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U.S. Professional Services Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies150
  • 7D-6.3%
  • 3M-17.0%
  • 1Y-17.5%
  • YTD-14.4%

Over the last 7 days, the Professional Services industry has dropped 6.3%, driven by Automatic Data Processing declining 6.8%. The industry has fallen 17% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026US$390.3bUS$246.1bUS$11.7b19.5x33.5x1.6x
Sun, 08 Feb 2026US$424.6bUS$251.0bUS$12.8b21.5x33.1x1.7x
Tue, 06 Jan 2026US$475.3bUS$251.7bUS$13.8b24.8x34.4x1.9x
Thu, 04 Dec 2025US$467.0bUS$251.9bUS$13.9b24.8x33.6x1.9x
Sat, 01 Nov 2025US$465.2bUS$248.4bUS$15.0b25.4x31.1x1.9x
Mon, 29 Sep 2025US$503.2bUS$251.2bUS$15.0b26.1x33.6x2x
Wed, 27 Aug 2025US$517.2bUS$251.5bUS$14.7b26.3x35.1x2.1x
Fri, 25 Jul 2025US$509.0bUS$245.3bUS$14.8b24.2x34.5x2.1x
Sun, 22 Jun 2025US$494.9bUS$244.8bUS$15.0b22.5x33x2x
Tue, 20 May 2025US$521.6bUS$244.5bUS$15.0b23.6x34.9x2.1x
Thu, 17 Apr 2025US$478.4bUS$241.0bUS$15.0b20.2x31.8x2x
Sat, 15 Mar 2025US$475.9bUS$241.7bUS$14.7b21.2x32.3x2x
Mon, 10 Feb 2025US$563.4bUS$249.1bUS$14.9b23.9x37.7x2.3x
Wed, 08 Jan 2025US$546.6bUS$246.0bUS$14.8b24.1x36.8x2.2x
Fri, 06 Dec 2024US$579.9bUS$242.3bUS$15.3b25.2x38x2.4x
Sun, 03 Nov 2024US$567.2bUS$247.8bUS$14.9b27x38.1x2.3x
Tue, 01 Oct 2024US$542.8bUS$235.5bUS$12.6b28.6x43x2.3x
Thu, 29 Aug 2024US$541.7bUS$234.8bUS$12.8b27.6x42.2x2.3x
Sat, 27 Jul 2024US$519.8bUS$237.8bUS$13.0b27.5x40x2.2x
Mon, 24 Jun 2024US$500.2bUS$237.8bUS$12.4b24.8x40.3x2.1x
Wed, 22 May 2024US$514.3bUS$238.4bUS$12.3b25.9x41.9x2.2x
Fri, 19 Apr 2024US$482.7bUS$236.1bUS$11.5b25.9x42.1x2x
Sun, 17 Mar 2024US$496.5bUS$233.1bUS$11.5b26.3x43.3x2.1x
Tue, 13 Feb 2024US$503.5bUS$231.7bUS$12.4b27.1x40.6x2.2x
Thu, 11 Jan 2024US$497.9bUS$237.0bUS$12.7b25.2x39.1x2.1x
Sat, 09 Dec 2023US$489.8bUS$237.0bUS$12.7b25.7x38.6x2.1x
Mon, 06 Nov 2023US$457.0bUS$236.4bUS$7.7b22.5x59.1x1.9x
Wed, 04 Oct 2023US$480.2bUS$239.1bUS$9.6b22.3x50.1x2x
Fri, 01 Sep 2023US$505.1bUS$234.3bUS$9.2b23.9x55x2.2x
Sun, 30 Jul 2023US$476.8bUS$230.6bUS$8.5b21.6x56.4x2.1x
Tue, 27 Jun 2023US$479.8bUS$231.8bUS$9.5b22x50.4x2.1x
Thu, 25 May 2023US$459.2bUS$231.6bUS$9.6b20.9x47.7x2x
Sat, 22 Apr 2023US$458.8bUS$227.7bUS$10.5b22.4x43.7x2x
Mon, 20 Mar 2023US$444.9bUS$228.1bUS$10.6b22.6x42x2x
Price to Earnings Ratio

42x


Total Market Cap: US$444.9bTotal Earnings: US$10.6bTotal Revenue: US$228.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 40.3x202420252026
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 33.5x which is lower than its 3-year average PE of 40.3x.
  • The 3-year average PS ratio of 2.1x 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 3.3% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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-2.29%
Industrials-4.06%
Professional Services-6.26%
Research and Consulting Services-5.46%
HR Services-6.94%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 35.7x.
    • Analysts are expecting annual earnings growth of 11.4%, which is higher than its past year's earnings decline of 2.2% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 145x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 17% 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 11% 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
ULS UL SolutionsUS$83.732.7%
+US$444.3m		65.5%PE51.8x
PL Planet Labs PBCUS$24.971.5%
+US$129.6m		529.0%PS30.2x
SPIR Spire GlobalUS$10.8310.7%
+US$34.8m		22.1%PE12.7x
FOFO Hang Feng Technology InnovationUS$4.8044.6%
+US$10.2m		n/aPE19.5x
ANDG Andersen GroupUS$24.533.1%
+US$9.4m		n/aPE5.5x

