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U.S. Professional Services Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies150
  • 7D-0.4%
  • 3M-6.1%
  • 1Y-24.5%
  • YTD-15.2%

The Professional Services is pretty flat in the last 7 days, but Planet Labs PBC has stood out, gaining 18%. Unfortunately though, the industry is down 24% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026US$377.7bUS$247.5bUS$12.2b19.5x31x1.5x
Sat, 25 Apr 2026US$373.5bUS$246.7bUS$11.6b18.9x32.2x1.5x
Mon, 23 Mar 2026US$381.0bUS$245.3bUS$11.5b19.1x33x1.6x
Wed, 18 Feb 2026US$390.0bUS$245.6bUS$12.5b19.4x31.2x1.6x
Fri, 16 Jan 2026US$477.8bUS$251.7bUS$12.3b24.9x38.8x1.9x
Sun, 14 Dec 2025US$472.7bUS$250.6bUS$13.8b25x34.3x1.9x
Tue, 11 Nov 2025US$462.0bUS$249.6bUS$13.9b24.5x33.2x1.9x
Thu, 09 Oct 2025US$505.1bUS$251.4bUS$14.9b26.2x33.8x2x
Sat, 06 Sep 2025US$510.0bUS$251.5bUS$14.8b26.9x34.5x2x
Mon, 04 Aug 2025US$503.2bUS$252.3bUS$15.2b23.7x33x2x
Wed, 02 Jul 2025US$496.5bUS$245.0bUS$14.9b23.5x33.3x2x
Fri, 30 May 2025US$510.7bUS$244.7bUS$15.0b22.7x34x2.1x
Sun, 27 Apr 2025US$482.4bUS$241.3bUS$15.2b20.7x31.8x2x
Tue, 25 Mar 2025US$484.9bUS$241.8bUS$14.8b21.8x32.8x2x
Thu, 20 Feb 2025US$557.5bUS$244.5bUS$14.8b23x37.7x2.3x
Sat, 18 Jan 2025US$564.4bUS$246.2bUS$14.8b24.8x38.1x2.3x
Mon, 16 Dec 2024US$563.5bUS$242.3bUS$15.3b24.5x36.9x2.3x
Wed, 13 Nov 2024US$602.2bUS$247.7bUS$15.3b27.5x39.4x2.4x
Fri, 11 Oct 2024US$560.0bUS$235.5bUS$12.6b27.2x44.4x2.4x
Sun, 08 Sep 2024US$526.9bUS$234.8bUS$12.7b27.1x41.6x2.2x
Tue, 06 Aug 2024US$521.7bUS$234.4bUS$13.0b26.1x40.1x2.2x
Thu, 04 Jul 2024US$491.7bUS$237.9bUS$12.4b24.9x39.5x2.1x
Sat, 01 Jun 2024US$491.1bUS$238.7bUS$12.5b25.3x39.4x2.1x
Mon, 29 Apr 2024US$497.8bUS$241.3bUS$11.8b26x42.1x2.1x
Wed, 27 Mar 2024US$500.9bUS$232.9bUS$11.4b26.4x43.8x2.2x
Fri, 23 Feb 2024US$504.1bUS$232.6bUS$12.7b27x39.8x2.2x
Sun, 21 Jan 2024US$502.8bUS$237.0bUS$12.8b26x39.2x2.1x
Tue, 19 Dec 2023US$500.8bUS$237.0bUS$12.7b25.5x39.4x2.1x
Thu, 16 Nov 2023US$476.2bUS$236.5bUS$12.3b25.1x38.8x2x
Sat, 14 Oct 2023US$493.6bUS$239.1bUS$9.6b23x51.6x2.1x
Mon, 11 Sep 2023US$492.9bUS$234.3bUS$9.3b22.3x52.9x2.1x
Wed, 09 Aug 2023US$500.7bUS$234.3bUS$9.1b22.7x55x2.1x
Fri, 07 Jul 2023US$452.7bUS$229.7bUS$9.1b21.7x49.6x2x
Sun, 04 Jun 2023US$472.7bUS$231.8bUS$9.5b21.9x49.9x2x
Price to Earnings Ratio

49.9x


Total Market Cap: US$472.7bTotal Earnings: US$9.5bTotal Revenue: US$231.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39.2x202420252026
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 31.0x which is lower than its 3-year average PE of 39.2x.
  • 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 8.7% 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 Market1.27%
Industrials2.40%
Professional Services-0.37%
Research and Consulting Services3.45%
HR Services-1.07%
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 12.6%, 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 136x.
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 6.1% 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
PL Planet Labs PBCUS$50.4818.3%
+US$2.8b		1,165.2%PS58.5x
LDOS Leidos HoldingsUS$130.625.0%
+US$783.6m		-12.5%PE11.6x
PSN ParsonsUS$56.8410.0%
+US$555.2m		-13.4%PE26.7x
CACI CACI InternationalUS$510.843.6%
+US$396.1m		14.4%PE21x
TRU TransUnionUS$70.842.8%
+US$368.2m		-17.6%PE19.4x

