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U.S. Professional Services Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies148
  • 7D-3.6%
  • 3M-4.4%
  • 1Y-26.7%
  • YTD-18.0%

Over the last 7 days, the Professional Services industry has dropped 3.6%, driven by a pullback from Jacobs Solutions of 15%. On the other hand Innodata is actually up 93%. However, the industry is down 27% over the past year. 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
Thu, 14 May 2026US$371.9bUS$249.1bUS$12.2b18.5x30.5x1.5x
Sat, 11 Apr 2026US$367.9bUS$245.4bUS$11.6b18.2x31.8x1.5x
Mon, 09 Mar 2026US$411.0bUS$245.9bUS$11.8b21.3x34.8x1.7x
Wed, 04 Feb 2026US$454.4bUS$263.2bUS$12.5b22.1x36.5x1.7x
Fri, 02 Jan 2026US$466.5bUS$251.6bUS$13.8b24.2x33.7x1.9x
Sun, 30 Nov 2025US$466.2bUS$251.9bUS$13.9b24.3x33.6x1.9x
Tue, 28 Oct 2025US$490.2bUS$250.3bUS$14.7b27x33.5x2x
Thu, 25 Sep 2025US$504.8bUS$251.1bUS$14.9b25.8x33.8x2x
Sat, 23 Aug 2025US$518.8bUS$253.9bUS$14.7b27.3x35.3x2x
Mon, 21 Jul 2025US$504.9bUS$245.0bUS$14.8b23.7x34.2x2.1x
Wed, 18 Jun 2025US$502.6bUS$244.8bUS$15.0b22.6x33.5x2.1x
Fri, 16 May 2025US$510.0bUS$244.4bUS$15.0b23.1x34.1x2.1x
Sun, 13 Apr 2025US$479.7bUS$241.7bUS$14.8b20.8x32.4x2x
Tue, 11 Mar 2025US$504.0bUS$241.7bUS$14.7b21x34.3x2.1x
Thu, 06 Feb 2025US$567.6bUS$248.6bUS$15.0b24.5x37.9x2.3x
Sat, 04 Jan 2025US$544.7bUS$246.0bUS$14.8b24.4x36.7x2.2x
Mon, 02 Dec 2024US$582.4bUS$242.2bUS$15.2b25.6x38.4x2.4x
Wed, 30 Oct 2024US$562.5bUS$247.4bUS$14.7b27.8x38.3x2.3x
Fri, 27 Sep 2024US$543.0bUS$235.8bUS$12.7b28.2x42.8x2.3x
Sun, 25 Aug 2024US$539.0bUS$234.8bUS$12.8b27.7x42x2.3x
Tue, 23 Jul 2024US$513.8bUS$237.6bUS$12.5b26.8x41.2x2.2x
Thu, 20 Jun 2024US$495.6bUS$238.3bUS$12.5b24.2x39.6x2.1x
Sat, 18 May 2024US$513.3bUS$238.4bUS$12.3b25.8x41.9x2.2x
Mon, 15 Apr 2024US$497.1bUS$236.4bUS$11.7b26.2x42.5x2.1x
Wed, 13 Mar 2024US$502.7bUS$233.2bUS$11.5b26.7x43.8x2.2x
Fri, 09 Feb 2024US$496.9bUS$231.5bUS$12.2b26.8x40.8x2.1x
Sun, 07 Jan 2024US$492.6bUS$237.0bUS$12.7b24.5x38.7x2.1x
Tue, 05 Dec 2023US$493.3bUS$237.0bUS$12.2b25x40.3x2.1x
Thu, 02 Nov 2023US$454.5bUS$235.8bUS$7.8b21.6x58x1.9x
Sat, 30 Sep 2023US$479.7bUS$234.4bUS$9.5b23x50.8x2x
Mon, 28 Aug 2023US$499.4bUS$234.3bUS$9.2b23.4x54.4x2.1x
Wed, 26 Jul 2023US$476.4bUS$230.0bUS$8.9b22x53.3x2.1x
Fri, 23 Jun 2023US$486.0bUS$231.9bUS$9.5b22.8x51.1x2.1x
Sun, 21 May 2023US$461.1bUS$231.6bUS$9.6b20.9x47.8x2x
Price to Earnings Ratio

