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U.S. Research and Consulting Services Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies90
  • 7D2.2%
  • 3M-2.9%
  • 1Y7.5%
  • YTDn/a

Over the last 7 days, the Research and Consulting Services industry has risen 2.1%, driven by gains from Verisk Analytics of 14%. In the same time, Willdan Group was down 25%. In the last 12 months, the industry was up 7.7%. 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, 01 Mar 2026US$178.7bUS$120.7bUS$6.1b21.9x29.3x1.5x
Tue, 27 Jan 2026US$196.3bUS$120.5bUS$5.6b24.4x34.8x1.6x
Thu, 25 Dec 2025US$189.7bUS$120.7bUS$5.6b26.6x34.1x1.6x
Sat, 22 Nov 2025US$177.9bUS$118.3bUS$5.6b26.3x32x1.5x
Mon, 20 Oct 2025US$182.5bUS$116.7bUS$5.6b26.2x32.4x1.6x
Wed, 17 Sep 2025US$185.1bUS$116.7bUS$5.6b26.6x32.8x1.6x
Fri, 15 Aug 2025US$192.6bUS$119.1bUS$5.5b24.9x34.8x1.6x
Sun, 13 Jul 2025US$186.7bUS$117.6bUS$5.1b26.4x36.8x1.6x
Tue, 10 Jun 2025US$182.1bUS$117.6bUS$5.1b25.3x35.8x1.5x
Thu, 08 May 2025US$181.0bUS$117.1bUS$5.1b21.9x35.6x1.5x
Sat, 05 Apr 2025US$167.0bUS$114.4bUS$5.0b18.7x33.7x1.5x
Mon, 03 Mar 2025US$172.8bUS$114.4bUS$4.9b21.5x35.4x1.5x
Wed, 29 Jan 2025US$235.6bUS$113.9bUS$4.8b26.1x48.7x2.1x
Fri, 27 Dec 2024US$228.5bUS$112.5bUS$5.0b24.1x45.7x2x
Sun, 24 Nov 2024US$242.7bUS$109.6bUS$5.3b25.7x45.8x2.2x
Tue, 22 Oct 2024US$255.5bUS$113.3bUS$3.7b32.5x68.2x2.3x
Thu, 19 Sep 2024US$239.3bUS$107.5bUS$3.5b31.1x68.1x2.2x
Sat, 17 Aug 2024US$234.5bUS$107.4bUS$3.7b30.2x63.7x2.2x
Mon, 15 Jul 2024US$224.7bUS$105.6bUS$3.0b29.7x75x2.1x
Wed, 12 Jun 2024US$213.2bUS$105.6bUS$3.0b29.9x71.2x2x
Fri, 10 May 2024US$215.0bUS$105.5bUS$2.6b30.5x82.9x2x
Sun, 07 Apr 2024US$206.2bUS$101.1bUS$2.3b30.4x90.3x2x
Tue, 05 Mar 2024US$211.1bUS$101.3bUS$2.3b31.7x91x2.1x
Thu, 01 Feb 2024US$215.1bUS$106.3bUS$4.2b29.9x51.6x2x
Sat, 30 Dec 2023US$209.6bUS$105.8bUS$4.0b32.2x52.6x2x
Mon, 27 Nov 2023US$199.1bUS$105.8bUS$4.0b32.1x50.2x1.9x
Wed, 25 Oct 2023US$188.4bUS$103.5bUS$559.8m28.3x336.6x1.8x
Fri, 22 Sep 2023US$186.2bUS$98.7bUS$443.0m30.7x420.3x1.9x
Sun, 20 Aug 2023US$190.0bUS$98.8bUS$263.7m32.2x720.5x1.9x
Tue, 18 Jul 2023US$164.3bUS$94.7bUS$168.8m26.5x973.4x1.7x
Thu, 15 Jun 2023US$191.5bUS$97.0bUS$518.7m25.5x369.2x2x
Sat, 13 May 2023US$176.8bUS$96.8bUS$858.7m23.3x205.9x1.8x
Mon, 10 Apr 2023US$205.4bUS$98.4bUS$1.8b28.2x116.7x2.1x
Wed, 08 Mar 2023US$209.3bUS$98.2bUS$1.9b27.3x112x2.1x
Price to Earnings Ratio

112x


Total Market Cap: US$209.3bTotal Earnings: US$1.9bTotal Revenue: US$98.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Research and Consulting Services Industry Price to Earnings3Y Average 145.9x202420252026
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 29.9x which is lower than its 3-year average PE of 146x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Research and Consulting Services industry have grown 48% per year over the last three years.
  • Revenues for these companies have grown 7.1% 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 Market-0.57%
Industrials-0.32%
Professional Services1.72%
Research and Consulting Services2.18%
HR Services0.57%
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$207.5713.7%
+US$3.5b		-30.1%PE31.5x
EFX EquifaxUS$208.965.8%
+US$1.4b		-14.8%PE38.1x
ULS UL SolutionsUS$83.974.7%
+US$764.0m		57.9%PE51.9x
CACI CACI InternationalUS$610.174.1%
+US$533.2m		82.2%PE26x
TRU TransUnionUS$78.553.1%
+US$452.1m		-15.0%PE33.2x

