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U.S. Professional Services Industry Analysis

UpdatedJul 27, 2026
DataAggregated Company Financials
Companies152
  • 7D-0.7%
  • 3M7.1%
  • 1Y-21.1%
  • YTD-10.7%

Over the last 7 days, the Professional Services industry has remained flat, although notably SS&C Technologies Holdings gained 6.3%. As for the longer term, the industry has declined 21% in the last year. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the U.S. Professional Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Jul 2026US$396.5bUS$250.1bUS$12.6b21.9x31.5x1.6x
Wed, 24 Jun 2026US$349.7bUS$247.6bUS$12.1b19.2x28.9x1.4x
Fri, 22 May 2026US$375.2bUS$247.7bUS$12.2b19x30.8x1.5x
Sun, 19 Apr 2026US$384.2bUS$246.2bUS$11.5b19.6x33.3x1.6x
Tue, 17 Mar 2026US$382.4bUS$246.1bUS$11.7b18.9x32.8x1.6x
Thu, 12 Feb 2026US$418.0bUS$250.9bUS$12.7b19.7x32.9x1.7x
Sat, 10 Jan 2026US$483.8bUS$251.6bUS$13.9b25.1x34.8x1.9x
Mon, 08 Dec 2025US$467.6bUS$251.8bUS$13.9b25x33.7x1.9x
Wed, 05 Nov 2025US$464.7bUS$249.4bUS$15.1b25.1x30.8x1.9x
Fri, 03 Oct 2025US$503.6bUS$251.4bUS$14.9b26.7x33.7x2x
Sun, 31 Aug 2025US$516.7bUS$251.5bUS$14.7b26.4x35.1x2.1x
Tue, 29 Jul 2025US$517.1bUS$250.4bUS$14.9b23.9x34.7x2.1x
Thu, 26 Jun 2025US$502.5bUS$244.9bUS$14.9b22.8x33.7x2.1x
Sat, 24 May 2025US$514.8bUS$244.7bUS$15.0b22.5x34.2x2.1x
Mon, 21 Apr 2025US$471.9bUS$240.7bUS$15.0b20.8x31.4x2x
Wed, 19 Mar 2025US$490.8bUS$241.8bUS$14.8b21.7x33.2x2x
Fri, 14 Feb 2025US$556.9bUS$244.5bUS$14.8b23.7x37.7x2.3x
Sun, 12 Jan 2025US$541.3bUS$245.7bUS$14.8b24x36.5x2.2x
Tue, 10 Dec 2024US$575.2bUS$242.3bUS$15.3b26.2x37.7x2.4x
Thu, 07 Nov 2024US$576.7bUS$247.8bUS$14.9b27.8x38.7x2.3x
Sat, 05 Oct 2024US$557.4bUS$235.5bUS$12.6b27.8x44.2x2.4x
Mon, 02 Sep 2024US$546.0bUS$234.8bUS$12.8b28.1x42.5x2.3x
Wed, 31 Jul 2024US$522.5bUS$233.1bUS$12.7b27.8x41.3x2.2x
Fri, 28 Jun 2024US$490.9bUS$237.8bUS$12.5b25x39.4x2.1x
Sun, 26 May 2024US$500.8bUS$238.7bUS$12.5b24.8x40.2x2.1x
Tue, 23 Apr 2024US$485.4bUS$236.1bUS$11.5b26.2x42.3x2.1x
Thu, 21 Mar 2024US$500.7bUS$232.9bUS$11.4b26.6x43.8x2.1x
Sat, 17 Feb 2024US$509.7bUS$232.6bUS$12.8b27x39.9x2.2x
Mon, 15 Jan 2024US$501.1bUS$237.0bUS$12.8b26x39.1x2.1x
Wed, 13 Dec 2023US$497.9bUS$237.0bUS$12.7b25x39.2x2.1x
Fri, 10 Nov 2023US$463.4bUS$236.4bUS$12.1b23.1x38.1x2x
Sun, 08 Oct 2023US$491.1bUS$239.1bUS$9.6b23.1x51.4x2.1x
Tue, 05 Sep 2023US$506.8bUS$234.3bUS$9.2b23.7x55.2x2.2x
Thu, 03 Aug 2023US$501.5bUS$233.6bUS$9.1b22.2x55.2x2.1x
Price to Earnings Ratio

