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U.S. Professional Services Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies151
  • 7D-3.0%
  • 3M-0.5%
  • 1Y-22.0%
  • YTD-12.9%

Over the last 7 days, the Professional Services industry has dropped 3.0%, driven by a pullback from Planet Labs PBC of 35%. Overall the industry is down 22% in 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$380.0bUS$247.6bUS$12.1b20.1x31.4x1.5x
Fri, 08 May 2026US$377.3bUS$248.7bUS$12.0b18.9x31.5x1.5x
Sun, 05 Apr 2026US$378.0bUS$245.7bUS$11.5b19.3x32.8x1.5x
Tue, 03 Mar 2026US$399.9bUS$245.9bUS$11.8b20.3x33.9x1.6x
Thu, 29 Jan 2026US$464.9bUS$263.0bUS$12.5b23.2x37.2x1.8x
Sat, 27 Dec 2025US$473.7bUS$251.6bUS$13.8b24x34.2x1.9x
Mon, 24 Nov 2025US$456.8bUS$250.1bUS$13.9b24x32.9x1.8x
Wed, 22 Oct 2025US$489.5bUS$250.3bUS$14.8b26.3x33.1x2x
Fri, 19 Sep 2025US$507.6bUS$251.1bUS$14.9b26.9x34x2x
Sun, 17 Aug 2025US$513.0bUS$253.9bUS$14.6b27.4x35x2x
Tue, 15 Jul 2025US$500.5bUS$245.0bUS$14.9b24.5x33.6x2x
Thu, 12 Jun 2025US$508.6bUS$244.8bUS$15.0b23x33.9x2.1x
Sat, 10 May 2025US$503.9bUS$244.4bUS$15.1b22x33.3x2.1x
Mon, 07 Apr 2025US$462.3bUS$241.7bUS$14.8b19.7x31.2x1.9x
Wed, 05 Mar 2025US$503.6bUS$241.7bUS$14.7b20.8x34.2x2.1x
Fri, 31 Jan 2025US$564.0bUS$246.5bUS$15.0b24.8x37.6x2.3x
Sun, 29 Dec 2024US$551.2bUS$245.1bUS$15.0b23.9x36.8x2.2x
Tue, 26 Nov 2024US$576.8bUS$242.2bUS$15.2b25.8x38x2.4x
Thu, 24 Oct 2024US$561.9bUS$241.4bUS$13.3b27.8x42.2x2.3x
Sat, 21 Sep 2024US$546.0bUS$234.8bUS$12.7b28.2x43.1x2.3x
Mon, 19 Aug 2024US$524.0bUS$234.8bUS$12.8b26.8x40.8x2.2x
Wed, 17 Jul 2024US$510.3bUS$237.9bUS$12.5b26.9x41x2.1x
Fri, 14 Jun 2024US$494.3bUS$238.3bUS$12.5b24.4x39.6x2.1x
Sun, 12 May 2024US$507.7bUS$238.5bUS$12.0b26.1x42.2x2.1x
Tue, 09 Apr 2024US$497.7bUS$233.7bUS$11.4b26.6x43.6x2.1x
Thu, 07 Mar 2024US$501.1bUS$233.1bUS$11.4b27.3x43.8x2.1x
Sat, 03 Feb 2024US$513.0bUS$238.1bUS$12.8b26.3x40x2.2x
Mon, 01 Jan 2024US$503.7bUS$237.0bUS$12.8b25.7x39.5x2.1x
Wed, 29 Nov 2023US$480.2bUS$237.0bUS$12.2b24.1x39.3x2x
Fri, 27 Oct 2023US$453.2bUS$234.5bUS$8.7b20.4x52.3x1.9x
Sun, 24 Sep 2023US$475.7bUS$234.3bUS$9.4b22.3x50.5x2x
Tue, 22 Aug 2023US$492.5bUS$234.3bUS$9.2b22.9x53.7x2.1x
Thu, 20 Jul 2023US$481.0bUS$230.3bUS$9.2b20.6x52.5x2.1x
Sat, 17 Jun 2023US$488.0bUS$231.9bUS$9.5b22.3x51.3x2.1x
Price to Earnings Ratio

