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U.S. Data Processing Services Industry Analysis

UpdatedDec 19, 2025
DataAggregated Company Financials
Companies18
  • 7D-0.1%
  • 3M-3.5%
  • 1Y6.6%
  • YTDn/a

The Data Processing Services is pretty flat in the last 7 days, but ExlService Holdings has stood out, gaining 3.1%. The past year has been better, since the industry has gained 6.6% in that time. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Dec 2025US$77.8bUS$44.5bUS$3.3b20x23.8x1.7x
Sun, 16 Nov 2025US$75.3bUS$44.5bUS$3.3b19.1x23x1.7x
Tue, 14 Oct 2025US$80.8bUS$48.1bUS$3.0b20.7x26.7x1.7x
Thu, 11 Sep 2025US$87.1bUS$48.0bUS$3.0b22.9x29.5x1.8x
Sat, 09 Aug 2025US$85.9bUS$47.9bUS$2.9b24x29.1x1.8x
Mon, 07 Jul 2025US$84.5bUS$47.5bUS$3.1b19.3x27.3x1.8x
Wed, 04 Jun 2025US$81.9bUS$47.5bUS$3.1b17.9x26.2x1.7x
Fri, 02 May 2025US$81.3bUS$47.4bUS$3.3b17.9x25x1.7x
Sun, 30 Mar 2025US$82.3bUS$47.3bUS$3.1b19.9x26.2x1.7x
Tue, 25 Feb 2025US$84.9bUS$47.2bUS$3.2b20.3x26.8x1.8x
Thu, 23 Jan 2025US$83.0bUS$46.9bUS$3.3b23.1x25.1x1.8x
Sat, 21 Dec 2024US$77.3bUS$46.8bUS$3.3b19.3x23.6x1.6x
Mon, 18 Nov 2024US$78.2bUS$46.8bUS$3.3b20.6x24x1.7x
Wed, 16 Oct 2024US$78.1bUS$46.7bUS$2.9b20x26.9x1.7x
Fri, 13 Sep 2024US$76.2bUS$46.0bUS$3.0b18.9x25.8x1.7x
Sun, 11 Aug 2024US$75.7bUS$46.0bUS$3.0b19.3x25.6x1.6x
Tue, 09 Jul 2024US$71.6bUS$45.7bUS$2.9b21.9x24.8x1.6x
Thu, 06 Jun 2024US$72.1bUS$45.4bUS$3.0b20.3x24.2x1.6x
Sat, 04 May 2024US$70.5bUS$45.2bUS$2.9b23.6x24.3x1.6x
Mon, 01 Apr 2024US$74.7bUS$45.1bUS$2.8b22.6x26.9x1.7x
Wed, 28 Feb 2024US$76.7bUS$44.3bUS$2.9b23.3x26.9x1.7x
Fri, 26 Jan 2024US$81.9bUS$45.2bUS$2.4b24.6x33.7x1.8x
Sun, 24 Dec 2023US$79.4bUS$44.6bUS$2.5b24.6x32.3x1.8x
Tue, 21 Nov 2023US$73.2bUS$44.6bUS$2.5b21.7x29.7x1.6x
Thu, 19 Oct 2023US$72.0bUS$44.2bUS$2.8b19.9x26x1.6x
Sat, 16 Sep 2023US$73.1bUS$44.1bUS$2.8b22.7x26.1x1.7x
Mon, 14 Aug 2023US$73.6bUS$44.1bUS$2.8b22.7x26.4x1.7x
Wed, 12 Jul 2023US$77.2bUS$44.4bUS$2.7b25x28.1x1.7x
Fri, 09 Jun 2023US$74.4bUS$43.7bUS$2.8b26.3x27x1.7x
Sun, 07 May 2023US$74.4bUS$43.7bUS$2.7b26.6x27.2x1.7x
Tue, 04 Apr 2023US$78.9bUS$43.3bUS$2.9b26.6x27x1.8x
Thu, 02 Mar 2023US$1.4tUS$239.7bUS$19.9b28.8x68.6x5.7x
Sat, 28 Jan 2023US$1.4tUS$237.2bUS$37.2b30.4x38.8x6.1x
Mon, 26 Dec 2022US$1.3tUS$235.2bUS$36.7b28.8x35.7x5.6x
Price to Earnings Ratio

35.7x


Total Market Cap: US$1.3tTotal Earnings: US$36.7bTotal Revenue: US$235.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Processing Services Industry Price to Earnings3Y Average 28.4x202320242025
Current Industry PE
  • Investors are pessimistic on the American Data Processing and Outsourced 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 23.8x which is lower than its 3-year average PE of 28.4x.
  • 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 Data Processing and Outsourced Services industry have declined 55% 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-2.05%
Tech-4.31%
IT-1.99%
Data Processing Services-0.12%
IT Consulting-0.47%
Internet Services and Infrastructure-3.77%
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
EXLS ExlService HoldingsUS$42.913.1%
+US$201.6m		-4.0%PE28.2x
SSNC SS&C Technologies HoldingsUS$87.640.8%
+US$161.1m		15.6%PE25.1x
MMS MaximusUS$87.263.4%
+US$154.1m		19.6%PE14.9x
G GenpactUS$47.730.8%
+US$63.8m		12.8%PE14.9x
CNXC ConcentrixUS$40.201.6%
+US$39.2m		-0.7%PE8.3x

