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U.S. Professional Services Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies150
  • 7D1.4%
  • 3M-0.2%
  • 1Y-24.0%
  • YTD-17.4%

Over the last 7 days, the Professional Services industry has risen 1.4%, driven by gains from Automatic Data Processing of 2.4%. During this same period, the Innodata underperformed, falling 23%. However, the industry is down 24% over the past year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Jun 2026US$361.3bUS$247.8bUS$12.2b18.9x29.5x1.5x
Tue, 26 May 2026US$381.1bUS$247.5bUS$12.2b19.3x31.3x1.5x
Thu, 23 Apr 2026US$384.8bUS$246.4bUS$11.6b19.7x33.2x1.6x
Sat, 21 Mar 2026US$379.8bUS$245.2bUS$11.5b19.1x33x1.5x
Mon, 16 Feb 2026US$390.2bUS$245.8bUS$12.5b19.4x31.3x1.6x
Wed, 14 Jan 2026US$483.8bUS$251.7bUS$12.3b24.7x39.3x1.9x
Fri, 12 Dec 2025US$465.2bUS$250.6bUS$13.8b25x33.7x1.9x
Sun, 09 Nov 2025US$462.2bUS$249.6bUS$13.9b24.4x33.2x1.9x
Tue, 07 Oct 2025US$503.5bUS$251.4bUS$14.9b26.7x33.7x2x
Thu, 04 Sep 2025US$510.3bUS$251.5bUS$14.7b26.1x34.7x2x
Sat, 02 Aug 2025US$506.3bUS$251.1bUS$15.3b22.1x33.1x2x
Mon, 30 Jun 2025US$495.9bUS$245.0bUS$14.9b24.8x33.3x2x
Wed, 28 May 2025US$508.3bUS$244.7bUS$15.0b22.8x33.8x2.1x
Fri, 25 Apr 2025US$478.6bUS$240.8bUS$15.0b20.6x32x2x
Sun, 23 Mar 2025US$484.9bUS$241.8bUS$14.8b21.3x32.8x2x
Tue, 18 Feb 2025US$557.5bUS$244.5bUS$14.8b23.2x37.7x2.3x
Thu, 16 Jan 2025US$552.2bUS$246.0bUS$14.8b24.6x37.4x2.2x
Sat, 14 Dec 2024US$566.4bUS$242.3bUS$15.3b24.5x37.1x2.3x
Mon, 11 Nov 2024US$599.6bUS$247.7bUS$15.2b27.5x39.4x2.4x
Wed, 09 Oct 2024US$553.2bUS$235.5bUS$12.6b27.5x43.8x2.3x
Fri, 06 Sep 2024US$540.1bUS$234.8bUS$12.7b27.7x42.6x2.3x
Sun, 04 Aug 2024US$521.7bUS$234.4bUS$13.0b26.2x40.1x2.2x
Tue, 02 Jul 2024US$492.0bUS$237.9bUS$12.4b24.5x39.5x2.1x
Thu, 30 May 2024US$498.0bUS$238.7bUS$12.5b24.9x40x2.1x
Sat, 27 Apr 2024US$497.7bUS$241.3bUS$11.8b26x42.1x2.1x
Mon, 25 Mar 2024US$504.2bUS$232.9bUS$11.4b26.7x44.1x2.2x
Wed, 21 Feb 2024US$507.4bUS$232.7bUS$12.7b26.8x39.9x2.2x
Fri, 19 Jan 2024US$500.6bUS$237.0bUS$12.8b25.4x39.1x2.1x
Sun, 17 Dec 2023US$500.8bUS$237.0bUS$12.7b25.7x39.4x2.1x
Tue, 14 Nov 2023US$463.9bUS$236.5bUS$12.2b24.4x38.2x2x
Thu, 12 Oct 2023US$502.0bUS$239.1bUS$9.6b23.5x52.5x2.1x
Sat, 09 Sep 2023US$495.4bUS$234.3bUS$9.3b22.3x53.1x2.1x
Mon, 07 Aug 2023US$498.1bUS$233.8bUS$9.1b23.4x54.9x2.1x
Wed, 05 Jul 2023US$453.9bUS$229.7bUS$9.1b22.2x49.7x2x
Price to Earnings Ratio

49.7x


Total Market Cap: US$453.9bTotal Earnings: US$9.1bTotal Revenue: US$229.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 38.7x202420252026
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 28.6x which is lower than its 3-year average PE of 38.7x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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-2.65%
Industrials-0.38%
Professional Services1.39%
HR Services2.50%
Research and Consulting Services0.96%
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 12.3%, 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 126x.
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 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
ADP Automatic Data ProcessingUS$223.552.4%
+US$2.1b		-26.3%PE20.6x
ULS UL SolutionsUS$99.058.4%
+US$1.6b		37.2%PE57x
TRU TransUnionUS$70.358.9%
+US$1.1b		-19.4%PE19.3x
VRSK Verisk AnalyticsUS$182.184.8%
+US$1.1b		-41.0%PE26.2x
J Jacobs SolutionsUS$125.693.9%
+US$557.3m		-3.3%PE36.2x

