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U.S. Systems Software Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies72
  • 7D-9.8%
  • 3M-20.6%
  • 1Y-1.2%
  • YTDn/a

Over the last 7 days, the Systems Software industry has dropped 7.3%, driven by Microsoft declining 8.5%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Feb 2026US$4.3tUS$429.2bUS$140.0b29.5x30.5x9.9x
Thu, 01 Jan 2026US$4.9tUS$416.9bUS$125.7b37.1x38.7x11.7x
Sat, 29 Nov 2025US$4.9tUS$413.8bUS$123.2b37.6x39.9x11.9x
Mon, 27 Oct 2025US$5.5tUS$399.7bUS$120.0b40.7x45.6x13.7x
Wed, 24 Sep 2025US$5.5tUS$399.6bUS$120.0b37.2x45.9x13.8x
Fri, 22 Aug 2025US$5.1tUS$397.5bUS$120.0b36.8x42.4x12.8x
Sun, 20 Jul 2025US$5.2tUS$383.0bUS$114.3b39.2x45.6x13.6x
Tue, 17 Jun 2025US$4.9tUS$383.0bUS$114.3b41.5x42.6x12.7x
Thu, 15 May 2025US$4.5tUS$380.6bUS$114.3b36.2x39.6x11.9x
Sat, 12 Apr 2025US$3.8tUS$372.1bUS$110.4b30.5x34.6x10.3x
Mon, 10 Mar 2025US$4.0tUS$371.2bUS$109.9b33.9x36.4x10.8x
Wed, 05 Feb 2025US$4.2tUS$379.1bUS$111.5b40.2x37.9x11.2x
Fri, 03 Jan 2025US$4.3tUS$362.5bUS$108.9b36.9x39.2x11.8x
Sun, 01 Dec 2024US$4.4tUS$361.1bUS$108.0b39.2x40.3x12.1x
Tue, 29 Oct 2024US$4.3tUS$351.0bUS$105.3b39.8x40.8x12.2x
Thu, 26 Sep 2024US$4.3tUS$350.5bUS$105.1b40x40.6x12.2x
Sat, 24 Aug 2024US$4.1tUS$349.1bUS$104.4b37.8x38.8x11.6x
Mon, 22 Jul 2024US$4.1tUS$333.6bUS$101.7b39.7x40.6x12.4x
Wed, 19 Jun 2024US$4.2tUS$333.7bUS$101.6b39.1x41.5x12.6x
Fri, 17 May 2024US$3.6tUS$279.9bUS$90.9b42.1x40x13x
Sun, 14 Apr 2024US$3.7tUS$271.0bUS$87.1b39.6x42.1x13.5x
Tue, 12 Mar 2024US$3.5tUS$270.9bUS$87.1b40.2x40.2x12.9x
Thu, 08 Feb 2024US$3.5tUS$270.0bUS$84.9b38.7x41.5x13.1x
Sat, 06 Jan 2024US$3.3tUS$276.8bUS$80.3b41.1x40.7x11.8x
Mon, 04 Dec 2023US$3.3tUS$276.7bUS$79.9b42.3x41.6x12x
Wed, 01 Nov 2023US$3.0tUS$280.3bUS$79.8b42.3x37.8x10.8x
Fri, 29 Sep 2023US$2.8tUS$273.4bUS$74.8b42.3x37.9x10.4x
Sun, 27 Aug 2023US$2.9tUS$272.8bUS$74.5b42.3x38.9x10.6x
Tue, 25 Jul 2023US$3.0tUS$262.2bUS$68.2b48.7x44.3x11.5x
Thu, 22 Jun 2023US$2.9tUS$262.1bUS$68.3b44x42.7x11.1x
Sat, 20 May 2023US$2.8tUS$261.1bUS$68.0b41.6x40.7x10.6x
Mon, 17 Apr 2023US$2.5tUS$256.9bUS$65.0b44.4x38.7x9.8x
Wed, 15 Mar 2023US$2.3tUS$256.8bUS$65.2b42.3x34.5x8.8x
Fri, 10 Feb 2023US$2.3tUS$243.1bUS$63.4b44.8x36.1x9.4x
Price to Earnings Ratio

36.1x


Total Market Cap: US$2.3tTotal Earnings: US$63.4bTotal Revenue: US$243.1bTotal 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 30.5x 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 9.9x.
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-0.35%
Tech-1.75%
Software-9.83%
Systems Software-9.83%
Application Software-9.85%
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
DLB Dolby LaboratoriesUS$64.503.8%
+US$245.5m		-23.3%PE25.6x
QLYS QualysUS$135.002.1%
+US$101.1m		-4.7%PE25.6x
BKYI BIO-key InternationalUS$0.6719.2%
+US$1.2m		-46.2%PS1.1x
IVDA Iveda SolutionsUS$0.9524.6%
+US$1.1m		-74.3%PS0.9x
XTKG X3 HoldingsUS$0.3323.7%
+US$1.0m		-92.9%PS0.6x

Latest News

IVDA
US$0.95
Iveda Solutions
7D
24.6%
1Y
-74.3%
ORCL
US$160.06
Oracle
7D
-12.3%
1Y
-5.1%
DLB
US$64.50
Dolby Laboratories
7D
3.8%
1Y
-23.3%

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

Feb 02
Dolby Laboratories, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
CVLT
US$87.35
Commvault Systems
7D
-32.5%
1Y
-45.2%
MSFT
US$423.37
Microsoft
7D
-10.0%
1Y
3.0%
NOW
US$118.00
ServiceNow
7D
-13.5%
1Y
-42.2%
RBRK
US$54.45
Rubrik
7D
-20.3%
1Y
-23.2%

Rubrik, Inc. (NYSE:RBRK) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

Jan 30
Rubrik, Inc. (NYSE:RBRK) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
PANW
US$175.42
Palo Alto Networks
7D
-4.8%
1Y
-4.0%
INLX
US$8.21
Intellinetics
7D
2.6%
1Y
-37.8%
ZS
US$200.61
Zscaler
7D
-6.5%
1Y
0.3%
QLYS
US$135.00
Qualys
7D
2.1%
1Y
-4.7%

QLYS: Recent Execution Strength Will Likely Fail To Justify Rich Pricing

Analysts have raised their fair value estimate for Qualys from $110.71 to $117.00, citing recent upward price target revisions, solid Q3 execution with accelerating billings and record operating margins, and five consecutive quarters of guidance outperformance that support expectations for a stronger growth outlook. Analyst Commentary Recent commentary has shifted from outright skepticism to a more balanced, wait and see stance.
CRWD
US$438.85
CrowdStrike Holdings
7D
-6.3%
1Y
10.4%

CRWD: AI Identity Push And Crowded Trade Likely To Reshape Future Multiple

Analysts made a small adjustment to our CrowdStrike fair value estimate to about $415 per share from about $416, reflecting slightly higher modeled revenue growth, modestly stronger profitability, and slightly lower future P/E expectations in light of recent price target changes and mixed but generally constructive Street commentary. Analyst Commentary Recent Street research around CrowdStrike has been active, with most firms maintaining constructive views on the business while adjusting price targets within a relatively tight band.
XTKG
US$0.33
X3 Holdings
7D
23.7%
1Y
-92.9%
AUID
US$1.74
authID
7D
3.0%
1Y
-74.1%
BKYI
US$0.67
BIO-key International
7D
19.2%
1Y
-46.2%