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

U.S. Research and Consulting Services Industry Analysis

UpdatedOct 12, 2025
DataAggregated Company Financials
Companies81
  • 7D-3.4%
  • 3M-0.5%
  • 1Y-11.2%
  • YTDn/a

The Research and Consulting Services industry is down 3.5% over the last week with Leidos Holdings the worst performer, down 3.9%. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Oct 2025US$183.0bUS$116.7bUS$5.6b25.9x32.5x1.6x
Tue, 09 Sep 2025US$181.4bUS$116.7bUS$5.6b26.8x32.2x1.6x
Thu, 07 Aug 2025US$183.8bUS$118.8bUS$5.6b23.1x33.1x1.5x
Sat, 05 Jul 2025US$188.7bUS$117.6bUS$5.1b26.3x37.2x1.6x
Mon, 02 Jun 2025US$179.6bUS$117.6bUS$5.1b23.3x35.3x1.5x
Wed, 30 Apr 2025US$175.8bUS$115.0bUS$5.1b20.7x34.7x1.5x
Fri, 28 Mar 2025US$170.2bUS$114.5bUS$5.0b19.4x34.4x1.5x
Sun, 23 Feb 2025US$213.9bUS$116.6bUS$5.8b23.7x37x1.8x
Tue, 21 Jan 2025US$235.2bUS$113.6bUS$4.8b25.6x48.9x2.1x
Thu, 19 Dec 2024US$234.0bUS$112.5bUS$5.0b23.9x46.8x2.1x
Sat, 16 Nov 2024US$243.7bUS$115.2bUS$5.3b24.6x45.7x2.1x
Mon, 14 Oct 2024US$251.8bUS$113.1bUS$3.8b32x66.9x2.2x
Wed, 11 Sep 2024US$237.3bUS$107.5bUS$3.5b30.6x67.5x2.2x
Fri, 09 Aug 2024US$223.9bUS$107.4bUS$3.6b29.4x61.6x2.1x
Sun, 07 Jul 2024US$217.3bUS$105.6bUS$3.0b28.5x72.5x2.1x
Tue, 04 Jun 2024US$213.4bUS$105.7bUS$3.0b29.9x70.8x2x
Thu, 02 May 2024US$209.2bUS$105.2bUS$2.7b30.2x78.8x2x
Sat, 30 Mar 2024US$211.5bUS$101.2bUS$2.3b31.4x92.4x2.1x
Mon, 26 Feb 2024US$210.7bUS$101.3bUS$3.5b33x60.6x2.1x
Wed, 24 Jan 2024US$212.7bUS$105.8bUS$4.1b31.3x52.4x2x
Fri, 22 Dec 2023US$204.3bUS$105.8bUS$4.0b31x51.2x1.9x
Sun, 19 Nov 2023US$197.1bUS$105.4bUS$4.0b31.7x49x1.9x
Tue, 17 Oct 2023US$195.9bUS$103.4bUS$563.4m29.5x347.8x1.9x
Thu, 14 Sep 2023US$191.3bUS$98.7bUS$444.4m32.2x430.6x1.9x
Sat, 12 Aug 2023US$194.4bUS$98.8bUS$265.4m26.6x732.4x2x
Mon, 10 Jul 2023US$160.3bUS$94.7bUS$168.7m27.1x950x1.7x
Wed, 07 Jun 2023US$188.1bUS$97.0bUS$510.9m24.4x368.2x1.9x
Fri, 05 May 2023US$173.2bUS$96.5bUS$728.4m24.9x237.8x1.8x
Sun, 02 Apr 2023US$207.7bUS$98.2bUS$1.7b27.9x119.2x2.1x
Tue, 28 Feb 2023US$207.9bUS$98.4bUS$1.4b26x143.9x2.1x
Thu, 26 Jan 2023US$214.9bUS$97.9bUS$1.5b24x148x2.2x
Sat, 24 Dec 2022US$206.7bUS$97.1bUS$1.4b23.3x148.6x2.1x
Mon, 21 Nov 2022US$212.9bUS$96.8bUS$1.2b25.7x177x2.2x
Wed, 19 Oct 2022US$198.0bUS$95.6bUS$5.8b25.1x34.1x2.1x
Price to Earnings Ratio

34.1x


Total Market Cap: US$198.0bTotal Earnings: US$5.8bTotal Revenue: US$95.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Research and Consulting Services Industry Price to Earnings3Y Average 158.4x202320242025
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 33.3x which is lower than its 3-year average PE of 158x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Research and Consulting Services industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 6.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Comparison

