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U.S. Professional Services Industry Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies149
  • 7D1.8%
  • 3M-8.2%
  • 1Y-12.3%
  • YTD-6.4%

Over the last 7 days, the Professional Services industry has risen 1.8%, driven by gains in KBR and Automatic Data Processing of 7.2% and 0.3%, respectively. In contrast, the industry has lost 12% in the last 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Dec 2025US$464.1bUS$251.9bUS$13.9b24.3x33.4x1.8x
Fri, 31 Oct 2025US$467.7bUS$251.2bUS$14.5b25.9x32.1x1.9x
Sun, 28 Sep 2025US$503.2bUS$251.2bUS$15.0b26.1x33.6x2x
Tue, 26 Aug 2025US$525.0bUS$253.9bUS$14.7b26x35.7x2.1x
Thu, 24 Jul 2025US$504.4bUS$245.1bUS$14.8b24.7x34.1x2.1x
Sat, 21 Jun 2025US$494.9bUS$244.8bUS$15.0b22.5x33x2x
Mon, 19 May 2025US$521.5bUS$244.5bUS$15.0b23.5x34.9x2.1x
Wed, 16 Apr 2025US$482.0bUS$241.0bUS$15.0b20.8x32x2x
Fri, 14 Mar 2025US$481.4bUS$241.7bUS$14.7b20.5x32.8x2x
Sun, 09 Feb 2025US$563.4bUS$249.1bUS$14.9b23.9x37.7x2.3x
Tue, 07 Jan 2025US$551.2bUS$246.0bUS$14.8b24.2x37.1x2.2x
Thu, 05 Dec 2024US$577.2bUS$242.2bUS$15.2b25.5x38x2.4x
Sat, 02 Nov 2024US$567.1bUS$247.8bUS$14.9b27x38.1x2.3x
Mon, 30 Sep 2024US$542.9bUS$235.5bUS$12.6b28.3x43x2.3x
Wed, 28 Aug 2024US$539.7bUS$234.8bUS$12.8b27.7x42.1x2.3x
Fri, 26 Jul 2024US$513.6bUS$237.6bUS$12.9b27.1x39.9x2.2x
Sun, 23 Jun 2024US$500.2bUS$237.8bUS$12.4b24.8x40.3x2.1x
Tue, 21 May 2024US$513.9bUS$238.4bUS$12.3b25.8x41.9x2.2x
Thu, 18 Apr 2024US$486.8bUS$236.4bUS$11.5b25.9x42.3x2.1x
Sat, 16 Mar 2024US$498.2bUS$233.1bUS$11.5b26.3x43.4x2.1x
Mon, 12 Feb 2024US$501.0bUS$231.7bUS$12.4b27.1x40.4x2.2x
Wed, 10 Jan 2024US$497.9bUS$237.0bUS$12.7b25x39.1x2.1x
Fri, 08 Dec 2023US$490.6bUS$237.0bUS$12.7b25.9x38.6x2.1x
Sun, 05 Nov 2023US$457.0bUS$236.4bUS$7.7b22.5x59.1x1.9x
Tue, 03 Oct 2023US$482.2bUS$239.1bUS$9.6b22.5x50.4x2x
Thu, 31 Aug 2023US$506.5bUS$234.3bUS$9.2b24.1x55.2x2.2x
Sat, 29 Jul 2023US$476.8bUS$230.6bUS$8.5b21.6x56.4x2.1x
Mon, 26 Jun 2023US$475.5bUS$231.8bUS$9.5b21.9x49.9x2.1x
Wed, 24 May 2023US$463.3bUS$231.6bUS$9.6b21.1x48.1x2x
Fri, 21 Apr 2023US$458.4bUS$227.7bUS$10.5b22.7x43.7x2x
Sun, 19 Mar 2023US$282.3bUS$178.9bUS$4.5b20.8x63.2x1.6x
Tue, 14 Feb 2023US$264.9bUS$162.6bUS$3.1b21.6x86.6x1.6x
Thu, 12 Jan 2023US$262.2bUS$161.9bUS$3.5b21.7x74.8x1.6x
Sat, 10 Dec 2022US$257.5bUS$161.1bUS$3.5b20.9x73.2x1.6x
Price to Earnings Ratio

73.2x


Total Market Cap: US$257.5bTotal Earnings: US$3.5bTotal Revenue: US$161.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 44.2x202320242025
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 33.6x which is lower than its 3-year average PE of 44.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 58% 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 Market1.79%
Industrials1.50%
Professional Services1.78%
HR Services2.01%
Research and Consulting Services1.78%
Industry PE
  • Investors are most optimistic about the HR Services industry which is trading above its 3-year average PE ratio of 34.4x.
    • Analysts are expecting annual earnings growth of 15.9%, 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 156x.
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
ADP Automatic Data ProcessingUS$257.181.1%
+US$1.2b		-15.3%PE25.1x
KBR KBRUS$43.687.1%
+US$369.5m		-28.6%PE13.3x
J Jacobs SolutionsUS$135.021.1%
+US$175.7m		-2.2%PE51x
FBYD Falcon's Beyond GlobalUS$20.8026.2%
+US$160.9m		153.4%PE1624.2x
VRSK Verisk AnalyticsUS$224.850.4%
+US$133.8m		-22.9%PE34.3x

