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U.S. Professional Services Industry Analysis

UpdatedApr 26, 2026
DataAggregated Company Financials
Companies148
  • 7D-3.8%
  • 3M-17.9%
  • 1Y-20.6%
  • YTD-16.4%

Over the last 7 days, the Professional Services industry has dropped 3.9%, driven by a pullback from Equifax of 12%. Meanwhile, Insperity actually outperformed within the industry, gaining 13% in the last week. The industry has fallen 20% 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
Sun, 26 Apr 2026US$369.0bUS$246.7bUS$11.6b18.9x31.8x1.5x
Tue, 24 Mar 2026US$381.4bUS$245.3bUS$11.5b19x33.1x1.6x
Thu, 19 Feb 2026US$387.2bUS$245.6bUS$12.5b19.9x31x1.6x
Sat, 17 Jan 2026US$480.5bUS$251.7bUS$12.3b24.6x39x1.9x
Mon, 15 Dec 2025US$472.8bUS$250.6bUS$13.8b25x34.3x1.9x
Wed, 12 Nov 2025US$463.8bUS$249.7bUS$13.9b24.7x33.3x1.9x
Fri, 10 Oct 2025US$506.0bUS$251.4bUS$14.9b25.2x33.9x2x
Sun, 07 Sep 2025US$510.0bUS$251.5bUS$14.8b26.9x34.5x2x
Tue, 05 Aug 2025US$503.2bUS$252.3bUS$15.2b23.7x33x2x
Thu, 03 Jul 2025US$508.0bUS$245.0bUS$14.9b23.8x34.1x2.1x
Sat, 31 May 2025US$509.6bUS$244.7bUS$15.0b22.4x33.9x2.1x
Mon, 28 Apr 2025US$482.4bUS$241.3bUS$15.2b20.7x31.8x2x
Wed, 26 Mar 2025US$491.8bUS$241.8bUS$14.8b20.9x33.3x2x
Fri, 21 Feb 2025US$558.6bUS$243.7bUS$15.8b22.9x35.3x2.3x
Sun, 19 Jan 2025US$563.7bUS$246.2bUS$14.8b24.8x38.1x2.3x
Tue, 17 Dec 2024US$563.4bUS$242.3bUS$15.3b24.5x36.9x2.3x
Thu, 14 Nov 2024US$599.8bUS$247.7bUS$15.3b26.9x39.2x2.4x
Sat, 12 Oct 2024US$555.6bUS$241.2bUS$12.9b27.8x43.1x2.3x
Mon, 09 Sep 2024US$527.9bUS$234.8bUS$12.7b27.1x41.6x2.2x
Wed, 07 Aug 2024US$509.8bUS$234.3bUS$12.9b26.1x39.5x2.2x
Fri, 05 Jul 2024US$491.7bUS$237.9bUS$12.5b24.9x39.3x2.1x
Sun, 02 Jun 2024US$494.7bUS$238.7bUS$12.5b25.3x39.7x2.1x
Tue, 30 Apr 2024US$497.8bUS$241.3bUS$11.8b26.2x42.1x2.1x
Thu, 28 Mar 2024US$507.3bUS$233.7bUS$11.4b26.8x44.5x2.2x
Sat, 24 Feb 2024US$513.3bUS$232.8bUS$12.7b27.5x40.4x2.2x
Mon, 22 Jan 2024US$504.8bUS$237.0bUS$12.8b26x39.4x2.1x
Wed, 20 Dec 2023US$504.3bUS$237.0bUS$12.7b26.1x39.7x2.1x
Fri, 17 Nov 2023US$474.9bUS$236.6bUS$12.3b25.2x38.7x2x
Sun, 15 Oct 2023US$493.6bUS$239.1bUS$9.6b23x51.6x2.1x
Tue, 12 Sep 2023US$493.6bUS$234.3bUS$9.3b23x52.9x2.1x
Thu, 10 Aug 2023US$501.0bUS$234.3bUS$9.1b23x55x2.1x
Sat, 08 Jul 2023US$452.8bUS$229.7bUS$9.1b21.4x49.6x2x
Mon, 05 Jun 2023US$472.7bUS$231.8bUS$9.5b21.9x49.9x2x
Wed, 03 May 2023US$494.2bUS$233.3bUS$10.9b22.6x45.5x2.1x
Price to Earnings Ratio

