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U.S. Data Processing Services Industry Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies18
  • 7D-9.3%
  • 3M-9.5%
  • 1Y-17.1%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 9.3%, driven by SS&C Technologies Holdings declining 13%. Meanwhile, Concentrix actually outperformed within the industry, gaining 6.6% in the last week. Overall the industry is down 17% in 12 months. As for the next few years, earnings are expected to grow by 15% 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, 05 Feb 2026US$65.6bUS$44.7bUS$1.8b20.8x35.9x1.5x
Sat, 03 Jan 2026US$77.1bUS$44.5bUS$3.3b19.7x23.6x1.7x
Mon, 01 Dec 2025US$76.0bUS$44.5bUS$3.3b19.7x23.2x1.7x
Wed, 29 Oct 2025US$78.6bUS$46.8bUS$2.9b23x27x1.7x
Fri, 26 Sep 2025US$85.0bUS$48.0bUS$3.0b23.6x28.8x1.8x
Sun, 24 Aug 2025US$88.6bUS$48.0bUS$3.0b23x30x1.8x
Tue, 22 Jul 2025US$83.8bUS$47.5bUS$3.1b19.9x27x1.8x
Thu, 19 Jun 2025US$82.3bUS$47.5bUS$3.1b18x26.4x1.7x
Sat, 17 May 2025US$82.1bUS$47.5bUS$3.1b18.2x26.3x1.7x
Mon, 14 Apr 2025US$79.0bUS$47.3bUS$3.1b20.6x25.2x1.7x
Wed, 12 Mar 2025US$81.4bUS$47.3bUS$3.1b19.8x26.1x1.7x
Fri, 07 Feb 2025US$85.0bUS$47.2bUS$3.4b20.7x25.2x1.8x
Sun, 05 Jan 2025US$79.6bUS$46.7bUS$3.3b22x24.4x1.7x
Tue, 03 Dec 2024US$81.2bUS$46.8bUS$3.3b21.6x24.8x1.7x
Thu, 31 Oct 2024US$74.5bUS$46.9bUS$2.9b19.4x25.7x1.6x
Sat, 28 Sep 2024US$76.4bUS$46.7bUS$2.9b20x26.3x1.6x
Mon, 26 Aug 2024US$77.4bUS$46.0bUS$3.0b20x26.2x1.7x
Wed, 24 Jul 2024US$76.1bUS$45.7bUS$2.9b23.8x26.3x1.7x
Fri, 21 Jun 2024US$71.3bUS$45.4bUS$3.0b20.4x23.8x1.6x
Sun, 19 May 2024US$74.4bUS$45.4bUS$3.0b20.6x25x1.6x
Tue, 16 Apr 2024US$71.8bUS$45.1bUS$2.8b21.1x25.9x1.6x
Thu, 14 Mar 2024US$74.4bUS$44.3bUS$2.8b24x26.4x1.7x
Sat, 10 Feb 2024US$75.7bUS$44.2bUS$2.5b22.9x30x1.7x
Mon, 08 Jan 2024US$77.5bUS$44.6bUS$2.5b23.3x31.5x1.7x
Wed, 06 Dec 2023US$76.9bUS$44.6bUS$2.5b22.4x31.2x1.7x
Fri, 03 Nov 2023US$67.6bUS$44.4bUS$2.5b18.7x26.7x1.5x
Sun, 01 Oct 2023US$71.2bUS$44.2bUS$2.8b22x25.7x1.6x
Tue, 29 Aug 2023US$73.6bUS$44.1bUS$2.8b22.7x26.4x1.7x
Thu, 27 Jul 2023US$77.2bUS$44.4bUS$2.7b25.9x28.1x1.7x
Sat, 24 Jun 2023US$73.9bUS$43.7bUS$2.8b24.3x26.7x1.7x
Mon, 22 May 2023US$74.2bUS$43.7bUS$2.8b25.5x27x1.7x
Wed, 19 Apr 2023US$78.6bUS$43.3bUS$2.9b26.6x26.8x1.8x
Fri, 17 Mar 2023US$1.3tUS$239.8bUS$20.0b27.8x66.7x5.6x
Sun, 12 Feb 2023US$1.4tUS$237.9bUS$37.7b29x37.8x6x
Price to Earnings Ratio

37.8x


Total Market Cap: US$1.4tTotal Earnings: US$37.7bTotal Revenue: US$237.9bTotal 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 1.9x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Data Processing and Outsourced Services industry have declined 64% 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-1.46%
Tech-6.07%
IT-11.55%
Data Processing Services-9.34%
IT Consulting-5.84%
Internet Services and Infrastructure-17.58%
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
CNXC ConcentrixUS$38.716.6%
+US$147.2m		-20.5%PS0.2x
TASK TaskUsUS$10.851.2%
+US$11.8m		-31.5%PE12x

Latest News

BR
US$190.12
Broadridge Financial Solutions
7D
-7.2%
1Y
-20.8%
EXLS
US$32.46
ExlService Holdings
7D
-18.4%
1Y
-37.2%
TASK
US$10.85
TaskUs
7D
1.2%
1Y
-31.5%

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$38.71
Concentrix
7D
6.6%
1Y
-20.5%

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.
CNDT
US$1.45
Conduent
7D
-4.6%
1Y
-62.8%
MMS
US$93.69
Maximus
7D
-1.2%
1Y
23.6%
SSNC
US$73.70
SS&C Technologies Holdings
7D
-13.0%
1Y
-9.9%

SSNC: AI Services Expansion Will Support Higher Future Earnings Multiple

Analysts have lifted their price target on SS&C Technologies Holdings by about US$0.33, pointing to slightly different assumptions on fair value, discount rate, revenue growth, profit margin and future P/E to support the updated view. Analyst Commentary Recent Street research on SS&C Technologies Holdings offers a mix of optimism around the refreshed price target and some grounded caution around what needs to go right for that view to hold.
IBEX
US$34.47
IBEX
7D
-5.5%
1Y
55.0%
G
US$38.34
Genpact
7D
-14.4%
1Y
-22.4%
VRRM
US$18.79
Verra Mobility
7D
-5.3%
1Y
-27.8%

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Jan 05
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