51.3x


Total Market Cap: US$488.0bTotal Earnings: US$9.5bTotal Revenue: US$231.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39x202420252026
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 31.4x which is lower than its 3-year average PE of 39.0x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 8.4% per year over the last three years.
  • Revenues for these companies have grown 2.2% 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-3.33%
Industrials-0.29%
Professional Services-3.05%
HR Services-0.77%
Research and Consulting Services-5.68%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 36.1x.
    • Analysts are expecting annual earnings growth of 12.6%, which is higher than its past year's earnings growth of 8.8% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 132x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 7.6% per year.
  • In contrast, the HR Services industry is expected to see its earnings grow by 13% 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
VRSK Verisk AnalyticsUS$182.551.9%
+US$452.0m		-41.5%PE26.3x
J Jacobs SolutionsUS$125.442.9%
+US$413.3m		-1.6%PE36.1x
FCN FTI ConsultingUS$159.924.2%
+US$189.5m		0.1%PE17.7x
ULS UL SolutionsUS$98.570.8%
+US$161.3m		40.5%PE56.8x
KFY Korn FerryUS$73.763.4%
+US$125.0m		5.1%PE14.4x

Latest News

INOD
US$98.77
Innodata
7D
-13.5%
1Y
128.3%
Seeking Alpha • 4h

Innodata: The Bull Case Got Stronger, The Valuation Got Harder

Summary Innodata Inc. delivered a record Q1, accelerating revenue growth to 54% year-over-year and expanding gross margin to 44%. INOD diversified its customer base, reducing concentration risk and securing a $51 million 2026 engagement with a major tech client. Management raised 2026 revenue guidance to 40%+ growth (~$350 million), but the stock’s rapid rally has left the valuation stretched. I maintain a Hold rating on INOD, citing strong execution but limited upside at current multiples; I will watch for future pullbacks. Read the full article on Seeking Alpha
EFX
US$168.37
Equifax
7D
-4.4%
1Y
-38.1%
PL
US$31.17
Planet Labs PBC
7D
-35.2%
1Y
457.6%
Seeking Alpha • Jun 08

Planet Labs' 25% Decline Sparks Big Question - Buy Or Bail? I See Opportunity

Summary Planet Labs delivered strong 42% revenue growth and a $900M+ backlog, but profitability remains distant, with widening losses and margin compression. PL's forward guidance disappointed: FY revenue of $425–441M implies decelerating growth, and adjusted EBITDA is guided to breakeven at best. Heavy investment in satellites and AI, plus a new $1.5B equity distribution program, signals ongoing capital intensity and potential dilution risks. I remain buy-rated on PL, viewing the selloff as a valuation reset rather than a demand issue, with long-term leadership potential in space intelligence. Read the full article on Seeking Alpha
VRSK
US$182.55
Verisk Analytics
7D
1.9%
1Y
-41.5%
LDOS
US$123.52
Leidos Holdings
7D
-2.6%
1Y
-15.2%
BR
US$150.04
Broadridge Financial Solutions
7D
-3.1%
1Y
-38.3%
Narrative Update • Jun 07

BR: AI Infrastructure And Tokenization Expansion Will Support Future Upside

Analysts are maintaining their fair value estimate for Broadridge Financial Solutions at $206.50, as only small adjustments to inputs such as the discount rate, projected revenue growth, profit margin, and future P/E assumptions are reflected in the latest price target analysis. What's in the News Broadridge extended its long-running agreement with Kyndryl.
ULS
US$98.57
UL Solutions
7D
0.8%
1Y
40.5%
Narrative Update • Jun 06

ULS: High Conviction Listing And AI Safety Services Will Support Future Upside

Narrative Update on UL Solutions Analysts have lifted UL Solutions' fair value estimate to $108.95, with updated price targets supported by its inclusion in a high conviction list at one firm and recent upward revisions from others, even as assumptions such as discount rate, profit margin and future P/E are fine tuned. Analyst Commentary Recent Street research paints a mixed picture for UL Solutions, with some bullish analysts making confident valuation calls while at least one firm starts coverage with a more neutral stance.
TRU
US$69.92
TransUnion
7D
-5.2%
1Y
-21.3%
Narrative Update • Jun 06

