Narrative Update • Jul 23

Over the last 7 days, the Professional Services industry has remained flat, although notably SS&C Technologies Holdings gained 6.2%. As for the longer term, the industry has declined 21% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.
Has the U.S. Professional Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | US$396.5b | US$250.1b | US$12.6b | 21.9x | 31.5x | 1.6x |
| Tue, 23 Jun 2026 | US$356.6b | US$247.6b | US$12.1b | 18.5x | 29.4x | 1.4x |
| Thu, 21 May 2026 | US$372.1b | US$247.7b | US$12.1b | 18.9x | 30.8x | 1.5x |
| Sat, 18 Apr 2026 | US$382.4b | US$245.7b | US$11.5b | 19.6x | 33.1x | 1.6x |
| Mon, 16 Mar 2026 | US$382.4b | US$246.1b | US$11.7b | 18.9x | 32.8x | 1.6x |
| Wed, 11 Feb 2026 | US$422.5b | US$250.8b | US$12.7b | 21.2x | 33.2x | 1.7x |
| Fri, 09 Jan 2026 | US$477.1b | US$251.6b | US$13.9b | 25.5x | 34.4x | 1.9x |
| Sun, 07 Dec 2025 | US$467.6b | US$251.8b | US$13.9b | 25x | 33.7x | 1.9x |
| Tue, 04 Nov 2025 | US$466.6b | US$248.8b | US$15.0b | 25x | 31x | 1.9x |
| Thu, 02 Oct 2025 | US$505.6b | US$251.4b | US$14.9b | 26.7x | 33.8x | 2x |
| Sat, 30 Aug 2025 | US$516.1b | US$251.5b | US$14.7b | 26.4x | 35x | 2.1x |
| Mon, 28 Jul 2025 | US$517.1b | US$250.4b | US$14.9b | 23.7x | 34.7x | 2.1x |
| Wed, 25 Jun 2025 | US$502.5b | US$244.8b | US$15.0b | 22.9x | 33.5x | 2.1x |
| Fri, 23 May 2025 | US$513.5b | US$244.5b | US$15.0b | 23.6x | 34.3x | 2.1x |
| Sun, 20 Apr 2025 | US$471.8b | US$240.7b | US$15.0b | 20.2x | 31.4x | 2x |
| Tue, 18 Mar 2025 | US$482.3b | US$241.8b | US$14.8b | 21.6x | 32.6x | 2x |
| Thu, 13 Feb 2025 | US$562.9b | US$249.4b | US$15.0b | 24.2x | 37.6x | 2.3x |
| Sat, 11 Jan 2025 | US$547.6b | US$246.0b | US$14.8b | 23.9x | 36.9x | 2.2x |
| Mon, 09 Dec 2024 | US$575.8b | US$242.3b | US$15.3b | 24.9x | 37.7x | 2.4x |
| Wed, 06 Nov 2024 | US$569.4b | US$247.8b | US$14.9b | 27.4x | 38.2x | 2.3x |
| Fri, 04 Oct 2024 | US$556.5b | US$235.5b | US$12.6b | 27.6x | 44.1x | 2.4x |
| Sun, 01 Sep 2024 | US$546.0b | US$234.8b | US$12.8b | 28.1x | 42.5x | 2.3x |
| Tue, 30 Jul 2024 | US$518.8b | US$233.1b | US$12.7b | 27.7x | 40.9x | 2.2x |
| Thu, 27 Jun 2024 | US$500.0b | US$237.8b | US$12.4b | 24.8x | 40.2x | 2.1x |
| Sat, 25 May 2024 | US$501.8b | US$238.4b | US$12.3b | 24.8x | 40.9x | 2.1x |
| Mon, 22 Apr 2024 | US$485.4b | US$236.1b | US$11.5b | 26.2x | 42.3x | 2.1x |
| Wed, 20 Mar 2024 | US$500.5b | US$232.9b | US$11.4b | 26.7x | 43.8x | 2.1x |
| Fri, 16 Feb 2024 | US$503.3b | US$232.5b | US$12.8b | 27.4x | 39.3x | 2.2x |
| Sun, 14 Jan 2024 | US$501.0b | US$237.0b | US$12.8b | 26x | 39.1x | 2.1x |
| Tue, 12 Dec 2023 | US$494.4b | US$237.0b | US$12.7b | 25.2x | 38.9x | 2.1x |
| Thu, 09 Nov 2023 | US$461.0b | US$236.4b | US$12.1b | 23.2x | 38x | 1.9x |
| Sat, 07 Oct 2023 | US$491.1b | US$239.1b | US$9.6b | 23.1x | 51.4x | 2.1x |
| Mon, 04 Sep 2023 | US$506.8b | US$234.3b | US$9.2b | 23.7x | 55.2x | 2.2x |
| Wed, 02 Aug 2023 | US$477.2b | US$230.8b | US$8.5b | 20.7x | 56.2x | 2.1x |
56.2x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | -1.05% | |
| Industrials | 1.38% | |
| Professional Services | -0.65% | |
| Research and Consulting Services | 0.24% | |
| HR Services | -2.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SSNC SS&C Technologies Holdings | US$73.88 | 6.2% +US$1.0b | -13.3% | PE20.6x | |
| BAH Booz Allen Hamilton Holding | US$72.53 | 11.2% +US$903.4m | -35.8% | PE11.3x | |
| LDOS Leidos Holdings | US$112.14 | 5.3% +US$711.9m | -31.3% | PE10x | |
| CACI CACI International | US$486.77 | 5.5% +US$556.9m | 1.4% | PE20x | |
| AMTM Amentum Holdings | US$22.55 | 9.0% +US$456.9m | -11.9% | PE37.2x |