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U.S. Professional Services Industry Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies148
  • 7D-0.8%
  • 3M-8.7%
  • 1Y-22.6%
  • YTD-14.3%

Last week, the Professional Services industry hasn't moved much but UL Solutions is up 11% in that time. Unfortunately though, the industry is down 23% over the past 12 months. 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
Mon, 11 May 2026US$376.9bUS$249.1bUS$12.2b19.2x31x1.5x
Wed, 08 Apr 2026US$378.3bUS$245.7bUS$11.5b19.4x32.8x1.5x
Fri, 06 Mar 2026US$405.4bUS$245.9bUS$11.8b20.9x34.3x1.6x
Sun, 01 Feb 2026US$455.0bUS$263.2bUS$12.5b23.3x36.5x1.7x
Tue, 30 Dec 2025US$474.2bUS$251.6bUS$13.8b24.2x34.3x1.9x
Thu, 27 Nov 2025US$465.9bUS$251.9bUS$13.9b24.3x33.5x1.8x
Sat, 25 Oct 2025US$490.3bUS$250.6bUS$14.9b26.5x33x2x
Mon, 22 Sep 2025US$508.8bUS$251.1bUS$14.9b26.2x34.1x2x
Wed, 20 Aug 2025US$516.1bUS$253.9bUS$14.6b27.4x35.3x2x
Fri, 18 Jul 2025US$499.2bUS$245.0bUS$14.9b23.9x33.5x2x
Sun, 15 Jun 2025US$498.8bUS$244.8bUS$15.0b22.4x33.2x2x
Tue, 13 May 2025US$504.7bUS$244.4bUS$15.1b22.8x33.5x2.1x
Thu, 10 Apr 2025US$448.3bUS$241.7bUS$14.8b20.5x30.3x1.9x
Sat, 08 Mar 2025US$492.7bUS$241.7bUS$14.7b21.3x33.5x2x
Mon, 03 Feb 2025US$568.4bUS$247.0bUS$15.1b24.6x37.6x2.3x
Wed, 01 Jan 2025US$548.9bUS$246.2bUS$14.9b24x36.7x2.2x
Fri, 29 Nov 2024US$581.7bUS$242.2bUS$15.2b25.6x38.3x2.4x
Sun, 27 Oct 2024US$560.7bUS$247.2bUS$13.8b27.9x40.6x2.3x
Tue, 24 Sep 2024US$543.7bUS$234.8bUS$12.7b28.2x42.9x2.3x
Thu, 22 Aug 2024US$527.7bUS$234.8bUS$12.8b27.2x41.1x2.2x
Sat, 20 Jul 2024US$516.4bUS$237.6bUS$12.5b26.6x41.4x2.2x
Mon, 17 Jun 2024US$491.5bUS$238.2bUS$12.5b23.9x39.3x2.1x
Wed, 15 May 2024US$508.8bUS$238.5bUS$12.0b26x42.3x2.1x
Fri, 12 Apr 2024US$500.4bUS$236.4bUS$11.7b26.4x42.8x2.1x
Sun, 10 Mar 2024US$504.0bUS$233.2bUS$11.5b26.5x43.9x2.2x
Tue, 06 Feb 2024US$493.5bUS$230.9bUS$12.1b27x40.9x2.1x
Thu, 04 Jan 2024US$491.1bUS$237.0bUS$12.8b24.5x38.5x2.1x
Sat, 02 Dec 2023US$485.4bUS$237.0bUS$12.2b24.7x39.7x2x
Mon, 30 Oct 2023US$446.6bUS$234.9bUS$8.6b19.9x51.7x1.9x
Wed, 27 Sep 2023US$471.7bUS$234.3bUS$9.4b22.3x50x2x
Fri, 25 Aug 2023US$495.3bUS$234.3bUS$9.2b22.9x54x2.1x
Sun, 23 Jul 2023US$473.4bUS$230.1bUS$9.0b21x52.5x2.1x
Tue, 20 Jun 2023US$489.2bUS$231.9bUS$9.5b22.3x51.5x2.1x
Thu, 18 May 2023US$456.4bUS$231.7bUS$9.8b20.9x46.7x2x
Price to Earnings Ratio

46.7x


Total Market Cap: US$456.4bTotal Earnings: US$9.8bTotal Revenue: US$231.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 39.5x202420252026
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 31.0x which is lower than its 3-year average PE of 39.5x.
  • 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 7.6% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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 Market2.25%
Industrials0.49%
Professional Services-0.78%
HR Services0.55%
Research and Consulting Services-1.45%
Industry PE
  • Investors are most optimistic about the HR Services industry, which is trading close to its 3-year average PE ratio of 36.0x.
    • Analysts are expecting annual earnings growth of 12.6%, which is higher than its past year's earnings growth of 1.4% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 139x.
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 3.2% 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
ULS UL SolutionsUS$100.4411.5%
+US$2.1b		42.8%PE57.8x
INOD InnodataUS$84.8985.7%
+US$1.3b		137.1%PE70.6x
ADP Automatic Data ProcessingUS$213.000.8%
+US$669.6m		-31.2%PE19.6x
FA First AdvantageUS$15.9626.1%
+US$568.9m		-12.9%PE322.3x
TRU TransUnionUS$72.004.3%
+US$568.8m		-21.5%PE19.7x

