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U.S. Data Processing Services Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies19
  • 7D-2.4%
  • 3M-1.6%
  • 1Y-7.5%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 2.4%, and ExlService Holdings contributed the most with a 6.0% decline. Overall the industry is down 7.5% in 12 months. As for the next few years, earnings are expected to grow by 16% 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, 29 Jan 2026US$75.8bUS$55.7bUS$1.7b25.1x43.4x1.4x
Sat, 27 Dec 2025US$78.5bUS$44.5bUS$3.3b20.1x24x1.8x
Mon, 24 Nov 2025US$75.3bUS$44.5bUS$3.3b19.3x23x1.7x
Wed, 22 Oct 2025US$77.3bUS$46.7bUS$2.9b22.1x27x1.7x
Fri, 19 Sep 2025US$86.0bUS$48.0bUS$3.0b23.8x29.1x1.8x
Sun, 17 Aug 2025US$86.6bUS$48.0bUS$3.0b23.6x29.3x1.8x
Tue, 15 Jul 2025US$82.9bUS$47.5bUS$3.1b19.9x26.7x1.7x
Thu, 12 Jun 2025US$83.4bUS$47.5bUS$3.1b18.5x26.7x1.8x
Sat, 10 May 2025US$80.3bUS$47.5bUS$3.2b17.8x25.3x1.7x
Mon, 07 Apr 2025US$77.4bUS$47.3bUS$3.1b19.8x24.7x1.6x
Wed, 05 Mar 2025US$84.7bUS$47.3bUS$3.1b19.7x27.1x1.8x
Fri, 31 Jan 2025US$84.0bUS$46.9bUS$3.3b24.8x25.4x1.8x
Sun, 29 Dec 2024US$78.7bUS$46.8bUS$3.3b19.5x24x1.7x
Tue, 26 Nov 2024US$79.9bUS$46.8bUS$3.3b21.4x24.4x1.7x
Thu, 24 Oct 2024US$76.3bUS$46.7bUS$2.9b19.3x26.5x1.6x
Sat, 21 Sep 2024US$77.2bUS$46.0bUS$3.0b19.6x26.1x1.7x
Mon, 19 Aug 2024US$76.0bUS$46.0bUS$3.0b19.7x25.7x1.7x
Wed, 17 Jul 2024US$76.0bUS$45.7bUS$2.9b23.8x26.3x1.7x
Fri, 14 Jun 2024US$70.7bUS$45.4bUS$3.0b20.2x23.6x1.6x
Sun, 12 May 2024US$72.2bUS$45.4bUS$3.0b20.2x24.2x1.6x
Tue, 09 Apr 2024US$72.3bUS$45.1bUS$2.8b22x26x1.6x
Thu, 07 Mar 2024US$74.6bUS$44.3bUS$2.8b25.2x26.6x1.7x
Sat, 03 Feb 2024US$79.1bUS$45.3bUS$2.4b23.3x32.4x1.7x
Mon, 01 Jan 2024US$80.3bUS$44.6bUS$2.5b24.8x32.6x1.8x
Wed, 29 Nov 2023US$74.3bUS$44.6bUS$2.5b21.8x30.2x1.7x
Fri, 27 Oct 2023US$68.0bUS$44.2bUS$2.8b18.2x24.3x1.5x
Sun, 24 Sep 2023US$72.1bUS$44.1bUS$2.8b21.8x25.8x1.6x
Tue, 22 Aug 2023US$72.1bUS$44.1bUS$2.8b22.3x25.9x1.6x
Thu, 20 Jul 2023US$77.1bUS$44.4bUS$2.7b25.6x28.1x1.7x
Sat, 17 Jun 2023US$76.1bUS$43.7bUS$2.8b25.6x27.5x1.7x
Mon, 15 May 2023US$73.2bUS$43.7bUS$2.7b25.7x26.7x1.7x
Wed, 12 Apr 2023US$78.4bUS$43.3bUS$2.9b26.6x26.7x1.8x
Fri, 10 Mar 2023US$1.4tUS$240.0bUS$19.8b28.7x68.8x5.7x
Sun, 05 Feb 2023US$1.5tUS$237.1bUS$37.2b29.7x39x6.1x
Price to Earnings Ratio

39x


Total Market Cap: US$1.5tTotal Earnings: US$37.2bTotal Revenue: US$237.1bTotal 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 43.4x 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 1.4x.
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 38% 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 Market0.90%
Tech3.55%
IT1.54%
Data Processing Services-2.35%
Internet Services and Infrastructure5.57%
IT Consulting-1.90%
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
SSNC SS&C Technologies HoldingsUS$84.720.1%
+US$24.4m		5.6%PE24.3x
CSGS CSG Systems InternationalUS$79.790.04%
+US$814.9k		36.9%PE26x

Latest News

CNDT
US$1.52
Conduent
7D
-10.6%
1Y
-62.7%
MMS
US$94.79
Maximus
7D
-3.2%
1Y
25.9%
BR
US$204.89
Broadridge Financial Solutions
7D
-0.9%
1Y
-13.0%

BR: AI And Tokenization Initiatives Will Drive Future Shareholder Value

Analysts have nudged their price target on Broadridge Financial Solutions slightly lower to about US$267.88 from roughly US$269.38. This reflects small adjustments to their fair value, discount rate and forward P/E assumptions rather than a major shift in their view of the business.
EXLS
US$39.78
ExlService Holdings
7D
-6.0%
1Y
-20.3%

EXLS: Gradual Enterprise IT Spend Recovery Will Support Constructive 2026 Upside

Analysts have trimmed their 12 month price target on ExlService Holdings to US$51 from US$52, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margins and future P/E, while still indicating a constructive view on services demand into 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the US$51 target as still supportive of upside potential, even after a modest trim.
CSGS
US$79.79
CSG Systems International
7D
0.04%
1Y
36.9%

CSGS: Share Price Will Reflect Cash Deal As Ratings Turn Cautious

Analysts have converged on an updated price target of $80.70 for CSG Systems International, aligning their views with NEC Corporation's agreed all cash acquisition price. This reflects expectations of limited competing bids and manageable antitrust risk.
SSNC
US$84.72
SS&C Technologies Holdings
7D
0.1%
1Y
5.6%

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.
G
US$44.78
Genpact
7D
-2.1%
1Y
-5.8%
CNXC
US$36.32
Concentrix
7D
-13.0%
1Y
-32.7%

CNXC: Higher Discount Rate Reset Will Support Future Undervalued Entry Thesis

Analysts have trimmed their price target on Concentrix by about $2.63, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent research that included a $4 reduction highlighted at Baird. Analyst Commentary Analysts framing the new price target are trying to line up their fair value work with updated assumptions on discount rates, revenue growth, margins and the future P/E they think the market is willing to pay for Concentrix.
TASK
US$10.72
TaskUs
7D
-5.7%
1Y
-35.7%
VRRM
US$19.84
Verra Mobility
7D
-9.8%
1Y
-24.8%

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