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U.S. Data Processing Services Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies18
  • 7D-5.9%
  • 3M-25.6%
  • 1Y-24.9%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 1.4%, driven by a pullback from Broadridge Financial Solutions of 7.6%. The industry has fallen 21% in the last year. 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
Wed, 25 Mar 2026US$60.1bUS$45.0bUS$1.7b15.8x34.9x1.3x
Fri, 20 Feb 2026US$63.0bUS$44.8bUS$1.8b19.3x35.4x1.4x
Sun, 18 Jan 2026US$76.9bUS$44.6bUS$1.7b24.6x45.5x1.7x
Tue, 16 Dec 2025US$77.7bUS$44.5bUS$3.3b19.8x23.7x1.7x
Thu, 13 Nov 2025US$75.4bUS$44.5bUS$3.3b19.4x23.1x1.7x
Sat, 11 Oct 2025US$82.2bUS$48.1bUS$3.0b20.6x27.2x1.7x
Mon, 08 Sep 2025US$87.4bUS$48.0bUS$3.0b23.9x29.6x1.8x
Wed, 06 Aug 2025US$83.9bUS$47.9bUS$2.9b20.1x29.1x1.8x
Fri, 04 Jul 2025US$84.5bUS$47.5bUS$3.1b19.3x27.3x1.8x
Sun, 01 Jun 2025US$82.5bUS$47.5bUS$3.1b18.4x26.4x1.7x
Tue, 29 Apr 2025US$78.9bUS$47.3bUS$3.2b17.6x24.4x1.7x
Thu, 27 Mar 2025US$82.3bUS$47.3bUS$3.1b20.6x26.4x1.7x
Sat, 22 Feb 2025US$84.9bUS$47.2bUS$3.2b19.7x26.8x1.8x
Mon, 20 Jan 2025US$81.1bUS$46.9bUS$3.3b22.6x24.5x1.7x
Wed, 18 Dec 2024US$79.7bUS$46.8bUS$3.3b20.2x24.3x1.7x
Fri, 15 Nov 2024US$80.2bUS$46.8bUS$3.3b20.8x24.6x1.7x
Sun, 13 Oct 2024US$77.6bUS$46.7bUS$2.9b19.8x26.8x1.7x
Tue, 10 Sep 2024US$76.3bUS$46.0bUS$3.0b19x25.8x1.7x
Thu, 08 Aug 2024US$75.4bUS$45.9bUS$2.9b18.9x25.6x1.6x
Sat, 06 Jul 2024US$71.7bUS$45.7bUS$2.9b22.1x24.8x1.6x
Mon, 03 Jun 2024US$72.4bUS$45.4bUS$3.0b20.6x24.3x1.6x
Wed, 01 May 2024US$69.8bUS$45.2bUS$2.8b22.3x25.1x1.5x
Fri, 29 Mar 2024US$74.3bUS$45.1bUS$2.8b22.6x26.7x1.6x
Sun, 25 Feb 2024US$77.1bUS$44.3bUS$2.9b23x27x1.7x
Tue, 23 Jan 2024US$82.4bUS$44.6bUS$2.5b24.6x33.4x1.8x
Thu, 21 Dec 2023US$78.8bUS$44.6bUS$2.5b24x32x1.8x
Sat, 18 Nov 2023US$72.8bUS$44.6bUS$2.5b21.7x29.6x1.6x
Mon, 16 Oct 2023US$71.7bUS$44.2bUS$2.8b19.7x25.9x1.6x
Wed, 13 Sep 2023US$73.4bUS$44.1bUS$2.8b22.4x26.3x1.7x
Fri, 11 Aug 2023US$73.5bUS$44.1bUS$2.8b23.6x26.3x1.7x
Sun, 09 Jul 2023US$75.8bUS$43.8bUS$2.7b25.5x27.7x1.7x
Tue, 06 Jun 2023US$74.7bUS$43.7bUS$2.8b26.6x27.1x1.7x
Thu, 04 May 2023US$76.9bUS$43.5bUS$2.8b26.6x27.6x1.8x
Sat, 01 Apr 2023US$79.2bUS$43.3bUS$2.9b26.6x27.1x1.8x
Price to Earnings Ratio

27.1x


Total Market Cap: US$79.2bTotal Earnings: US$2.9bTotal Revenue: US$43.3bTotal 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 35.2x which is higher than its 3-year average PE of 27.3x.
  • The 3-year average PS ratio of 1.7x 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 16% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market-2.29%
Tech-2.62%
IT-4.56%
Data Processing Services-5.92%
Internet Services and Infrastructure-4.51%
IT Consulting-4.61%
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$80.050.2%
+US$3.6m		31.8%PE39.7x
CNDT ConduentUS$1.250.8%
+US$1.5m		-57.5%PS0.06x

Latest News

CNXC
US$26.48
Concentrix
7D
-14.0%
1Y
-42.0%
MMS
US$67.13
Maximus
7D
-6.9%
1Y
1.0%

MMS: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts have reiterated a $95.00 price target for Maximus, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior views. What's in the News Maximus narrowed revenue guidance for fiscal 2026 to a range of US$5.2b to US$5.35b, with US$25 million of the change from prior guidance linked to the divested U.S. Services Segment business (Corporate guidance).
CNDT
US$1.25
Conduent
7D
0.8%
1Y
-57.5%

CNDT: AI And Payments Initiatives Will Support Turnaround Despite Major Ransomware Breach

Analysts have adjusted their price target on Conduent to $5.50, reflecting updated views on the company’s profit margin outlook and valuation multiple, while keeping fair value and key model inputs essentially unchanged. What's in the News A ransomware attack at Conduent has led to personal data theft affecting at least 25,000,000 people in the U.S., according to an updated state of Wisconsin breach notice and TechCrunch reporting (TechCrunch).
EXLS
US$30.30
ExlService Holdings
7D
-1.7%
1Y
-35.8%
TTEC
US$2.50
TTEC Holdings
7D
-25.8%
1Y
-26.0%
G
US$37.82
Genpact
7D
-1.4%
1Y
-25.2%
VRRM
US$14.24
Verra Mobility
7D
-4.1%
1Y
-32.4%

Automated Traffic Enforcement Shift Will Support A Stronger Long Term Outlook

Catalysts About Verra Mobility Verra Mobility provides technology and services that support automated traffic enforcement, tolling, and parking for governments, rental car companies, and commercial fleets. What are the underlying business or industry changes driving this perspective?
BR
US$164.63
Broadridge Financial Solutions
7D
-7.6%
1Y
-30.5%

BR: Digital Asset Connectivity And Voting Technology Will Drive Future Upside Potential

Analysts have kept their fair value estimate for Broadridge Financial Solutions steady at about $245.88 per share, with only slight adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E refining rather than changing their overall view. What's in the News Broadridge is integrating Crypto.com with its NYFIX order routing network globally, supporting NYFIX's first cryptocurrency connection in Asia and allowing crypto orders to use the same FIX-based infrastructure as traditional markets (Key Developments).
CSGS
US$80.05
CSG Systems International
7D
0.2%
1Y
31.8%

CSGS: Cash Deal And Buybacks Will Define Balanced Risk Reward Profile

Analysts have modestly reduced their price target on CSG Systems International from $80.70 to $80.70. This reflects updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions.
SSNC
US$67.70
SS&C Technologies Holdings
7D
-6.8%
1Y
-18.7%

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.