U.S. Systems Software Industry Analysis
UpdatedMay 20, 2024
DataAggregated Company Financials
Companies65
- 7D2.0%
- 3M2.9%
- 1Y33.5%
- YTDn/a
Over the last 7 days, the Systems Software industry has risen 2.0%, driven by gains from Microsoft of 1.6%. This takes the industry's 12 month performance to a gain of 34%. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the U.S. Systems Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 20 May 2024 | US$3.6t | US$279.9b | US$90.9b | 42.2x | 39.9x | 13x |
| Wed, 17 Apr 2024 | US$3.5t | US$271.0b | US$87.1b | 39x | 40.6x | 13.1x |
| Fri, 15 Mar 2024 | US$3.6t | US$271.0b | US$87.2b | 40.8x | 41.1x | 13.2x |
| Sun, 11 Feb 2024 | US$3.7t | US$270.0b | US$85.0b | 39.4x | 43.2x | 13.6x |
| Tue, 09 Jan 2024 | US$3.3t | US$276.8b | US$80.3b | 41.3x | 41.4x | 12x |
| Thu, 07 Dec 2023 | US$3.3t | US$276.8b | US$80.3b | 42.3x | 40.8x | 11.8x |
| Sat, 04 Nov 2023 | US$3.1t | US$275.4b | US$79.1b | 40.3x | 39.1x | 11.2x |
| Mon, 02 Oct 2023 | US$2.9t | US$273.4b | US$74.8b | 42.3x | 38.1x | 10.4x |
| Wed, 30 Aug 2023 | US$2.9t | US$272.8b | US$74.5b | 42.3x | 39.5x | 10.8x |
| Fri, 28 Jul 2023 | US$3.0t | US$266.6b | US$71.6b | 48.9x | 41.5x | 11.1x |
| Sun, 25 Jun 2023 | US$2.9t | US$262.2b | US$68.2b | 44x | 42.9x | 11.2x |
| Tue, 23 May 2023 | US$2.8t | US$261.1b | US$68.0b | 41.5x | 41x | 10.7x |
| Thu, 20 Apr 2023 | US$2.5t | US$256.9b | US$65.0b | 43.7x | 39x | 9.9x |
| Sat, 18 Mar 2023 | US$2.5t | US$256.8b | US$65.2b | 42.2x | 37.6x | 9.5x |
| Mon, 13 Feb 2023 | US$2.3t | US$243.1b | US$63.4b | 43.2x | 35.9x | 9.4x |
| Wed, 11 Jan 2023 | US$2.0t | US$241.4b | US$65.6b | 40.5x | 30.3x | 8.2x |
| Fri, 09 Dec 2022 | US$2.1t | US$241.3b | US$66.4b | 43.2x | 32.3x | 8.9x |
| Sun, 06 Nov 2022 | US$1.9t | US$232.2b | US$66.7b | 41.7x | 28.2x | 8.1x |
| Tue, 04 Oct 2022 | US$2.1t | US$225.6b | US$70.8b | 54x | 29x | 9.1x |
| Thu, 01 Sep 2022 | US$2.2t | US$225.4b | US$70.9b | 57.4x | 31.4x | 9.9x |
| Sat, 30 Jul 2022 | US$2.4t | US$228.4b | US$71.7b | 42.8x | 33.7x | 10.6x |
| Mon, 27 Jun 2022 | US$2.3t | US$222.3b | US$71.5b | 43.2x | 32.8x | 10.5x |
| Wed, 25 May 2022 | US$2.2t | US$221.9b | US$71.4b | 40.3x | 31.3x | 10.1x |
| Fri, 22 Apr 2022 | US$2.5t | US$213.1b | US$70.3b | 55.2x | 35.1x | 11.6x |
| Sun, 20 Mar 2022 | US$2.6t | US$213.0b | US$70.6b | 54.1x | 37.5x | 12.4x |
| Tue, 15 Feb 2022 | US$2.7t | US$229.6b | US$72.3b | 31.1x | 37.5x | 11.8x |
| Thu, 13 Jan 2022 | US$2.9t | US$221.0b | US$69.2b | 35.2x | 41.9x | 13.1x |
| Sat, 11 Dec 2021 | US$3.1t | US$221.0b | US$69.2b | 37.9x | 44.9x | 14.1x |
| Mon, 08 Nov 2021 | US$3.1t | US$220.9b | US$69.3b | 37.2x | 45.2x | 14.2x |
| Wed, 06 Oct 2021 | US$2.7t | US$211.7b | US$62.9b | 39.6x | 43.3x | 12.8x |
| Fri, 03 Sep 2021 | US$2.8t | US$210.6b | US$63.0b | 35.3x | 45.2x | 13.5x |
| Sun, 01 Aug 2021 | US$2.7t | US$210.6b | US$63.0b | 34.3x | 42.2x | 12.6x |
Price to Earnings Ratio
39.8x
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 38.3x.
- The 3-year average PS ratio of 11.3x is lower than the industry's current PS ratio of 13.0x.
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 12% 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 | 1.79% | |
| Tech | 2.73% | |
| Software | 2.31% | |
| Systems Software | 2.04% | |
| Application Software | 2.88% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MSFT Microsoft | US$420.21 | 1.6% +US$48.2b | 30.8% | PE36.2x | |
| ORCL Oracle | US$123.50 | 6.1% +US$19.6b | 21.4% | PE31.9x | |
| NOW ServiceNow | US$765.05 | 4.8% +US$7.2b | 49.6% | PE81.5x | |
| CRWD CrowdStrike Holdings | US$345.93 | 8.4% +US$6.5b | 134.7% | PE936.7x | |
| PANW Palo Alto Networks | US$317.85 | 5.2% +US$5.0b | 65.5% | PE45.1x |
