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U.S. Professional Services Industry Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies152
  • 7D-0.3%
  • 3M-4.0%
  • 1Y-22.9%
  • YTD-12.5%

Last week, the Professional Services industry hasn't moved much but Automatic Data Processing is up 4.6% in that time. Unfortunately though, the industry is down 22% 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
Sun, 07 Jun 2026US$384.9bUS$247.6bUS$12.1b19.7x31.8x1.6x
Tue, 05 May 2026US$380.0bUS$247.5bUS$12.1b19.5x31.5x1.5x
Thu, 02 Apr 2026US$371.6bUS$245.7bUS$11.5b19x32.3x1.5x
Sat, 28 Feb 2026US$404.1bUS$245.9bUS$11.8b20.2x34.2x1.6x
Mon, 26 Jan 2026US$474.5bUS$262.7bUS$12.4b24.4x38.3x1.8x
Wed, 24 Dec 2025US$473.7bUS$251.6bUS$13.8b24.3x34.2x1.9x
Fri, 21 Nov 2025US$455.8bUS$249.9bUS$14.0b23.7x32.5x1.8x
Sun, 19 Oct 2025US$482.9bUS$250.2bUS$14.8b25.6x32.7x1.9x
Tue, 16 Sep 2025US$510.7bUS$251.1bUS$14.9b26.4x34.2x2x
Thu, 14 Aug 2025US$508.6bUS$253.9bUS$14.6b26.6x34.8x2x
Sat, 12 Jul 2025US$510.4bUS$245.0bUS$14.9b25x34.3x2.1x
Mon, 09 Jun 2025US$516.8bUS$244.8bUS$15.0b21.7x34.4x2.1x
Wed, 07 May 2025US$492.7bUS$241.1bUS$15.2b21.2x32.3x2x
Fri, 04 Apr 2025US$504.5bUS$241.7bUS$14.8b20.6x34.1x2.1x
Sun, 02 Mar 2025US$506.7bUS$241.7bUS$14.7b21.5x34.4x2.1x
Tue, 28 Jan 2025US$564.8bUS$246.5bUS$14.8b24.7x38x2.3x
Thu, 26 Dec 2024US$553.1bUS$245.1bUS$15.0b23.8x37x2.3x
Sat, 23 Nov 2024US$572.6bUS$242.2bUS$15.2b25.5x37.7x2.4x
Mon, 21 Oct 2024US$567.6bUS$241.2bUS$12.8b28.6x44.2x2.4x
Wed, 18 Sep 2024US$543.8bUS$234.8bUS$12.7b28.1x42.9x2.3x
Fri, 16 Aug 2024US$520.1bUS$234.8bUS$12.9b26.8x40.5x2.2x
Sun, 14 Jul 2024US$503.3bUS$237.9bUS$12.5b25.7x40.4x2.1x
Tue, 11 Jun 2024US$494.4bUS$238.6bUS$12.5b25.2x39.7x2.1x
Thu, 09 May 2024US$507.9bUS$238.6bUS$11.9b26.3x42.7x2.1x
Sat, 06 Apr 2024US$495.8bUS$233.7bUS$11.4b26.5x43.4x2.1x
Mon, 04 Mar 2024US$509.4bUS$232.9bUS$11.4b27x44.6x2.2x
Wed, 31 Jan 2024US$512.2bUS$237.2bUS$12.8b26.6x40x2.2x
Fri, 29 Dec 2023US$503.6bUS$237.0bUS$12.7b26.3x39.5x2.1x
Sun, 26 Nov 2023US$481.1bUS$237.0bUS$12.2b24.3x39.4x2x
Tue, 24 Oct 2023US$477.6bUS$239.1bUS$9.5b21.1x50.3x2x
Thu, 21 Sep 2023US$482.5bUS$230.9bUS$9.7b22.6x49.9x2.1x
Sat, 19 Aug 2023US$491.7bUS$234.3bUS$9.2b22.8x53.6x2.1x
Mon, 17 Jul 2023US$471.2bUS$230.3bUS$9.1b20.8x51.5x2x
Wed, 14 Jun 2023US$487.3bUS$231.9bUS$9.5b22.4x51.3x2.1x
Price to Earnings Ratio

51.3x


Total Market Cap: US$487.3bTotal Earnings: US$9.5bTotal Revenue: US$231.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39.1x202420252026
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 32.1x which is lower than its 3-year average PE of 39.1x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 8.4% 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 Market-2.79%
Industrials-0.76%
Professional Services-0.27%
HR Services3.50%
Research and Consulting Services-3.82%
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 133x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 7.6% 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
ADP Automatic Data ProcessingUS$231.954.6%
+US$4.0b		-29.0%PE21.3x
PAYX PaychexUS$100.533.7%
+US$1.3b		-37.1%PE22x
VRSK Verisk AnalyticsUS$181.733.9%
+US$883.1m		-43.1%PE26.2x
EFX EquifaxUS$172.133.8%
+US$754.9m		-35.8%PE29.3x
SSNC SS&C Technologies HoldingsUS$69.913.5%
+US$575.6m		-13.3%PE20.8x

