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U.S. Professional Services Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies145
  • 7D2.6%
  • 3M-17.3%
  • 1Y-13.1%
  • YTD-14.6%

Over the last 7 days, the Professional Services industry has risen 2.6%, driven by gains from Planet Labs PBC of 26%. In the past year, the industry is down 13%. 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
Tue, 07 Apr 2026US$378.3bUS$245.7bUS$11.5b19.3x32.9x1.5x
Thu, 05 Mar 2026US$404.2bUS$245.9bUS$11.8b20.3x34.2x1.6x
Sat, 31 Jan 2026US$454.7bUS$263.2bUS$12.5b23.3x36.5x1.7x
Mon, 29 Dec 2025US$473.9bUS$251.6bUS$13.8b24x34.3x1.9x
Wed, 26 Nov 2025US$457.3bUS$250.1bUS$13.9b24.3x33x1.8x
Fri, 24 Oct 2025US$488.1bUS$250.4bUS$14.8b26.5x33x1.9x
Sun, 21 Sep 2025US$508.8bUS$251.1bUS$14.9b26.2x34.1x2x
Tue, 19 Aug 2025US$513.0bUS$253.9bUS$14.6b27.3x35x2x
Thu, 17 Jul 2025US$495.1bUS$245.0bUS$14.9b24x33.2x2x
Sat, 14 Jun 2025US$504.2bUS$244.8bUS$15.0b22.4x33.6x2.1x
Mon, 12 May 2025US$504.6bUS$244.4bUS$15.1b22x33.5x2.1x
Wed, 09 Apr 2025US$455.7bUS$241.7bUS$14.8b19.8x30.8x1.9x
Fri, 07 Mar 2025US$502.1bUS$241.7bUS$14.7b20.7x34.2x2.1x
Sun, 02 Feb 2025US$568.4bUS$247.0bUS$15.1b24.6x37.6x2.3x
Tue, 31 Dec 2024US$552.4bUS$246.2bUS$14.9b23.9x37x2.2x
Thu, 28 Nov 2024US$583.7bUS$242.2bUS$15.2b25.6x38.4x2.4x
Sat, 26 Oct 2024US$564.9bUS$247.2bUS$13.8b27.9x40.9x2.3x
Mon, 23 Sep 2024US$543.7bUS$234.8bUS$12.7b28.2x42.9x2.3x
Wed, 21 Aug 2024US$527.3bUS$234.8bUS$12.8b26.7x41.1x2.2x
Fri, 19 Jul 2024US$520.8bUS$238.0bUS$12.5b26.6x41.7x2.2x
Sun, 16 Jun 2024US$491.5bUS$238.2bUS$12.5b23.9x39.3x2.1x
Tue, 14 May 2024US$508.8bUS$238.5bUS$12.0b26.3x42.3x2.1x
Thu, 11 Apr 2024US$505.4bUS$233.7bUS$11.4b26.3x44.2x2.2x
Sat, 09 Mar 2024US$504.2bUS$233.2bUS$11.5b26.5x43.9x2.2x
Mon, 05 Feb 2024US$513.3bUS$238.1bUS$12.8b26.3x40x2.2x
Wed, 03 Jan 2024US$499.3bUS$237.0bUS$12.8b25.2x39.2x2.1x
Fri, 01 Dec 2023US$482.8bUS$237.0bUS$12.2b24.7x39.5x2x
Sun, 29 Oct 2023US$446.6bUS$234.9bUS$8.6b19.9x51.7x1.9x
Tue, 26 Sep 2023US$477.4bUS$234.3bUS$9.4b22.5x50.6x2x
Thu, 24 Aug 2023US$497.8bUS$234.3bUS$9.2b23.1x54.2x2.1x
Sat, 22 Jul 2023US$473.4bUS$230.1bUS$9.0b21x52.4x2.1x
Mon, 19 Jun 2023US$489.2bUS$231.9bUS$9.5b22.3x51.5x2.1x
Wed, 17 May 2023US$453.6bUS$231.7bUS$9.8b20.5x46.3x2x
Fri, 14 Apr 2023US$461.6bUS$228.2bUS$10.6b23.8x43.5x2x
Price to Earnings Ratio

43.5x


Total Market Cap: US$461.6bTotal Earnings: US$10.6bTotal Revenue: US$228.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39.9x202420252026
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 32.9x which is lower than its 3-year average PE of 39.9x.
  • The 3-year average PS ratio of 2.1x 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 2.7% 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 Market4.40%
Industrials5.30%
Professional Services2.56%
Research and Consulting Services5.38%
HR Services0.044%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 35.8x.
    • Analysts are expecting annual earnings growth of 11.7%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 143x.
Forecasted Growth
  • Analysts are most optimistic on the Research and Consulting Services industry, expecting annual earnings growth of 18% 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 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
PL Planet Labs PBCUS$35.0225.6%
+US$2.5b		974.2%PS39.4x
LDOS Leidos HoldingsUS$159.473.4%
+US$664.9m		20.0%PE13.9x
BAH Booz Allen Hamilton HoldingUS$83.716.0%
+US$574.0m		-22.0%PE12.1x
EFX EquifaxUS$182.072.6%
+US$563.4m		-12.8%PE33.3x
SSNC SS&C Technologies HoldingsUS$68.663.0%
+US$485.4m		-6.3%PE20.8x