45.5x


Total Market Cap: US$494.2bTotal Earnings: US$10.9bTotal Revenue: US$233.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39.7x202420252026
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 32.2x which is lower than its 3-year average PE of 39.7x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 2.2% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market0.39%
Industrials-0.51%
Professional Services-3.85%
HR Services-1.90%
Research and Consulting Services-4.89%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 35.9x.
    • Analysts are expecting annual earnings growth of 12.2%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 141x.
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 1.1% per year.
  • In contrast, the HR Services industry is expected to see its earnings grow by 12% 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
NSP InsperityUS$32.7713.4%
+US$147.7m		-58.5%PS0.2x
FBYD Falcon's Beyond GlobalUS$15.3713.3%
+US$88.1m		115.0%PE327.3x
PCTY Paylocity HoldingUS$102.191.4%
+US$76.0m		-46.5%PE23.1x
TNET TriNet GroupUS$40.113.5%
+US$61.8m		-48.1%PE11.9x
FCN FTI ConsultingUS$184.232.6%
+US$56.6m		13.2%PE20.1x

Latest News

EFX
US$172.47
Equifax
7D
-12.1%
1Y
-32.8%
SSNC
US$67.29
SS&C Technologies Holdings
7D
-6.7%
1Y
-7.4%
FCN
US$184.23
FTI Consulting
7D
2.6%
1Y
13.2%
TRU
US$72.61
TransUnion
7D
-7.2%
1Y
-11.5%

TRU: AI Data Solutions And Fraud Controls Will Drive Future Upside

Analysts have slightly reduced their average price target on TransUnion from $93.25 to about $92.29, reflecting updated assumptions for revenue growth, profitability, the discount rate, and the future P/E. What's in the News Launched Digital Business Profile, a single portal that distributes small business details across more than 80 directories, maps, apps and social platforms.
PL
US$35.44
Planet Labs PBC
7D
-7.9%
1Y
945.4%

Planet Labs Brings Edge AI To Orbit Using Nvidia: More Upside Ahead

Apr 24
PCTY
US$102.19
Paylocity Holding
7D
1.4%
1Y
-46.5%
BR
US$155.07
Broadridge Financial Solutions
7D
-4.8%
1Y
-34.8%
MG
US$18.91
Mistras Group
7D
5.9%
1Y
105.8%
ALIT
US$0.71
Alight
7D
14.8%
1Y
-86.5%
NSP
US$32.77
Insperity
7D
13.4%
1Y
-58.5%

NSP: Stable Assumptions And HR Partnership Will Support Earnings Recovery

Analysts have kept Insperity's fair value estimate steady at $40.50 while fine tuning inputs such as discount rate, revenue growth, profit margin and future P/E. This has led to a modest upward adjustment in their overall price target rationale rather than a major shift in view.
TNET
US$40.11
TriNet Group
7D
3.5%
1Y
-48.1%

TNET: AI HR Expansion And Buybacks Will Support Future Upside

Analysts have trimmed their price targets on TriNet Group, with the fair value estimate shifting from $54.80 to $54.00. Recent research reflects updated views on discount rates, revenue outlook, margin expectations, and a slightly lower future P/E, following recent target cuts of $4 and $22 cited in Street research.
ADP
US$196.53
Automatic Data Processing
7D
-2.0%
1Y
-32.6%

Automatic Data Processing Might Be Cheap For A Reason

Apr 17
LDOS
US$146.06
Leidos Holdings
7D
-5.9%
1Y
0.2%

LDOS: Defense Tech And AI Partnership Will Offset 2026 VBA Headwinds

Leidos Holdings' updated analyst price target has moved lower by about $5 per share to reflect a slightly higher discount rate, a reduced future P/E assumption, and tempered margin expectations, as analysts factor in mixed Q4 results, recent target cuts from several firms, and ongoing headwinds in Veterans Benefits Administration work, even as growth initiatives continue. Analyst Commentary Recent research updates on Leidos point to a more cautious valuation framework, even as some analysts still see upside tied to growth investments and capital allocation changes.
CBZ
US$30.67
CBIZ
7D
2.2%
1Y
-53.7%

CBZ: Future Execution And Buybacks Will Support Upside From Mixed Coverage

Analysts have trimmed their average price target on CBIZ to about $41, down from roughly $44, reflecting updated P/E assumptions, a mix of neutral and bullish new coverage, and a lower $40 target introduced earlier by one firm. Analyst Commentary Recent research on CBIZ points to a mix of optimism around the business model and caution around valuation assumptions, which is reflected in the reset of price targets toward the low US$40 range.
PAYX
US$89.82
Paychex
7D
-2.3%
1Y
-37.3%

PAYX: AI Tools And Buybacks Will Support Post Paycor Integration Concerns

Analysts have nudged their blended price target on Paychex slightly lower to $101.20 from $102.80 as they factor in a higher discount rate, modestly different revenue growth and profit margin assumptions, and a slightly reduced future P/E multiple, following a series of recent target cuts and cautious research notes. Analyst Commentary Recent research has leaned cautious on Paychex, with several firms trimming price targets and a few initiating more conservative ratings as they reassess growth, profitability and the integration of Paycor.
FBYD
US$15.37
Falcon's Beyond Global
7D
13.3%
1Y
115.0%

Falcon's Beyond - Peeling The Onion

Apr 01