Narrative Update • Jun 29

In the last week, the Professional Services industry is up 2.3%, with UL Solutions up 14%. In the same time, SS&C Technologies Holdings was down 6.2%. In contrast, the industry has lost 26% in the last 12 months. Earnings are forecast to grow by 15% annually.
Has the U.S. Professional Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | US$362.5b | US$247.9b | US$12.3b | 19.2x | 29.6x | 1.5x |
| Fri, 29 May 2026 | US$377.4b | US$247.5b | US$12.2b | 19.6x | 31x | 1.5x |
| Sun, 26 Apr 2026 | US$369.0b | US$246.7b | US$11.6b | 18.9x | 31.8x | 1.5x |
| Tue, 24 Mar 2026 | US$381.4b | US$245.3b | US$11.5b | 19x | 33.1x | 1.6x |
| Thu, 19 Feb 2026 | US$387.2b | US$245.6b | US$12.5b | 19.9x | 31x | 1.6x |
| Sat, 17 Jan 2026 | US$480.5b | US$251.7b | US$12.3b | 24.6x | 39x | 1.9x |
| Mon, 15 Dec 2025 | US$472.8b | US$250.6b | US$13.8b | 25x | 34.3x | 1.9x |
| Wed, 12 Nov 2025 | US$463.8b | US$249.7b | US$13.9b | 24.7x | 33.3x | 1.9x |
| Fri, 10 Oct 2025 | US$506.0b | US$251.4b | US$14.9b | 25.2x | 33.9x | 2x |
| Sun, 07 Sep 2025 | US$510.0b | US$251.5b | US$14.8b | 26.9x | 34.5x | 2x |
| Tue, 05 Aug 2025 | US$503.2b | US$252.3b | US$15.2b | 23.7x | 33x | 2x |
| Thu, 03 Jul 2025 | US$508.0b | US$245.0b | US$14.9b | 23.8x | 34.1x | 2.1x |
| Sat, 31 May 2025 | US$509.6b | US$244.7b | US$15.0b | 22.4x | 33.9x | 2.1x |
| Mon, 28 Apr 2025 | US$482.4b | US$241.3b | US$15.2b | 20.7x | 31.8x | 2x |
| Wed, 26 Mar 2025 | US$491.8b | US$241.8b | US$14.8b | 20.9x | 33.3x | 2x |
| Fri, 21 Feb 2025 | US$558.6b | US$243.7b | US$15.8b | 22.9x | 35.3x | 2.3x |
| Sun, 19 Jan 2025 | US$563.7b | US$246.2b | US$14.8b | 24.8x | 38.1x | 2.3x |
| Tue, 17 Dec 2024 | US$563.4b | US$242.3b | US$15.3b | 24.5x | 36.9x | 2.3x |
| Thu, 14 Nov 2024 | US$599.8b | US$247.7b | US$15.3b | 26.9x | 39.2x | 2.4x |
| Sat, 12 Oct 2024 | US$555.6b | US$241.2b | US$12.9b | 27.8x | 43.1x | 2.3x |
| Mon, 09 Sep 2024 | US$527.9b | US$234.8b | US$12.7b | 27.1x | 41.6x | 2.2x |
| Wed, 07 Aug 2024 | US$509.8b | US$234.3b | US$12.9b | 26.1x | 39.5x | 2.2x |
| Fri, 05 Jul 2024 | US$491.7b | US$237.9b | US$12.5b | 24.9x | 39.3x | 2.1x |
| Sun, 02 Jun 2024 | US$494.7b | US$238.7b | US$12.5b | 25.3x | 39.7x | 2.1x |
| Tue, 30 Apr 2024 | US$497.8b | US$241.3b | US$11.8b | 26.2x | 42.1x | 2.1x |
| Thu, 28 Mar 2024 | US$507.3b | US$233.7b | US$11.4b | 26.8x | 44.5x | 2.2x |
| Sat, 24 Feb 2024 | US$513.3b | US$232.8b | US$12.7b | 27.5x | 40.4x | 2.2x |
| Mon, 22 Jan 2024 | US$504.8b | US$237.0b | US$12.8b | 26x | 39.4x | 2.1x |
| Wed, 20 Dec 2023 | US$504.3b | US$237.0b | US$12.7b | 26.1x | 39.7x | 2.1x |
| Fri, 17 Nov 2023 | US$474.9b | US$236.6b | US$12.3b | 25.2x | 38.7x | 2x |
| Sun, 15 Oct 2023 | US$493.6b | US$239.1b | US$9.6b | 23x | 51.6x | 2.1x |
| Tue, 12 Sep 2023 | US$493.6b | US$234.3b | US$9.3b | 23x | 52.9x | 2.1x |
| Thu, 10 Aug 2023 | US$501.0b | US$234.3b | US$9.1b | 23x | 55x | 2.1x |
| Sat, 08 Jul 2023 | US$452.8b | US$229.7b | US$9.1b | 21.4x | 49.6x | 2x |
49.6x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 1.92% | |
| Industrials | 2.63% | |
| Professional Services | 2.26% | |
| Research and Consulting Services | 4.38% | |
| HR Services | 1.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ULS UL Solutions | US$101.86 | 13.6% +US$2.5b | 46.1% | PE58.7x | |
| PL Planet Labs PBC | US$33.13 | 16.1% +US$1.6b | 437.8% | PS35.2x | |
| ADP Automatic Data Processing | US$223.95 | 1.6% +US$1.4b | -27.8% | PE20.6x | |
| TRU TransUnion | US$72.14 | 9.4% +US$1.2b | -19.8% | PE19.7x | |
| EFX Equifax | US$158.72 | 4.1% +US$737.1m | -39.9% | PE27x |