Narrative Update • Sep 08

Over the last 7 days, the Professional Services industry has dropped 3.6%, driven by a pullback from Automatic Data Processing of 3.4%. The industry has fallen 15% in the last year. Looking forward, earnings are forecast to grow by 14% annually.
Has the U.S. Professional Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 13 Sep 2026 | US$423.0b | US$259.4b | US$13.9b | 21.6x | 30.4x | 1.6x |
| Tue, 11 Aug 2026 | US$432.2b | US$258.6b | US$13.7b | 22.1x | 31.6x | 1.7x |
| Thu, 09 Jul 2026 | US$392.9b | US$249.6b | US$12.5b | 20.3x | 31.5x | 1.6x |
| Sat, 06 Jun 2026 | US$389.0b | US$247.6b | US$12.1b | 19.7x | 32.1x | 1.6x |
| Mon, 04 May 2026 | US$379.9b | US$247.5b | US$12.1b | 19.6x | 31.5x | 1.5x |
| Wed, 01 Apr 2026 | US$369.4b | US$245.7b | US$11.5b | 19x | 32.1x | 1.5x |
| Fri, 27 Feb 2026 | US$390.5b | US$245.9b | US$12.0b | 20.6x | 32.6x | 1.6x |
| Sun, 25 Jan 2026 | US$474.5b | US$262.7b | US$12.4b | 24.4x | 38.3x | 1.8x |
| Tue, 23 Dec 2025 | US$470.7b | US$251.6b | US$13.8b | 24.6x | 34x | 1.9x |
| Thu, 20 Nov 2025 | US$453.8b | US$249.9b | US$14.0b | 23.7x | 32.3x | 1.8x |
| Sat, 18 Oct 2025 | US$482.5b | US$250.1b | US$14.8b | 24.9x | 32.7x | 1.9x |
| Mon, 15 Sep 2025 | US$511.6b | US$251.1b | US$14.9b | 27x | 34.3x | 2x |
| Wed, 13 Aug 2025 | US$508.9b | US$253.9b | US$14.6b | 26.1x | 34.8x | 2x |
| Fri, 11 Jul 2025 | US$510.4b | US$245.0b | US$14.9b | 25x | 34.3x | 2.1x |
| Sun, 08 Jun 2025 | US$516.8b | US$244.8b | US$15.0b | 21.7x | 34.4x | 2.1x |
| Tue, 06 May 2025 | US$494.5b | US$241.9b | US$15.3b | 21.3x | 32.4x | 2x |
| Thu, 03 Apr 2025 | US$498.4b | US$241.7b | US$14.9b | 21.3x | 33.5x | 2.1x |
| Sat, 01 Mar 2025 | US$503.7b | US$241.7b | US$14.7b | 21.5x | 34.2x | 2.1x |
| Mon, 27 Jan 2025 | US$565.0b | US$246.5b | US$14.8b | 24.5x | 38.1x | 2.3x |
| Wed, 25 Dec 2024 | US$553.1b | US$245.1b | US$15.0b | 23.8x | 37x | 2.3x |
| Fri, 22 Nov 2024 | US$561.4b | US$242.2b | US$15.2b | 24.7x | 37x | 2.3x |
| Sun, 20 Oct 2024 | US$567.6b | US$241.2b | US$12.8b | 28.6x | 44.2x | 2.4x |
| Tue, 17 Sep 2024 | US$542.8b | US$234.8b | US$12.7b | 28.1x | 42.8x | 2.3x |
| Thu, 15 Aug 2024 | US$517.8b | US$234.8b | US$12.8b | 26.2x | 40.3x | 2.2x |
| Sat, 13 Jul 2024 | US$497.4b | US$237.9b | US$12.5b | 25.7x | 39.9x | 2.1x |
| Mon, 10 Jun 2024 | US$497.1b | US$238.6b | US$12.5b | 25.4x | 39.9x | 2.1x |
| Wed, 08 May 2024 | US$507.9b | US$238.6b | US$12.0b | 26.2x | 42.3x | 2.1x |
| Fri, 05 Apr 2024 | US$499.0b | US$233.7b | US$11.4b | 26.3x | 43.7x | 2.1x |
| Sun, 03 Mar 2024 | US$509.4b | US$232.9b | US$11.5b | 27x | 44.3x | 2.2x |
| Tue, 30 Jan 2024 | US$509.5b | US$238.1b | US$13.0b | 26.7x | 39.3x | 2.1x |
| Thu, 28 Dec 2023 | US$503.9b | US$237.0b | US$12.7b | 25.8x | 39.5x | 2.1x |
| Sat, 25 Nov 2023 | US$481.1b | US$237.0b | US$12.2b | 24.3x | 39.4x | 2x |
| Mon, 23 Oct 2023 | US$480.2b | US$239.1b | US$9.5b | 21.2x | 50.6x | 2x |
| Wed, 20 Sep 2023 | US$485.0b | US$230.9b | US$9.7b | 22.5x | 50.2x | 2.1x |
50.2x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | -0.94% | |
| Industrials | -1.73% | |
| Professional Services | -3.63% | |
| Research and Consulting Services | -2.71% | |
| HR Services | -4.31% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BAH Booz Allen Hamilton Holding | US$75.90 | 4.3% +US$372.9m | -27.5% | PE11.8x | |
| SAIC Science Applications International | US$129.90 | 2.5% +US$132.0m | 22.1% | PE14.3x | |
| TIC TIC Solutions | US$9.56 | 2.1% +US$43.8m | -16.0% | PS1x | |
| MG Mistras Group | US$19.81 | 3.6% +US$22.0m | 109.0% | PE23.4x | |
| TASK TaskUs | US$8.14 | 2.9% +US$21.1m | -53.1% | PE7x |