Latest News

BGSF
US$6.30
BGSF
7D
5.2%
1Y
78.0%
ULS
US$83.73
UL Solutions
7D
2.7%
1Y
65.5%
SPIR
US$10.83
Spire Global
7D
10.7%
1Y
22.1%

SPIR: Higher Future P/E Expectations Will Support Continued Bullish Thesis

Analysts have raised their price target on Spire Global by $5 to reflect updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of updated assumptions that support a stronger long term revenue trajectory, which they see as better aligned with the company’s market opportunity.
VRSK
US$198.04
Verisk Analytics
7D
-6.2%
1Y
-31.6%

VRSK: Proprietary Insurance Data And AI Partnerships Will Drive Future Reassessment

The analyst price target for Verisk Analytics has been raised from $221.12 to $230.06, with analysts pointing to reaffirmed medium term targets, resilient proprietary data assets in a regulated insurance market, and the ongoing debate around AI disruption as key drivers behind the updated view. Analyst Commentary Recent research paints a mixed picture around Verisk Analytics, with targets moving both higher and lower as analysts weigh resilient fundamentals against execution risks and questions around AI disruption.
TRU
US$69.58
TransUnion
7D
-11.3%
1Y
-13.5%

TRU: AI Credit Analytics And Rental Data Will Support Stronger Returns

Analysts have trimmed their price target for TransUnion from $94.75 to $94.60, reflecting slightly higher discount rate assumptions, modestly revised revenue growth expectations of about 8.58%, and a small adjustment to projected profit margins and future P/E levels. What's in the News TransUnion introduced a 99 cent price point per mortgage origination score for VantageScore 4.0, positioning the product as a lower cost option for lenders and aligning with Federal Housing Finance Agency efforts to support score competition and homebuyer affordability.
BR
US$177.39
Broadridge Financial Solutions
7D
-7.1%
1Y
-21.4%

BR: Digital Asset Connectivity And Voting Technology Will Drive Future Upside Potential

Analysts have kept their fair value estimate for Broadridge Financial Solutions steady at about $245.88 per share, with only slight adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E refining rather than changing their overall view. What's in the News Broadridge is integrating Crypto.com with its NYFIX order routing network globally, supporting NYFIX's first cryptocurrency connection in Asia and allowing crypto orders to use the same FIX-based infrastructure as traditional markets (Key Developments).
PAYX
US$91.67
Paychex
7D
-6.8%
1Y
-36.1%
ADP
US$207.45
Automatic Data Processing
7D
-6.8%
1Y
-28.6%

ADP: Dividend Strength And AI HR Execution Will Support Premium P/E

Analysts have trimmed their average price target on Automatic Data Processing by about $5 to $272. This reflects slightly softer revenue growth assumptions, a modestly higher discount rate, and only a small adjustment to long term P/E expectations, despite relatively steady margin forecasts.
EFX
US$182.46
Equifax
7D
-11.8%
1Y
-22.9%

EFX: AI Credit Tools And Buy Rating Will Shape Future Upside

Analysts have trimmed their average price target for Equifax by about $1 to $237.60, reflecting slightly higher discount rate assumptions, even as they factor in modestly stronger revenue growth, somewhat lower profit margins, and a higher future P/E after a recent wave of target reductions, alongside a fresh $250 Buy-level target from BofA. Analyst Commentary Recent Street research around Equifax reflects a mix of optimism on the long term earnings profile and caution around execution risks and valuation, especially after a cluster of price target cuts.
SSNC
US$71.52
SS&C Technologies Holdings
7D
-5.2%
1Y
-10.6%

SSNC: Client Wins And Buybacks Will Support Higher Future Cash Flows

Analysts have adjusted their price target on SS&C Technologies Holdings by $6, reflecting updated views on discount rates, profit expectations, and future P/E assumptions informed by recent research commentary. Analyst Commentary Recent research on SS&C Technologies Holdings points to a mixed but focused view on valuation, execution, and growth, with one firm reducing its price target by $6 and another raising it by $4.
FOFO
US$4.80
Hang Feng Technology Innovation
7D
44.6%
1Y
n/a
ANDG
US$24.53
Andersen Group
7D
3.1%
1Y
n/a
PSN
US$56.81
Parsons
7D
-13.2%
1Y
0.3%

PSN: Long Term Federal Contracts Will Support Future Upside

Analysts have maintained their $80.82 price target for Parsons, reflecting only very small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions rather than a change in their overall view of the shares. What's in the News Issued fiscal 2026 revenue guidance in a range of $6.5b to $6.8b, giving investors a clearer view of expected top line for that year (Corporate guidance).
PL
US$24.97
Planet Labs PBC
7D
1.5%
1Y
529.0%

PL: Satellite Services Contracts Will Drive Risky Premium Earnings Multiple

Analysts have lifted their fair value estimate for Planet Labs PBC from $4.50 to $16.40, citing updated assumptions that now reflect higher modeled revenue growth of 27.16%, a profit margin of 7.50%, a slightly higher discount rate of 7.25%, and a P/E multiple of 162.53x compared with prior inputs. What's in the News Multi year low 9 figure agreement with the Swedish Armed Forces for satellites and space based data solutions, including sovereign ownership of a Planet satellite suite and access to high resolution imagery and intelligence tools (Client announcement).
EGG
US$5.35
Enigmatig
7D
6.6%
1Y
n/a
YOUL
US$1.06
Youlife Group
7D
5.0%
1Y
n/a