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U.S. Professional Services Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies151
  • 7D-1.7%
  • 3M0.5%
  • 1Y-21.1%
  • YTD-13.7%

Over the last 7 days, the Professional Services industry has dropped 1.7%, driven by a pullback from Automatic Data Processing of 2.5%. The industry has fallen 21% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the U.S. Professional Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jun 2026US$376.6bUS$247.6bUS$12.1b20x31.1x1.5x
Mon, 11 May 2026US$376.9bUS$249.1bUS$12.2b19.2x31x1.5x
Wed, 08 Apr 2026US$378.3bUS$245.7bUS$11.5b19.4x32.8x1.5x
Fri, 06 Mar 2026US$405.4bUS$245.9bUS$11.8b20.9x34.3x1.6x
Sun, 01 Feb 2026US$455.0bUS$263.2bUS$12.5b23.3x36.5x1.7x
Tue, 30 Dec 2025US$474.2bUS$251.6bUS$13.8b24.2x34.3x1.9x
Thu, 27 Nov 2025US$465.9bUS$251.9bUS$13.9b24.3x33.5x1.8x
Sat, 25 Oct 2025US$490.3bUS$250.6bUS$14.9b26.5x33x2x
Mon, 22 Sep 2025US$508.8bUS$251.1bUS$14.9b26.2x34.1x2x
Wed, 20 Aug 2025US$516.1bUS$253.9bUS$14.6b27.4x35.3x2x
Fri, 18 Jul 2025US$499.2bUS$245.0bUS$14.9b23.9x33.5x2x
Sun, 15 Jun 2025US$498.8bUS$244.8bUS$15.0b22.4x33.2x2x
Tue, 13 May 2025US$504.7bUS$244.4bUS$15.1b22.8x33.5x2.1x
Thu, 10 Apr 2025US$448.3bUS$241.7bUS$14.8b20.5x30.3x1.9x
Sat, 08 Mar 2025US$492.7bUS$241.7bUS$14.7b21.3x33.5x2x
Mon, 03 Feb 2025US$568.4bUS$247.0bUS$15.1b24.6x37.6x2.3x
Wed, 01 Jan 2025US$548.9bUS$246.2bUS$14.9b24x36.7x2.2x
Fri, 29 Nov 2024US$581.7bUS$242.2bUS$15.2b25.6x38.3x2.4x
Sun, 27 Oct 2024US$560.7bUS$247.2bUS$13.8b27.9x40.6x2.3x
Tue, 24 Sep 2024US$543.7bUS$234.8bUS$12.7b28.2x42.9x2.3x
Thu, 22 Aug 2024US$527.7bUS$234.8bUS$12.8b27.2x41.1x2.2x
Sat, 20 Jul 2024US$516.4bUS$237.6bUS$12.5b26.6x41.4x2.2x
Mon, 17 Jun 2024US$491.5bUS$238.2bUS$12.5b23.9x39.3x2.1x
Wed, 15 May 2024US$508.8bUS$238.5bUS$12.0b26x42.3x2.1x
Fri, 12 Apr 2024US$500.4bUS$236.4bUS$11.7b26.4x42.8x2.1x
Sun, 10 Mar 2024US$504.0bUS$233.2bUS$11.5b26.5x43.9x2.2x
Tue, 06 Feb 2024US$493.5bUS$230.9bUS$12.1b27x40.9x2.1x
Thu, 04 Jan 2024US$491.1bUS$237.0bUS$12.8b24.5x38.5x2.1x
Sat, 02 Dec 2023US$485.4bUS$237.0bUS$12.2b24.7x39.7x2x
Mon, 30 Oct 2023US$446.6bUS$234.9bUS$8.6b19.9x51.7x1.9x
Wed, 27 Sep 2023US$471.7bUS$234.3bUS$9.4b22.3x50x2x
Fri, 25 Aug 2023US$495.3bUS$234.3bUS$9.2b22.9x54x2.1x
Sun, 23 Jul 2023US$473.4bUS$230.1bUS$9.0b21x52.5x2.1x
Tue, 20 Jun 2023US$489.2bUS$231.9bUS$9.5b22.3x51.5x2.1x
Price to Earnings Ratio

51.5x


Total Market Cap: US$489.2bTotal Earnings: US$9.5bTotal Revenue: US$231.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39x202420252026
Current Industry PE
  • Investors are pessimistic on the American Professional 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 31.1x which is lower than its 3-year average PE of 39.0x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 8.4% per year over the last three years.
  • Revenues for these companies have grown 2.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market0.81%
Industrials1.13%
Professional Services-1.70%
HR Services-1.41%
Research and Consulting Services-1.61%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 36.1x.
    • Analysts are expecting annual earnings growth of 12.7%, which is higher than its past year's earnings growth of 8.8% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 131x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 7.6% per year.
  • In contrast, the HR Services industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
J Jacobs SolutionsUS$127.003.6%
+US$525.5m		0.9%PE36.6x
VRSK Verisk AnalyticsUS$183.801.1%
+US$271.2m		-40.8%PE26.5x
RHI Robert HalfUS$32.493.9%
+US$123.7m		-23.8%PE25.2x
RHLD Resolute Holdings ManagementUS$131.8111.1%
+US$108.4m		301.9%PE18.5x
FA First AdvantageUS$16.493.8%
+US$104.6m		-7.2%PE331.3x

