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U.S. Professional Services Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies147
  • 7D-1.1%
  • 3M-18.6%
  • 1Y-19.3%
  • YTD-15.8%

Over the last 7 days, the Professional Services industry has dropped 1.5%, driven by Automatic Data Processing declining 4.2%. In contrast, UL Solutions has gained 9.1%. Overall the industry is down 20% in 12 months. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026US$371.3bUS$245.7bUS$11.6b19.2x32.1x1.5x
Fri, 13 Mar 2026US$390.3bUS$246.1bUS$11.7b19.5x33.5x1.6x
Sun, 08 Feb 2026US$424.6bUS$251.0bUS$12.8b21.5x33.1x1.7x
Tue, 06 Jan 2026US$475.3bUS$251.7bUS$13.8b24.8x34.4x1.9x
Thu, 04 Dec 2025US$467.0bUS$251.9bUS$13.9b24.8x33.6x1.9x
Sat, 01 Nov 2025US$465.2bUS$248.4bUS$15.0b25.4x31.1x1.9x
Mon, 29 Sep 2025US$503.2bUS$251.2bUS$15.0b26.1x33.6x2x
Wed, 27 Aug 2025US$517.2bUS$251.5bUS$14.7b26.3x35.1x2.1x
Fri, 25 Jul 2025US$509.0bUS$245.3bUS$14.8b24.2x34.5x2.1x
Sun, 22 Jun 2025US$494.9bUS$244.8bUS$15.0b22.5x33x2x
Tue, 20 May 2025US$521.6bUS$244.5bUS$15.0b23.6x34.9x2.1x
Thu, 17 Apr 2025US$478.4bUS$241.0bUS$15.0b20.2x31.8x2x
Sat, 15 Mar 2025US$475.9bUS$241.7bUS$14.7b21.2x32.3x2x
Mon, 10 Feb 2025US$563.4bUS$249.1bUS$14.9b23.9x37.7x2.3x
Wed, 08 Jan 2025US$546.6bUS$246.0bUS$14.8b24.1x36.8x2.2x
Fri, 06 Dec 2024US$579.9bUS$242.3bUS$15.3b25.2x38x2.4x
Sun, 03 Nov 2024US$567.2bUS$247.8bUS$14.9b27x38.1x2.3x
Tue, 01 Oct 2024US$542.8bUS$235.5bUS$12.6b28.6x43x2.3x
Thu, 29 Aug 2024US$541.7bUS$234.8bUS$12.8b27.6x42.2x2.3x
Sat, 27 Jul 2024US$519.8bUS$237.8bUS$13.0b27.5x40x2.2x
Mon, 24 Jun 2024US$500.2bUS$237.8bUS$12.4b24.8x40.3x2.1x
Wed, 22 May 2024US$514.3bUS$238.4bUS$12.3b25.9x41.9x2.2x
Fri, 19 Apr 2024US$482.7bUS$236.1bUS$11.5b25.9x42.1x2x
Sun, 17 Mar 2024US$496.5bUS$233.1bUS$11.5b26.3x43.3x2.1x
Tue, 13 Feb 2024US$503.5bUS$231.7bUS$12.4b27.1x40.6x2.2x
Thu, 11 Jan 2024US$497.9bUS$237.0bUS$12.7b25.2x39.1x2.1x
Sat, 09 Dec 2023US$489.8bUS$237.0bUS$12.7b25.7x38.6x2.1x
Mon, 06 Nov 2023US$457.0bUS$236.4bUS$7.7b22.5x59.1x1.9x
Wed, 04 Oct 2023US$480.2bUS$239.1bUS$9.6b22.3x50.1x2x
Fri, 01 Sep 2023US$505.1bUS$234.3bUS$9.2b23.9x55x2.2x
Sun, 30 Jul 2023US$476.8bUS$230.6bUS$8.5b21.6x56.4x2.1x
Tue, 27 Jun 2023US$479.8bUS$231.8bUS$9.5b22x50.4x2.1x
Thu, 25 May 2023US$459.2bUS$231.6bUS$9.6b20.9x47.7x2x
Sat, 22 Apr 2023US$458.8bUS$227.7bUS$10.5b22.4x43.7x2x
Price to Earnings Ratio

