Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Professional Services Industry Analysis

UpdatedNov 18, 2025
DataAggregated Company Financials
Companies149
  • 7D-2.8%
  • 3M-11.5%
  • 1Y-10.8%
  • YTD-8.7%

Over the last 7 days, the Professional Services industry has dropped 2.8%, driven by a pullback from Automatic Data Processing of 2.2%. However, the industry is down 11% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Nov 2025US$460.4bUS$249.9bUS$14.0b23.2x32.9x1.8x
Fri, 17 Oct 2025US$492.3bUS$251.4bUS$14.9b24.8x32.9x2x
Sun, 14 Sep 2025US$511.6bUS$251.1bUS$14.9b27x34.3x2x
Tue, 12 Aug 2025US$514.3bUS$253.8bUS$14.6b25.9x35.1x2x
Thu, 10 Jul 2025US$508.6bUS$245.0bUS$14.9b24.9x34.1x2.1x
Sat, 07 Jun 2025US$513.0bUS$244.8bUS$15.0b21.7x34.1x2.1x
Mon, 05 May 2025US$494.5bUS$241.9bUS$15.3b21.4x32.4x2x
Wed, 02 Apr 2025US$495.8bUS$241.7bUS$14.9b21.1x33.4x2.1x
Fri, 28 Feb 2025US$507.1bUS$241.7bUS$14.8b21.3x34.3x2.1x
Sun, 26 Jan 2025US$565.0bUS$246.5bUS$14.8b24.5x38.1x2.3x
Tue, 24 Dec 2024US$549.4bUS$245.1bUS$15.0b23.7x36.7x2.2x
Thu, 21 Nov 2024US$556.4bUS$242.2bUS$15.2b23.8x36.7x2.3x
Sat, 19 Oct 2024US$566.9bUS$241.2bUS$12.8b28.6x44.2x2.4x
Mon, 16 Sep 2024US$542.8bUS$234.8bUS$12.7b28x42.8x2.3x
Wed, 14 Aug 2024US$510.6bUS$234.8bUS$12.8b26x39.8x2.2x
Fri, 12 Jul 2024US$489.0bUS$237.9bUS$12.5b25.6x39.3x2.1x
Sun, 09 Jun 2024US$497.1bUS$238.6bUS$12.5b25.4x39.9x2.1x
Tue, 07 May 2024US$506.2bUS$238.4bUS$12.1b26x42x2.1x
Thu, 04 Apr 2024US$498.9bUS$233.7bUS$11.4b26.3x43.7x2.1x
Sat, 02 Mar 2024US$508.9bUS$232.9bUS$11.5b27x44.3x2.2x
Mon, 29 Jan 2024US$509.4bUS$238.1bUS$13.0b26.4x39.3x2.1x
Wed, 27 Dec 2023US$500.5bUS$237.0bUS$12.8b26.1x39.3x2.1x
Fri, 24 Nov 2023US$478.8bUS$236.9bUS$12.2b25.1x39.2x2x
Sun, 22 Oct 2023US$480.2bUS$239.1bUS$9.5b21.2x50.6x2x
Tue, 19 Sep 2023US$485.7bUS$230.9bUS$9.7b22.6x50.3x2.1x
Thu, 17 Aug 2023US$498.8bUS$234.3bUS$9.2b23x54.3x2.1x
Sat, 15 Jul 2023US$471.2bUS$230.3bUS$9.1b20.8x51.5x2x
Mon, 12 Jun 2023US$475.8bUS$231.9bUS$9.5b22.6x50.1x2.1x
Wed, 10 May 2023US$452.5bUS$231.6bUS$9.8b21x46.3x2x
Fri, 07 Apr 2023US$453.5bUS$228.3bUS$10.6b23.4x42.6x2x
Sun, 05 Mar 2023US$262.4bUS$163.4bUS$3.3b19.5x79.4x1.6x
Tue, 31 Jan 2023US$260.8bUS$162.3bUS$3.3b20.8x80x1.6x
Thu, 29 Dec 2022US$246.8bUS$161.1bUS$3.4b20x71.7x1.5x
Sat, 26 Nov 2022US$262.5bUS$160.8bUS$4.1b20.4x63.6x1.6x
Price to Earnings Ratio

63.6x


Total Market Cap: US$262.5bTotal Earnings: US$4.1bTotal Revenue: US$160.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 44.6x202320242025
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 32.9x which is lower than its 3-year average PE of 44.6x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 50% 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 Trends

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

US Market-3.69%
Industrials-3.88%
Professional Services-2.76%
HR Services-2.33%
Research and Consulting Services-3.53%
Industry PE
  • Investors are most optimistic about the HR Services industry which is trading above its 3-year average PE ratio of 34.1x.
    • Analysts are expecting annual earnings growth of 15.6%, which is higher than its past year's earnings growth of 1.7% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 157x.
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 roughly in line with its past earnings growth rate.
  • In contrast, the HR Services industry is expected to see its earnings grow by 16% 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
VRSK Verisk AnalyticsUS$222.964.7%
+US$1.4b		-21.5%PE34x
BR Broadridge Financial SolutionsUS$224.940.9%
+US$241.6m		0.04%PE28.4x
CACI CACI InternationalUS$597.251.6%
+US$207.1m		34.3%PE26.1x
FBYD Falcon's Beyond GlobalUS$13.3910.3%
+US$46.5m		73.0%PE487.8x
DAY DayforceUS$68.970.2%
+US$27.2m		-7.7%PS5.8x