Latest News

ULS
US$88.85
UL Solutions
7D
-1.5%
1Y
64.1%
TRU
US$82.42
TransUnion
7D
-2.9%
1Y
-18.2%

TRU: Expanded Buyback and Product Launches Will Drive Shareholder Returns

Analysts have maintained TransUnion's price target at $106.95, citing stable projections in revenue growth, profit margin, and the discount rate as supporting factors for their unchanged outlook. What's in the News TransUnion announced a strategic partnership with Snappt, integrating Snappt's Applicant Trust Platform into TruVision Resident Screening to enhance income verification and tenant screening (Client Announcements).
BAH
US$81.64
Booz Allen Hamilton Holding
7D
-2.4%
1Y
-44.1%

BAH: Defense Strength and Civil Headwinds Will Shape Medium-Term Outlook

Analysts have lowered their price targets for Booz Allen Hamilton Holding significantly, with new estimates clustered around $90 to $106 per share, citing tough recent earnings, reduced guidance, and persistent uncertainty in public sector demand. Analyst Commentary Recent commentary from Wall Street highlights a shift in sentiment toward Booz Allen Hamilton Holding.
KBR
US$43.68
KBR
7D
7.1%
1Y
-28.6%

KBR: Segment Spinoff Will Drive Upside As Margin Stability Persists

The analyst price target for KBR has been modestly reduced from $57.14 to $55.63, as analysts cite a slower growth backdrop, delays in certain segments, and a slightly higher discount rate. Analysts also note that profitability guidance remains unchanged.
PAYC
US$161.95
Paycom Software
7D
0.7%
1Y
-30.1%

PAYC: Single-Database Architecture and AI Integration Will Drive Market Share Upside

Analysts have recently lowered their price targets for Paycom Software, with reductions ranging from $15 to $75 per share. They cite a subdued employment market and a cautious management outlook as primary factors behind the shift.
VRSK
US$224.85
Verisk Analytics
7D
0.4%
1Y
-22.9%

VRSK: Defensive Tailwinds And AI Adoption Will Drive Renewed Upside Momentum

The average analyst price target for Verisk Analytics was revised downward. The new consensus reflects a modest decrease of $35 per share, as analysts cite ongoing concerns about slowing organic growth and near-term risks, despite longer-term industry strengths.
PAYX
US$110.78
Paychex
7D
-0.6%
1Y
-23.1%

PAYX: Acquisition Synergy Will Boost Solution Suite And Support Margin Resilience

The analyst price target for Paychex has edged down slightly, with the fair value estimate decreasing by $0.57 to $134.14. Analysts cite ongoing macroeconomic concerns and mixed signals from recent earnings results as key factors behind the adjustment.
AMTM
US$28.72
Amentum Holdings
7D
-4.3%
1Y
18.3%
UPWK
US$20.53
Upwork
7D
4.9%
1Y
17.7%
EFX
US$208.67
Equifax
7D
-2.9%
1Y
-20.1%

EFX: High Entry Barriers Will Sustain Core Resilience Amid Mortgage Score Disruption

Equifax's analyst price target has edged down by $0.50 to $267.80, as analysts cite near-term pressures on growth and profitability due to mortgage industry headwinds and changing competitive dynamics. Analyst Commentary Recent Street research highlights a mix of optimistic and cautious perspectives regarding Equifax's prospects, especially as the company navigates industry changes and competitive pressures.
ADP
US$257.18
Automatic Data Processing
7D
1.1%
1Y
-15.3%

ADP: Persistent Demand And Dividend Growth Will Sustain Bullish Momentum

Analysts have recently lowered their price targets for Automatic Data Processing, reducing them by as much as $70 per share. They cite tougher growth prospects, cyclical risks, and macroeconomic headwinds, despite the company's solid recent results.
J
US$135.02
Jacobs Solutions
7D
1.1%
1Y
-2.2%
CACI
US$606.36
CACI International
7D
-1.9%
1Y
33.6%

CACI: Future Results Will Be Shaped By Backlog Strength And Shutdown Risks

Analysts have increased their price target for CACI International from $600 to $670, citing strong quarterly performance and reduced risk to the company’s fiscal outlook in spite of ongoing government shutdown concerns. Analyst Commentary Recent analyst discussions around CACI International have highlighted several key perspectives regarding the company’s valuation, execution, and future growth potential.
SAIC
US$87.56
Science Applications International
7D
2.2%
1Y
-29.3%
LDOS
US$187.07
Leidos Holdings
7D
-1.7%
1Y
13.3%

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.
FBYD
US$20.80
Falcon's Beyond Global
7D
26.2%
1Y
153.4%

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Nov 16
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