Latest News

MMS
US$87.26
Maximus
7D
3.4%
1Y
19.6%
EXLS
US$42.91
ExlService Holdings
7D
3.1%
1Y
-4.0%
CSGS
US$77.02
CSG Systems International
7D
-0.1%
1Y
50.4%
G
US$47.73
Genpact
7D
0.8%
1Y
12.8%

G: AI Insurance Workflow Suite And Buybacks Will Support Steady Future Performance

Analysts have modestly raised their price target on Genpact to $50.20, citing slight improvements in discount rate assumptions and forward valuation metrics while maintaining a stable fair value outlook. What's in the News Completed a major share repurchase tranche, buying back 2,021,229 shares in the latest quarter and reaching a cumulative 35.4% of shares repurchased under the multi year program announced in 2015 (company filing) Raised full year 2025 revenue guidance to $5.059 billion to $5.071 billion, implying 6.1% to 6.4% year over year growth as reported, with stronger outlooks for both Data Tech AI and Digital Operations segments (company guidance) Guided fourth quarter 2025 revenues to $1.298 billion to $1.311 billion, targeting 4.0% to 5.0% reported growth and diluted EPS of $0.78 to $0.80 (company guidance) Launched the Genpact Insurance Policy Suite for commercial and specialty insurance, an AI driven workflow offering built on Microsoft Azure and aimed at achieving up to 90% touchless submission clearance and significantly lower operating costs for insurers (product announcement) Valuation Changes Fair Value Estimate is unchanged at $50.20 per share, reflecting a stable fundamental outlook.
IBEX
US$38.58
IBEX
7D
3.9%
1Y
92.7%
BR
US$226.61
Broadridge Financial Solutions
7D
-1.5%
1Y
0.3%

BR: Blockchain Settlement Capabilities Will Drive Strong Shareholder Returns

Analysts have modestly revised their price target for Broadridge Financial Solutions upward to approximately 269.38 dollars per share, reflecting slightly lower discount rate assumptions and steady long term expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Partnered with Xceptor to launch a unified digital platform that automates global tax relief, tax reclaim, and regulatory filing across multiple jurisdictions, aiming to reduce operational risk and costs while improving compliance efficiency and client outcomes (Key Developments).
SSNC
US$87.64
SS&C Technologies Holdings
7D
0.8%
1Y
15.6%

SSNC: AI Workflow Adoption Will Drive Strong Future Shareholder Returns

Analysts have modestly lifted their price target on SS&C Technologies Holdings, reflecting incremental improvements in modeled discount rates and long term profitability assumptions that support a slightly higher fair value assessment in the low $100s per share. What's in the News Launched an AI agent catalogue for financial services and healthcare, offering managed AI agents for credit processing, contract validation, trade reconciliation, and other complex workflows, backed by the SS&C AI Gateway for secure, compliant access to large language models (Key Developments) American Life, a fast growing annuity and retirement carrier, is piloting SS&C's Credit Agreement Document Agent to automate private credit document review and significantly reduce processing times and errors (Key Developments) Expanded European footprint by establishing SS&C Wealth Services Europe Ltd in Dublin, securing MiFID authorization from the Central Bank of Ireland to deliver fully integrated wealth management solutions across the EU (Key Developments) Announced a series of new client wins, including Boothbay Fund Management, Voss Capital, Axcelus Financial, and The Trust Company of Tennessee, reinforcing SS&C's role as a key outsourcing and technology partner across asset management, insurance, and retirement services (Key Developments) Completed a buyback tranche totaling 3,052,257 shares, or 1.25 percent of shares outstanding, for $260.4 million under the repurchase program announced on May 22, 2025 (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at approximately $101 per share, indicating no material revision to the intrinsic value assessment.
TASK
US$11.43
TaskUs
7D
-8.6%
1Y
-29.0%

TaskUs: Need A Few More Quarters To Monitor The Situation (Rating Downgrade)

Dec 06
VRRM
US$21.94
Verra Mobility
7D
0.05%
1Y
-7.2%
TTEC
US$3.70
TTEC Holdings
7D
-4.1%
1Y
-18.5%
CNDT
US$2.04
Conduent
7D
2.0%
1Y
-53.7%
CNXC
US$40.20
Concentrix
7D
1.6%
1Y
-0.7%

Concentrix Corporation (NASDAQ:CNXC) Not Doing Enough For Some Investors As Its Shares Slump 28%

Nov 08
Concentrix Corporation (NASDAQ:CNXC) Not Doing Enough For Some Investors As Its Shares Slump 28%