Latest News

MMS
US$63.72
Maximus
7D
-2.0%
1Y
-5.4%
BR
US$162.48
Broadridge Financial Solutions
7D
-0.6%
1Y
-26.2%
LDOS
US$159.47
Leidos Holdings
7D
3.4%
1Y
20.0%
VRSK
US$184.71
Verisk Analytics
7D
-1.4%
1Y
-33.6%
RHI
US$24.88
Robert Half
7D
-3.4%
1Y
-47.4%

RHI: Cost Action Charge Will Pressure Profitability Despite Limited AI Disruption Risk

Analysts have reduced the Robert Half fair value estimate from $22.00 to $20.00, reflecting lower price targets on the stock after recent research updates that highlight tempered profitability expectations and relatively limited AI disruption risk. Analyst Commentary Recent research updates point to a more cautious tone around Robert Half, centered on tempered profitability expectations and a reset in valuation assumptions.
FA
US$11.19
First Advantage
7D
-2.2%
1Y
-16.2%

FA: 2026 Guidance And Buybacks Will Support Margins And Upside Potential

Analysts have reduced their price target on First Advantage from $20 to $17 as they factor in updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News First Advantage issued earnings guidance for full year 2026, with expected revenue in a range of $1,625 million to $1,700 million (company guidance).
TRU
US$68.97
TransUnion
7D
3.7%
1Y
-2.4%
BAH
US$83.71
Booz Allen Hamilton Holding
7D
6.0%
1Y
-22.0%

Booz Allen Hamilton: Undeterred By What I See As Momentary Weakness

Apr 02
MAN
US$28.60
ManpowerGroup
7D
-3.8%
1Y
-42.1%

MAN: AI Hiring Partnership Will Support Future Earnings Power

Analysts now estimate ManpowerGroup's fair value at approximately $49.64, adjusted from the prior estimate of $50.00. This change reflects updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions.
PL
US$35.02
Planet Labs PBC
7D
25.6%
1Y
974.2%

PL: Expanding Defense Contracts And AI Partnerships Will Drive Long-Term Upside

Analysts now estimate Planet Labs PBC’s fair value at roughly $34.44 per share, up from about $14.55, reflecting updated assumptions that include higher revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a higher future P/E. What's in the News Issued earnings guidance for the quarter ending April 30, 2026, with expected revenue of US$87 million to US$91 million, and for fiscal 2027 with expected revenue of US$415 million to US$440 million (corporate guidance).
ADP
US$204.34
Automatic Data Processing
7D
0.6%
1Y
-26.2%

AI Payroll Demand And International Expansion Will Shape A Steady But Limited Outlook

Catalysts About Automatic Data Processing Automatic Data Processing provides payroll and broader human capital management services and outsourcing solutions to employers of various sizes across multiple countries. What are the underlying business or industry changes driving this perspective?
SSNC
US$68.66
SS&C Technologies Holdings
7D
3.0%
1Y
-6.3%

SSNC: Client Wins And Margins Will Support Higher Future Cash Flows

Analysts have adjusted their price targets on SS&C Technologies Holdings in a mixed fashion, with one cut of $6 and one increase of $4. These changes reflect updated views on discount rates, profit margins, and future P/E assumptions.
PAYX
US$91.85
Paychex
7D
-1.4%
1Y
-34.6%

AI Rollout And PEO Demand Will Support Steady Outlook Despite Integration Risks

Catalysts About Paychex Paychex provides HR, payroll, benefits and PEO solutions to businesses of various sizes, with a large small business client base. What are the underlying business or industry changes driving this perspective?
PCTY
US$106.80
Paylocity Holding
7D
-1.7%
1Y
-38.9%

PCTY: Stable Margins And Buybacks Will Drive Long Term Upside

Analysts trimmed the Paylocity Holding fair value estimate by about $1 to $169.43 per share. The change reflects updated price targets across the Street and slightly higher discount rate and future P/E assumptions, while revenue growth and profit margin expectations remain essentially unchanged.
EFX
US$182.07
Equifax
7D
2.6%
1Y
-12.8%

EFX: AI Credit Tools And Marketing Shift Will Support Future Upside

Analysts have made only a small trim to the Equifax fair value estimate to $237.35, as recent price target cuts sit alongside views that the $1 VantageScore pricing move is mainly marketing and that sector wide expectations for revenue, EPS and free cash flow growth remain intact. Analyst Commentary Recent commentary around Equifax reflects a split between analysts who see the latest headlines as more noise than substance and those who are recalibrating their assumptions and price targets more cautiously.
AMTM
US$27.06
Amentum Holdings
7D
7.5%
1Y
59.6%

Amentum Holdings' (NYSE:AMTM) Performance Is Even Better Than Its Earnings Suggest

Feb 17
Amentum Holdings' (NYSE:AMTM) Performance Is Even Better Than Its Earnings Suggest