+US$6.6b		-45.7%PE64.1x
PANW Palo Alto NetworksUS$166.954.8%
+US$5.3b		-16.5%PE104.2x
NBIS Nebius GroupUS$98.0113.8%
+US$3.1b		120.3%PE855.1x

Latest News

NBIS
US$98.01
Nebius Group
7D
13.8%
1Y
120.3%
PRGS
US$36.53
Progress Software
7D
-15.0%
1Y
-36.3%
OBAI
US$3.13
TG-17
7D
-83.5%
1Y
n/a
NOW
US$107.08
ServiceNow
7D
6.3%
1Y
-45.7%
CHKP
US$171.48
Check Point Software Technologies
7D
-5.2%
1Y
-22.8%

CHKP: Limited China Exposure And Cyber Partnerships Will Support AI Security Expansion

Analysts have trimmed their average price target on Check Point Software Technologies by about $9, reflecting a modest reset in fair value assumptions as they weigh lower target prices across several firms against updated views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Check Point Software Technologies clusters around lower price targets, but the underlying commentary splits into two camps, with some analysts highlighting support for the long term story and others leaning more toward near term caution on growth and execution.
ORCL
US$160.14
Oracle
7D
12.1%
1Y
-8.1%
MSFT
US$401.32
Microsoft
7D
0.04%
1Y
-1.7%
PATH
US$11.32
UiPath
7D
-12.2%
1Y
-24.2%
RPD
US$7.18
Rapid7
7D
-33.6%
1Y
-79.8%
ZS
US$177.72
Zscaler
7D
6.2%
1Y
-16.4%

AI Security And Zero Trust Execution Risks Will Challenge Progress Yet Still Support Long-Term Upside

Catalysts About Zscaler Zscaler provides cloud delivered security services that help enterprises protect users, data and applications. What are the underlying business or industry changes driving this perspective?
MNDY
US$72.38
monday.com
7D
-26.1%
1Y
-77.3%
PANW
US$166.95
Palo Alto Networks
7D
4.8%
1Y
-16.5%

PANW: AI Security And Observability Deals Will Shape Future Share Repricing

The analyst price target for Palo Alto Networks has been trimmed slightly to reflect a fair value adjustment of about US$1. Analysts are balancing mixed sector sentiment and acquisition-related concerns with ongoing support from firms that emphasize the company’s role in consolidating cybersecurity budgets, as well as its potential benefits from AI and observability exposure.
GEN
US$23.72
Gen Digital
7D
-2.2%
1Y
-14.4%

Gen Digital (NASDAQ:GEN) Is Paying Out A Dividend Of $0.125

Feb 09
Gen Digital (NASDAQ:GEN) Is Paying Out A Dividend Of $0.125
FTNT
US$85.56
Fortinet
7D
3.4%
1Y
-23.4%
GTLB
US$29.55
GitLab
7D
-8.0%
1Y
-56.4%

GTLB: Future Returns Will Weigh AI Competition Against Execution And M&A Optionality

Analysts have reduced their fair value estimate for GitLab from US$45.00 to US$34.00, reflecting updated assumptions for revenue growth, profit margins and future P/E in light of recent downgrades and price target cuts that cite rising competition, execution questions and a slower growth setup. Analyst Commentary Recent Street research has turned more cautious on GitLab, with several bearish analysts cutting ratings and price targets while highlighting a tougher setup for growth and execution.
CRWD
US$429.64
CrowdStrike Holdings
7D
8.6%
1Y
-4.9%