Latest News

G
US$32.56
Genpact
7D
-4.6%
1Y
-25.2%
EFX
US$175.83
Equifax
7D
2.1%
1Y
-36.4%
FA
US$15.96
First Advantage
7D
26.1%
1Y
-12.9%
ADP
US$213.00
Automatic Data Processing
7D
0.8%
1Y
-31.2%
Narrative Update • May 10

ADP: Dividend Strength And AI Agents Will Support Repriced Earnings Potential

Analysts recently trimmed the implied fair value for Automatic Data Processing by about $10 to $246.73. This reflects a series of lower price targets that factor in more moderate revenue growth assumptions, slightly higher profit margins and a reduced future P/E multiple.
TRU
US$72.00
TransUnion
7D
4.3%
1Y
-21.5%
Analysis Article • May 09

We Think That There Are Issues Underlying TransUnion's (NYSE:TRU) Earnings

TransUnion ( NYSE:TRU ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
LDOS
US$130.11
Leidos Holdings
7D
-12.6%
1Y
-16.6%
Seeking Alpha • May 09

Look Past Leidos Holdings' Shrinking Share Price To Its High Return On Equity

Summary Leidos Holdings is rated Buy, with a 10.4% upside target based on strong fundamentals and a widening gap between earnings and share price. LDOS's high return on equity (30.49%) and management's NorthStar 2030 strategy underpin expectations for continued growth and compounding returns. Recent price declines are attributed to macro factors like the U.S. government shutdown, not deterioration in LDOS's earnings or operational performance. Integration of ENTRUST and ongoing reliance on government contracts present risks, but improving fundamentals and guidance support a positive outlook. Read the full article on Seeking Alpha
INOD
US$84.89
Innodata
7D
85.7%
1Y
137.1%
New Narrative • May 08

Innodata Inc. (INOD): Powering Smart Data for Generative AI and the Inflection Point in High-Complexity LLM Engineering

Innodata Inc. (INOD), a leading data engineering provider for the world’s largest technology companies, reported its Q1 fiscal 2026 earnings on May 7, 2026 , delivering a performance that signaled its total transformation into a mission-critical AI utility [1, 2].
ULS
US$100.44
UL Solutions
7D
11.5%
1Y
42.8%
VRSK
US$171.87
Verisk Analytics
7D
-3.8%
1Y
-43.4%
New Narrative • May 08

VRSK 05-2026

Verisk Analytics is a regulatory-grade data toll on the US property & casualty insurance industry, monetized through ~83% subscription revenue with ~92% client retention. VRSK's narrow-moat franchise produces FCF with an unusually high degree of predictability, durable enough to justify a 15× exit multiple at a 35% margin of safety.
WLDN
US$88.39
Willdan Group
7D
21.5%
1Y
96.4%
Seeking Alpha • May 08

Willdan Looks Mispriced After Raising Guidance

Summary Willdan delivered a strong Q1 beat, raised EPS guidance by 8%, and continues to outpace peers in both revenue and earnings growth. WLDN's business is anchored in energy consulting, with robust organic and inorganic growth, highlighted by the accretive Burton Energy Group acquisition. Despite superior growth and EBITDA margins, WLDN trades at a significant discount to peers, presenting a 41% upside to a $107/share target. Risks include reliance on state/local government spending, utility capex cycles, and potential AI-driven competition in a fragmented market. Read the full article on Seeking Alpha
BR
US$149.50
Broadridge Financial Solutions
7D
-2.8%
1Y
-36.9%
New Narrative • May 08

Tokenization And AI Adoption Will Cement A Leading Role In Future Financial Infrastructure

Catalysts About Broadridge Financial Solutions Broadridge Financial Solutions provides technology and services that support governance, capital markets and wealth management for financial institutions. What are the underlying business or industry changes driving this perspective?
KBR
US$32.54
KBR
7D
-15.9%
1Y
-42.0%
PAYX
US$93.93
Paychex
7D
1.6%
1Y
-38.1%
J
US$118.43
Jacobs Solutions
7D
-9.4%
1Y
-7.1%
CACI
US$480.99
CACI International
7D
-6.3%
1Y
1.1%
AMTM
US$24.53
Amentum Holdings
7D
-4.8%
1Y
14.8%