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U.S. Research and Consulting Services Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies87
  • 7D2.0%
  • 3M3.8%
  • 1Y4.7%
  • YTDn/a

In the last week, the Research and Consulting Services industry is up 2.0%, with Planet Labs PBC leading the way, up 16%. In the last 12 months, the industry was up 4.7%. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.S. Research and Consulting Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026US$200.1bUS$120.7bUS$5.6b26x35.6x1.7x
Fri, 12 Dec 2025US$184.1bUS$119.9bUS$5.5b26.8x33.4x1.5x
Sun, 09 Nov 2025US$184.8bUS$117.9bUS$5.7b27.3x32.7x1.6x
Tue, 07 Oct 2025US$189.2bUS$116.7bUS$5.6b26.9x33.6x1.6x
Thu, 04 Sep 2025US$181.8bUS$116.7bUS$5.6b26.1x32.6x1.6x
Sat, 02 Aug 2025US$184.3bUS$118.1bUS$5.4b25.9x34.2x1.6x
Mon, 30 Jun 2025US$182.2bUS$117.6bUS$5.1b25.1x35.9x1.5x
Wed, 28 May 2025US$180.2bUS$117.6bUS$5.1b23.5x35.4x1.5x
Fri, 25 Apr 2025US$171.7bUS$114.7bUS$5.0b20.4x34.6x1.5x
Sun, 23 Mar 2025US$168.2bUS$114.5bUS$5.0b19.4x34x1.5x
Tue, 18 Feb 2025US$223.2bUS$116.3bUS$5.0b24.6x45x1.9x
Thu, 16 Jan 2025US$230.3bUS$113.6bUS$4.8b25.5x47.9x2x
Sat, 14 Dec 2024US$234.9bUS$109.7bUS$5.3b24.6x44x2.1x
Mon, 11 Nov 2024US$263.6bUS$115.2bUS$5.3b28.4x49.5x2.3x
Wed, 09 Oct 2024US$249.0bUS$107.4bUS$3.5b31.9x71x2.3x
Fri, 06 Sep 2024US$241.4bUS$107.4bUS$3.5b30.9x68.6x2.2x
Sun, 04 Aug 2024US$229.7bUS$107.0bUS$3.8b30.2x60.3x2.1x
Tue, 02 Jul 2024US$218.0bUS$105.6bUS$3.0b29.5x72.8x2.1x
Thu, 30 May 2024US$214.7bUS$105.7bUS$3.0b29.8x71.3x2x
Sat, 27 Apr 2024US$207.0bUS$104.4bUS$2.6b30.7x78.7x2x
Mon, 25 Mar 2024US$208.2bUS$101.2bUS$2.3b30.6x91.2x2.1x
Wed, 21 Feb 2024US$206.6bUS$101.1bUS$3.5b31.2x59.7x2x
Fri, 19 Jan 2024US$208.9bUS$105.8bUS$4.1b30.5x51.5x2x
Sun, 17 Dec 2023US$206.0bUS$105.8bUS$4.0b30.5x51.8x1.9x
Tue, 14 Nov 2023US$193.4bUS$105.4bUS$3.9b32x49.5x1.8x
Thu, 12 Oct 2023US$198.1bUS$103.4bUS$566.7m29.5x349.6x1.9x
Sat, 09 Sep 2023US$191.9bUS$98.7bUS$444.4m32.2x431.9x1.9x
Mon, 07 Aug 2023US$193.9bUS$98.3bUS$236.6m26.2x819.6x2x
Wed, 05 Jul 2023US$161.4bUS$94.7bUS$168.7m27.2x956.7x1.7x
Fri, 02 Jun 2023US$181.6bUS$97.0bUS$485.9m23.4x373.7x1.9x
Sun, 30 Apr 2023US$212.1bUS$98.8bUS$1.6b26.7x128.9x2.1x
Tue, 28 Mar 2023US$202.4bUS$98.2bUS$1.8b27.7x114x2.1x
Thu, 23 Feb 2023US$210.1bUS$98.3bUS$1.4b27.4x146.6x2.1x
Sat, 21 Jan 2023US$214.8bUS$97.9bUS$1.5b23.6x147.9x2.2x
Price to Earnings Ratio

147.9x


Total Market Cap: US$214.8bTotal Earnings: US$1.5bTotal Revenue: US$97.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Research and Consulting Services Industry Price to Earnings3Y Average 151.1x202420252026
Current Industry PE
  • Investors are pessimistic on the American Research and Consulting 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 35.6x which is lower than its 3-year average PE of 151x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Research and Consulting Services industry have grown 57% per year over the last three years.
  • Revenues for these companies have grown 7.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Research and Consulting Services compare with similar industries?

