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U.S. Professional Services Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies154
  • 7D3.8%
  • 3M15.1%
  • 1Y-11.7%
  • YTD-2.5%

Over the last 7 days, the Professional Services industry has risen 3.8%, driven by gains from CACI International of 26%. In the same time, UL Solutions was down 14%. In contrast, the industry has lost 12% in the last 12 months. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the U.S. Professional Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Aug 2026US$432.3bUS$258.6bUS$13.7b22.2x31.6x1.7x
Wed, 08 Jul 2026US$388.5bUS$249.6bUS$12.5b20.6x31.1x1.6x
Fri, 05 Jun 2026US$383.8bUS$247.6bUS$12.2b19.3x31.4x1.6x
Sun, 03 May 2026US$380.1bUS$247.5bUS$12.1b19.6x31.5x1.5x
Tue, 31 Mar 2026US$368.0bUS$245.7bUS$11.5b19x32x1.5x
Thu, 26 Feb 2026US$384.4bUS$245.9bUS$11.8b19.5x32.6x1.6x
Sat, 24 Jan 2026US$477.9bUS$262.7bUS$12.4b24.4x38.6x1.8x
Mon, 22 Dec 2025US$470.7bUS$251.6bUS$13.8b24.4x34x1.9x
Wed, 19 Nov 2025US$453.3bUS$249.9bUS$14.0b23.3x32.4x1.8x
Fri, 17 Oct 2025US$492.3bUS$251.4bUS$14.9b24.8x32.9x2x
Sun, 14 Sep 2025US$511.6bUS$251.1bUS$14.9b27x34.3x2x
Tue, 12 Aug 2025US$514.3bUS$253.8bUS$14.6b25.9x35.1x2x
Thu, 10 Jul 2025US$508.6bUS$245.0bUS$14.9b24.9x34.1x2.1x
Sat, 07 Jun 2025US$513.0bUS$244.8bUS$15.0b21.7x34.1x2.1x
Mon, 05 May 2025US$494.5bUS$241.9bUS$15.3b21.4x32.4x2x
Wed, 02 Apr 2025US$495.8bUS$241.7bUS$14.9b21.1x33.4x2.1x
Fri, 28 Feb 2025US$507.1bUS$241.7bUS$14.8b21.3x34.3x2.1x
Sun, 26 Jan 2025US$565.0bUS$246.5bUS$14.8b24.5x38.1x2.3x
Tue, 24 Dec 2024US$549.4bUS$245.1bUS$15.0b23.7x36.7x2.2x
Thu, 21 Nov 2024US$556.4bUS$242.2bUS$15.2b23.8x36.7x2.3x
Sat, 19 Oct 2024US$566.9bUS$241.2bUS$12.8b28.6x44.2x2.4x
Mon, 16 Sep 2024US$542.8bUS$234.8bUS$12.7b28x42.8x2.3x
Wed, 14 Aug 2024US$510.6bUS$234.8bUS$12.8b26x39.8x2.2x
Fri, 12 Jul 2024US$489.0bUS$237.9bUS$12.5b25.6x39.3x2.1x
Sun, 09 Jun 2024US$497.1bUS$238.6bUS$12.5b25.4x39.9x2.1x
Tue, 07 May 2024US$506.2bUS$238.4bUS$12.1b26x42x2.1x
Thu, 04 Apr 2024US$498.9bUS$233.7bUS$11.4b26.3x43.7x2.1x
Sat, 02 Mar 2024US$508.9bUS$232.9bUS$11.5b27x44.3x2.2x
Mon, 29 Jan 2024US$509.4bUS$238.1bUS$13.0b26.4x39.3x2.1x
Wed, 27 Dec 2023US$500.5bUS$237.0bUS$12.8b26.1x39.3x2.1x
Fri, 24 Nov 2023US$478.8bUS$236.9bUS$12.2b25.1x39.2x2x
Sun, 22 Oct 2023US$480.2bUS$239.1bUS$9.5b21.2x50.6x2x
Tue, 19 Sep 2023US$485.7bUS$230.9bUS$9.7b22.6x50.3x2.1x
Thu, 17 Aug 2023US$498.8bUS$234.3bUS$9.2b23x54.3x2.1x
Price to Earnings Ratio

54.3x


Total Market Cap: US$498.8bTotal Earnings: US$9.2bTotal Revenue: US$234.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Professional Services Industry Price to Earnings3Y Average 37.9x202420252026
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 31.6x which is lower than its 3-year average PE of 37.9x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Professional Services industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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 Market2.74%
Industrials2.27%
Professional Services3.85%
Research and Consulting Services5.20%
HR Services2.97%
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 11.6%, which is lower than the prior year's growth of 12.9% per year.
  • Investors are most pessimistic about the Research and Consulting Services industry, which is trading below its 3-year average of 90.1x.
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 7.6% 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
CACI CACI InternationalUS$644.4325.7%
+US$2.9b		34.6%PE26.6x
LDOS Leidos HoldingsUS$137.5715.9%
+US$2.3b		-22.3%PE12.5x
PAYC Paycom SoftwareUS$214.9427.4%
+US$1.7b		-2.8%PE19.5x
EFX EquifaxUS$182.564.9%
+US$992.7m		-23.8%PE31x
PL Planet Labs PBCUS$23.9311.1%
+US$855.4m		272.7%PS25.4x

