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U.S. Professional Services Industry Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies150
  • 7D0.4%
  • 3M-16.1%
  • 1Y-19.2%
  • YTD-14.0%

Over the last 7 days, the Professional Services industry has remained flat, although notably Planet Labs PBC gained 38%. Unfortunately though, the industry is down 19% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026US$381.0bUS$245.3bUS$11.5b19.1x33x1.6x
Wed, 18 Feb 2026US$390.0bUS$245.6bUS$12.5b19.4x31.2x1.6x
Fri, 16 Jan 2026US$477.8bUS$251.7bUS$12.3b24.9x38.8x1.9x
Sun, 14 Dec 2025US$472.7bUS$250.6bUS$13.8b25x34.3x1.9x
Tue, 11 Nov 2025US$462.0bUS$249.6bUS$13.9b24.5x33.2x1.9x
Thu, 09 Oct 2025US$505.1bUS$251.4bUS$14.9b26.2x33.8x2x
Sat, 06 Sep 2025US$510.0bUS$251.5bUS$14.8b26.9x34.5x2x
Mon, 04 Aug 2025US$503.2bUS$252.3bUS$15.2b23.7x33x2x
Wed, 02 Jul 2025US$496.5bUS$245.0bUS$14.9b23.5x33.3x2x
Fri, 30 May 2025US$510.7bUS$244.7bUS$15.0b22.7x34x2.1x
Sun, 27 Apr 2025US$482.4bUS$241.3bUS$15.2b20.7x31.8x2x
Tue, 25 Mar 2025US$484.9bUS$241.8bUS$14.8b21.8x32.8x2x
Thu, 20 Feb 2025US$557.5bUS$244.5bUS$14.8b23x37.7x2.3x
Sat, 18 Jan 2025US$564.4bUS$246.2bUS$14.8b24.8x38.1x2.3x
Mon, 16 Dec 2024US$563.5bUS$242.3bUS$15.3b24.5x36.9x2.3x
Wed, 13 Nov 2024US$602.2bUS$247.7bUS$15.3b27.5x39.4x2.4x
Fri, 11 Oct 2024US$560.0bUS$235.5bUS$12.6b27.2x44.4x2.4x
Sun, 08 Sep 2024US$526.9bUS$234.8bUS$12.7b27.1x41.6x2.2x
Tue, 06 Aug 2024US$521.7bUS$234.4bUS$13.0b26.1x40.1x2.2x
Thu, 04 Jul 2024US$491.7bUS$237.9bUS$12.4b24.9x39.5x2.1x
Sat, 01 Jun 2024US$491.1bUS$238.7bUS$12.5b25.3x39.4x2.1x
Mon, 29 Apr 2024US$497.8bUS$241.3bUS$11.8b26x42.1x2.1x
Wed, 27 Mar 2024US$500.9bUS$232.9bUS$11.4b26.4x43.8x2.2x
Fri, 23 Feb 2024US$504.1bUS$232.6bUS$12.7b27x39.8x2.2x
Sun, 21 Jan 2024US$502.8bUS$237.0bUS$12.8b26x39.2x2.1x
Tue, 19 Dec 2023US$500.8bUS$237.0bUS$12.7b25.5x39.4x2.1x
Thu, 16 Nov 2023US$476.2bUS$236.5bUS$12.3b25.1x38.8x2x
Sat, 14 Oct 2023US$493.6bUS$239.1bUS$9.6b23x51.6x2.1x
Mon, 11 Sep 2023US$492.9bUS$234.3bUS$9.3b22.3x52.9x2.1x
Wed, 09 Aug 2023US$500.7bUS$234.3bUS$9.1b22.7x55x2.1x
Fri, 07 Jul 2023US$452.7bUS$229.7bUS$9.1b21.7x49.6x2x
Sun, 04 Jun 2023US$472.7bUS$231.8bUS$9.5b21.9x49.9x2x
Tue, 02 May 2023US$462.4bUS$228.7bUS$10.7b21.5x43.3x2x
Thu, 30 Mar 2023US$458.5bUS$228.1bUS$10.6b23.5x43.2x2x
Price to Earnings Ratio

