Narrative Update • May 28

Over the last 7 days, the Professional Services industry has risen 2.0%, driven by gains from Planet Labs PBC of 21%. Meanwhile, Verra Mobility actually underperformed within the industry, shrinking 69% in the last week. However, the industry is down 22% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
Has the U.S. Professional Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| 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 |
| Mon, 05 Jun 2023 | US$472.7b | US$231.8b | US$9.5b | 21.9x | 49.9x | 2x |
49.9x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 1.83% | |
| Industrials | 2.62% | |
| Professional Services | 2.05% | |
| Research and Consulting Services | 4.72% | |
| HR Services | 0.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PL Planet Labs PBC | US$51.40 | 21.0% +US$3.2b | 1,204.6% | PS59.5x | |
| LDOS Leidos Holdings | US$131.59 | 6.9% +US$1.1b | -10.8% | PE11.7x | |
| PSN Parsons | US$58.83 | 13.5% +US$751.0m | -10.8% | PE27.6x | |
| CACI CACI International | US$522.85 | 6.7% +US$724.2m | 21.8% | PE21.5x | |
| J Jacobs Solutions | US$118.96 | 4.3% +US$581.0m | -5.6% | PE34.3x |