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U.S. Professional Services Industry Analysis

UpdatedOct 30, 2025
DataAggregated Company Financials
Companies144
  • 7D-4.2%
  • 3M-8.0%
  • 1Y-10.9%
  • YTD-6.3%

Over the last 7 days, the Professional Services industry has dropped 4.2%, driven by Automatic Data Processing declining 8.0%. On the other hand CACI International is actually up 8.1%. The industry has fallen 11% 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
Thu, 30 Oct 2025US$484.8bUS$250.5bUS$14.7b25.3x33.1x1.9x
Sat, 27 Sep 2025US$498.8bUS$251.1bUS$15.0b26.1x33.3x2x
Mon, 25 Aug 2025US$527.2bUS$253.9bUS$14.7b26.5x35.9x2.1x
Wed, 23 Jul 2025US$501.9bUS$245.1bUS$14.8b23.7x33.9x2x
Fri, 20 Jun 2025US$494.9bUS$244.8bUS$15.0b22.5x33x2x
Sun, 18 May 2025US$521.5bUS$244.5bUS$15.0b23.5x34.9x2.1x
Tue, 15 Apr 2025US$479.7bUS$241.7bUS$14.8b21.1x32.4x2x
Thu, 13 Mar 2025US$481.7bUS$241.7bUS$14.7b20.3x32.8x2x
Sat, 08 Feb 2025US$565.5bUS$249.1bUS$14.9b23.9x37.8x2.3x
Mon, 06 Jan 2025US$551.2bUS$246.0bUS$14.8b24.4x37.1x2.2x
Wed, 04 Dec 2024US$580.8bUS$242.2bUS$15.2b25.5x38.3x2.4x
Fri, 01 Nov 2024US$568.4bUS$248.5bUS$14.8b27.2x38.3x2.3x
Sun, 29 Sep 2024US$542.9bUS$235.5bUS$12.6b28.3x43x2.3x
Tue, 27 Aug 2024US$537.7bUS$234.8bUS$12.8b27.7x41.9x2.3x
Thu, 25 Jul 2024US$521.6bUS$237.6bUS$12.5b26.6x41.8x2.2x
Sat, 22 Jun 2024US$497.2bUS$237.8bUS$12.4b24.8x40x2.1x
Mon, 20 May 2024US$514.0bUS$238.4bUS$12.3b25.8x41.9x2.2x
Wed, 17 Apr 2024US$491.9bUS$236.4bUS$11.5b26.3x42.8x2.1x
Fri, 15 Mar 2024US$503.1bUS$233.1bUS$11.5b25.9x43.9x2.2x
Sun, 11 Feb 2024US$501.0bUS$231.7bUS$12.4b27.1x40.4x2.2x
Tue, 09 Jan 2024US$492.8bUS$237.0bUS$12.7b24.6x38.7x2.1x
Thu, 07 Dec 2023US$490.5bUS$236.9bUS$12.7b25.6x38.6x2.1x
Sat, 04 Nov 2023US$457.2bUS$236.4bUS$7.7b22.5x59.1x1.9x
Mon, 02 Oct 2023US$476.5bUS$234.4bUS$9.5b23x50.4x2x
Wed, 30 Aug 2023US$504.2bUS$234.3bUS$9.2b23.7x54.9x2.2x
Fri, 28 Jul 2023US$480.9bUS$229.9bUS$8.9b21.7x54.2x2.1x
Sun, 25 Jun 2023US$475.5bUS$231.8bUS$9.5b21.9x49.9x2.1x
Tue, 23 May 2023US$466.4bUS$231.6bUS$9.6b21.2x48.4x2x
Thu, 20 Apr 2023US$459.0bUS$228.2bUS$10.6b22.6x43.2x2x
Sat, 18 Mar 2023US$244.8bUS$163.5bUS$3.2b18.3x77.5x1.5x
Mon, 13 Feb 2023US$262.5bUS$162.6bUS$3.1b21.7x85.8x1.6x
Wed, 11 Jan 2023US$258.0bUS$161.9bUS$3.5b21.4x73.6x1.6x
Fri, 09 Dec 2022US$259.5bUS$161.1bUS$3.5b20.6x73.9x1.6x
Sun, 06 Nov 2022US$247.1bUS$160.1bUS$8.4b19x29.3x1.5x
Price to Earnings Ratio

