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U.S. Data Processing Services Industry Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies17
  • 7D-3.5%
  • 3M-21.6%
  • 1Y-25.2%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 3.5%, driven by declines in SS&C Technologies Holdings and Genpact of 3.3% and 8.3%, respectively. The industry has fallen 25% in the last year. As for the next few years, earnings are expected to grow by 14% 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, 29 Apr 2026US$56.3bUS$45.2bUS$1.7b17x33.3x1.2x
Fri, 27 Mar 2026US$57.7bUS$45.1bUS$1.7b16x34.5x1.3x
Sun, 22 Feb 2026US$62.4bUS$44.8bUS$1.8b19.4x35.1x1.4x
Tue, 20 Jan 2026US$76.9bUS$44.6bUS$1.7b24.6x45.5x1.7x
Thu, 18 Dec 2025US$77.5bUS$44.5bUS$3.3b20x23.7x1.7x
Sat, 15 Nov 2025US$75.6bUS$44.5bUS$3.3b19.1x23.1x1.7x
Mon, 13 Oct 2025US$80.8bUS$48.1bUS$3.0b20.6x26.7x1.7x
Wed, 10 Sep 2025US$87.1bUS$48.0bUS$3.0b23.5x29.5x1.8x
Fri, 08 Aug 2025US$86.1bUS$47.8bUS$2.6b23.7x32.7x1.8x
Sun, 06 Jul 2025US$84.5bUS$47.5bUS$3.1b19.3x27.3x1.8x
Tue, 03 Jun 2025US$82.5bUS$47.5bUS$3.1b18.4x26.4x1.7x
Thu, 01 May 2025US$80.7bUS$47.4bUS$3.3b18x24.8x1.7x
Sat, 29 Mar 2025US$83.9bUS$47.3bUS$3.1b19.9x26.7x1.8x
Mon, 24 Feb 2025US$84.9bUS$47.2bUS$3.2b19.7x26.8x1.8x
Wed, 22 Jan 2025US$81.1bUS$46.9bUS$3.3b23.1x24.5x1.7x
Fri, 20 Dec 2024US$76.5bUS$46.8bUS$3.3b19.3x23.4x1.6x
Sun, 17 Nov 2024US$78.2bUS$46.8bUS$3.3b20.6x24x1.7x
Tue, 15 Oct 2024US$77.6bUS$46.7bUS$2.9b19.8x26.8x1.7x
Thu, 12 Sep 2024US$76.2bUS$46.0bUS$3.0b18.7x25.8x1.7x
Sat, 10 Aug 2024US$74.8bUS$45.9bUS$3.0b19.3x25.3x1.6x
Mon, 08 Jul 2024US$71.6bUS$45.7bUS$2.9b22.1x24.8x1.6x
Wed, 05 Jun 2024US$71.9bUS$45.4bUS$3.0b20.3x24.1x1.6x
Fri, 03 May 2024US$69.8bUS$45.2bUS$2.9b23.3x24.2x1.5x
Sun, 31 Mar 2024US$74.7bUS$45.1bUS$2.8b22.6x26.9x1.7x
Tue, 27 Feb 2024US$76.7bUS$44.3bUS$2.9b22.7x26.9x1.7x
Thu, 25 Jan 2024US$82.5bUS$44.6bUS$2.5b25.1x33.5x1.9x
Sat, 23 Dec 2023US$79.4bUS$44.6bUS$2.5b24.6x32.3x1.8x
Mon, 20 Nov 2023US$73.2bUS$44.6bUS$2.5b21.7x29.7x1.6x
Wed, 18 Oct 2023US$73.3bUS$44.2bUS$2.8b20.8x26.5x1.7x
Fri, 15 Sep 2023US$73.1bUS$44.1bUS$2.8b22.7x26.1x1.7x
Sun, 13 Aug 2023US$73.6bUS$44.0bUS$2.8b22.7x26.4x1.7x
Tue, 11 Jul 2023US$76.2bUS$44.4bUS$2.7b24.7x27.8x1.7x
Thu, 08 Jun 2023US$75.1bUS$43.7bUS$2.8b26.6x27.3x1.7x
Sat, 06 May 2023US$74.4bUS$43.7bUS$2.7b26.6x27.2x1.7x
Price to Earnings Ratio

27.2x


Total Market Cap: US$74.4bTotal Earnings: US$2.7bTotal Revenue: US$43.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Processing Services Industry Price to Earnings3Y Average 27.5x202420252026
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 33.3x which is higher than its 3-year average PE of 27.5x.
  • The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Data Processing and Outsourced Services industry have declined 15% 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-0.028%
Tech0.32%
IT-7.13%
Data Processing Services-3.50%
Internet Services and Infrastructure-5.74%
IT Consulting-8.68%
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
VRRM Verra MobilityUS$15.270.6%
+US$13.7m		-30.0%PE17x
CNDT ConduentUS$1.723.6%
+US$9.3m		-18.5%PS0.09x
CSGS CSG Systems InternationalUS$80.360.06%
+US$1.4m		32.9%PE39.8x

Latest News

EXLS
US$30.64
ExlService Holdings
7D
-3.0%
1Y
-36.8%
CNDT
US$1.72
Conduent
7D
3.6%
1Y
-18.5%
G
US$33.95
Genpact
7D
-8.3%
1Y
-30.6%
CSGS
US$80.36
CSG Systems International
7D
0.06%
1Y
32.9%

CSGS: Contract Extensions New Services And Capital Returns Will Support Steady Outlook

Analysts have kept their price target for CSG Systems International effectively unchanged at about $80.70 per share, reflecting steady assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E, even after the latest review of their model inputs. What's in the News ePLDT Group and its data center subsidiary VITRO Inc.
VRRM
US$15.27
Verra Mobility
7D
0.6%
1Y
-30.0%

VRRM: Long Term Enforcement Contracts Will Support Margins Despite Weaker Near Term Outlook

Analysts have reduced their blended price target on Verra Mobility by a few dollars to the low $20s. This change largely reflects updated models after Q4 results, the impact of a weaker Q1 and contract mix on margins, and a more cautious stance under ongoing macro uncertainty.
CNXC
US$25.06
Concentrix
7D
-15.2%
1Y
-51.3%

CNXC: Margin Resilience And Buybacks Will Support Future Upside Potential

Analysts have trimmed their Concentrix price targets by $12 to $25, citing more conservative assumptions around future P/E multiples, while keeping fair value, discount rate, and margin expectations broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts appear to see the P/E reset as a way to align expectations more closely with current sentiment, which can reduce the risk of overpaying for near term execution.
BR
US$158.83
Broadridge Financial Solutions
7D
-1.9%
1Y
-33.7%

BR: Digital Asset Governance And Voting Advances Will Drive Future Upside

Analysts have held their price target for Broadridge Financial Solutions steady at $245.88, reflecting only very small tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view of the stock's valuation. What's in the News Launched a Central Risk and Liquidity Optimization Solution, powered by Tbricks, that brings trading, risk, and liquidity management for banks and broker dealers onto a single front office platform and aims to simplify fragmented workflows and technology stacks (Key Developments).
SSNC
US$69.10
SS&C Technologies Holdings
7D
-3.3%
1Y
-7.8%
MMS
US$65.38
Maximus
7D
-3.7%
1Y
-3.0%
TASK
US$6.33
TaskUs
7D
-9.1%
1Y
-54.7%
TTEC
US$2.98
TTEC Holdings
7D
-9.1%
1Y
-25.5%