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U.S. Professional Services Industry Analysis

UpdatedMar 14, 2026
DataAggregated Company Financials
Companies150
  • 7D-7.0%
  • 3M-16.8%
  • 1Y-18.4%
  • YTD-14.3%

Over the last 7 days, the Professional Services industry has dropped 6.3%, driven by Automatic Data Processing declining 7.8%. However, the industry is down 17% over the past 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
Sat, 14 Mar 2026US$382.7bUS$246.1bUS$11.7b18.9x32.8x1.6x
Mon, 09 Feb 2026US$424.6bUS$251.0bUS$12.8b21.5x33.1x1.7x
Wed, 07 Jan 2026US$475.3bUS$251.7bUS$13.8b25x34.4x1.9x
Fri, 05 Dec 2025US$467.0bUS$251.9bUS$13.9b24.9x33.6x1.9x
Sun, 02 Nov 2025US$466.0bUS$248.3bUS$14.9b25.4x31.2x1.9x
Tue, 30 Sep 2025US$503.3bUS$251.2bUS$15.0b26.2x33.6x2x
Thu, 28 Aug 2025US$517.0bUS$251.5bUS$14.7b26.6x35.1x2.1x
Sat, 26 Jul 2025US$511.7bUS$245.4bUS$14.7b24.2x34.9x2.1x
Mon, 23 Jun 2025US$491.9bUS$244.8bUS$15.0b22.5x32.8x2x
Wed, 21 May 2025US$524.2bUS$244.5bUS$15.0b23.1x35x2.1x
Fri, 18 Apr 2025US$472.8bUS$240.7bUS$15.0b20.2x31.5x2x
Sun, 16 Mar 2025US$482.3bUS$241.7bUS$14.7b21.2x32.8x2x
Tue, 11 Feb 2025US$563.4bUS$249.2bUS$14.9b24x37.8x2.3x
Thu, 09 Jan 2025US$544.8bUS$246.0bUS$14.8b24x36.7x2.2x
Sat, 07 Dec 2024US$574.1bUS$242.3bUS$15.3b24.9x37.6x2.4x
Mon, 04 Nov 2024US$567.2bUS$247.8bUS$14.9b27x38.1x2.3x
Wed, 02 Oct 2024US$545.6bUS$235.6bUS$12.6b28.4x43.2x2.3x
Fri, 30 Aug 2024US$540.1bUS$234.8bUS$12.8b27.8x42.1x2.3x
Sun, 28 Jul 2024US$518.8bUS$233.1bUS$12.7b27.6x40.9x2.2x
Tue, 25 Jun 2024US$500.2bUS$237.8bUS$12.4b24.7x40.3x2.1x
Thu, 23 May 2024US$512.0bUS$238.4bUS$12.3b25.9x41.8x2.1x
Sat, 20 Apr 2024US$482.7bUS$236.1bUS$11.5b25.9x42.1x2x
Mon, 18 Mar 2024US$495.5bUS$233.1bUS$11.5b26.3x43.2x2.1x
Wed, 14 Feb 2024US$495.5bUS$232.1bUS$12.4b26.7x39.9x2.1x
Fri, 12 Jan 2024US$498.7bUS$237.0bUS$12.7b25.5x39.2x2.1x
Sun, 10 Dec 2023US$488.2bUS$237.0bUS$12.7b25.7x38.4x2.1x
Tue, 07 Nov 2023US$457.0bUS$236.4bUS$7.7b22.6x59.1x1.9x
Thu, 05 Oct 2023US$480.2bUS$239.1bUS$9.6b22.7x50.1x2x
Sat, 02 Sep 2023US$506.8bUS$234.3bUS$9.2b23.7x55.2x2.2x
Mon, 31 Jul 2023US$477.1bUS$230.6bUS$8.5b21.6x56.4x2.1x
Wed, 28 Jun 2023US$484.3bUS$231.9bUS$9.5b21.9x51x2.1x
Fri, 26 May 2023US$459.2bUS$231.6bUS$9.6b20.9x47.7x2x
Sun, 23 Apr 2023US$458.8bUS$227.7bUS$10.5b22.4x43.7x2x
Tue, 21 Mar 2023US$449.5bUS$228.4bUS$10.7b22.7x42.1x2x
Price to Earnings Ratio

42.1x


Total Market Cap: US$449.5bTotal Earnings: US$10.7bTotal Revenue: US$228.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 40.2x202420252026
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 40.2x.
  • 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 3.0% 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 Market-1.64%
Industrials-2.94%
Professional Services-6.97%
Research and Consulting Services-5.92%
HR Services-7.90%
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$83.222.7%
+US$432.2m		59.3%PE51.5x
SPIR Spire GlobalUS$10.8713.8%
+US$43.7m		26.8%PE12.8x
EGG EnigmatigUS$6.0023.7%
+US$32.2m		n/aPE300.2x
TTEC TTEC HoldingsUS$3.0010.3%
+US$13.6m		-12.5%PS0.07x
FOFO Hang Feng Technology InnovationUS$4.5231.3%
+US$7.4m		n/aPE18.3x

Latest News

PSN
US$54.95
Parsons
7D
-15.7%
1Y
-5.6%
BGSF
US$6.40
BGSF
7D
3.4%
1Y
85.0%
ULS
US$83.22
UL Solutions
7D
2.7%
1Y
59.3%
PAYX
US$92.61
Paychex
7D
-8.2%
1Y
-36.3%

PAYX: AI Automation And Buybacks Will Offset Defensive Competitive Concerns Over Time

Analysts have reduced their Paychex price target by about $2 to reflect slightly lower fair value estimates, higher required returns, and modestly softer assumptions for revenue growth, profit margins, and future P/E following recent bearish initiations and cautious commentary. Analyst Commentary Recent Street research has leaned cautious on Paychex, with new coverage framing recent moves, including the Paycor stake, as largely defensive rather than a clear growth accelerator.
SPIR
US$10.87
Spire Global
7D
13.8%
1Y
26.8%

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$201.22
Verisk Analytics
7D
-6.3%
1Y
-30.3%

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.
TRU
US$69.95
TransUnion
7D
-9.6%
1Y
-15.1%

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$178.32
Broadridge Financial Solutions
7D
-9.4%
1Y
-21.7%

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).
ADP
US$208.52
Automatic Data Processing
7D
-7.8%
1Y
-28.5%

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$184.28
Equifax
7D
-11.3%
1Y
-21.9%

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.
J
US$128.06
Jacobs Solutions
7D
-6.4%
1Y
4.9%

J: Large Defense And Infrastructure Wins Will Support Future Upside Potential

Analysts have kept their $157.53 price target for Jacobs Solutions steady, citing largely unchanged assumptions around revenue growth, profit margins, and P/E expectations, even as they slightly adjusted their discount rate inputs. What's in the News Selected by Natural England and Defra to coordinate and deliver fieldwork for the England Ecosystem Survey, a large scale Natural Capital and Ecosystem Assessment project running through the first half of 2027, covering soil, vegetation and landscape data across England (Client Announcements).
FOFO
US$4.52
Hang Feng Technology Innovation
7D
31.3%
1Y
n/a
TTEC
US$3.00
TTEC Holdings
7D
10.3%
1Y
-12.5%
AERT
US$0.41
Aeries Technology
7D
40.5%
1Y
-26.9%
DLHC
US$5.99
DLH Holdings
7D
2.4%
1Y
29.1%
EGG
US$6.00
Enigmatig
7D
23.7%
1Y
n/a