Narrative Update • Jun 02

In the last week, the Professional Services industry is up 4.0%, with Automatic Data Processing up 5.9%. Meanwhile, Verra Mobility actually underperformed within the industry, shrinking 68% in the last week. In the past year, the industry is down 20%. Earnings are forecast to grow by 16% annually.
Has the U.S. Professional Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 04 Jun 2026 | US$397.4b | US$247.6b | US$12.2b | 19.7x | 32.5x | 1.6x |
| Sat, 02 May 2026 | US$379.1b | US$247.5b | US$12.1b | 19.6x | 31.4x | 1.5x |
| Mon, 30 Mar 2026 | US$366.3b | US$245.7b | US$11.5b | 18.4x | 31.8x | 1.5x |
| Wed, 25 Feb 2026 | US$379.2b | US$245.7b | US$11.7b | 19.5x | 32.4x | 1.5x |
| Fri, 23 Jan 2026 | US$472.7b | US$263.0b | US$12.4b | 24.7x | 38.2x | 1.8x |
| Sun, 21 Dec 2025 | US$470.7b | US$251.6b | US$13.8b | 24.4x | 34x | 1.9x |
| Tue, 18 Nov 2025 | US$460.4b | US$249.9b | US$14.0b | 23.2x | 32.9x | 1.8x |
| Thu, 16 Oct 2025 | US$494.7b | US$251.4b | US$14.9b | 25.4x | 33.1x | 2x |
| Sat, 13 Sep 2025 | US$516.7b | US$251.0b | US$14.9b | 27x | 34.6x | 2.1x |
| Mon, 11 Aug 2025 | US$514.3b | US$253.8b | US$14.6b | 26.3x | 35.1x | 2x |
| Wed, 09 Jul 2025 | US$510.0b | US$245.0b | US$14.9b | 25.3x | 34.2x | 2.1x |
| Fri, 06 Jun 2025 | US$512.9b | US$244.8b | US$15.0b | 21.3x | 34.1x | 2.1x |
| Sun, 04 May 2025 | US$494.5b | US$241.9b | US$15.3b | 21.4x | 32.4x | 2x |
| Tue, 01 Apr 2025 | US$491.2b | US$241.9b | US$14.8b | 20.9x | 33.2x | 2x |
| Thu, 27 Feb 2025 | US$509.3b | US$241.6b | US$14.9b | 21.7x | 34.2x | 2.1x |
| Sat, 25 Jan 2025 | US$564.8b | US$246.5b | US$14.8b | 24.5x | 38x | 2.3x |
| Mon, 23 Dec 2024 | US$549.4b | US$245.1b | US$15.0b | 23.8x | 36.7x | 2.2x |
| Wed, 20 Nov 2024 | US$558.4b | US$247.7b | US$15.2b | 23.7x | 36.7x | 2.3x |
| Fri, 18 Oct 2024 | US$568.8b | US$241.2b | US$12.8b | 28.6x | 44.3x | 2.4x |
| Sun, 15 Sep 2024 | US$542.8b | US$234.8b | US$12.7b | 28x | 42.8x | 2.3x |
| Tue, 13 Aug 2024 | US$514.6b | US$234.8b | US$12.8b | 25.5x | 40.1x | 2.2x |
| Thu, 11 Jul 2024 | US$487.8b | US$237.9b | US$12.5b | 24.9x | 39.2x | 2.1x |
| Sat, 08 Jun 2024 | US$496.5b | US$238.6b | US$12.5b | 25.4x | 39.7x | 2.1x |
| Mon, 06 May 2024 | US$499.6b | US$238.4b | US$12.1b | 25.5x | 41.4x | 2.1x |
| Wed, 03 Apr 2024 | US$504.3b | US$233.7b | US$11.4b | 26.4x | 44.2x | 2.2x |
| Fri, 01 Mar 2024 | US$507.2b | US$232.9b | US$11.5b | 26.7x | 44x | 2.2x |
| Sun, 28 Jan 2024 | US$509.4b | US$238.1b | US$13.0b | 26.4x | 39.3x | 2.1x |
| Tue, 26 Dec 2023 | US$500.5b | US$237.0b | US$12.8b | 26.1x | 39.3x | 2.1x |
| Thu, 23 Nov 2023 | US$481.5b | US$237.0b | US$12.2b | 25.1x | 39.5x | 2x |
| Sat, 21 Oct 2023 | US$480.2b | US$239.1b | US$9.5b | 21.2x | 50.6x | 2x |
| Mon, 18 Sep 2023 | US$485.9b | US$230.9b | US$9.7b | 22.6x | 50.3x | 2.1x |
| Wed, 16 Aug 2023 | US$500.5b | US$234.3b | US$9.2b | 23.4x | 54.5x | 2.1x |
| Fri, 14 Jul 2023 | US$470.8b | US$230.3b | US$9.1b | 21.4x | 51.5x | 2x |
| Sun, 11 Jun 2023 | US$475.8b | US$231.9b | US$9.5b | 22.6x | 50.1x | 2.1x |
50.1x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 1.22% | |
| Industrials | -0.21% | |
| Professional Services | 3.99% | |
| HR Services | 6.44% | |
| Research and Consulting Services | 2.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADP Automatic Data Processing | US$227.75 | 4.6% +US$4.0b | -30.2% | PE20.9x | |
| PAYX Paychex | US$98.45 | 4.3% +US$1.4b | -38.2% | PE21.6x | |
| VRSK Verisk Analytics | US$178.33 | 4.0% +US$894.9m | -44.5% | PE25.7x | |
| EFX Equifax | US$170.16 | 4.0% +US$770.4m | -36.3% | PE29x | |
| J Jacobs Solutions | US$121.28 | 4.6% +US$635.3m | -3.4% | PE34.9x |