Latest News

BBSI
US$33.18
Barrett Business Services
7D
-16.7%
1Y
-28.7%
MMS
US$59.19
Maximus
7D
-4.9%
1Y
-28.4%
Narrative Update • Aug 09

MMS: 2026 Guidance And Index Additions Will Support Future Returns

Analysts have adjusted their price target on Maximus from $105 to $100, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as the key drivers of this change. What's in the News Maximus updated earnings guidance for fiscal 2026, with expected revenue between US$5.2b and US$5.35b, net income of US$376m to US$392m, a net income margin of 7.2% to 7.3%, and diluted EPS of US$6.94 to US$7.24.
G
US$34.29
Genpact
7D
-2.5%
1Y
-20.7%
MBGL
US$19.70
Mobility Global
7D
-7.5%
1Y
n/a
CACI
US$644.43
CACI International
7D
25.7%
1Y
34.6%
LZ
US$5.77
LegalZoom.com
7D
-30.1%
1Y
-48.0%
FA
US$24.01
First Advantage
7D
17.8%
1Y
52.6%
PL
US$23.93
Planet Labs PBC
7D
11.1%
1Y
272.7%
ULS
US$78.21
UL Solutions
7D
-14.1%
1Y
18.1%
Analysis Article • Aug 07

UL Solutions Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a mediocre week for UL Solutions Inc. ( NYSE:ULS ) shareholders, with the stock dropping 17% to US$76.86 in...
VRSK
US$191.82
Verisk Analytics
7D
-0.7%
1Y
-28.3%
Narrative Update • Aug 07

VRSK: Subscription Model And AI Monetization Will Drive Repricing Ahead

Verisk Analytics now carries an updated analyst price target of $237.71, up from $225.06, reflecting analysts' focus on its subscription based revenue model and potential AI related monetization over time. Analyst Commentary Recent Street research on Verisk Analytics shows a mix of optimism around its business model and AI opportunities, along with some caution on valuation and execution timing.
PAYC
US$214.94
Paycom Software
7D
27.4%
1Y
-2.8%
Narrative Update • Aug 06

PAYC: AI Demand And Free Cash Flow Outlook Will Drive Repricing

Analysts have raised the Paycom Software fair value estimate from $194.63 to $270.00, following a series of higher Street price targets. They cite what they describe as strong Q2 results, improved profitability metrics, and a more favorable outlook for free cash flow.
LDOS
US$137.57
Leidos Holdings
7D
15.9%
1Y
-22.3%
Narrative Update • Aug 06

LDOS: AI And Defense Contracts Will Drive Future Repricing Debate

Leidos Holdings' updated analyst price target framework points to a lower fair value of about $203.76 from roughly $213.73, as analysts factor in slightly softer revenue growth and a reduced future P/E multiple, while also reflecting modestly higher margin assumptions and a lower discount rate following recent research updates across the Street. Analyst Commentary Recent research on Leidos Holdings shows a mix of caution and optimism, with several bullish analysts still highlighting potential upside drivers even as many targets move lower.
BR
US$166.50
Broadridge Financial Solutions
7D
5.8%
1Y
-36.8%
Narrative Update • Aug 05

BR: Tokenization Governance And AI Operations Will Drive Future Upside

Analysts have adjusted their price target for Broadridge Financial Solutions to $212 from $206.50, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News for Broadridge Financial Solutions Broadridge Financial Solutions reported higher fourth quarter profit, driven primarily by growth in its investor communications segment, which remains the largest part of the business.
PAYX
US$120.04
Paychex
7D
2.0%
1Y
-13.4%
Narrative Update • Aug 05

PAYX: AI And Paycor Synergies Will Test Dividend Support And Execution

Paychex's fair value estimate has been raised by about $4 to $109.57 as analysts factor in a slightly lower discount rate, a modest adjustment to expected revenue growth, and a higher projected profit margin supported by recent price target increases across the Street. Analyst Commentary Recent Street research on Paychex shows a mix of optimism and caution around the stock's valuation, growth outlook, and execution following fiscal Q4 results and the Paycor acquisition.
EFX
US$182.56
Equifax
7D
4.9%
1Y
-23.8%
Narrative Update • Aug 05

EFX: Data Assets And AI Efficiencies Will Support Post Guidance Earnings Power

Analysts have trimmed their average price target on Equifax to about $211 from roughly $218, reflecting slightly softer revenue growth assumptions and a modestly lower future P/E, partly offset by stable profit margin expectations and ongoing confidence in core demand. Analyst Commentary Recent analyst commentary on Equifax points to a mixed but generally constructive view.
FCN
US$151.43
FTI Consulting
7D
-4.4%
1Y
-9.6%