Latest News

EFX
US$208.96
Equifax
7D
5.8%
1Y
-14.8%
CBZ
US$28.64
CBIZ
7D
-1.7%
1Y
-63.4%

Middle Market Outsourcing And AI Adoption Will Strengthen Margins And Earnings Quality

Catalysts About CBIZ CBIZ is a middle market focused professional services firm providing accounting, tax, advisory, benefits and insurance solutions to business clients. What are the underlying business or industry changes driving this perspective?
WLDN
US$89.14
Willdan Group
7D
-25.1%
1Y
172.6%
TIC
US$9.47
TIC Solutions
7D
-3.2%
1Y
-23.4%

TIC: Cost Synergies From Acuren And NV5 Integration Will Unlock Upside

Analysts have inched their average price target for TIC Solutions higher to $13.92, pointing to essential, non-discretionary asset integrity services and expected cost synergies from the Acuren and NV5 integration as key supports for the updated view. Analyst Commentary Analysts are framing TIC Solutions as a business tied to essential, non-discretionary asset integrity services, with the Acuren and NV5 integration as a central theme in how they think about upside and risk.
BKSY
US$18.85
BlackSky Technology
7D
-5.2%
1Y
30.3%
KBR
US$42.23
KBR
7D
-1.1%
1Y
-13.9%
CLVT
US$2.30
Clarivate
7D
29.9%
1Y
-46.4%
VRSK
US$207.57
Verisk Analytics
7D
13.7%
1Y
-30.1%

VRSK: AI Risk Partnerships And Buybacks Will Drive Future Reassessment

Analysts have trimmed their price targets on Verisk Analytics, aligning our fair value estimate down from $248.50 to about $221 as they factor in slightly softer revenue growth assumptions, modestly lower profit margins, and reduced future P/E expectations following recent Q4 results and a more cautious near term outlook. Analyst Commentary Street research has converged around lower price targets for Verisk Analytics, with most recent updates landing in a relatively tight band around the low US$200s.
TRU
US$78.55
TransUnion
7D
3.1%
1Y
-15.0%

TRU: Rental Data And Media Partnerships Will Support Stronger Future Returns

Analysts have trimmed their price target on TransUnion to $94.75 from $105.25 as they now apply slightly higher discount rates, slightly softer revenue growth and profit margin assumptions, and a lower future P/E multiple in their valuation work. What's in the News The board declared a quarterly cash dividend of $0.125 per share for Q4 2025, payable on March 13, 2026, to shareholders of record on February 26, 2026 (company announcement).
ULS
US$83.97
UL Solutions
7D
4.7%
1Y
57.9%

ULS: Margin Strength And Capital Returns Will Drive Future Upside Potential

The updated analyst price target for UL Solutions has increased from $90.61 to $93.28, with analysts citing stronger margins, solid Q4 execution, and supportive 2026 outlooks as key drivers for their refreshed models. Analyst Commentary Recent Street research around UL Solutions clusters around a similar theme, with analysts updating their models after Q4 results and refreshed 2026 guidance.
CACI
US$610.17
CACI International
7D
4.1%
1Y
82.2%

CACI: Raised FY26 Outlook And Backlog Wins Will Support Repricing

Analysts lifted their price target on CACI International by $85 to $670, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple, as reflected in recent research from firms raising their targets on the stock. Analyst Commentary Recent Street research around CACI International has featured several price target revisions, with a cluster of updates centered on new assumptions for revenue growth, profitability, and valuation multiples.
LDOS
US$175.10
Leidos Holdings
7D
0.9%
1Y
34.7%

LDOS: Defense Tech And AI Shift Will Support Premium Multiple

The updated fair value estimate for Leidos Holdings edges down to about $218 per share from roughly $219, as analysts adjust price targets lower, citing mixed Q4 results, a slowdown in Veterans Benefits Administration activity, and tempered views on future valuation and guidance, even as the company increases its focus on higher growth markets. Analyst Commentary Recent Street research on Leidos points to a split view, with some analysts focusing on long term growth opportunities and others stressing execution risks and valuation constraints following the latest Q4 report and guidance.
BAH
US$78.83
Booz Allen Hamilton Holding
7D
2.1%
1Y
-25.7%
AMTM
US$29.87
Amentum Holdings
7D
-3.6%
1Y
52.1%

Amentum Holdings' (NYSE:AMTM) Performance Is Even Better Than Its Earnings Suggest

Feb 17
Amentum Holdings' (NYSE:AMTM) Performance Is Even Better Than Its Earnings Suggest
EGG
US$4.74
Enigmatig
7D
-17.1%
1Y
n/a
RHLD
US$168.55
Resolute Holdings Management
7D
-11.3%
1Y
260.0%

Resolute Holdings Management: Overvalued, M&A-Fueled Growth

Jan 05