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U.S. Data Processing Services Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies17
  • 7D-7.7%
  • 3M-18.0%
  • 1Y-25.4%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 2.8%, driven by a pullback from Broadridge Financial Solutions of 12%. The industry has fallen 22% in the last year. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026US$63.1bUS$44.9bUS$1.8b18.3x35x1.4x
Sat, 10 Jan 2026US$78.5bUS$44.5bUS$3.3b20.7x24x1.8x
Mon, 08 Dec 2025US$77.6bUS$44.5bUS$3.3b19.8x23.7x1.7x
Wed, 05 Nov 2025US$74.4bUS$44.2bUS$3.3b24.6x22.5x1.7x
Fri, 03 Oct 2025US$84.4bUS$48.1bUS$3.0b23.2x27.9x1.8x
Sun, 31 Aug 2025US$87.4bUS$48.0bUS$3.0b23.3x29.6x1.8x
Tue, 29 Jul 2025US$86.4bUS$47.6bUS$3.1b20.1x28x1.8x
Thu, 26 Jun 2025US$82.4bUS$47.5bUS$3.1b17.9x26.4x1.7x
Sat, 24 May 2025US$81.5bUS$47.5bUS$3.1b17.9x26.1x1.7x
Mon, 21 Apr 2025US$79.5bUS$47.3bUS$3.1b21x25.4x1.7x
Wed, 19 Mar 2025US$81.3bUS$47.3bUS$3.1b20.5x26.1x1.7x
Fri, 14 Feb 2025US$86.9bUS$47.2bUS$3.2b20.2x27.4x1.8x
Sun, 12 Jan 2025US$77.5bUS$46.7bUS$3.3b21.3x23.8x1.7x
Tue, 10 Dec 2024US$80.3bUS$46.8bUS$3.3b20.5x24.5x1.7x
Thu, 07 Nov 2024US$76.1bUS$46.9bUS$2.9b20.4x26.3x1.6x
Sat, 05 Oct 2024US$76.6bUS$46.7bUS$2.9b19.9x26.4x1.6x
Mon, 02 Sep 2024US$78.5bUS$46.0bUS$3.0b20.1x26.6x1.7x
Wed, 31 Jul 2024US$78.8bUS$45.7bUS$2.9b24.1x26.7x1.7x
Fri, 28 Jun 2024US$70.9bUS$44.9bUS$2.9b22.7x24.4x1.6x
Sun, 26 May 2024US$72.7bUS$45.4bUS$3.0b20.4x24.4x1.6x
Tue, 23 Apr 2024US$70.1bUS$45.1bUS$2.8b22.3x25.2x1.6x
Thu, 21 Mar 2024US$73.8bUS$44.3bUS$2.8b24.3x26.2x1.7x
Sat, 17 Feb 2024US$76.8bUS$44.3bUS$2.9b22.7x26.9x1.7x
Mon, 15 Jan 2024US$79.4bUS$44.6bUS$2.5b23.9x32.3x1.8x
Wed, 13 Dec 2023US$76.7bUS$44.6bUS$2.5b23.3x31.2x1.7x
Fri, 10 Nov 2023US$71.1bUS$44.5bUS$2.5b19.9x28.5x1.6x
Sun, 08 Oct 2023US$72.5bUS$44.2bUS$2.8b20.7x26.2x1.6x
Tue, 05 Sep 2023US$74.9bUS$44.1bUS$2.8b23.1x26.8x1.7x
Thu, 03 Aug 2023US$73.3bUS$44.5bUS$2.8b22.5x26.5x1.6x
Sat, 01 Jul 2023US$76.2bUS$43.8bUS$2.7b25.7x27.9x1.7x
Mon, 29 May 2023US$73.3bUS$43.7bUS$2.8b26.6x26.6x1.7x
Wed, 26 Apr 2023US$76.8bUS$43.3bUS$2.9b26.6x26.2x1.8x
Fri, 24 Mar 2023US$76.1bUS$43.5bUS$3.0b26.9x25.7x1.7x
Sun, 19 Feb 2023US$1.4tUS$238.7bUS$19.9b29.5x70.6x5.9x
Price to Earnings Ratio

70.6x


Total Market Cap: US$1.4tTotal Earnings: US$19.9bTotal Revenue: US$238.7bTotal 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 35.9x which is higher than its 3-year average PE of 28.2x.
  • The 3-year average PS ratio of 1.8x 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 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 Market1.43%
Tech4.94%
IT0.71%
Data Processing Services-7.73%
Internet Services and Infrastructure9.25%
IT Consulting-5.67%
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$79.590.2%
+US$3.8m		27.7%PE38.5x

Latest News

EXLS
US$30.25
ExlService Holdings
7D
-6.8%
1Y
-40.7%

EXLS: Gradual Enterprise IT Spend Recovery Will Support Upside From Discounted 2026 Setup

Analysts have trimmed their price target on ExlService Holdings by $1 to $51, citing a more measured view on sector conditions while still expecting gradual improvement in enterprise IT spending and recognizing that current valuations remain discounted. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed US$51 target as still implying room for upside relative to what they view as discounted valuations for ExlService and peers.
G
US$37.18
Genpact
7D
-3.0%
1Y
-32.3%

Genpact (NYSE:G) Is Increasing Its Dividend To $0.1875

Feb 09
Genpact (NYSE:G) Is Increasing Its Dividend To $0.1875
SSNC
US$72.89
SS&C Technologies Holdings
7D
-1.1%
1Y
-17.3%

SSNC: Client Wins And European Expansion Will Support Higher Future Earnings Multiple

Analysts have trimmed their fair value estimate for SS&C Technologies Holdings from about US$100.78 to roughly US$99.67, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions following recent research, including a DA Davidson price target increase of US$4. Analyst Commentary Recent research and the updated fair value estimate give you a clearer window into how the market is thinking about SS&C Technologies Holdings right now.
MMS
US$75.78
Maximus
7D
-19.1%
1Y
12.8%

MMS: Higher Margin Outlook And Dividend Increase Will Support Upside

Analysts have lifted their price target on Maximus from US$90 to US$95, pointing to updated assumptions around higher revenue growth, a stronger profit margin profile, and a lower future P/E multiple as key drivers of the change. What's in the News Maximus narrowed its 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 divestiture of its U.S. Services Segment business (Corporate guidance).
CSGS
US$79.59
CSG Systems International
7D
0.2%
1Y
27.7%
BR
US$167.55
Broadridge Financial Solutions
7D
-11.9%
1Y
-30.9%

Broadridge Financial Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 06
Broadridge Financial Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
IBEX
US$30.17
IBEX
7D
-12.5%
1Y
13.9%
TASK
US$10.20
TaskUs
7D
-6.0%
1Y
-33.4%

TASK: AI Productivity Push Will Shape Long Term Earnings Resilience

Analysts have trimmed their price targets on TaskUs from about $16.63 to $15.75, reflecting updated views on growth, margins, and appropriate P/E levels after weighing mixed research commentary on long term demand and the company’s AI related initiatives. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company’s AI related initiatives, including internal AI tools designed to lift agent productivity, as a key support for long term execution and margins.
CNXC
US$34.76
Concentrix
7D
-10.2%
1Y
-27.1%

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.