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U.S. Systems Software Industry Analysis

UpdatedJan 22, 2025
DataAggregated Company Financials
Companies71
  • 7D4.2%
  • 3M2.4%
  • 1Y11.6%
  • YTDn/a

In the last week, the Systems Software industry is up 3.2%, with Microsoft up 3.2%. In the same time, QXO was down 9.0%. This takes the industry's 12 month performance to a gain of 12%. 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
Wed, 22 Jan 2025US$4.3tUS$362.5bUS$108.9b38.7x39.7x11.9x
Fri, 20 Dec 2024US$4.4tUS$362.5bUS$108.9b38.3x40.3x12.1x
Sun, 17 Nov 2024US$4.3tUS$360.6bUS$107.8b41.6x39.6x11.8x
Tue, 15 Oct 2024US$4.2tUS$350.5bUS$105.1b42.5x40.2x12.1x
Thu, 12 Sep 2024US$4.2tUS$350.5bUS$105.0b38x39.6x11.9x
Sat, 10 Aug 2024US$3.9tUS$348.8bUS$104.2b36.3x37.3x11.1x
Mon, 08 Jul 2024US$4.4tUS$333.6bUS$101.7b40.3x43.4x13.2x
Wed, 05 Jun 2024US$3.5tUS$280.5bUS$91.1b38.4x38.7x12.6x
Fri, 03 May 2024US$3.4tUS$280.0bUS$91.2b40.5x37.2x12.1x
Sun, 31 Mar 2024US$3.6tUS$271.0bUS$87.0b40.3x41.6x13.4x
Tue, 27 Feb 2024US$3.5tUS$270.5bUS$86.6b38.5x40.8x13.1x
Thu, 25 Jan 2024US$3.6tUS$276.8bUS$80.3b41.3x44.4x12.9x
Sat, 23 Dec 2023US$3.3tUS$276.8bUS$80.3b41.4x41.6x12.1x
Mon, 20 Nov 2023US$3.2tUS$276.0bUS$79.7b42.3x40.7x11.8x
Wed, 18 Oct 2023US$3.0tUS$273.4bUS$74.8b42.3x39.9x10.9x
Fri, 15 Sep 2023US$3.0tUS$273.4bUS$74.8b42.3x40.3x11x
Sun, 13 Aug 2023US$2.9tUS$272.3bUS$74.3b45x38.7x10.6x
Tue, 11 Jul 2023US$2.9tUS$262.2bUS$68.2b45.3x42.8x11.1x
Thu, 08 Jun 2023US$2.9tUS$262.2bUS$68.3b43.1x42.7x11.1x
Sat, 06 May 2023US$2.7tUS$260.8bUS$67.2b40.5x39.8x10.2x
Mon, 03 Apr 2023US$2.5tUS$256.9bUS$65.2b44.6x38.9x9.9x
Wed, 01 Mar 2023US$2.2tUS$244.8bUS$63.9b42.6x34.1x8.9x
Fri, 27 Jan 2023US$2.2tUS$242.8bUS$63.4b42.4x34.1x8.9x
Sun, 25 Dec 2022US$2.1tUS$241.4bUS$65.7b42x31.4x8.6x
Tue, 22 Nov 2022US$2.1tUS$240.9bUS$66.4b43.4x31.8x8.8x
Thu, 20 Oct 2022US$2.0tUS$226.1bUS$70.6b49.5x28.3x8.9x
Sat, 17 Sep 2022US$2.1tUS$225.6bUS$70.8b56.1x29.6x9.3x
Mon, 15 Aug 2022US$2.5tUS$225.1bUS$70.9b51x35x11x
Wed, 13 Jul 2022US$2.2tUS$222.3bUS$71.5b37.7x30.9x9.9x
Fri, 10 Jun 2022US$2.3tUS$222.3bUS$71.5b41.7x32.3x10.4x
Sun, 08 May 2022US$2.4tUS$221.6bUS$71.5b40.9x33.2x10.7x
Tue, 05 Apr 2022US$2.8tUS$213.1bUS$70.5b56.8x39.2x13x
Thu, 03 Mar 2022US$2.7tUS$212.7bUS$70.6b53.6x37.6x12.5x
Sat, 29 Jan 2022US$2.8tUS$230.0bUS$72.5b32.5x38.4x12.1x
Price to Earnings Ratio

38.4x


Total Market Cap: US$2.8tTotal Earnings: US$72.5bTotal Revenue: US$230.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Systems Software Industry Price to Earnings3Y Average 37.7x202320242025
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 37.7x.
  • The industry is trading close to its 3-year average PS ratio of 11.1x.
Past Earnings Growth
  • The earnings for companies in the Systems Software industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 16% 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 Market3.83%
Tech3.33%
Software4.20%
Systems Software4.20%
Application Software4.21%
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$428.503.1%
+US$95.4b
7.4%PE35.2x
ORCL OracleUS$172.5710.4%
+US$45.5b
54.3%PE41.5x
NOW ServiceNowUS$1.10k6.4%
+US$13.5b
45.6%PE169.4x
PANW Palo Alto NetworksUS$183.517.6%
+US$8.5b
6.6%PE44x
CRWD CrowdStrike HoldingsUS$366.415.3%
+US$4.5b
23.3%PE712.3x
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Latest News

MSFT

US$428.50

Microsoft

7D

3.1%

1Y

7.4%

MNDY

US$247.46

monday.com

7D

12.4%

1Y

14.6%

RBRK

US$71.36

Rubrik

7D

9.6%

1Y

n/a

QXO

US$13.68

QXO

7D

-11.0%

1Y

-88.8%

CRWD

US$366.41

CrowdStrike Holdings

7D

5.3%

1Y

23.3%

FTNT

US$97.20

Fortinet

7D

5.1%

1Y

50.9%

RPD

US$39.54

Rapid7

7D

-0.3%

1Y

-27.9%

DTSS

US$2.09

Datasea

7D

-2.8%

1Y

20.1%