29.3x


Total Market Cap: US$247.1bTotal Earnings: US$8.4bTotal Revenue: US$160.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 44.9x202320242025
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 33.1x which is lower than its 3-year average PE of 44.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 20% 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 Market2.58%
Industrials2.20%
Professional Services-4.16%
Research and Consulting Services-1.35%
HR Services-6.70%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 33.7x.
    • Analysts are expecting annual earnings growth of 13.8%, which is higher than its past year's earnings growth of 6.4% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 158x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 27% per year.
  • In contrast, the HR Services industry is expected to see its earnings grow by 14% 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
CACI CACI InternationalUS$562.188.1%
+US$924.2m		-0.06%PE24.5x
ULS UL SolutionsUS$81.025.1%
+US$793.5m		53.7%PE49.8x
CSGS CSG Systems InternationalUS$78.6818.4%
+US$334.4m		66.4%PE26.3x
BZ KanzhunUS$22.493.1%
+US$315.7m		50.4%PE34.4x
SSNC SS&C Technologies HoldingsUS$83.271.5%
+US$297.9m		17.6%PE23.9x

Latest News

HURN
US$169.61
Huron Consulting Group
7D
11.3%
1Y
46.0%
BAH
US$82.83
Booz Allen Hamilton Holding
7D
-16.1%
1Y
-54.9%
CSGS
US$78.68
CSG Systems International
7D
18.4%
1Y
66.4%
VRSK
US$208.00
Verisk Analytics
7D
-12.4%
1Y
-24.5%
SSNC
US$83.27
SS&C Technologies Holdings
7D
1.5%
1Y
17.6%
PCTY
US$141.43
Paylocity Holding
7D
-6.9%
1Y
-20.6%

Recurring Revenue Strength And AI Integration Will Drive Long-Term Sector Gains

Analysts have slightly reduced their price target for Paylocity Holding, lowering it by about $1 to $214.58. They cite lower sector sentiment and expectations for subdued near-term performance despite stable company fundamentals.
ADP
US$261.22
Automatic Data Processing
7D
-8.0%
1Y
-10.8%

Long-Term Demand For HR Outsourcing Will Overcome Near-Term Macro Weakness

Analysts have marginally reduced their fair value estimate for Automatic Data Processing by about $2.55 to $311.62. This change reflects concerns over slowing employment trends, longer sales cycles, and cyclical headwinds highlighted in recent research.
EFX
US$214.51
Equifax
7D
-7.0%
1Y
-20.4%
FCN
US$168.78
FTI Consulting
7D
8.3%
1Y
-15.9%
PAYC
US$186.46
Paycom Software
7D
-7.9%
1Y
8.2%

AI And Automation Will Strengthen Workforce Management And Drive New Efficiencies

Paycom Software's consensus analyst price target was modestly reduced from $246.69 to $242.75 per share. Analysts cite a mix of ongoing industry volatility and evolving growth expectations as factors supporting the adjustment.
CACI
US$562.18
CACI International
7D
8.1%
1Y
-0.06%
ULS
US$81.02
UL Solutions
7D
5.1%
1Y
53.7%
INOD
US$78.70
Innodata
7D
9.2%
1Y
267.2%

Enterprise AI Expansion Will Drive Opportunities Despite Early Adoption Uncertainties

Analysts have raised their fair value estimate for Innodata from $75 to $78.00, citing increased confidence in the company’s potential to capitalize on expanding enterprise AI adoption and growth in customer base. Analyst Commentary Recent reports reflect a growing sense of optimism among analysts regarding Innodata’s trajectory in the evolving artificial intelligence landscape.
BZ
US$22.49
Kanzhun
7D
3.1%
1Y
50.4%

Calculating The Fair Value Of Kanzhun Limited (NASDAQ:BZ)

Oct 23
Calculating The Fair Value Of Kanzhun Limited (NASDAQ:BZ)
PAYX
US$117.40
Paychex
7D
-7.3%
1Y
-17.0%

Analyst Commentary Highlights Balanced Views on Paychex Amid Subtle Valuation and Growth Adjustments

The analyst price target for Paychex edged up slightly to $135.23 from $135.15, as analysts balanced lower organic growth expectations and macroeconomic uncertainty with the company's resilient margins and cash flow profile. Analyst Commentary Analyst opinions on Paychex reflect a range of perspectives, balancing the company’s strong margins and free cash flow with concerns about cyclical pressures and growth variability.
BR
US$219.88
Broadridge Financial Solutions
7D
-5.6%
1Y
3.5%