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U.S. Professional Services Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies150
  • 7D4.7%
  • 3M2.7%
  • 1Y-22.1%
  • YTD-12.5%

The Professional Services industry is up 4.7% in the last week, with Automatic Data Processing up 6.5%. Meanwhile, UL Solutions actually underperformed within the industry, shrinking 11% in the last week. In contrast, the industry has lost 22% in the last 12 months. 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
Tue, 07 Jul 2026US$390.1bUS$249.6bUS$12.5b21.1x31.3x1.6x
Thu, 04 Jun 2026US$392.8bUS$247.6bUS$12.2b19.1x32.1x1.6x
Sat, 02 May 2026US$379.1bUS$247.5bUS$12.1b19.6x31.4x1.5x
Mon, 30 Mar 2026US$366.3bUS$245.7bUS$11.5b18.4x31.8x1.5x
Wed, 25 Feb 2026US$379.2bUS$245.7bUS$11.7b19.5x32.4x1.5x
Fri, 23 Jan 2026US$472.7bUS$263.0bUS$12.4b24.7x38.2x1.8x
Sun, 21 Dec 2025US$470.7bUS$251.6bUS$13.8b24.4x34x1.9x
Tue, 18 Nov 2025US$460.4bUS$249.9bUS$14.0b23.2x32.9x1.8x
Thu, 16 Oct 2025US$494.7bUS$251.4bUS$14.9b25.4x33.1x2x
Sat, 13 Sep 2025US$516.7bUS$251.0bUS$14.9b27x34.6x2.1x
Mon, 11 Aug 2025US$514.3bUS$253.8bUS$14.6b26.3x35.1x2x
Wed, 09 Jul 2025US$510.0bUS$245.0bUS$14.9b25.3x34.2x2.1x
Fri, 06 Jun 2025US$512.9bUS$244.8bUS$15.0b21.3x34.1x2.1x
Sun, 04 May 2025US$494.5bUS$241.9bUS$15.3b21.4x32.4x2x
Tue, 01 Apr 2025US$491.2bUS$241.9bUS$14.8b20.9x33.2x2x
Thu, 27 Feb 2025US$509.3bUS$241.6bUS$14.9b21.7x34.2x2.1x
Sat, 25 Jan 2025US$564.8bUS$246.5bUS$14.8b24.5x38x2.3x
Mon, 23 Dec 2024US$549.4bUS$245.1bUS$15.0b23.8x36.7x2.2x
Wed, 20 Nov 2024US$558.4bUS$247.7bUS$15.2b23.7x36.7x2.3x
Fri, 18 Oct 2024US$568.8bUS$241.2bUS$12.8b28.6x44.3x2.4x
Sun, 15 Sep 2024US$542.8bUS$234.8bUS$12.7b28x42.8x2.3x
Tue, 13 Aug 2024US$514.6bUS$234.8bUS$12.8b25.5x40.1x2.2x
Thu, 11 Jul 2024US$487.8bUS$237.9bUS$12.5b24.9x39.2x2.1x
Sat, 08 Jun 2024US$496.5bUS$238.6bUS$12.5b25.4x39.7x2.1x
Mon, 06 May 2024US$499.6bUS$238.4bUS$12.1b25.5x41.4x2.1x
Wed, 03 Apr 2024US$504.3bUS$233.7bUS$11.4b26.4x44.2x2.2x
Fri, 01 Mar 2024US$507.2bUS$232.9bUS$11.5b26.7x44x2.2x
Sun, 28 Jan 2024US$509.4bUS$238.1bUS$13.0b26.4x39.3x2.1x
Tue, 26 Dec 2023US$500.5bUS$237.0bUS$12.8b26.1x39.3x2.1x
Thu, 23 Nov 2023US$481.5bUS$237.0bUS$12.2b25.1x39.5x2x
Sat, 21 Oct 2023US$480.2bUS$239.1bUS$9.5b21.2x50.6x2x
Mon, 18 Sep 2023US$485.9bUS$230.9bUS$9.7b22.6x50.3x2.1x
Wed, 16 Aug 2023US$500.5bUS$234.3bUS$9.2b23.4x54.5x2.1x
Fri, 14 Jul 2023US$470.8bUS$230.3bUS$9.1b21.4x51.5x2x
Price to Earnings Ratio

