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U.S. Research and Consulting Services Industry Analysis

UpdatedAug 28, 2026
DataAggregated Company Financials
Companies90
  • 7D0.1%
  • 3M-0.9%
  • 1Y-7.2%
  • YTDn/a

In the last week, the Research and Consulting Services industry is flat overall, with Planet Labs PBC standing out by going down 4.6%. As for the longer term, the industry has declined 7.2% in the last year. As for the next few years, earnings are expected to grow by 18% 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
Fri, 28 Aug 2026US$180.8bUS$127.3bUS$6.1b23.2x29.6x1.4x
Sun, 26 Jul 2026US$164.2bUS$123.6bUS$6.2b24.8x26.3x1.3x
Tue, 23 Jun 2026US$152.6bUS$121.8bUS$6.1b19x25.1x1.3x
Thu, 21 May 2026US$164.3bUS$122.0bUS$6.1b20x26.7x1.3x
Sat, 18 Apr 2026US$176.5bUS$120.0bUS$5.8b21.9x30.4x1.5x
Mon, 16 Mar 2026US$170.5bUS$120.9bUS$6.0b21.1x28.6x1.4x
Wed, 11 Feb 2026US$189.1bUS$120.8bUS$5.8b22.2x32.5x1.6x
Fri, 09 Jan 2026US$194.3bUS$120.7bUS$5.6b26.3x34.6x1.6x
Sun, 07 Dec 2025US$183.3bUS$119.9bUS$5.6b26.5x33x1.5x
Tue, 04 Nov 2025US$182.3bUS$117.6bUS$5.6b27.4x32.3x1.6x
Thu, 02 Oct 2025US$188.0bUS$116.7bUS$5.6b26.8x33.4x1.6x
Sat, 30 Aug 2025US$183.9bUS$116.7bUS$5.6b26.4x33x1.6x
Mon, 28 Jul 2025US$189.5bUS$117.8bUS$5.1b24.2x36.9x1.6x
Wed, 25 Jun 2025US$181.4bUS$117.6bUS$5.1b25.2x35.7x1.5x
Fri, 23 May 2025US$184.3bUS$117.4bUS$5.0b23.6x36.7x1.6x
Sun, 20 Apr 2025US$165.4bUS$114.4bUS$5.0b20.2x33.3x1.4x
Tue, 18 Mar 2025US$168.4bUS$114.5bUS$5.0b20.4x34x1.5x
Thu, 13 Feb 2025US$226.8bUS$116.2bUS$4.9b26x46.4x2x
Sat, 11 Jan 2025US$227.0bUS$113.6bUS$4.9b24.6x46.3x2x
Mon, 09 Dec 2024US$240.9bUS$109.7bUS$5.3b24.9x45.3x2.2x
Wed, 06 Nov 2024US$254.8bUS$115.2bUS$5.4b28.4x47.3x2.2x
Fri, 04 Oct 2024US$250.0bUS$107.4bUS$3.5b31.3x71.3x2.3x
Sun, 01 Sep 2024US$245.1bUS$107.4bUS$3.7b31.3x66.6x2.3x
Tue, 30 Jul 2024US$229.7bUS$106.2bUS$3.5b30.7x65x2.2x
Thu, 27 Jun 2024US$218.3bUS$105.6bUS$3.0b29.9x72.9x2.1x
Sat, 25 May 2024US$209.1bUS$105.4bUS$2.8b30.3x74.3x2x
Mon, 22 Apr 2024US$200.7bUS$103.9bUS$2.6b30.6x78.3x1.9x
Wed, 20 Mar 2024US$207.1bUS$101.2bUS$2.3b31.3x90.7x2x
Fri, 16 Feb 2024US$204.9bUS$100.9bUS$3.6b31.4x57.6x2x
Sun, 14 Jan 2024US$209.5bUS$105.8bUS$4.1b30.4x51.6x2x
Tue, 12 Dec 2023US$204.5bUS$105.8bUS$4.0b30x51.4x1.9x
Thu, 09 Nov 2023US$192.2bUS$105.4bUS$3.9b29x49.5x1.8x
Sat, 07 Oct 2023US$192.6bUS$103.4bUS$566.8m29.6x339.8x1.9x
Mon, 04 Sep 2023US$196.2bUS$98.8bUS$268.8m32.2x729.8x2x
Price to Earnings Ratio

729.8x


Total Market Cap: US$196.2bTotal Earnings: US$268.8mTotal Revenue: US$98.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Research and Consulting Services Industry Price to Earnings3Y Average 78.7x202420252026
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 29.6x which is lower than its 3-year average PE of 78.7x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Research and Consulting Services industry have grown 183% per year over the last three years.
  • Revenues for these companies have grown 8.8% 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 Market1.16%
Industrials-0.48%
Professional Services1.59%
Research and Consulting Services0.099%
HR Services2.67%
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
VRSK Verisk AnalyticsUS$191.021.8%
+US$434.7m		-28.2%PE28.1x
PSN ParsonsUS$49.287.0%
+US$343.9m		-38.3%PE33.4x
J Jacobs SolutionsUS$150.621.8%
+US$313.7m		2.5%PE49.1x
TIC TIC SolutionsUS$9.818.8%
+US$173.2m		-11.1%PS1x
SAIC Science Applications InternationalUS$128.962.1%
+US$112.9m		9.4%PE13.5x