Latest News

ULS
US$99.05
UL Solutions
7D
8.4%
1Y
37.2%
SSNC
US$63.66
SS&C Technologies Holdings
7D
-2.7%
1Y
-22.2%
TRU
US$70.35
TransUnion
7D
8.9%
1Y
-19.4%
Narrative Update • Jun 26

TRU: Gen Z Credit Tailwinds Will Support Future Earnings Rebound

Analysts have reduced their fair value estimate for TransUnion from $114.00 to $108.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for TransUnion TransUnion analysis highlights Gen Z as the fastest growing segment in the Canadian credit market, with delinquencies showing signs of stabilizing and mortgage balances continuing to climb, source: TransUnion Canada study on credit trends.
PAYX
US$99.90
Paychex
7D
1.7%
1Y
-30.6%
INOD
US$73.90
Innodata
7D
-22.6%
1Y
51.4%
ADP
US$223.55
Automatic Data Processing
7D
2.4%
1Y
-26.3%
Narrative Update • Jun 25

ADP: Dividend Reliability And Easing AI Fears Will Support Rebound Potential

The analyst fair value estimate for Automatic Data Processing has been adjusted slightly higher from about $246.33 to $246.80. This change reflects updated views on risk, fundamentals, and recent research that includes both reduced price targets across several firms and an upgrade to Equal Weight, as some analysts view AI-related concerns as somewhat overdone.
BAH
US$62.22
Booz Allen Hamilton Holding
7D
-6.2%
1Y
-39.5%
Narrative Update • Jun 25

BAH: Defense Tech Acquisition And AI Cyber Work Will Support Future Upside

Analysts have nudged the fair value estimate for Booz Allen Hamilton Holding slightly higher to $94.50, citing mixed but generally constructive shifts in Street price targets around $80 to $110 and updated assumptions on revenue growth, profit margins, and future P/E multiples. Analyst Commentary Street research on Booz Allen Hamilton Holding reflects a mixed but constructive tone, with analysts weighing near term execution questions against valuation and longer term growth potential.
LDOS
US$101.76
Leidos Holdings
7D
-5.0%
1Y
-34.6%
Narrative Update • Jun 25

LDOS: Healthcare Headwinds Will Set Up Future Re Rating Opportunity

The updated analyst price target framework for Leidos Holdings edges lower, with fair value moving from $183.27 to $178.27 as analysts factor in recent downgrades, reduced targets tied to healthcare contract pressure, and more cautious assumptions for organic growth, margins, and future P/E. Analyst Commentary Recent Street research on Leidos Holdings has tilted more cautious, with several bearish analysts revisiting ratings and price targets as they reassess healthcare exposure, organic growth expectations, and earnings power.
VRSK
US$182.18
Verisk Analytics
7D
4.8%
1Y
-41.0%
Narrative Update • Jun 24

VRSK: Proprietary Risk Data And AI Concerns Being Priced For Future Repricing

The analyst price target for Verisk Analytics has been revised to $190, reflecting updated assumptions that include a slightly lower future P/E multiple and modestly higher margin and growth expectations. Analysts broadly view recent AI concerns and deal risks as already reflected in the stock.
J
US$125.69
Jacobs Solutions
7D
3.9%
1Y
-3.3%
BZ
US$13.29
Kanzhun
7D
-3.0%
1Y
-26.7%
CACI
US$453.92
CACI International
7D
-2.7%
1Y
-2.0%
PL
US$27.07
Planet Labs PBC
7D
-4.1%
1Y
346.0%
SAIC
US$110.29
Science Applications International
7D
7.7%
1Y
1.0%
Narrative Update • Jun 22

SAIC: Defense Contract Wins And Beat And Raise Quarter Will Drive Upside

Analysts have raised the fair value estimate for Science Applications International to $137 from $130, citing higher price targets following a Q1 earnings beat, updated revenue and margin expectations, a modestly lower discount rate, and Street research that generally views the latest results as a constructive step forward. Analyst Commentary Street research around Science Applications International following the recent Q1 report has been broadly constructive, with several firms revising valuation models and price targets in response to what they describe as a solid earnings beat and updated guidance.
AMTM
US$20.25
Amentum Holdings
7D
-6.5%
1Y
-13.6%
Analysis Article • Jun 19

Amentum Holdings (AMTM) Stock Could Be 45.8% Undervalued After New AI Contract

Amentum Holdings (AMTM) stock is in focus after the company secured a new 60 month firm fixed price General Services Administration contract to deliver AI powered supply chain solutions for U.S. military operations across Japan. See our latest analysis for Amentum Holdings. Amentum Holdings’ latest AI powered contract lands at a time when the stock’s 1 day share price return of 0.74% contrasts with a year to date share price return that is down 28.94% and a 1 year total shareholder return...
EFX
US$158.48
Equifax
7D
3.0%
1Y
-38.1%
Narrative Update • Jun 17

EFX: Identity Protection Expansion And Q1 Execution Will Support Long Term Earnings Power

Equifax's updated analyst price target now stands slightly lower at about $223. This reflects a modest recalibration of fair value after mixed target changes from several firms, with analysts citing their latest Q1 readthroughs and refreshed views across the business and information services group.