Latest News

SSNC
US$65.74
SS&C Technologies Holdings
7D
-2.2%
1Y
-18.6%
BZ
US$13.34
Kanzhun
7D
-5.2%
1Y
-24.1%
VRRM
US$3.85
Verra Mobility
7D
-71.0%
1Y
-84.0%
ADP
US$217.65
Automatic Data Processing
7D
-1.4%
1Y
-32.9%
LDOS
US$130.62
Leidos Holdings
7D
5.0%
1Y
-12.5%
Narrative Update • May 27

LDOS: Federal IT Wins And Hypersonic Programs Will Support Re Rating

Leidos Holdings' analyst price target has been revised lower by roughly $13 to about $186, as analysts update their models for a higher discount rate, a lower future P/E, and refreshed views from recent target cuts and a neutral initiation alongside one target increase. Analyst Commentary Recent Street research on Leidos Holdings has centered on recalibrated price targets, with several reductions and one increase, along with a fresh neutral initiation.
BAH
US$80.98
Booz Allen Hamilton Holding
7D
4.6%
1Y
-22.6%
PCTY
US$108.93
Paylocity Holding
7D
-3.4%
1Y
-43.8%
Narrative Update • May 24

PCTY: Buybacks And Margin Execution Will Support 2026 Upside Potential

Paylocity Holding's analyst price target has been reset lower by $16, with analysts pointing to more measured revenue growth expectations, a slightly higher discount rate, modestly stronger profit margin forecasts, and a lower future P/E multiple after a mix of recent target raises and cuts across the Street. Analyst Commentary Recent Street research shows a mixed backdrop, but there are clear pockets of optimism around Paylocity Holding that help explain why the overall price target reset is more measured than the largest individual cuts might suggest.
PAYC
US$132.28
Paycom Software
7D
-4.1%
1Y
-49.0%
Seeking Alpha • May 24

Paycom: Making Use Of The Low Valuation

Summary Paycom Software remains fundamentally strong, with Q1 2026 revenue up 8% and EPS up 23%, despite sector-wide valuation pressures. PAYC maintained a conservative 2026 revenue growth guidance of 6–7%, prioritizing deliverability over optimism amid market skepticism toward software and AI disruption. Capital allocation is aggressive: Q1 2026 saw $1.05B in share buybacks, reducing outstanding shares by nearly 15%, funded partly via a revolving credit facility. With a forward GAAP P/E below 15 and robust free cash flow, PAYC's current valuation appears overly discounted relative to its profitability and growth opportunities. Read the full article on Seeking Alpha
BR
US$147.10
Broadridge Financial Solutions
7D
-1.4%
1Y
-38.8%
Narrative Update • May 23

BR: Tokenization And Agentic AI Will Drive Future Upside

Analysts now see Broadridge Financial Solutions' fair value at $206.50, down from $245.88. This reflects updated assumptions around the discount rate, long term revenue growth, profit margin, and future P/E expectations.
ULS
US$100.60
UL Solutions
7D
-1.4%
1Y
40.5%
CACI
US$510.84
CACI International
7D
3.6%
1Y
14.4%
SAIC
US$101.66
Science Applications International
7D
5.3%
1Y
-11.9%
Narrative Update • May 22

SAIC: New CEO And Contract Wins Will Support Future Upside

Narrative Update on Science Applications International Analysts have trimmed their price targets on Science Applications International by $10 to $15, with updated views reflecting slightly adjusted discount rate and long term P/E assumptions while still pointing to broadly consistent fair value estimates around $130. Analyst Commentary Recent Street research on Science Applications International points to a cluster of reduced price targets, with commentary that still anchors valuation around the low to mid US$100s and highlights specific areas where execution and risk management matter for investors.
TRU
US$70.84
TransUnion
7D
2.8%
1Y
-17.6%
Narrative Update • May 21

TRU: AI Data Solutions Will Offset Legal Overhang And Support Future Upside

Analysts have trimmed their price target on TransUnion by about $1 to roughly $91. This reflects updated assumptions for slightly higher discount rates, modestly softer revenue growth and profit margins, and a small adjustment to the expected future P/E multiple.
J
US$115.90
Jacobs Solutions
7D
1.8%
1Y
-8.5%
PSN
US$56.84
Parsons
7D
10.0%
1Y
-13.4%
PL
US$50.48
Planet Labs PBC
7D
18.3%
1Y
1,165.2%
Narrative Update • May 15

PL: Defense Contract Optionality Will Not Offset Thin Long-Term Profit Margins

Analysts have adjusted their fair value estimate for Planet Labs PBC to $36.33 from $34.44. This reflects updated assumptions around discount rate, revenue growth, profit margin, and future P/E levels.