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U.S. Data Processing Services Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies17
  • 7D-3.4%
  • 3M-18.9%
  • 1Y-16.1%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 1.8%, driven by pullbacks in SS&C Technologies Holdings and Genpact of 1.5% and 3.6%, respectively. In contrast, TTEC Holdings has gained 34%. Overall the industry is down 16% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026US$63.3bUS$45.0bUS$1.7b17.4x36.7x1.4x
Sat, 07 Feb 2026US$65.7bUS$44.9bUS$1.8b19.9x36.4x1.5x
Mon, 05 Jan 2026US$76.0bUS$44.5bUS$3.3b19.7x23.2x1.7x
Wed, 03 Dec 2025US$75.8bUS$44.5bUS$3.3b19.6x23.2x1.7x
Fri, 31 Oct 2025US$75.6bUS$46.9bUS$2.9b24x25.9x1.6x
Sun, 28 Sep 2025US$84.4bUS$48.1bUS$3.0b23.7x27.9x1.8x
Tue, 26 Aug 2025US$87.9bUS$48.0bUS$3.0b23.1x29.7x1.8x
Thu, 24 Jul 2025US$84.8bUS$47.5bUS$3.1b20.1x27.4x1.8x
Sat, 21 Jun 2025US$81.2bUS$47.5bUS$3.1b17.4x26x1.7x
Mon, 19 May 2025US$82.3bUS$47.5bUS$3.1b18.2x26.4x1.7x
Wed, 16 Apr 2025US$80.4bUS$47.3bUS$3.1b21x25.7x1.7x
Fri, 14 Mar 2025US$79.5bUS$47.3bUS$3.1b19.6x25.5x1.7x
Sun, 09 Feb 2025US$86.9bUS$47.4bUS$3.3b20.7x26.4x1.8x
Tue, 07 Jan 2025US$79.6bUS$46.7bUS$3.3b21.9x24.4x1.7x
Thu, 05 Dec 2024US$80.4bUS$46.8bUS$3.3b21x24.6x1.7x
Sat, 02 Nov 2024US$74.5bUS$46.9bUS$2.9b19.1x25.7x1.6x
Mon, 30 Sep 2024US$76.3bUS$46.7bUS$2.9b20x26.3x1.6x
Wed, 28 Aug 2024US$77.7bUS$46.0bUS$3.0b20x26.3x1.7x
Fri, 26 Jul 2024US$75.4bUS$45.7bUS$2.9b23.7x26.1x1.7x
Sun, 23 Jun 2024US$71.4bUS$44.9bUS$2.9b22.9x24.6x1.6x
Tue, 21 May 2024US$74.4bUS$45.4bUS$3.0b20.6x25x1.6x
Thu, 18 Apr 2024US$69.5bUS$45.1bUS$2.8b21.3x25x1.5x
Sat, 16 Mar 2024US$73.0bUS$44.3bUS$2.8b23.9x25.9x1.6x
Mon, 12 Feb 2024US$75.4bUS$44.3bUS$2.5b22.9x29.8x1.7x
Wed, 10 Jan 2024US$78.4bUS$44.6bUS$2.5b23.8x31.9x1.8x
Fri, 08 Dec 2023US$75.9bUS$44.6bUS$2.5b22.9x30.8x1.7x
Sun, 05 Nov 2023US$70.6bUS$44.5bUS$2.5b20x28.4x1.6x
Tue, 03 Oct 2023US$71.2bUS$44.2bUS$2.8b21.5x25.7x1.6x
Thu, 31 Aug 2023US$74.7bUS$44.1bUS$2.8b23.2x26.8x1.7x
Sat, 29 Jul 2023US$75.0bUS$44.5bUS$2.8b23.6x27.2x1.7x
Mon, 26 Jun 2023US$73.9bUS$43.7bUS$2.8b24.3x26.7x1.7x
Wed, 24 May 2023US$74.5bUS$43.7bUS$2.8b26.6x27.1x1.7x
Fri, 21 Apr 2023US$77.9bUS$43.3bUS$2.9b26.5x26.6x1.8x
Sun, 19 Mar 2023US$393.9bUS$138.8b-US$8,148,656,639.0027.3x-48.3x2.8x
Price to Earnings Ratio

-48.3x


Total Market Cap: US$393.9bTotal Earnings: -US$8,148,656,639.00Total Revenue: US$138.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Processing Services Industry Price to Earnings3Y Average 27.3x202420252026
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 37.5x which is higher than its 3-year average PE of 27.4x.
  • The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Data Processing and Outsourced Services industry have declined 56% per year over the last three years,
  • Revenues have also declined 43% 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-1.47%
Tech0.73%
IT1.43%
Data Processing Services-3.37%
Internet Services and Infrastructure4.98%
IT Consulting-1.95%
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
TTEC TTEC HoldingsUS$2.6712.2%
+US$14.1m		-21.0%PS0.06x
CNXC ConcentrixUS$33.140.5%
+US$11.0m		-25.2%PS0.2x

Latest News

BR
US$183.12
Broadridge Financial Solutions
7D
-3.0%
1Y
-18.7%
EXLS
US$30.56
ExlService Holdings
7D
-5.2%
1Y
-33.7%
G
US$38.75
Genpact
7D
-5.0%
1Y
-21.1%

G: Buybacks And Higher Dividend Will Support Attractive Future Shareholder Returns

Analysts have maintained their $48.64 price target on Genpact. They have made small adjustments to assumptions such as the discount rate, revenue growth, profit margin, and future P/E ratio, which refine rather than change their overall view.
SSNC
US$72.98
SS&C Technologies Holdings
7D
-3.0%
1Y
-10.5%

SSNC: Client Wins And Buybacks Will Support Higher Future Cash Flows

Analysts have adjusted their price target on SS&C Technologies Holdings by $6, reflecting updated views on discount rates, profit expectations, and future P/E assumptions informed by recent research commentary. Analyst Commentary Recent research on SS&C Technologies Holdings points to a mixed but focused view on valuation, execution, and growth, with one firm reducing its price target by $6 and another raising it by $4.
MMS
US$73.75
Maximus
7D
-5.3%
1Y
10.9%

MMS: Dividend Hike And Buybacks Will Support Future Share Returns

Analysts have maintained their $110 price target for Maximus, citing slightly revised assumptions for the discount rate, profit margin, and future P/E as the main factors supporting this reaffirmed view. What's in the News Management narrowed fiscal 2026 revenue guidance to a range of US$5.2b to US$5.35b, with US$25 million of the change tied to the divested U.S. Services Segment business (Corporate Guidance).
CNDT
US$1.31
Conduent
7D
-7.7%
1Y
-58.0%
VRRM
US$15.73
Verra Mobility
7D
-4.7%
1Y
-20.4%
TTEC
US$2.67
TTEC Holdings
7D
12.2%
1Y
-21.0%
CNXC
US$33.14
Concentrix
7D
0.5%
1Y
-25.2%
TASK
US$10.68
TaskUs
7D
-5.1%
1Y
-18.7%

TASK: AI Services Ramp Will Support Earnings Resilience Despite Client Shifts

Analysts have reduced their average price target on TaskUs from about $15.75 to roughly $13.67, citing lower expectations for growth and margins as large client spending and Trust & Safety volumes face pressure, partially offset by the ongoing ramp-up of AI Services and steadier demand from the broader client base. Analyst Commentary Bullish Takeaways Bullish analysts highlight that AI Services revenue is ramping significantly, which they see as an important driver for future execution and a partial offset to pressure in other parts of the business.