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U.S. Professional Services Industry Analysis

UpdatedJul 11, 2026
DataAggregated Company Financials
Companies151
  • 7D-1.3%
  • 3M6.3%
  • 1Y-21.5%
  • YTD-13.3%

Over the last 7 days, the Professional Services industry has dropped 1.3%, driven by pullbacks in UL Solutions and Planet Labs PBC of 10% and 17%, respectively. However, the industry is down 21% over the past year. 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
Sat, 11 Jul 2026US$385.2bUS$249.6bUS$12.5b20x30.9x1.5x
Mon, 08 Jun 2026US$384.9bUS$247.6bUS$12.1b19.7x31.8x1.6x
Wed, 06 May 2026US$377.7bUS$247.5bUS$12.1b19.3x31.3x1.5x
Fri, 03 Apr 2026US$371.5bUS$245.7bUS$11.5b19.3x32.3x1.5x
Sun, 01 Mar 2026US$397.6bUS$245.9bUS$11.8b20.3x33.7x1.6x
Tue, 27 Jan 2026US$474.3bUS$262.7bUS$12.4b24x38.3x1.8x
Thu, 25 Dec 2025US$473.5bUS$251.6bUS$13.8b24.2x34.2x1.9x
Sat, 22 Nov 2025US$450.0bUS$250.1bUS$13.9b24x32.4x1.8x
Mon, 20 Oct 2025US$482.9bUS$250.2bUS$14.8b25.6x32.7x1.9x
Wed, 17 Sep 2025US$507.0bUS$251.1bUS$14.9b26.5x33.9x2x
Fri, 15 Aug 2025US$521.5bUS$253.9bUS$14.7b26.6x35.6x2.1x
Sun, 13 Jul 2025US$500.5bUS$245.0bUS$14.9b24.3x33.6x2x
Tue, 10 Jun 2025US$513.5bUS$244.8bUS$15.0b23.2x34.2x2.1x
Thu, 08 May 2025US$495.1bUS$243.8bUS$15.1b21.2x32.7x2x
Sat, 05 Apr 2025US$482.3bUS$241.7bUS$14.8b19.7x32.6x2x
Mon, 03 Mar 2025US$507.7bUS$241.7bUS$14.7b21.7x34.5x2.1x
Wed, 29 Jan 2025US$571.1bUS$246.5bUS$14.8b25.1x38.5x2.3x
Fri, 27 Dec 2024US$553.1bUS$245.1bUS$15.0b24x37x2.3x
Sun, 24 Nov 2024US$576.8bUS$242.2bUS$15.2b25.5x38x2.4x
Tue, 22 Oct 2024US$567.6bUS$241.2bUS$12.8b28x44.2x2.4x
Thu, 19 Sep 2024US$541.8bUS$234.8bUS$12.7b28.2x42.7x2.3x
Sat, 17 Aug 2024US$524.0bUS$234.8bUS$12.8b26.8x40.8x2.2x
Mon, 15 Jul 2024US$503.3bUS$237.9bUS$12.5b25.7x40.4x2.1x
Wed, 12 Jun 2024US$494.4bUS$238.5bUS$12.5b25x39.7x2.1x
Fri, 10 May 2024US$501.8bUS$238.5bUS$12.0b25.7x41.7x2.1x
Sun, 07 Apr 2024US$497.7bUS$233.7bUS$11.4b26.5x43.6x2.1x
Tue, 05 Mar 2024US$508.2bUS$232.9bUS$11.4b27x44.5x2.2x
Thu, 01 Feb 2024US$512.9bUS$237.6bUS$12.8b26.4x40.2x2.2x
Sat, 30 Dec 2023US$504.8bUS$237.0bUS$12.8b25.7x39.6x2.1x
Mon, 27 Nov 2023US$481.1bUS$237.0bUS$12.2b24.3x39.4x2x
Wed, 25 Oct 2023US$477.6bUS$239.1bUS$9.5b21.1x50.3x2x
Fri, 22 Sep 2023US$472.5bUS$230.9bUS$9.7b22.3x48.9x2x
Sun, 20 Aug 2023US$492.5bUS$234.3bUS$9.2b22.8x53.7x2.1x
Tue, 18 Jul 2023US$471.2bUS$230.3bUS$9.1b20.7x51.5x2x
Price to Earnings Ratio

