Narrative Update • May 28

Over the last 7 days, the Research and Consulting Services industry has risen 4.7%, driven by gains from Planet Labs PBC of 21%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 19% annually.
Has the U.S. Research and Consulting Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 29 May 2026 | US$172.6b | US$121.8b | US$6.2b | 20.1x | 28x | 1.4x |
| Sun, 26 Apr 2026 | US$168.6b | US$120.4b | US$5.9b | 21.6x | 28.8x | 1.4x |
| Tue, 24 Mar 2026 | US$170.0b | US$120.1b | US$5.8b | 21.2x | 29.3x | 1.4x |
| Thu, 19 Feb 2026 | US$171.0b | US$120.6b | US$5.9b | 20.6x | 29.1x | 1.4x |
| Sat, 17 Jan 2026 | US$200.0b | US$120.7b | US$5.6b | 25.6x | 35.6x | 1.7x |
| Mon, 15 Dec 2025 | US$186.1b | US$119.9b | US$5.5b | 27x | 33.7x | 1.6x |
| Wed, 12 Nov 2025 | US$186.1b | US$117.9b | US$5.7b | 26.9x | 32.9x | 1.6x |
| Fri, 10 Oct 2025 | US$191.3b | US$116.7b | US$5.6b | 25.5x | 34x | 1.6x |
| Sun, 07 Sep 2025 | US$179.4b | US$116.7b | US$5.6b | 26.9x | 31.9x | 1.5x |
| Tue, 05 Aug 2025 | US$182.2b | US$118.1b | US$5.4b | 25.8x | 33.8x | 1.5x |
| Thu, 03 Jul 2025 | US$186.7b | US$117.6b | US$5.1b | 26.2x | 36.7x | 1.6x |
| Sat, 31 May 2025 | US$179.1b | US$117.6b | US$5.1b | 23.3x | 35.2x | 1.5x |
| Mon, 28 Apr 2025 | US$175.7b | US$115.0b | US$5.1b | 20.7x | 34.6x | 1.5x |
| Wed, 26 Mar 2025 | US$170.9b | US$114.5b | US$5.0b | 19.9x | 34.5x | 1.5x |
| Fri, 21 Feb 2025 | US$221.5b | US$116.6b | US$5.8b | 24.6x | 38.3x | 1.9x |
| Sun, 19 Jan 2025 | US$235.2b | US$113.6b | US$4.8b | 25.6x | 48.9x | 2.1x |
| Tue, 17 Dec 2024 | US$233.8b | US$109.7b | US$5.3b | 25x | 43.8x | 2.1x |
| Thu, 14 Nov 2024 | US$262.5b | US$115.2b | US$5.3b | 27.3x | 49.3x | 2.3x |
| Sat, 12 Oct 2024 | US$249.4b | US$113.1b | US$3.8b | 32x | 66.2x | 2.2x |
| Mon, 09 Sep 2024 | US$236.0b | US$107.5b | US$3.5b | 30.2x | 67.1x | 2.2x |
| Wed, 07 Aug 2024 | US$225.5b | US$107.0b | US$3.8b | 29.7x | 59.2x | 2.1x |
| Fri, 05 Jul 2024 | US$218.1b | US$105.6b | US$3.0b | 28.9x | 72.8x | 2.1x |
| Sun, 02 Jun 2024 | US$213.4b | US$105.7b | US$3.0b | 30x | 70.8x | 2x |
| Tue, 30 Apr 2024 | US$207.0b | US$104.4b | US$2.6b | 30.7x | 78.8x | 2x |
| Thu, 28 Mar 2024 | US$209.7b | US$101.2b | US$2.3b | 30.6x | 91.8x | 2.1x |
| Sat, 24 Feb 2024 | US$210.6b | US$101.3b | US$3.5b | 33x | 60.6x | 2.1x |
| Mon, 22 Jan 2024 | US$210.0b | US$105.8b | US$4.1b | 30.7x | 51.7x | 2x |
| Wed, 20 Dec 2023 | US$207.3b | US$105.8b | US$4.0b | 31.1x | 52x | 2x |
| Fri, 17 Nov 2023 | US$197.0b | US$105.4b | US$4.0b | 31.8x | 49x | 1.9x |
| Sun, 15 Oct 2023 | US$195.5b | US$103.4b | US$566.8m | 29.5x | 344.9x | 1.9x |
| Tue, 12 Sep 2023 | US$191.4b | US$98.7b | US$444.4m | 32.2x | 430.7x | 1.9x |
| Thu, 10 Aug 2023 | US$194.3b | US$98.7b | US$218.2m | 25.8x | 890.3x | 2x |
| Sat, 08 Jul 2023 | US$160.3b | US$94.7b | US$168.7m | 27.1x | 950x | 1.7x |
| Mon, 05 Jun 2023 | US$186.4b | US$97.0b | US$485.9m | 24.2x | 383.5x | 1.9x |
383.5x
How does U.S. Research and Consulting Services compare with similar industries?
| US Market | 1.83% | |
| Industrials | 2.62% | |
| Professional Services | 2.05% | |
| Research and Consulting Services | 4.72% | |
| HR Services | 0.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PL Planet Labs PBC | US$51.40 | 21.0% +US$3.2b | 1,204.6% | PS59.5x | |
| LDOS Leidos Holdings | US$131.59 | 6.9% +US$1.1b | -10.8% | PE11.7x | |
| PSN Parsons | US$58.83 | 13.5% +US$751.0m | -10.8% | PE27.6x | |
| CACI CACI International | US$522.85 | 6.7% +US$724.2m | 21.8% | PE21.5x | |
| J Jacobs Solutions | US$118.96 | 4.3% +US$581.0m | -5.6% | PE34.3x |