55.2x


Total Market Cap: US$501.5bTotal Earnings: US$9.1bTotal Revenue: US$233.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 38.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Professional Services 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 31.5x which is lower than its 3-year average PE of 38.2x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 2.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-1.05%
Industrials1.38%
Professional Services-0.65%
Research and Consulting Services0.24%
HR Services-2.04%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 36.2x.
    • Analysts are expecting annual earnings growth of 12.5%, which is higher than its past year's earnings growth of 8.8% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 96.2x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings growth rate of 6.8% per year.
  • In contrast, the HR Services industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SSNC SS&C Technologies HoldingsUS$73.886.3%
+US$1.1b		-13.3%PE20.6x
BAH Booz Allen Hamilton HoldingUS$72.5312.4%
+US$986.1m		-32.3%PE11.3x
CACI CACI InternationalUS$486.777.9%
+US$782.9m		5.1%PE20x
LDOS Leidos HoldingsUS$112.144.8%
+US$644.0m		-30.1%PE10x
J Jacobs SolutionsUS$134.563.9%
+US$598.7m		-6.1%PE38.8x

Latest News

SSNC
US$73.88
SS&C Technologies Holdings
7D
6.3%
1Y
-13.3%
Seeking Alpha • Jul 26

SS&C Technologies: Strong Results, Attractive Valuation, And Lingering Debt Concerns

Summary SS&C Technologies trades at a significant market discount due to debt concerns, despite robust cash flow and operational efficiency. SSNC's Q2 results showed 10% adjusted revenue growth, 18% EPS growth, and a 39.5% adjusted EBITDA margin, driven by strong recurring revenues. The company’s valuation metrics—P/E around 10x and EV/EBITDA at 11.5x—are well below sector medians, suggesting undervaluation relative to peers. High net debt ($7.3B) and refinancing risks remain the primary overhang, but strong free cash flow and capital returns support a positive outlook. Read the full article on Seeking Alpha
BAH
US$72.53
Booz Allen Hamilton Holding
7D
12.4%
1Y
-32.3%
EFX
US$172.54
Equifax
7D
-4.2%
1Y
-28.4%
RHI
US$35.29
Robert Half
7D
-15.6%
1Y
-10.6%
TRU
US$76.51
TransUnion
7D
-3.2%
1Y
-22.2%
J
US$134.56
Jacobs Solutions
7D
3.9%
1Y
-6.1%
ADP
US$250.09
Automatic Data Processing
7D
-2.0%
1Y
-18.5%
Narrative Update • Jul 23

ADP: Q4 Earnings Setup And Stable Employment Trends Will Support Rebound Potential

Analysts have raised their average price target on Automatic Data Processing to about $258 from roughly $247, citing achievable fintech earnings expectations, stable employment trends that support payroll and HCM demand, and updated models that reflect current rate and currency assumptions. Analyst Commentary Recent Street research on Automatic Data Processing reflects a mix of optimism and caution, with several firms updating price targets and ratings as they refine their models around rates, currencies, and upcoming earnings events.
LDOS
US$112.14
Leidos Holdings
7D
4.8%
1Y
-30.1%
Narrative Update • Jul 23

LDOS: AI Logistics Partnerships Will Drive Future Repricing Debate

Leidos Holdings' analyst price target has been reset lower, with a revised fair value estimate moving from $225.00 to about $213.73 as analysts temper revenue growth and valuation expectations while modestly adjusting margin and discount rate assumptions. Analyst Commentary Recent Street research on Leidos Holdings shows a cluster of reduced price targets and rating changes ahead of upcoming earnings updates, with analysts reassessing expectations for revenue trends, healthcare exposure, and execution across key contracts.
PAYX
US$113.55
Paychex
7D
-1.4%
1Y
-22.4%
Narrative Update • Jul 22

PAYX: FY27 Revenue Outlook Will Drive Downside Risk At Current P E

Analysts have nudged the Paychex fair value estimate higher from $90.00 to $95.00. This reflects updated models that incorporate refined discount rate assumptions, slightly adjusted revenue growth expectations, and a modestly higher projected profit margin and future P/E multiple based on recent price target changes and commentary around the FY27 setup, acquisition synergies, and dividend support.
PSN
US$58.73
Parsons
7D
5.9%
1Y
-22.0%
AMTM
US$22.55
Amentum Holdings
7D
6.6%
1Y
-10.7%
KBR
US$36.93
KBR
7D
6.8%
1Y
-20.8%
CACI
US$486.77
CACI International
7D
7.9%
1Y
5.1%
FA
US$19.64
First Advantage
7D
-11.9%
1Y
8.1%
Narrative Update • Jul 17

FA: Index Additions And Buybacks Will Support Earnings With Measured Upside

Analysts have raised their price target on First Advantage from $20.00 to about $23.45, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for First Advantage First Advantage hit a 52 week high of $18.56 after Q1 2026 results that exceeded analyst expectations, with earnings per share of $0.26 and revenue of $385.2 million.
PAYC
US$145.35
Paycom Software
7D
-2.9%
1Y
-38.5%
PL
US$20.47
Planet Labs PBC
7D
-7.6%
1Y
221.9%