Latest News

EFX
US$204.52
Equifax
7D
-3.8%
1Y
-16.5%
LDOS
US$189.11
Leidos Holdings
7D
-4.6%
1Y
19.5%

LDOS: Near-Term Contract Pipeline Will Drive Continued Margin Upside

Leidos Holdings' analyst price target has increased from $201.83 to $218.08 per share, as analysts cite strong margins in Health and Civil segments, a robust $69 billion pipeline, and raised profitability guidance as driving factors for the upward revision. Analyst Commentary Recent analyst reports have highlighted several factors that shape both the bullish and cautious outlooks for Leidos Holdings following its stronger-than-expected earnings performance and revised guidance.
TRU
US$80.17
TransUnion
7D
-3.3%
1Y
-17.4%

TRU: Expanded Partnerships And Equity Buyback Will Drive Shareholder Upside

Narrative Update on TransUnion Analysts have modestly increased their price target for TransUnion to $106.95 per share, up from $106.70. This change reflects slight adjustments in revenue growth expectations and updated financial assumptions.
BR
US$224.94
Broadridge Financial Solutions
7D
0.9%
1Y
0.04%
FBYD
US$13.39
Falcon's Beyond Global
7D
10.3%
1Y
73.0%

Would Falcon's Beyond Global (NASDAQ:FBYD) Be Better Off With Less Debt?

Nov 16
Would Falcon's Beyond Global (NASDAQ:FBYD) Be Better Off With Less Debt?
BAH
US$80.96
Booz Allen Hamilton Holding
7D
-7.0%
1Y
-41.3%

BAH: Defense and Intelligence Strengths Will Offset Civil Segment Weakness

Analysts have lowered their price targets on Booz Allen Hamilton Holding significantly, with updated expectations now ranging near $90 to $106 per share. They cite earnings misses, a challenging government services environment, and persistent headwinds in the company's civilian business.
ADP
US$249.69
Automatic Data Processing
7D
-2.2%
1Y
-16.1%

Automatic Data Processing (NASDAQ:ADP) Will Pay A Larger Dividend Than Last Year At $1.70

Nov 15
Automatic Data Processing (NASDAQ:ADP) Will Pay A Larger Dividend Than Last Year At $1.70
VRSK
US$222.96
Verisk Analytics
7D
4.7%
1Y
-21.5%

VRSK: Defensive Catalysts And Recurring Revenue Will Drive Positive Momentum Ahead

Analysts have lowered their fair value estimate for Verisk Analytics from $290.53 to $251.29 per share, citing tempered growth expectations and near-term risks. They also note ongoing debates over industry disruption and the company's long-term prospects.
CACI
US$597.25
CACI International
7D
1.6%
1Y
34.3%
PAYC
US$161.33
Paycom Software
7D
-5.3%
1Y
-25.6%

PAYC: Sector Momentum and Single-Database Architecture Will Drive Medium-Term Upside

Paycom Software's analyst-derived fair value estimate has been reduced from $242.75 to $209.94. Analysts attribute the adjustment to tempered subscription-revenue growth expectations, evolving management guidance, and a less robust employment market outlook.
BBSI
US$35.71
Barrett Business Services
7D
2.9%
1Y
-14.2%

Barrett Business Services (NASDAQ:BBSI) Is Due To Pay A Dividend Of $0.08

Nov 09
Barrett Business Services (NASDAQ:BBSI) Is Due To Pay A Dividend Of $0.08
CNDT
US$1.97
Conduent
7D
3.1%
1Y
-45.1%
WLDN
US$94.71
Willdan Group
7D
0.6%
1Y
126.8%
SSNC
US$81.34
SS&C Technologies Holdings
7D
-4.4%
1Y
11.6%

SSNC: Improved Margins And AI Initiatives Will Drive Long-Term Upside

Analysts have increased their price target for SS&C Technologies Holdings by $1, citing improved profit margin projections and continued confidence in the company's outlook. Analyst Commentary Recent analyst actions have highlighted areas of both optimism and caution regarding SS&C Technologies Holdings, with upward revisions in price targets reflecting changes in expectations for the company's profitability and strategic execution.
PAYX
US$109.96
Paychex
7D
-1.5%
1Y
-21.8%

PAYX: Acquisition Will Drive Broader Solution Suite And Support Margins Going Forward

The analyst price target for Paychex has shifted slightly lower, down by $0.52 to $134.71. Analysts see a stable but cautious outlook due to ongoing macroeconomic concerns and modest revenue growth expectations.
DAY
US$68.97
Dayforce
7D
0.2%
1Y
-7.7%