TRU: Cloud Data Partnerships Will Offset Legal Overhang And Support Future Upside

Analysts have trimmed their price target on TransUnion by about $1 to $90.10, reflecting updated assumptions for revenue growth, profit margins, and future P/E that keep the overall outlook relatively consistent. What's in the News TransUnion reported Q1 2026 adjusted earnings of $1.18 per share and updated full year guidance, including expected 2026 revenue of $5.1b to $5.135b and diluted EPS of $4.04 to $4.11, along with guidance for Q2 2026 that includes expected revenue of $1.271b to $1.283b and diluted EPS of $0.61 to $0.64.
FCN
US$159.92
FTI Consulting
7D
4.2%
1Y
0.1%
KFY
US$73.76
Korn Ferry
7D
3.4%
1Y
5.1%
Narrative Update • Jun 05

KFY: Executive Search Stability And Capital Returns Will Support Balanced Outlook

Analysts have made a modest adjustment to Korn Ferry's projected value, keeping the price target effectively flat near $75. Recent research cites steady execution, resilient executive search demand, and supportive share buybacks as key considerations.
BZ
US$13.48
Kanzhun
7D
-8.0%
1Y
-27.2%
J
US$125.44
Jacobs Solutions
7D
2.9%
1Y
-1.6%
Narrative Update • Jun 05

J: Critical Infrastructure And Energy Transition Wins Will Drive Future Upside Potential

Analysts have maintained their $158.27 price target for Jacobs Solutions, citing only slight adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall valuation view. What's in the News Jacobs secured multiple Scottish & Southern Electricity Networks Transmission frameworks in the north of Scotland, with combined potential value above US$1b, focused on operational technology cybersecurity, digital services and substation design to support U.K. grid resilience and renewable integration.
SSNC
US$68.69
SS&C Technologies Holdings
7D
0.7%
1Y
-16.0%
Narrative Update • Jun 04

SSNC: AI Automation And Capital Returns Will Support Future Earnings Power

Analyst price targets for SS&C Technologies Holdings have shifted modestly, with a small net reduction of a few dollars as analysts balance recent target cuts from several firms against a smaller upward revision and differing views on the stock's risk and reward profile. Analyst Commentary Recent research updates on SS&C Technologies Holdings show a mix of cautious and constructive views, with several firms trimming price targets and one raising its target and highlighting recent share price weakness as a possible entry point.
RHI
US$30.70
Robert Half
7D
2.3%
1Y
-31.4%
Narrative Update • Jun 02

RHI: Limited AI Disruption And Earnings Resilience Will Support Future Share Recovery

Analysts have adjusted their price targets for Robert Half to $25 from $36, pointing to updated assumptions around discount rate, revenue growth, profit margin and future P/E, and citing views on the company's "low-to-no AI disruption exposure" relative to information services peers. Analyst Commentary Bullish analysts have highlighted that Robert Half's limited AI disruption risk, compared with some information services peers, could support a more resilient earnings profile and help justify current valuation assumptions around future P/E.
BKSY
US$31.65
BlackSky Technology
7D
-27.9%
1Y
162.0%
Narrative Update • May 26

BKSY: Overvaluation Risk Will Persist As Domestic Volume Recovery Remains Uncertain

Analysts have lifted their price target on BlackSky Technology from $27.63 to $40.50, citing updated assumptions around faster revenue growth, a lower discount rate, and a higher future P/E multiple, despite more conservative profit margin expectations. Analyst Commentary Recent research has focused on how BlackSky Technology is executing against its growth plans, how that ties into valuation assumptions, and where the risk and opportunity might sit for you as an investor.
RHLD
US$122.13
Resolute Holdings Management
7D
7.6%
1Y
227.3%
Analysis Article • May 14

Statutory Profit Doesn't Reflect How Good Resolute Holdings Management's (NYSE:RHLD) Earnings Are

Even though Resolute Holdings Management, Inc. ( NYSE:RHLD ) posted strong earnings, investors appeared to be...