Narrative Update • Jul 10

Over the last 7 days, the Research and Consulting Services industry has dropped 3.4%, driven by a pullback from Planet Labs PBC of 16%. In contrast, Mobility Global has gained 8.0%. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | US$163.1b | US$123.6b | US$6.3b | 21.7x | 25.9x | 1.3x |
| Thu, 11 Jun 2026 | US$167.5b | US$121.8b | US$6.1b | 21.2x | 27.5x | 1.4x |
| Sat, 09 May 2026 | US$167.5b | US$122.1b | US$6.2b | 19.7x | 27x | 1.4x |
| Mon, 06 Apr 2026 | US$172.2b | US$120.1b | US$5.8b | 21.8x | 29.8x | 1.4x |
| Wed, 04 Mar 2026 | US$183.0b | US$120.7b | US$6.1b | 22.6x | 30x | 1.5x |
| Fri, 30 Jan 2026 | US$192.3b | US$120.5b | US$5.6b | 23.8x | 34.1x | 1.6x |
| Sun, 28 Dec 2025 | US$189.6b | US$120.7b | US$5.6b | 26.6x | 34.1x | 1.6x |
| Tue, 25 Nov 2025 | US$180.0b | US$118.3b | US$5.6b | 26.2x | 32.3x | 1.5x |
| Thu, 23 Oct 2025 | US$187.3b | US$116.8b | US$5.6b | 26.2x | 33.2x | 1.6x |
| Sat, 20 Sep 2025 | US$188.8b | US$116.7b | US$5.6b | 26.2x | 33.5x | 1.6x |
| Mon, 18 Aug 2025 | US$188.0b | US$119.1b | US$5.5b | 25x | 34x | 1.6x |
| Wed, 16 Jul 2025 | US$188.6b | US$117.6b | US$5.1b | 25.4x | 37.2x | 1.6x |
| Fri, 13 Jun 2025 | US$180.8b | US$117.6b | US$5.1b | 24.8x | 35.6x | 1.5x |
| Sun, 11 May 2025 | US$184.5b | US$117.2b | US$5.1b | 22x | 36.2x | 1.6x |
| Tue, 08 Apr 2025 | US$158.4b | US$114.4b | US$5.0b | 18.7x | 31.9x | 1.4x |
| Thu, 06 Mar 2025 | US$170.0b | US$114.4b | US$4.9b | 20.9x | 34.9x | 1.5x |
| Sat, 01 Feb 2025 | US$234.4b | US$114.2b | US$4.9b | 26.3x | 48x | 2.1x |
| Mon, 30 Dec 2024 | US$227.2b | US$112.5b | US$5.0b | 23.8x | 45.5x | 2x |
| Wed, 27 Nov 2024 | US$245.1b | US$109.6b | US$5.3b | 25.6x | 46.2x | 2.2x |
| Fri, 25 Oct 2024 | US$251.4b | US$113.8b | US$4.3b | 30.2x | 58.9x | 2.2x |
| Sun, 22 Sep 2024 | US$242.3b | US$107.5b | US$3.5b | 31.8x | 68.9x | 2.3x |
| Tue, 20 Aug 2024 | US$234.7b | US$107.4b | US$3.7b | 30.5x | 63.8x | 2.2x |
| Thu, 18 Jul 2024 | US$230.7b | US$105.6b | US$3.0b | 31.8x | 77x | 2.2x |
| Sat, 15 Jun 2024 | US$214.8b | US$105.6b | US$3.0b | 29.9x | 71.7x | 2x |
| Mon, 13 May 2024 | US$218.7b | US$105.5b | US$2.6b | 30.2x | 84.4x | 2.1x |
| Wed, 10 Apr 2024 | US$206.6b | US$101.2b | US$2.3b | 31.6x | 90.2x | 2x |
| Fri, 08 Mar 2024 | US$211.1b | US$101.4b | US$2.3b | 31.8x | 91.1x | 2.1x |
| Sun, 04 Feb 2024 | US$214.1b | US$106.3b | US$4.2b | 30.1x | 51.4x | 2x |
| Tue, 02 Jan 2024 | US$209.2b | US$105.8b | US$4.0b | 32.2x | 52.5x | 2x |
| Thu, 30 Nov 2023 | US$198.5b | US$105.8b | US$4.0b | 31.5x | 50.1x | 1.9x |
| Sat, 28 Oct 2023 | US$182.2b | US$104.3b | US$64.6m | 30.1x | 2822x | 1.7x |
| Mon, 25 Sep 2023 | US$185.8b | US$98.7b | US$443.1m | 29.1x | 419.3x | 1.9x |
| Wed, 23 Aug 2023 | US$190.2b | US$98.8b | US$268.8m | 29.8x | 707.5x | 1.9x |
| Fri, 21 Jul 2023 | US$163.0b | US$94.7b | US$105.2m | 26.4x | 1549.9x | 1.7x |
1549.9x
How does U.S. Research and Consulting Services compare with similar industries?
| US Market | 0.11% | |
| Industrials | -2.10% | |
| Professional Services | -0.79% | |
| Research and Consulting Services | -3.42% | |
| HR Services | 1.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VRSK Verisk Analytics | US$193.73 | 3.2% +US$777.6m | -36.6% | PE27.9x | |
| MBGL Mobility Global | US$20.26 | 5.2% +US$320.0m | n/a | PE29.9x | |
| BAH Booz Allen Hamilton Holding | US$64.80 | 4.0% +US$298.6m | -39.9% | PE9.2x | |
| CBZ CBIZ | US$40.47 | 14.5% +US$266.4m | -44.4% | PE13.7x | |
| FCN FTI Consulting | US$161.62 | 3.8% +US$175.4m | -3.4% | PE17.9x |