51.5x


Total Market Cap: US$470.8bTotal 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 31.3x 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 1.6x.
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 Market0.79%
Industrials0.64%
Professional Services4.70%
HR Services6.31%
Research and Consulting Services3.10%
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 121x.
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
ADP Automatic Data ProcessingUS$239.496.5%
+US$5.8b		-22.3%PE22x
PAYX PaychexUS$105.395.6%
+US$2.0b		-27.7%PE21.3x
EFX EquifaxUS$171.948.4%
+US$1.6b		-34.9%PE29.3x
TRU TransUnionUS$79.2810.4%
+US$1.4b		-13.4%PE21.7x
VRSK Verisk AnalyticsUS$187.794.8%
+US$1.1b		-39.1%PE27x

Latest News

PAYX
US$105.39
Paychex
7D
5.6%
1Y
-27.7%
Seeking Alpha • 22h

New Jobs Keep Climbing, Ride The Wave With Paychex

Summary Paychex remains a 'Buy,' offering both growth and a 32% discount to intrinsic value despite recent outperformance versus the S&P 500. Cross-selling with Paycor and the launch of AI-powered WISE drive high single-digit EPS growth and improved revenue per client, especially in upmarket segments. PAYX delivers robust financial stability with a 1.1x net leverage ratio, a 4.9% forward dividend yield, and strong dividend safety metrics. Risks include macro headwinds for small business clients and potential payroll service commoditization, but these appear priced in, supporting an attractive long-term entry. Read the full article on Seeking Alpha
BR
US$144.77
Broadridge Financial Solutions
7D
6.9%
1Y
-39.8%
MBGL
US$19.26
Mobility Global
7D
-16.3%
1Y
n/a
PL
US$30.86
Planet Labs PBC
7D
-1.3%
1Y
351.8%
Seeking Alpha • Jul 03

Planet Labs: Buy The Pullback As Revenue Acceleration Takes Flight

Summary Planet Labs is rated a buy with a $36 FY 2027 target, reflecting 14% upside and strong demand from global defense and intelligence sectors. PL posted 42% YoY revenue growth in Q1 2027, raised FY guidance to $425–441M, and maintains robust liquidity with $731M in cash and investments. Defense spending by NATO members and large government contracts, including satellite-as-a-service deals, are key catalysts for sustained growth and margin expansion. Risks include intense competition and backlog contracts with termination clauses, but PL’s backlog of $906M and recent pullback offer a compelling entry setup. Read the full article on Seeking Alpha
VRSK
US$187.79
Verisk Analytics
7D
4.8%
1Y
-39.1%
FC
US$22.90
Franklin Covey
7D
-10.4%
1Y
7.6%
CNXC
US$23.42
Concentrix
7D
-7.2%
1Y
-58.7%
TRU
US$79.28
TransUnion
7D
10.4%
1Y
-13.4%
CACI
US$505.24
CACI International
7D
10.5%
1Y
0.05%
LDOS
US$108.72
Leidos Holdings
7D
8.2%
1Y
-33.9%
New Narrative • Jul 02

AI And Cyber Pipelines Will Shape A Balanced Long Term Outlook

Catalysts About Leidos Holdings Leidos Holdings is a technology and engineering company that provides solutions in defense, intelligence, health, and infrastructure, primarily for U.S. government customers. What are the underlying business or industry changes driving this perspective?
ADP
US$239.49
Automatic Data Processing
7D
6.5%
1Y
-22.3%
EFX
US$171.94
Equifax
7D
8.4%
1Y
-34.9%
INOD
US$73.12
Innodata
7D
-4.6%
1Y
43.4%
ULS
US$89.27
UL Solutions
7D
-10.8%
1Y
22.1%
BKSY
US$27.16
BlackSky Technology
7D
-4.2%
1Y
25.4%
Narrative Update • Jun 24

BKSY: Government Space Contracts And AI Satellites Will Drive Future Upside

BlackSky Technology's analyst price target remains at $50, as analysts point to recent stock appreciation tied to broader space sector excitement and see limited additional upside based on current fundamentals. Analyst Commentary Recent research on BlackSky Technology highlights a split view, with the current US$50 price target framed against a rapid share price move that some analysts attribute largely to broader space sector enthusiasm rather than company specific developments.
MG
US$16.80
Mistras Group
7D
-7.8%
1Y
108.2%
Narrative Update • Jun 16

MG: Stable Assumptions And 2026 Guidance Will Support Stock Upside

Analysts have kept their price target on Mistras Group steady at $21.00. They cite relatively unchanged assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as the basis for this reaffirmed view.