Header cover image

U.S. Systems Software Industry Analysis

UpdatedJul 10, 2025
DataAggregated Company Financials
Companies64
  • 7D2.5%
  • 3M35.7%
  • 1Y16.6%
  • YTDn/a

The Systems Software industry is up 2.5% in the last week, with Microsoft up 2.5%. Meanwhile, Nebius Group actually underperformed within the industry, shrinking 7.8% in the last week. This means that the industry has gained 17% over the past year. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 10 Jul 2025US$5.1tUS$383.0bUS$114.3b38.7x44.8x13.4x
Sat, 07 Jun 2025US$4.7tUS$381.3bUS$114.0b38.2x41.3x12.3x
Mon, 05 May 2025US$4.4tUS$380.1bUS$114.2b34.1x38.2x11.5x
Wed, 02 Apr 2025US$3.8tUS$372.2bUS$110.4b30.6x34.4x10.2x
Fri, 28 Feb 2025US$4.2tUS$370.8bUS$109.9b32.9x37.8x11.2x
Sun, 26 Jan 2025US$4.5tUS$362.5bUS$108.9b38.4x41.5x12.5x
Tue, 24 Dec 2024US$4.4tUS$362.5bUS$108.9b38x40.5x12.2x
Thu, 21 Nov 2024US$4.3tUS$360.6bUS$107.8b42.2x40x11.9x
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
Price to Earnings Ratio

31.3x


Total Market Cap: US$2.2tTotal 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 38.2x202320242025
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 44.8x which is higher than its 3-year average PE of 38.2x.
  • The 3-year average PS ratio of 11.1x is lower than the industry's current PS ratio of 13.4x.
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 Market0.56%
Tech1.88%
Software2.68%
Systems Software2.54%
Application Software3.00%
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$503.512.5%
+US$92.3b
8.0%PE38.7x
ORCL OracleUS$235.812.5%
+US$16.4b
66.0%PE53.2x
PANW Palo Alto NetworksUS$206.064.6%
+US$6.1b
22.3%PE111x
CRWD CrowdStrike HoldingsUS$513.513.5%
+US$4.3b
37.1%PS30.9x
FTNT FortinetUS$107.655.3%
+US$4.2b
80.7%PE43.8x

Latest News