US Market0.24%
Industrials1.41%
Professional Services-0.093%
Research and Consulting Services1.99%
HR Services-1.52%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
PL Planet Labs PBCUS$25.3215.9%
+US$1.1b		578.8%PS28.1x
CACI CACI InternationalUS$604.578.1%
+US$996.5m		37.0%PE26.5x
AMTM Amentum HoldingsUS$34.308.8%
+US$675.1m		47.8%PE126.7x
EFX EquifaxUS$217.562.5%
+US$649.9m		-13.8%PE40.4x
BAH Booz Allen Hamilton HoldingUS$95.315.9%
+US$639.3m		-30.0%PE14.1x

Latest News

FBYD
US$9.16
Falcon's Beyond Global
7D
-34.8%
1Y
52.9%
PSN
US$69.18
Parsons
7D
5.0%
1Y
-26.8%
J
US$139.50
Jacobs Solutions
7D
1.3%
1Y
3.2%
AMTM
US$34.30
Amentum Holdings
7D
8.8%
1Y
47.8%
TRU
US$83.96
TransUnion
7D
1.5%
1Y
-6.6%
LDOS
US$195.96
Leidos Holdings
7D
-0.8%
1Y
28.3%
FCN
US$176.68
FTI Consulting
7D
-0.6%
1Y
-10.3%
PL
US$25.32
Planet Labs PBC
7D
15.9%
1Y
578.8%

After Leaping 39% Planet Labs PBC (NYSE:PL) Shares Are Not Flying Under The Radar

Jan 13
After Leaping 39% Planet Labs PBC (NYSE:PL) Shares Are Not Flying Under The Radar
CLVT
US$3.16
Clarivate
7D
-6.8%
1Y
-37.2%

CLVT: Extended Value Creation Timeline Will Confront Intensifying AI Competition

Analysts have trimmed their fair value estimate for Clarivate from US$3.75 to US$3.00, citing a lower Street price target and expectations that the company’s "Value Creation Plan" and efforts to improve organic revenue growth may take longer to show results in the face of rising AI driven competition and limited pricing power. Analyst Commentary Recent Street commentary has turned more cautious on Clarivate, with some price targets cut and ratings pulled back as expectations around the "Value Creation Plan" are reset to a longer timetable.
EXPO
US$72.93
Exponent
7D
-0.7%
1Y
-19.6%

EXPO: AI Failure Analysis Demand Will Support Future Consulting Engagements

Analysts have reduced their fair value estimate for Exponent to $90 from $100, citing a lower assumed future P/E multiple as they weigh the potential for AI-driven demand for failure analysis work against the risk that automation could reduce billable hours across the consulting sector. Analyst Commentary Recent commentary from bullish analysts centers on how AI adoption could shape Exponent's long term opportunity set, even as they factor in the risk that automation may cap billable hours across the consulting sector.
INOD
US$62.70
Innodata
7D
-3.6%
1Y
84.7%

INOD: Early Enterprise AI Adoption Will Drive Expanded Customer Base

Narrative Update: Innodata Analysts have lifted their fair value estimate for Innodata from US$55.00 to US$80.00, citing higher assumed revenue growth, a richer future P/E of about 74x, and confidence that the company can tap into early stage enterprise AI adoption as spending extends beyond core technology customers. Analyst Commentary Recent research commentary has focused on how Innodata might participate in early stage enterprise AI spending as companies work on helping employees use these tools effectively.
EFX
US$217.56
Equifax
7D
2.5%
1Y
-13.8%

EFX: High Entry Barriers Will Support Future Upside From Credit Score Competition

Analysts have trimmed their price targets on Equifax slightly, with one moving to a Hold at US$242 and another adjusting to US$271. These changes reflect updated views on growth, margins and future P/E assumptions following expected headwinds from FICO's Mortgage Direct License Program.
ULS
US$80.98
UL Solutions
7D
-4.2%
1Y
57.7%

ULS: Index Additions And Expanded Testing Network Will Support Measured Upside

Narrative Update on UL Solutions Analysts have kept their price target for UL Solutions effectively unchanged at about $91.71. This reflects only minimal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E, rather than a shift in their overall view of the company.
CACI
US$604.57
CACI International
7D
8.1%
1Y
37.0%

CACI: Funded Backlog And Contract Wins Will Shape FY26 Risk Profile

Analysts have lifted their price target on CACI International from about $393 to $585, reflecting updated assumptions for revenue growth, profit margins, discount rates, and a higher future P/E multiple, with recent research pointing to stronger than expected quarterly results and a funded backlog that helps reduce risk around the FY26 outlook. Analyst Commentary Recent research on CACI International has been broadly constructive, with some firms lifting their price targets and highlighting a strong start to the year and an uptick in funded backlog that helps reduce perceived risk around the FY26 outlook.
BAH
US$95.31
Booz Allen Hamilton Holding
7D
5.9%
1Y
-30.0%
LZ
US$10.08
LegalZoom.com
7D
-3.1%
1Y
27.3%

LZ: M&A And Cash Position Will Drive Future Upside Potential

Analysts have adjusted their price targets for LegalZoom.com, citing updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple as key drivers of the revised valuation range. What's in the News LegalZoom renewed its partnership with Defy Ventures, funding national expansion of Defy programs that support mental well being and post release entrepreneurship for approximately 8,000 individuals, including Real Talk support groups and a new tech focused bootcamp for formerly incarcerated entrepreneurs.