51.5x


Total Market Cap: US$471.2bTotal Earnings: US$9.1bTotal Revenue: US$230.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 38.5x202420252026
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 30.9x which is lower than its 3-year average PE of 38.5x.
  • 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 11% per year over the last three years.
  • Revenues for these companies have grown 2.7% 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 Market0.74%
Industrials-1.44%
Professional Services-1.30%
HR Services0.51%
Research and Consulting Services-3.91%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 36.2x.
    • 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 118x.
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 growth rate of 6.1% 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
PAYX PaychexUS$107.541.1%
+US$423.2m		-24.9%PE21.7x
BR Broadridge Financial SolutionsUS$147.472.4%
+US$407.1m		-37.3%PE15.5x
BZ KanzhunUS$13.765.8%
+US$340.1m		-25.7%PE12.4x
MBGL Mobility GlobalUS$20.805.1%
+US$320.0m		n/aPE30.7x
SSNC SS&C Technologies HoldingsUS$66.621.7%
+US$264.9m		-19.2%PE19.8x

Latest News

BZ
US$13.76
Kanzhun
7D
5.8%
1Y
-25.7%
Seeking Alpha • 15h

Kanzhun: AI Risk Looks Too Discounted For This Recruitment Platform

Summary I rate Kanzhun Ltd. (BZ) a buy, as the market underestimates AI’s positive impact on BZ’s recruitment platform. BZ’s two-sided scale and direct chat model create defensible network effects, making it difficult for competitors to replicate its value proposition. Growth will be driven by converting more of BZ’s 36.8 million verified enterprise users into paid customers, especially among SMEs and blue-collar employers. At 10x NTM PE and with mid-teens earnings growth, BZ offers ~50% upside over five years if it executes on monetization and AI-driven improvements. Read the full article on Seeking Alpha
CACI
US$486.45
CACI International
7D
-3.3%
1Y
1.1%
PCTY
US$118.50
Paylocity Holding
7D
3.0%
1Y
-33.1%
CLVT
US$2.23
Clarivate
7D
-13.9%
1Y
-48.3%
TRU
US$75.02
TransUnion
7D
-4.2%
1Y
-17.6%
Narrative Update • Jul 10

TRU: Prescreen Marketing Expansion And Legal Risks Will Shape Balanced Outlook

Analysts have trimmed their price target on TransUnion from $78.00 to $72.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for TransUnion TransUnion expanded TruIQ Data Enrichment on the Snowflake AI Data Cloud, allowing customers to move from credit analytics to prescreen marketing execution within Snowflake, with a focus on reducing campaign activation time and limiting data movement.
ALIT
US$19.62
Alight
7D
37.6%
1Y
-82.7%
PL
US$26.05
Planet Labs PBC
7D
-17.0%
1Y
324.3%
VRSK
US$185.39
Verisk Analytics
7D
-1.6%
1Y
-38.3%
J
US$125.83
Jacobs Solutions
7D
-1.6%
1Y
-6.9%
MBGL
US$20.80
Mobility Global
7D
5.1%
1Y
n/a
EFX
US$166.44
Equifax
7D
-3.3%
1Y
-35.7%
PAYX
US$107.54
Paychex
7D
1.1%
1Y
-24.9%
Narrative Update • Jul 08

PAYX: FY27 Outlook And Paycor Synergies Will Drive Future Upside

The updated analyst price target for Paychex moves to $131 from $144, reflecting revised assumptions for slower revenue growth, a slightly higher discount rate, stable profit margins, and a lower future P/E multiple in line with recent Street research. That research has generally nudged targets into the $98 to $140 range while highlighting the FY27 outlook and Paycor synergies.
SSNC
US$66.62
SS&C Technologies Holdings
7D
1.7%
1Y
-19.2%
BR
US$147.47
Broadridge Financial Solutions
7D
2.4%
1Y
-37.3%
KFY
US$73.14
Korn Ferry
7D
5.0%
1Y
-0.6%
ULS
US$87.27
UL Solutions
7D
-10.0%
1Y
22.2%