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U.S. Systems Software Industry Analysis

UpdatedMay 09, 2024
DataAggregated Company Financials
Companies69
  • 7D3.9%
  • 3M-2.6%
  • 1Y34.0%
  • YTDn/a

The Systems Software industry is up 5.0% in the last week, with Microsoft up 4.0%. This means that the industry has gained 36% over the past year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 May 2024US$3.5tUS$280.1bUS$91.2b38.5x38.5x12.6x
Sat, 06 Apr 2024US$3.6tUS$271.0bUS$87.0b38.3x41.2x13.2x
Mon, 04 Mar 2024US$3.6tUS$270.6bUS$87.0b39.2x41.3x13.3x
Wed, 31 Jan 2024US$3.7tUS$277.3bUS$80.4b41.2x45.5x13.2x
Fri, 29 Dec 2023US$3.3tUS$276.8bUS$80.3b41.7x41.6x12.1x
Sun, 26 Nov 2023US$3.3tUS$276.0bUS$79.7b42.3x41.6x12x
Tue, 24 Oct 2023US$2.9tUS$273.4bUS$74.8b41.6x39.3x10.8x
Thu, 21 Sep 2023US$2.9tUS$273.4bUS$74.8b42.3x38.7x10.6x
Sat, 19 Aug 2023US$2.8tUS$272.4bUS$74.3b42.4x38.1x10.4x
Mon, 17 Jul 2023US$3.0tUS$262.2bUS$68.2b47.3x44.3x11.5x
Wed, 14 Jun 2023US$2.9tUS$262.1bUS$68.3b45x42.9x11.2x
Fri, 12 May 2023US$2.7tUS$260.9bUS$67.1b41.2x40x10.3x
Sun, 09 Apr 2023US$2.6tUS$256.9bUS$65.0b43.8x39.2x9.9x
Tue, 07 Mar 2023US$2.3tUS$256.5bUS$65.2b42.3x35x8.9x
Thu, 02 Feb 2023US$2.2tUS$242.8bUS$63.4b43.4x34.8x9.1x
Sat, 31 Dec 2022US$2.1tUS$241.4bUS$65.6b42.1x31.8x8.6x
Mon, 28 Nov 2022US$2.2tUS$240.9bUS$66.4b44.4x32.6x9x
Wed, 26 Oct 2022US$2.1tUS$226.1bUS$70.6b49.7x30x9.4x
Fri, 23 Sep 2022US$2.1tUS$225.6bUS$70.8b54.7x29x9.1x
Sun, 21 Aug 2022US$2.4tUS$225.1bUS$70.9b58x34.2x10.8x
Tue, 19 Jul 2022US$2.2tUS$222.3bUS$71.5b43.1x31.3x10.1x
Thu, 16 Jun 2022US$2.2tUS$222.3bUS$71.5b38.9x30.7x9.9x
Sat, 14 May 2022US$2.3tUS$221.8bUS$71.5b42.1x31.7x10.2x
Mon, 11 Apr 2022US$2.6tUS$213.1bUS$70.3b54.7x37x12.2x
Wed, 09 Mar 2022US$2.4tUS$212.8bUS$70.6b50.1x34.6x11.5x
Fri, 04 Feb 2022US$2.7tUS$230.0bUS$72.5b31.8x37.8x11.9x
Sun, 02 Jan 2022US$3.1tUS$221.0bUS$69.2b37.2x44.5x13.9x
Tue, 30 Nov 2021US$3.1tUS$220.6bUS$69.4b37.2x44.7x14.1x
Thu, 28 Oct 2021US$3.0tUS$220.1bUS$69.2b40x43.8x13.8x
Sat, 25 Sep 2021US$2.8tUS$211.7bUS$62.8b42.2x45x13.4x
Mon, 23 Aug 2021US$2.8tUS$210.6bUS$63.0b35.9x44.9x13.4x
Sat, 10 Jul 2021US$2.5tUS$209.4bUS$63.4b33.7x40.2x12.2x
Price to Earnings Ratio

39.8x


Total Market Cap: US$2.3tTotal Earnings: US$58.4bTotal Revenue: US$199.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Systems Software Industry Price to Earnings3Y Average 38.3x202220232024
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 12.6x.
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 Market3.30%
Tech5.57%
Software3.48%
Systems Software3.95%
Application Software2.52%
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$410.544.0%
+US$115.9b
31.5%PE35.4x
NOW ServiceNowUS$721.035.2%
+US$7.3b
58.8%PE76.8x
ORCL OracleUS$117.392.1%
+US$6.7b
20.5%PE30.3x
PANW Palo Alto NetworksUS$303.015.5%
+US$5.1b
52.0%PE43x
CRWD CrowdStrike HoldingsUS$313.766.2%
+US$4.4b
134.5%PE849.6x
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Latest News

QLYS

US$149.75

Qualys

7D

-9.8%

1Y

30.4%

NOW

US$721.03

ServiceNow

7D

5.2%

1Y

58.8%

ORCL

US$117.39

Oracle

7D

2.1%

1Y

20.5%

APPN

US$32.10

Appian

7D

-12.6%

1Y

-14.3%

RPD

US$38.00

Rapid7

7D

-15.3%

1Y

-17.8%

VRNS

US$45.64

Varonis Systems

7D

5.1%

1Y

90.0%

PATH

US$19.90

UiPath

7D

3.4%

1Y

39.1%

PANW

US$303.01

Palo Alto Networks

7D

5.5%

1Y

52.0%

CRWD

US$313.76

CrowdStrike Holdings

7D

6.2%

1Y

134.5%

MSFT

US$410.54

Microsoft

7D

4.0%

1Y

31.5%

TDC

US$32.70

Teradata

7D

-12.2%

1Y

-26.0%

MNDY

US$186.28

monday.com

7D

-1.9%

1Y

41.9%

CHKP

US$154.93

Check Point Software Technologies

7D

4.0%

1Y

28.2%

VMW

US$142.48

VMware

7D

-4.8%

1Y

19.4%