Latest News

J
US$127.00
Jacobs Solutions
7D
3.6%
1Y
0.9%
SSNC
US$67.68
SS&C Technologies Holdings
7D
-3.2%
1Y
-14.5%
PL
US$31.15
Planet Labs PBC
7D
-3.3%
1Y
480.1%
MAN
US$34.00
ManpowerGroup
7D
5.3%
1Y
-15.7%
BR
US$144.87
Broadridge Financial Solutions
7D
-4.3%
1Y
-38.9%
LDOS
US$122.16
Leidos Holdings
7D
-1.8%
1Y
-18.1%
Narrative Update • Jun 10

LDOS: Hypersonic Weapons Production Contract Will Drive Future Re Rating Potential

Analysts have trimmed their fair value estimate for Leidos Holdings by about $3 to $183.27, reflecting lower organic growth and profit margin assumptions after several firms cut price targets, including a Jefferies downgrade to Hold and reduced long term EPS expectations. This was partly offset by fresh positive coverage such as an Outperform initiation at BNP Paribas with a $165 target.
CACI
US$519.40
CACI International
7D
-2.3%
1Y
15.2%
EFX
US$163.71
Equifax
7D
-4.9%
1Y
-38.1%
VRSK
US$183.80
Verisk Analytics
7D
1.1%
1Y
-40.8%
ADP
US$226.21
Automatic Data Processing
7D
-2.5%
1Y
-26.3%
Narrative Update • Jun 06

ADP: Dividend Strength And AI Adoption Will Support Repriced Earnings Potential

Analysts have nudged the Automatic Data Processing fair value estimate slightly lower to about $246.33, reflecting updated assumptions for discount rate, revenue growth, margins, and a lower future P/E multiple after a recent mix of reduced price targets and at least one rating upgrade. This frames the current risk/reward as more balanced.
TRU
US$66.13
TransUnion
7D
-6.4%
1Y
-21.3%
Narrative Update • Jun 06

TRU: Cloud Data Partnerships Will Offset Legal Overhang And Support Future Upside

Analysts have trimmed their price target on TransUnion by about $1 to $90.10, reflecting updated assumptions for revenue growth, profit margins, and future P/E that keep the overall outlook relatively consistent. What's in the News TransUnion reported Q1 2026 adjusted earnings of $1.18 per share and updated full year guidance, including expected 2026 revenue of $5.1b to $5.135b and diluted EPS of $4.04 to $4.11, along with guidance for Q2 2026 that includes expected revenue of $1.271b to $1.283b and diluted EPS of $0.61 to $0.64.
FA
US$16.49
First Advantage
7D
3.8%
1Y
-7.2%
Narrative Update • Jun 05

FA: Cash Returns And 2026 Guidance Will Drive Future Earnings Repricing

Analysts have raised their price target on First Advantage from $15.00 to approximately $18.14, citing updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News First Advantage reported Q1 2026 revenue of $385.2 million, an 8.6% year over year increase, and non GAAP EPS of $0.26, which was 25.2% above analyst consensus, according to recent earnings coverage.
RHI
US$32.49
Robert Half
7D
3.9%
1Y
-23.8%
Narrative Update • Jun 02

RHI: Limited AI Disruption And Earnings Resilience Will Support Future Share Recovery

Analysts have adjusted their price targets for Robert Half to $25 from $36, pointing to updated assumptions around discount rate, revenue growth, profit margin and future P/E, and citing views on the company's "low-to-no AI disruption exposure" relative to information services peers. Analyst Commentary Bullish analysts have highlighted that Robert Half's limited AI disruption risk, compared with some information services peers, could support a more resilient earnings profile and help justify current valuation assumptions around future P/E.
CBZ
US$35.26
CBIZ
7D
3.9%
1Y
-48.8%
Narrative Update • Jun 02

CBZ: Lower P/E Assumptions Will Support Upside From Repurchases And Mixed Coverage

CBIZ's updated analyst price target shifts from $43.25 to $41.00. This change reflects analysts' use of a slightly higher discount rate, a lower assumed future P/E multiple of about 12.2x instead of 15.3x, and a modestly higher profit margin assumption.
MMS
US$62.28
Maximus
7D
2.9%
1Y
-10.8%
Narrative Update • May 29

MMS: Share Repurchases Will Support A Higher Future Earnings Multiple

Analysts have revised their price target on Maximus to $125, citing a slightly higher discount rate, modestly lower revenue growth assumptions, a small change in profit margin expectations, and a lower assumed future P/E multiple as the key factors behind the update. What's in the News Maximus announced a share repurchase program that allows the company to buy back up to US$400 million of its stock (Key Developments).
RHLD
US$131.81
Resolute Holdings Management
7D
11.1%
1Y
301.9%
Analysis Article • May 14

Statutory Profit Doesn't Reflect How Good Resolute Holdings Management's (NYSE:RHLD) Earnings Are

Even though Resolute Holdings Management, Inc. ( NYSE:RHLD ) posted strong earnings, investors appeared to be...