43.7x


Total Market Cap: US$458.8bTotal Earnings: US$10.5bTotal Revenue: US$227.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39.8x202420252026
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 39.8x.
  • The 3-year average PS ratio of 2.1x 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 3.3% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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 Market4.44%
Industrials5.99%
Professional Services-1.08%
Research and Consulting Services0.46%
HR Services-3.11%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 35.9x.
    • Analysts are expecting annual earnings growth of 11.9%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 142x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 0.3% per year.
  • In contrast, the HR Services industry is expected to see its earnings grow by 12% 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
ULS UL SolutionsUS$89.529.1%
+US$1.5b		55.1%PE55.4x
TRU TransUnionUS$72.405.2%
+US$696.5m		-3.8%PE30.7x
EFX EquifaxUS$186.432.5%
+US$553.7m		-17.3%PE34.1x
AMTM Amentum HoldingsUS$27.483.0%
+US$197.6m		46.5%PE68.4x
TIC TIC SolutionsUS$7.9312.2%
+US$191.1m		-12.5%PS1.2x

Latest News

EFX
US$186.43
Equifax
7D
2.5%
1Y
-17.3%
SPIR
US$20.74
Spire Global
7D
33.2%
1Y
124.0%
ULS
US$89.52
UL Solutions
7D
9.1%
1Y
55.1%
TIC
US$7.93
TIC Solutions
7D
12.2%
1Y
-12.5%

TIC Solutions: Valuation Dropped To A More Attractive Level

Apr 13
RHI
US$25.38
Robert Half
7D
5.4%
1Y
-47.5%
TRU
US$72.40
TransUnion
7D
5.2%
1Y
-3.8%

AI And Global Platform Transformation Will Drive Powerful Long Term Tailwinds

Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help businesses assess risk and engage customers. What are the underlying business or industry changes driving this perspective?
ADP
US$195.08
Automatic Data Processing
7D
-4.2%
1Y
-34.6%

Cloud HCM Adoption And Global Payroll Expansion Will Transform Long Term Earnings Power

Catalysts About Automatic Data Processing Automatic Data Processing provides payroll, human capital management and outsourced HR solutions to employers of all sizes around the world. What are the underlying business or industry changes driving this perspective?
PAYX
US$88.85
Paychex
7D
-3.0%
1Y
-39.8%

PAYX: AI Tools And Buybacks Will Support Post Paycor Integration Concerns

Analysts have nudged their blended price target on Paychex slightly lower to $101.20 from $102.80 as they factor in a higher discount rate, modestly different revenue growth and profit margin assumptions, and a slightly reduced future P/E multiple, following a series of recent target cuts and cautious research notes. Analyst Commentary Recent research has leaned cautious on Paychex, with several firms trimming price targets and a few initiating more conservative ratings as they reassess growth, profitability and the integration of Paycor.
G
US$35.50
Genpact
7D
-5.3%
1Y
-25.9%
PCTY
US$97.92
Paylocity Holding
7D
-7.9%
1Y
-47.6%

PCTY: 2026 Software Rebound And Buybacks Will Support Upside Potential

Paylocity Holding's updated analyst price target edges slightly higher to about $228, as analysts factor in modestly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following a broad round of lowered Street targets across the payroll software group. Analyst Commentary Recent research on Paylocity shows a cluster of price target resets across the payroll software peer group, with analysts fine tuning their models on fair value, discount rates, revenue assumptions and profit margins.
MMS
US$68.20
Maximus
7D
4.7%
1Y
0.2%
VRSK
US$170.63
Verisk Analytics
7D
-5.7%
1Y
-42.2%

VRSK: Proprietary Insurance Data And Margins Will Support Future AI Reassessment

Verisk Analytics' updated fair value estimate edges to $229.53, reflecting analysts' mixed price target revisions between roughly $205 and $260 as they balance recent organic growth, margin trends, AI disruption concerns, and confidence in the company's proprietary insurance data assets. Analyst Commentary Recent research updates reflect a split view on Verisk Analytics, with some firms lifting targets and ratings while others trim expectations and remain more cautious.
PL
US$33.93
Planet Labs PBC
7D
-3.5%
1Y
934.5%
CACI
US$533.58
CACI International
7D
-6.2%
1Y
27.9%
LDOS
US$156.17
Leidos Holdings
7D
-1.7%
1Y
10.4%
AMTM
US$27.48
Amentum Holdings
7D
3.0%
1Y
46.5%

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