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U.S. Professional Services Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies149
  • 7D1.2%
  • 3M-11.3%
  • 1Y-19.3%
  • YTD-11.9%

In the last week, the Professional Services industry is up 1.2%, with UL Solutions up 14%. In contrast, the industry has lost 19% in the last 12 months. 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, 21 Feb 2026US$397.0bUS$245.7bUS$11.5b19.6x34.5x1.6x
Mon, 19 Jan 2026US$480.4bUS$251.7bUS$12.3b24.6x39x1.9x
Wed, 17 Dec 2025US$469.7bUS$251.4bUS$13.9b24.6x33.9x1.9x
Fri, 14 Nov 2025US$462.7bUS$249.9bUS$14.0b24x33.1x1.9x
Sun, 12 Oct 2025US$489.4bUS$251.4bUS$14.9b25.4x32.8x1.9x
Tue, 09 Sep 2025US$509.0bUS$251.5bUS$14.8b26.8x34.4x2x
Thu, 07 Aug 2025US$507.3bUS$253.1bUS$14.3b25.4x35.5x2x
Sat, 05 Jul 2025US$510.3bUS$245.0bUS$14.9b25.7x34.3x2.1x
Mon, 02 Jun 2025US$511.5bUS$244.7bUS$15.0b22.4x34x2.1x
Wed, 30 Apr 2025US$483.5bUS$241.3bUS$15.1b20.7x31.9x2x
Fri, 28 Mar 2025US$494.8bUS$241.9bUS$14.8b21.3x33.4x2x
Sun, 23 Feb 2025US$545.6bUS$243.7bUS$15.8b22.5x34.5x2.2x
Tue, 21 Jan 2025US$563.7bUS$246.2bUS$14.8b24.8x38.1x2.3x
Thu, 19 Dec 2024US$561.1bUS$245.0bUS$14.9b24.1x37.5x2.3x
Sat, 16 Nov 2024US$574.9bUS$247.7bUS$15.2b24.5x37.8x2.3x
Mon, 14 Oct 2024US$560.3bUS$241.2bUS$12.9b27.8x43.5x2.3x
Wed, 11 Sep 2024US$534.5bUS$234.8bUS$12.7b27.2x42.1x2.3x
Fri, 09 Aug 2024US$506.1bUS$234.9bUS$13.1b26.5x38.6x2.2x
Sun, 07 Jul 2024US$489.9bUS$237.9bUS$12.5b24.4x39.3x2.1x
Tue, 04 Jun 2024US$494.6bUS$238.7bUS$12.5b25.4x39.7x2.1x
Thu, 02 May 2024US$500.3bUS$242.5bUS$12.1b25.6x41.5x2.1x
Sat, 30 Mar 2024US$511.0bUS$233.7bUS$11.4b27.1x44.8x2.2x
Mon, 26 Feb 2024US$513.4bUS$232.8bUS$12.7b27.5x40.4x2.2x
Wed, 24 Jan 2024US$510.8bUS$237.0bUS$12.9b26.7x39.7x2.2x
Fri, 22 Dec 2023US$498.4bUS$237.0bUS$12.7b25.8x39.1x2.1x
Sun, 19 Nov 2023US$474.7bUS$236.6bUS$12.3b25.1x38.7x2x
Tue, 17 Oct 2023US$497.9bUS$239.1bUS$9.7b23.1x51.2x2.1x
Thu, 14 Sep 2023US$488.2bUS$230.9bUS$9.7b23.1x50.6x2.1x
Sat, 12 Aug 2023US$503.9bUS$234.2bUS$9.2b23.2x54.9x2.2x
Mon, 10 Jul 2023US$452.9bUS$229.7bUS$9.1b21.4x49.6x2x
Wed, 07 Jun 2023US$477.9bUS$231.9bUS$9.5b21.8x50.3x2.1x
Fri, 05 May 2023US$452.7bUS$231.1bUS$9.8b21.6x46.4x2x
Sun, 02 Apr 2023US$464.2bUS$228.3bUS$10.6b23.3x43.6x2x
Tue, 28 Feb 2023US$256.3bUS$163.7bUS$2.9b20.4x88.9x1.6x
Price to Earnings Ratio

88.9x


Total Market Cap: US$256.3bTotal Earnings: US$2.9bTotal Revenue: US$163.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 41.2x202420252026
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 34.5x which is lower than its 3-year average PE of 41.2x.
  • 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 59% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market0.99%
Industrials1.63%
Professional Services1.18%
Research and Consulting Services2.84%
HR Services-0.69%
Industry PE
  • Investors are most optimistic about the HR Services industry which is trading above its 3-year average PE ratio of 35.5x.
    • Analysts are expecting annual earnings growth of 11.5%, which is higher than its past year's earnings decline of 0.5% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 147x.
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 growth rate of 8.6% 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$80.1714.5%
+US$1.2b		51.2%PE47.5x
ADP Automatic Data ProcessingUS$214.471.1%
+US$950.2m		-31.0%PE20.4x
J Jacobs SolutionsUS$137.933.9%
+US$603.7m		6.9%PE35.3x
EFX EquifaxUS$197.462.4%
+US$535.4m		-17.0%PE36x
PL Planet Labs PBCUS$23.906.6%
+US$504.8m		380.9%PS28.9x

