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U.S. Data Processing Services Industry Analysis

UpdatedFeb 01, 2026
DataAggregated Company Financials
Companies19
  • 7D-5.3%
  • 3M-3.9%
  • 1Y-10.4%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 5.3%, driven by a pullback from Broadridge Financial Solutions of 5.0%. However, the industry is down 10% over the past year. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Feb 2026US$72.9bUS$55.7bUS$1.7b24.2x41.8x1.3x
Tue, 30 Dec 2025US$78.6bUS$44.5bUS$3.3b20x24x1.8x
Thu, 27 Nov 2025US$76.1bUS$44.5bUS$3.3b19.6x23.3x1.7x
Sat, 25 Oct 2025US$77.7bUS$46.8bUS$2.9b22.6x26.7x1.7x
Mon, 22 Sep 2025US$85.7bUS$48.0bUS$3.0b23.6x29x1.8x
Wed, 20 Aug 2025US$86.8bUS$48.0bUS$3.0b23.8x29.4x1.8x
Fri, 18 Jul 2025US$82.9bUS$47.5bUS$3.1b19.9x26.8x1.7x
Sun, 15 Jun 2025US$81.8bUS$47.5bUS$3.1b18.1x26.2x1.7x
Tue, 13 May 2025US$80.8bUS$47.5bUS$3.1b18.1x25.9x1.7x
Thu, 10 Apr 2025US$74.5bUS$47.3bUS$3.1b20.9x23.7x1.6x
Sat, 08 Mar 2025US$82.8bUS$47.3bUS$3.1b20.4x26.5x1.8x
Mon, 03 Feb 2025US$84.5bUS$47.1bUS$3.4b25.2x25x1.8x
Wed, 01 Jan 2025US$78.3bUS$46.8bUS$3.3b19.5x23.9x1.7x
Fri, 29 Nov 2024US$81.1bUS$46.8bUS$3.3b21.4x24.8x1.7x
Sun, 27 Oct 2024US$74.4bUS$46.8bUS$2.9b19.2x25.7x1.6x
Tue, 24 Sep 2024US$76.8bUS$46.0bUS$3.0b19.6x25.9x1.7x
Thu, 22 Aug 2024US$76.4bUS$46.0bUS$3.0b19.6x25.9x1.7x
Sat, 20 Jul 2024US$76.0bUS$45.7bUS$2.9b23.3x26.3x1.7x
Mon, 17 Jun 2024US$70.3bUS$45.4bUS$3.0b20.1x23.5x1.5x
Wed, 15 May 2024US$72.9bUS$45.4bUS$3.0b20.7x24.5x1.6x
Fri, 12 Apr 2024US$72.4bUS$45.1bUS$2.8b22.3x26x1.6x
Sun, 10 Mar 2024US$74.8bUS$44.3bUS$2.8b24.6x26.6x1.7x
Tue, 06 Feb 2024US$74.7bUS$44.1bUS$2.3b22.1x32.3x1.7x
Thu, 04 Jan 2024US$77.7bUS$44.6bUS$2.5b23.6x31.6x1.7x
Sat, 02 Dec 2023US$75.4bUS$44.6bUS$2.5b22.7x30.6x1.7x
Mon, 30 Oct 2023US$66.8bUS$44.3bUS$2.8b18.2x23.9x1.5x
Wed, 27 Sep 2023US$71.2bUS$44.1bUS$2.8b21.8x25.5x1.6x
Fri, 25 Aug 2023US$72.9bUS$44.1bUS$2.8b22.3x26.1x1.7x
Sun, 23 Jul 2023US$76.4bUS$44.4bUS$2.7b25.4x27.8x1.7x
Tue, 20 Jun 2023US$76.1bUS$43.7bUS$2.8b25.6x27.5x1.7x
Thu, 18 May 2023US$73.9bUS$43.7bUS$2.7b25.3x26.9x1.7x
Sat, 15 Apr 2023US$78.9bUS$43.3bUS$2.9b26.7x26.9x1.8x
Mon, 13 Mar 2023US$1.3tUS$239.9bUS$19.8b27.8x67.1x5.5x
Wed, 08 Feb 2023US$1.5tUS$237.4bUS$37.7b29.7x38.5x6.1x
Price to Earnings Ratio

38.5x


Total Market Cap: US$1.5tTotal Earnings: US$37.7bTotal Revenue: US$237.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Processing Services Industry Price to Earnings3Y Average 28.2x202420252026
Current Industry PE
  • Investors are optimistic on the American Data Processing and Outsourced Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 41.8x which is higher than its 3-year average PE of 28.2x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Data Processing and Outsourced Services industry have declined 64% per year over the last three years,
  • Revenues have also declined 38% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Data Processing Services compare with similar industries?

US Market-0.23%
Tech-0.81%
IT-1.57%
Data Processing Services-5.25%
IT Consulting0.33%
Internet Services and Infrastructure-3.75%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CSGS CSG Systems InternationalUS$79.750.08%
+US$1.6m		35.7%PE26x

Latest News

EXLS
US$39.15
ExlService Holdings
7D
-8.2%
1Y
-22.1%
CNXC
US$37.35
Concentrix
7D
-13.6%
1Y
-28.6%

CNXC: Updated Discount Rate And P/E Assumptions Will Support Future Undervalued Entry

Narrative Update on Concentrix Analysts have trimmed their price target on Concentrix by $4, citing updated assumptions around discount rates and future P/E expectations, while keeping their fair value estimate unchanged at $62.20. Analyst Commentary Recent research around Concentrix reflects a mixed tone, with the $4 trim to the price target tied mainly to updated discount rate inputs and revised P/E assumptions rather than a reset of the underlying fair value, which remains at $62.20.
BTGO
US$13.50
Bitgo Holdings
7D
-6.9%
1Y
n/a
MMS
US$94.44
Maximus
7D
-4.2%
1Y
25.4%
BR
US$197.11
Broadridge Financial Solutions
7D
-5.0%
1Y
-17.3%

BR: AI And Tokenization Initiatives Will Drive Future Shareholder Value

Analysts have nudged their price target on Broadridge Financial Solutions slightly lower to about US$267.88 from roughly US$269.38. This reflects small adjustments to their fair value, discount rate and forward P/E assumptions rather than a major shift in their view of the business.
CSGS
US$79.75
CSG Systems International
7D
0.08%
1Y
35.7%

CSGS: Share Price Will Reflect Cash Deal As Ratings Turn Cautious

Analysts have converged on an updated price target of $80.70 for CSG Systems International, aligning their views with NEC Corporation's agreed all cash acquisition price. This reflects expectations of limited competing bids and manageable antitrust risk.
SSNC
US$81.89
SS&C Technologies Holdings
7D
-4.0%
1Y
1.2%

SSNC: AI Services Expansion Will Support Higher Future Earnings Multiple

Analysts have lifted their price target on SS&C Technologies Holdings by about US$0.33, pointing to slightly different assumptions on fair value, discount rate, revenue growth, profit margin and future P/E to support the updated view. Analyst Commentary Recent Street research on SS&C Technologies Holdings offers a mix of optimism around the refreshed price target and some grounded caution around what needs to go right for that view to hold.
G
US$44.10
Genpact
7D
-3.7%
1Y
-9.4%
VRRM
US$19.30
Verra Mobility
7D
-9.5%
1Y
-26.9%

Earnings Tell The Story For Verra Mobility Corporation (NASDAQ:VRRM)

Jan 05
Earnings Tell The Story For Verra Mobility Corporation (NASDAQ:VRRM)