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U.S. Professional Services Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies147
  • 7D-2.4%
  • 3M-21.0%
  • 1Y-18.7%
  • YTD-16.7%

Over the last 7 days, the Professional Services industry has dropped 2.4%, driven by pullbacks in Verisk Analytics and Automatic Data Processing of 8.5% and 3.9%, respectively. Overall the industry is down 19% in 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026US$375.2bUS$245.7bUS$11.6b18.6x32.5x1.5x
Sun, 08 Mar 2026US$411.0bUS$245.9bUS$11.8b21.3x34.8x1.7x
Tue, 03 Feb 2026US$454.8bUS$263.2bUS$12.5b23.3x36.5x1.7x
Thu, 01 Jan 2026US$471.1bUS$251.6bUS$13.8b24.2x34x1.9x
Sat, 29 Nov 2025US$466.0bUS$251.9bUS$13.9b24.3x33.5x1.9x
Mon, 27 Oct 2025US$490.4bUS$250.3bUS$14.6b27x33.5x2x
Wed, 24 Sep 2025US$509.6bUS$251.1bUS$14.9b26.3x34.1x2x
Fri, 22 Aug 2025US$520.2bUS$253.9bUS$14.7b26.9x35.4x2x
Sun, 20 Jul 2025US$504.9bUS$245.0bUS$14.8b23.7x34.2x2.1x
Tue, 17 Jun 2025US$499.3bUS$244.8bUS$15.0b22.8x33.3x2x
Thu, 15 May 2025US$510.5bUS$244.4bUS$15.0b23.2x34x2.1x
Sat, 12 Apr 2025US$471.3bUS$241.7bUS$14.8b20.8x31.8x2x
Mon, 10 Mar 2025US$504.0bUS$241.7bUS$14.7b21.3x34.3x2.1x
Wed, 05 Feb 2025US$567.5bUS$247.1bUS$15.0b24.5x37.9x2.3x
Fri, 03 Jan 2025US$549.3bUS$246.2bUS$14.9b23.8x36.8x2.2x
Sun, 01 Dec 2024US$582.4bUS$242.2bUS$15.2b25.6x38.4x2.4x
Tue, 29 Oct 2024US$560.7bUS$247.2bUS$13.8b28.1x40.6x2.3x
Thu, 26 Sep 2024US$546.2bUS$234.8bUS$12.7b28.2x43.1x2.3x
Sat, 24 Aug 2024US$533.6bUS$234.8bUS$12.8b27.7x41.6x2.3x
Mon, 22 Jul 2024US$513.8bUS$237.6bUS$12.5b26.6x41.2x2.2x
Wed, 19 Jun 2024US$495.1bUS$238.3bUS$12.5b24.2x39.6x2.1x
Fri, 17 May 2024US$512.6bUS$238.5bUS$12.0b25.9x42.6x2.1x
Sun, 14 Apr 2024US$501.7bUS$236.4bUS$11.7b26.2x42.9x2.1x
Tue, 12 Mar 2024US$502.9bUS$233.2bUS$11.5b26.6x43.8x2.2x
Thu, 08 Feb 2024US$498.0bUS$231.2bUS$12.1b26.9x41.1x2.2x
Sat, 06 Jan 2024US$492.1bUS$237.0bUS$12.7b24.5x38.6x2.1x
Mon, 04 Dec 2023US$493.3bUS$237.0bUS$12.2b24.5x40.4x2.1x
Wed, 01 Nov 2023US$455.6bUS$235.3bUS$8.1b21.2x56.5x1.9x
Fri, 29 Sep 2023US$479.7bUS$234.4bUS$9.4b23x50.8x2x
Sun, 27 Aug 2023US$499.4bUS$234.3bUS$9.2b23.4x54.4x2.1x
Tue, 25 Jul 2023US$474.3bUS$230.1bUS$9.0b21.1x52.6x2.1x
Thu, 22 Jun 2023US$486.0bUS$231.9bUS$9.5b22.5x51.1x2.1x
Sat, 20 May 2023US$461.1bUS$231.6bUS$9.6b20.9x47.8x2x
Mon, 17 Apr 2023US$457.5bUS$228.2bUS$10.6b22.6x43x2x
Price to Earnings Ratio

43x


Total Market Cap: US$457.5bTotal Earnings: US$10.6bTotal Revenue: US$228.2bTotal 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 32.5x 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 2.8% per year over the last three years.
  • Revenues for these companies have grown 2.5% 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 Market3.43%
Industrials5.01%
Professional Services-2.42%
Research and Consulting Services-1.19%
HR Services-4.13%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 35.8x.
    • Analysts are expecting annual earnings growth of 11.8%, 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 143x.
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
TRU TransUnionUS$70.411.6%
+US$210.3m		-3.1%PE29.8x
MMS MaximusUS$65.805.5%
+US$186.6m		-2.5%PE9.7x
PSN ParsonsUS$57.131.4%
+US$86.7m		-9.7%PE25.4x
CNXC ConcentrixUS$28.504.5%
+US$80.0m		-40.2%PS0.2x
BKSY BlackSky TechnologyUS$32.656.0%
+US$68.1m		333.0%PS11.3x

Latest News

PSN
US$57.13
Parsons
7D
1.4%
1Y
-9.7%
BAH
US$79.53
Booz Allen Hamilton Holding
7D
-4.3%
1Y
-26.9%
MMS
US$65.80
Maximus
7D
5.5%
1Y
-2.5%
SPIR
US$17.92
Spire Global
7D
12.6%
1Y
84.9%
PAYX
US$87.86
Paychex
7D
-4.2%
1Y
-39.2%

Paychex: Staying Neutral Because Of Near-Term Growth Concerns

Apr 09
VRSK
US$169.41
Verisk Analytics
7D
-8.5%
1Y
-40.7%

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.
ADP
US$196.02
Automatic Data Processing
7D
-3.9%
1Y
-34.6%
PCTY
US$95.18
Paylocity Holding
7D
-10.3%
1Y
-48.2%
PL
US$34.23
Planet Labs PBC
7D
-4.6%
1Y
918.8%
VRRM
US$14.91
Verra Mobility
7D
2.7%
1Y
-31.4%
BR
US$154.79
Broadridge Financial Solutions
7D
-3.8%
1Y
-32.2%
BKSY
US$32.65
BlackSky Technology
7D
6.0%
1Y
333.0%

BKSY: Rising Defense And Counter Drone Demand Will Drive Long Term Upside

Analysts have raised their price target on BlackSky Technology to $27, citing stronger Q4 execution, resilient international demand, and a supportive 2026 outlook, along with ongoing interest in the company as a secondary play on growing defense and counter drone needs. Analyst Commentary Bullish analysts are pointing to stronger Q4 execution, expanding international demand, and progress on the Gen 3 constellation as key reasons for their more constructive stance on BlackSky Technology.
PAYC
US$114.84
Paycom Software
7D
-7.1%
1Y
-45.4%
TRU
US$70.41
TransUnion
7D
1.6%
1Y
-3.1%
CNXC
US$28.50
Concentrix
7D
4.5%
1Y
-40.2%

CNXC: Higher Margin Outlook And Buybacks Will Support Future Undervalued Entry

The analyst price target for Concentrix has shifted from $62.20 to $48.60. Analysts attribute this change to updated assumptions around slower revenue growth, a higher profit margin profile, and a lower future P/E multiple following recent target cuts from Barrington, Baird, and Canaccord.
RHLD
US$162.31
Resolute Holdings Management
7D
5.1%
1Y
481.3%