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

US Market-2.70%
Industrials-2.93%
Professional Services-2.85%
Research and Consulting Services-3.41%
HR Services-2.06%
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
TRU TransUnionUS$77.700.5%
+US$70.1m		-26.5%PE38.6x
FCN FTI ConsultingUS$161.701.1%
+US$54.0m		-27.6%PE20.6x
BKSY BlackSky TechnologyUS$26.754.8%
+US$43.2m		327.3%PS9x
FBYD Falcon's Beyond GlobalUS$12.657.2%
+US$31.6m		55.7%PE41.8x
EGG EnigmatigUS$5.401.7%
+US$2.5m		n/aPE68.8x

Latest News

CACI
US$510.35
CACI International
7D
-3.7%
1Y
-2.0%

Robust Government Funding And Digital Transformation Will Expand Addressable Markets

CACI International’s analyst price target has increased from $569.42 to $576.00. Analysts cite strengthened margin performance, favorable positioning in the government services sector, and positive outlooks under the current administration as key drivers for the upward revision.
BKSY
US$26.75
BlackSky Technology
7D
4.8%
1Y
327.3%

Gen-3 Satellite And Spectra Analytics Will Expand International Markets

Analysts have raised their price target for BlackSky Technology from $25.29 to $27.29, citing strong year-to-date performance and a shift toward a more balanced risk/reward outlook, even with recent valuation concerns. Analyst Commentary Recent research updates have provided a nuanced view on BlackSky Technology following its substantial year-to-date rally.
J
US$151.13
Jacobs Solutions
7D
-2.2%
1Y
9.2%
VRSK
US$243.06
Verisk Analytics
7D
-2.4%
1Y
-9.4%
EFX
US$230.30
Equifax
7D
-2.7%
1Y
-19.2%
KBR
US$43.25
KBR
7D
-8.8%
1Y
-37.4%
TRU
US$77.70
TransUnion
7D
0.5%
1Y
-26.5%

Digital Transformation And India Expansion Will Drive Future Opportunities

Analysts have slightly reduced their price target for TransUnion to $111.80 from $113.15, citing modest adjustments to long-term growth and risk assumptions in their updated outlook. What's in the News TransUnion (NYSE:TRU) added to S&P 1000 (Key Developments) Joined S&P 400, S&P 400 Industrials (Sector), and S&P 400 Professional Services (Industry) (Key Developments) Included in S&P Composite 1500 (Key Developments) Company repurchased 494,500 shares between April 1, 2025 and July 15, 2025, completing a buyback of 557,853 shares for $47 million (Key Developments) Issued new financial guidance for Q3 and full year 2025, projecting revenues between $1,115 million and $1,135 million for Q3, and $4,432 million to $4,472 million for the year (Key Developments) Valuation Changes The consensus analyst price target has decreased modestly from $113.15 to $111.80.
LDOS
US$188.03
Leidos Holdings
7D
-3.9%
1Y
12.5%

Government Funding And Digital Transformation Will Create Future Value

The analyst price target for Leidos Holdings has been increased by approximately $2 to $194.71, as analysts cite ongoing strength in healthcare margins, opportunities in defense solutions, and improved business execution as key factors supporting the higher valuation. Analyst Commentary Recent Street research updates reflect a generally positive outlook on Leidos Holdings, with multiple analysts raising their price targets and upgrading the stock in response to improved business execution and strong performance in key sectors.
FCN
US$161.70
FTI Consulting
7D
1.1%
1Y
-27.6%

Global Regulatory Trends Will Expand International Service Markets

Analysts have lowered their price target for FTI Consulting from $185.00 to $179.50, reflecting updated assessments of growth projections and profitability margins. What's in the News Chief Financial Officer Ajay Sabherwal will depart FTI Consulting on September 12, 2025.
EGG
US$5.40
Enigmatig
7D
1.7%
1Y
n/a
AMTM
US$23.39
Amentum Holdings
7D
-9.9%
1Y
-13.0%
BAH
US$97.14
Booz Allen Hamilton Holding
7D
-6.6%
1Y
-39.6%
FBYD
US$12.65
Falcon's Beyond Global
7D
7.2%
1Y
55.7%
ELWS
US$2.70
Earlyworks
7D
0.7%
1Y
11.8%