Latest News

ALIT
US$0.75
Alight
7D
-42.0%
1Y
-88.9%
SSNC
US$71.38
SS&C Technologies Holdings
7D
-1.0%
1Y
-19.4%
NSP
US$23.30
Insperity
7D
-9.3%
1Y
-72.5%
FVRR
US$11.68
Fiverr International
7D
-18.5%
1Y
-54.6%

FVRR: High Value Complex Work Pivot Will Shape Post AI Reset Outlook

Fiverr International's updated analyst price target has fallen to about $16 from roughly $33, as analysts factor in softer 2026 guidance, a shift toward higher value and more complex work, and the need to see clearer benefits from these categories before valuation multiples can stabilize. Analyst Commentary Research opinions around Fiverr's reset cluster around a few key themes, mainly how the pivot to higher value, complex work might play out against AI pressure on simpler tasks, and what that could mean for valuation, execution risk, and growth visibility.
PAYC
US$114.71
Paycom Software
7D
-8.5%
1Y
-46.2%
ULS
US$80.17
UL Solutions
7D
14.5%
1Y
51.2%
CACI
US$586.03
CACI International
7D
2.2%
1Y
79.2%

CACI: Raised FY26 Outlook And Backlog Wins Will Support Repricing

Analysts lifted their price target on CACI International by $85 to $670, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple, as reflected in recent research from firms raising their targets on the stock. Analyst Commentary Recent Street research around CACI International has featured several price target revisions, with a cluster of updates centered on new assumptions for revenue growth, profitability, and valuation multiples.
LDOS
US$173.50
Leidos Holdings
7D
-1.6%
1Y
36.8%

LDOS: Defense Tech And AI Shift Will Support Premium Multiple

The updated fair value estimate for Leidos Holdings edges down to about $218 per share from roughly $219, as analysts adjust price targets lower, citing mixed Q4 results, a slowdown in Veterans Benefits Administration activity, and tempered views on future valuation and guidance, even as the company increases its focus on higher growth markets. Analyst Commentary Recent Street research on Leidos points to a split view, with some analysts focusing on long term growth opportunities and others stressing execution risks and valuation constraints following the latest Q4 report and guidance.
BAH
US$77.21
Booz Allen Hamilton Holding
7D
-2.7%
1Y
-31.2%
PL
US$23.90
Planet Labs PBC
7D
6.6%
1Y
380.9%

PL: New Defense Contracts And Expanded Satellite Constellation Will Support Future Earnings Power

Analysts have maintained their $33.00 price target for Planet Labs PBC, citing largely stable assumptions around fair value, discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Signed a multi-year low 9-figure agreement with the Swedish Armed Forces for a suite of satellites, space-based data, and awareness solutions, with Sweden set to own the satellites and access Planet's high resolution data and intelligence tools (Client Announcements).
J
US$137.93
Jacobs Solutions
7D
3.9%
1Y
6.9%
TRU
US$76.20
TransUnion
7D
3.1%
1Y
-16.9%

AI And Data Monetization Will Shape A Stable Long Term Outlook

Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help lenders and businesses make risk and customer decisions. What are the underlying business or industry changes driving this perspective?
EFX
US$197.46
Equifax
7D
2.4%
1Y
-17.0%
PAYX
US$91.24
Paychex
7D
-3.3%
1Y
-38.6%

PAYX: AI And Buybacks Will Support Resilient Future Cash Flow Profile

Analysts have trimmed their average Paychex price target slightly to about $119.53 from roughly $120.20, reflecting a modestly lower assumed future P/E and fresh bearish initiation commentary that characterizes the recent Paycor acquisition as a largely defensive move. Analyst Commentary Recent commentary focuses heavily on the Paycor acquisition and how it feeds into expectations for Paychex valuation and execution.
BR
US$177.02
Broadridge Financial Solutions
7D
1.9%
1Y
-24.8%

BR: AI Partnerships And Tokenization Efforts Will Drive Future Upside Potential

Analysts have adjusted their price target for Broadridge Financial Solutions to $245.88 from $267.88, reflecting updated views on discount rate assumptions, long term revenue growth, profit margin potential, and a lower future P/E multiple. What's in the News Completed a long running share repurchase program, with a total of 22,989,816 shares bought back for US$2,177.86 million under the authorization announced on April 30, 2013 (company announcement).
ADP
US$214.47
Automatic Data Processing
7D
1.1%
1Y
-31.0%

ADP: Dividend Power And HR Platform Execution Will Support Premium P/E

Analysts have trimmed their average price target on Automatic Data Processing by about $10, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples after a series of target cuts from major research firms, alongside one fresh bullish initiation. Analyst Commentary Recent research on Automatic Data Processing shows a cluster of target cuts alongside one new, more optimistic initiation.