43.2x


Total Market Cap: US$458.5bTotal 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 40x202420252026
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 33.0x which is lower than its 3-year average PE of 40.0x.
  • 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 2.8% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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-2.61%
Industrials-2.50%
Professional Services0.43%
Research and Consulting Services1.56%
HR Services-0.25%
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 11.5%, 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 144x.
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 0.4% 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
PL Planet Labs PBCUS$33.8337.5%
+US$3.1b		745.8%PS37.5x
BAH Booz Allen Hamilton HoldingUS$79.955.5%
+US$505.3m		-24.0%PE11.6x
FCN FTI ConsultingUS$174.207.6%
+US$368.5m		8.3%PE19.3x
RHLD Resolute Holdings ManagementUS$160.9629.4%
+US$309.6m		367.2%PS3x
EXLS ExlService HoldingsUS$30.923.5%
+US$162.6m		-33.5%PE19.3x

Latest News

EFX
US$178.02
Equifax
7D
-3.9%
1Y
-27.4%
BZ
US$13.63
Kanzhun
7D
-5.0%
1Y
-31.9%
RHI
US$23.29
Robert Half
7D
6.5%
1Y
-57.6%

RHI: Cost Actions And Limited AI Risk Will Shape Future Performance

Robert Half's updated analyst price target moves lower to $22, reflecting an $11 reset as analysts factor in a higher discount rate, slightly different revenue expectations, reduced profit margin assumptions, and recent Street research that trims targets after cost actions and revised profitability ramps, even as some highlight relatively limited AI disruption risk. Analyst Commentary Recent research paints a mixed picture, with several firms trimming price targets and flagging execution risks, even as others adjust targets higher.
PL
US$33.83
Planet Labs PBC
7D
37.5%
1Y
745.8%
LDOS
US$165.87
Leidos Holdings
7D
-0.9%
1Y
22.2%
BAH
US$79.95
Booz Allen Hamilton Holding
7D
5.5%
1Y
-24.0%
RHLD
US$160.96
Resolute Holdings Management
7D
29.4%
1Y
367.2%
EXLS
US$30.92
ExlService Holdings
7D
3.5%
1Y
-33.5%
PSN
US$50.04
Parsons
7D
-4.9%
1Y
-17.2%
SAIC
US$96.74
Science Applications International
7D
4.0%
1Y
-11.4%
PAYX
US$92.55
Paychex
7D
-0.6%
1Y
-36.1%

AI Adoption And HCM Data Scale Will Reshape This Payroll Leader’s Long-Term Potential

Catalysts About Paychex Paychex provides payroll, HR, benefits and HCM technology solutions to small and midsize businesses across its Paychex Flex, SurePayroll and Paycor platforms. What are the underlying business or industry changes driving this perspective?
ULS
US$82.70
UL Solutions
7D
-2.9%
1Y
53.7%
FCN
US$174.20
FTI Consulting
7D
7.6%
1Y
8.3%

FCN: AI Adoption And Leadership Transition Will Support Measured Future Opportunity

Analysts have reduced their price target on FTI Consulting from $177.50 to $174.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News FTI Consulting highlighted growing adoption of IQ.AI by FTI Technology among large corporate legal departments and law firms, positioning the tool as a generative AI solution used across antitrust, data breach, cross border litigation, and complex investigations globally.
VRSK
US$201.75
Verisk Analytics
7D
-1.5%
1Y
-29.3%

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.
BR
US$174.36
Broadridge Financial Solutions
7D
-2.4%
1Y
-26.1%

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).
PCTY
US$112.52
Paylocity Holding
7D
2.3%
1Y
-42.6%

PCTY: 2026 Software Setup And Buybacks Will Support Upside Potential

Analyst price targets for Paylocity Holding have been reset lower, with a series of cuts ranging from $5 to $75 as analysts factor updated macro assumptions, sector-wide software rerating, and company specific expectations into their models. Analyst Commentary Despite the latest round of lower price targets, some bullish analysts are still highlighting areas where they see potential upside for Paylocity, particularly around execution and the setup for software over the next couple of years.