47.8x


Total Market Cap: US$461.1bTotal Earnings: US$9.6bTotal Revenue: US$231.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39.5x202420252026
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 30.5x which is lower than its 3-year average PE of 39.5x.
  • 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 8.1% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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 Market0.55%
Industrials-1.83%
Professional Services-3.64%
HR Services0.30%
Research and Consulting Services-5.86%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 36.0x.
    • Analysts are expecting annual earnings growth of 12.3%, which is higher than its past year's earnings growth of 1.4% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 139x.
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 3.9% 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
INOD InnodataUS$89.9593.4%
+US$1.4b		158.0%PE74.8x
ADP Automatic Data ProcessingUS$208.630.7%
+US$571.6m		-32.6%PE19.2x
PAYC Paycom SoftwareUS$134.906.8%
+US$536.5m		-47.6%PE13.4x
FA First AdvantageUS$15.6822.5%
+US$482.9m		-12.3%PE315x
PL Planet Labs PBCUS$40.742.6%
+US$363.5m		947.3%PS45.8x

Latest News

TRU
US$66.57
TransUnion
7D
-5.8%
1Y
-26.5%
ULS
US$98.80
UL Solutions
7D
-5.8%
1Y
41.4%
VRSK
US$161.47
Verisk Analytics
7D
-5.5%
1Y
-46.4%
CACI
US$503.87
CACI International
7D
0.9%
1Y
8.0%
PAYC
US$134.90
Paycom Software
7D
6.8%
1Y
-47.6%
LDOS
US$124.17
Leidos Holdings
7D
-8.0%
1Y
-18.9%
EFX
US$159.94
Equifax
7D
-7.7%
1Y
-41.0%
BR
US$143.93
Broadridge Financial Solutions
7D
-5.8%
1Y
-39.4%
J
US$107.27
Jacobs Solutions
7D
-15.3%
1Y
-15.0%
FA
US$15.68
First Advantage
7D
22.5%
1Y
-12.3%
ADP
US$208.63
Automatic Data Processing
7D
0.7%
1Y
-32.6%
Narrative Update • May 10

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

Analysts recently trimmed the implied fair value for Automatic Data Processing by about $10 to $246.73. This reflects a series of lower price targets that factor in more moderate revenue growth assumptions, slightly higher profit margins and a reduced future P/E multiple.
PL
US$40.74
Planet Labs PBC
7D
2.6%
1Y
947.3%
INOD
US$89.95
Innodata
7D
93.4%
1Y
158.0%
New Narrative • May 08

Innodata Inc. (INOD): Powering Smart Data for Generative AI and the Inflection Point in High-Complexity LLM Engineering

Innodata Inc. (INOD), a leading data engineering provider for the world’s largest technology companies, reported its Q1 fiscal 2026 earnings on May 7, 2026 , delivering a performance that signaled its total transformation into a mission-critical AI utility [1, 2].
BZ
US$14.74
Kanzhun
7D
2.6%
1Y
-20.2%
WLDN
US$91.06
Willdan Group
7D
20.3%
1Y
98.7%
Seeking Alpha • May 08

Willdan Looks Mispriced After Raising Guidance

Summary Willdan delivered a strong Q1 beat, raised EPS guidance by 8%, and continues to outpace peers in both revenue and earnings growth. WLDN's business is anchored in energy consulting, with robust organic and inorganic growth, highlighted by the accretive Burton Energy Group acquisition. Despite superior growth and EBITDA margins, WLDN trades at a significant discount to peers, presenting a 41% upside to a $107/share target. Risks include reliance on state/local government spending, utility capex cycles, and potential AI-driven competition in a fragmented market. Read the full article on Seeking Alpha
SSNC
US$64.77
SS&C Technologies Holdings
7D
-6.8%
1Y
-18.3%