Latest News

SAIC
US$128.96
Science Applications International
7D
2.1%
1Y
9.4%
Seeking Alpha • 5h

Science Applications International Corporation: Tread With Care With Resistance In Play

Summary SAIC has rallied higher in the past six months after a major decline, but there are a couple of reasons why the stock may find it hard to go higher. The upcoming report could disappoint, which could send the stock lower after the rally, especially with SAIC close to resistance. SAIC has not grown that much recently, but some earnings estimates seem to be counting on higher defense spending to make a difference. The Q2 FY2027 report set to be released could prove pivotal, which is why I am neutral on SAIC with a hold rating. Read the full article on Seeking Alpha
PSN
US$49.28
Parsons
7D
7.0%
1Y
-38.3%
ANDG
US$56.56
Andersen Group
7D
12.4%
1Y
n/a
RHLD
US$133.73
Resolute Holdings Management
7D
7.3%
1Y
98.1%
TRU
US$84.67
TransUnion
7D
-0.5%
1Y
-4.5%
Narrative Update • Aug 26

TRU: Consumer Credit Data Tailwinds Will Support Earnings Upside

Analysts have raised their price target on TransUnion to about $96.57, up from roughly $90.10, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E levels. What’s in the News for TransUnion Canadian consumer debt reached a record C$2.64b in Q2 2026, according to TransUnion data, with pressure concentrated in higher cost provinces such as Ontario and British Columbia.
CACI
US$633.82
CACI International
7D
-1.9%
1Y
32.1%
Narrative Update • Aug 25

CACI: Future Space And Defense Tech Contracts Will Support Upside Potential

Analysts have raised the central price target for CACI International to $724.50, supported by higher Street targets ranging from $648 to $892. These targets reference consistent growth in backlog, margin expansion, earnings strength, and contributions from technology-focused and AI-enabled offerings.
LDOS
US$139.86
Leidos Holdings
7D
-1.1%
1Y
-22.9%
EFX
US$190.36
Equifax
7D
-1.1%
1Y
-21.9%
BAH
US$74.88
Booz Allen Hamilton Holding
7D
-1.9%
1Y
-30.8%
TIC
US$9.81
TIC Solutions
7D
8.8%
1Y
-11.1%
Narrative Update • Aug 21

TIC: Backlog Visibility And Integration Progress Will Shape Balanced Forward Outlook

The analyst price target for TIC Solutions has increased from $9.00 to $10.00, with analysts citing improving integration progress, record backlog visibility, and stronger momentum in key end markets as support for the revised view. Analyst Commentary Recent Street research on TIC Solutions reflects a more balanced view, with several firms adjusting ratings and price targets as they reassess the company’s integration progress and backlog visibility.
PL
US$21.16
Planet Labs PBC
7D
-4.6%
1Y
193.5%
Seeking Alpha • Aug 19

Planet Labs: A Strong Business At A Price That Demands Too Much

Summary Planet Labs’ stock has performed strongly over the past year, although space-related enthusiasm has faded following the SpaceX IPO. Growing demand for sovereign satellite capabilities has been a major driver of recent optimism. The Google partnership has highlighted the potential for Planet Labs to capitalize on the on-orbit data center opportunity, although this is extremely speculative at this stage. Planet Labs has a strong business and growing capabilities, but competition remains a long-term risk and its valuation will likely limit future returns. Read the full article on Seeking Alpha
J
US$150.62
Jacobs Solutions
7D
1.8%
1Y
2.5%
INOD
US$59.23
Innodata
7D
-5.7%
1Y
49.9%
Seeking Alpha • Aug 17

Innodata: Priced For Perfection, Customer Concentration Raises The Risk

Summary Innodata earns a HOLD rating, with a speculative BUY tilt for risk-tolerant investors, due to strong fundamentals but demanding valuation and customer concentration. Revenue and profitability are accelerating, with 12 consecutive quarters of growth, robust operating leverage, and a net cash position supporting the bull case. Over 70% of INOD's revenue comes from two customers, posing significant risk; valuation at 52x 2026E EPS leaves little room for operational missteps. I await sustained revenue growth, margin stability, and reduced customer concentration before upgrading; current multiples price in near-perfect execution. Read the full article on Seeking Alpha
VRSK
US$191.02
Verisk Analytics
7D
1.8%
1Y
-28.2%
Analysis Article • Aug 11

Investors Can Find Comfort In Verisk Analytics' (NASDAQ:VRSK) Earnings Quality

Investors were disappointed with the weak earnings posted by Verisk Analytics, Inc. ( NASDAQ:VRSK ). Despite the soft...
BKSY
US$24.76
BlackSky Technology
7D
-7.4%
1Y
36.9%
Seeking Alpha • Aug 09

BlackSky Technology Finally Delivers

Summary BlackSky Technology Inc. delivered strong 2Q26 results, with revenue up 50% YoY to $33.3 million, driven by Gen-3 subscription adoption. Gen-3 constellation is now a genuine revenue and earnings engine, producing a $100 million annualized run rate for high-margin imagery and AI services. Adjusted EBITDA reached $4.7 million (14.2% margin), with flat operating expenses despite higher revenue, signaling meaningful operating leverage as Gen-3 scales. I remain buy-rated on BKSY, seeing accelerating recurring revenue, expanding margins, and multiple growth vectors supporting significant upside as the business scales. Read the full article on Seeking Alpha
EXPO
US$71.15
Exponent
7D
2.6%
1Y
-1.5%