Latest News

BR
US$151.34
Broadridge Financial Solutions
7D
-1.5%
1Y
-38.3%
PL
US$32.22
Planet Labs PBC
7D
-37.0%
1Y
451.7%
PAYX
US$100.53
Paychex
7D
3.7%
1Y
-37.1%
Seeking Alpha • Jun 05

Paychex Is Getting More Difficult To Resist

Summary Paychex, Inc. continues to deliver robust revenue and adjusted profit growth, driven by the Paycor HCM acquisition and organic client expansion. Despite strong fundamentals, PAYX remains relatively expensive versus peers, with a 'hold' rating maintained pending a further 10% price drop or improved fundamentals. Management guides for 16.5%-18.5% revenue growth this year, with the adjusted net profit midpoint at $1.99 billion and EBITDA projected at $3.01 billion. PAYX's technology and advisory focus, resilient margins, and acquisition-driven scale position it defensively, though macroeconomic headwinds remain a concern. Read the full article on Seeking Alpha
SAIC
US$114.35
Science Applications International
7D
9.7%
1Y
8.6%
Narrative Update • Jun 05

SAIC: Future Cash Flows Will Reflect Federal Contract Mix And Margin Risks

The analyst price target for Science Applications International has been raised from $109.78 to $117.80, as analysts respond to recent Q1 earnings beats, higher Street targets in the $110 to $137 range, and views that updated earnings guidance appears achievable despite flagged risks in certain contracts and segment margins. Analyst Commentary Recent Street research on Science Applications International reflects a mix of optimism on execution and earnings, alongside caution around contract concentration and margin sustainability.
J
US$122.55
Jacobs Solutions
7D
2.2%
1Y
-4.0%
Narrative Update • Jun 05

J: Critical Infrastructure And Energy Transition Wins Will Drive Future Upside Potential

Analysts have maintained their $158.27 price target for Jacobs Solutions, citing only slight adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall valuation view. What's in the News Jacobs secured multiple Scottish & Southern Electricity Networks Transmission frameworks in the north of Scotland, with combined potential value above US$1b, focused on operational technology cybersecurity, digital services and substation design to support U.K. grid resilience and renewable integration.
SPIR
US$17.16
Spire Global
7D
-24.9%
1Y
50.0%
ADP
US$231.95
Automatic Data Processing
7D
4.6%
1Y
-29.0%
LDOS
US$124.43
Leidos Holdings
7D
-2.6%
1Y
-16.0%
ALIT
US$0.73
Alight
7D
-23.0%
1Y
-86.7%
TRU
US$70.66
TransUnion
7D
-1.3%
1Y
-18.0%
SSNC
US$69.91
SS&C Technologies Holdings
7D
3.5%
1Y
-13.3%
Narrative Update • Jun 04

SSNC: AI Automation And Capital Returns Will Support Future Earnings Power

Analyst price targets for SS&C Technologies Holdings have shifted modestly, with a small net reduction of a few dollars as analysts balance recent target cuts from several firms against a smaller upward revision and differing views on the stock's risk and reward profile. Analyst Commentary Recent research updates on SS&C Technologies Holdings show a mix of cautious and constructive views, with several firms trimming price targets and one raising its target and highlighting recent share price weakness as a possible entry point.
VRSK
US$181.73
Verisk Analytics
7D
3.9%
1Y
-43.1%
CACI
US$531.41
CACI International
7D
3.5%
1Y
19.3%
Narrative Update • Jun 02

CACI: ARKA Integration And Defense Contracts Will Support Future Earnings

Analysts held CACI International's fair value estimate steady at $800 while modestly adjusting discount rate, revenue growth, profit margin, and future P/E inputs. This reflects a more mixed set of recent price target changes around $550 to $690 and generally Neutral views on the stock.
EFX
US$172.13
Equifax
7D
3.8%
1Y
-35.8%
Narrative Update • Jun 02

EFX: Global Identity Partnerships And Marketing Reset Will Support Long Term Earnings Power

Analysts have trimmed their average price target on Equifax to about $224 from roughly $229, reflecting modest tweaks to revenue growth, profit margin, discount rate and future P/E assumptions after recent sector wide target resets and fresh coverage. Analyst Commentary Recent research on Equifax shows a mix of cautious recalibration and continued confidence in the company, with most price target moves coming as part of broader sector updates after first quarter results.
BKSY
US$34.76
BlackSky Technology
7D
-28.3%
1Y
169.5%
Narrative Update • May 26

BKSY: Overvaluation Risk Will Persist As Domestic Volume Recovery Remains Uncertain

Analysts have lifted their price target on BlackSky Technology from $27.63 to $40.50, citing updated assumptions around faster revenue growth, a lower discount rate, and a higher future P/E multiple, despite more conservative profit margin expectations. Analyst Commentary Recent research has focused on how BlackSky Technology is executing against its growth plans, how that ties into valuation assumptions, and where the risk and opportunity might sit for you as an investor.
ULS
US$96.81
UL Solutions
7D
-2.7%
1Y
36.0%