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U.S. Data Processing Services Industry Analysis

UpdatedJan 22, 2026
DataAggregated Company Financials
Companies19
  • 7D-3.1%
  • 3M-1.5%
  • 1Y-4.2%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 2.6%, driven by a pullback from Broadridge Financial Solutions of 5.4%. However, the industry is down 5.0% over the past year. 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, 22 Jan 2026US$76.4bUS$55.7bUS$1.7b25.1x43.7x1.4x
Sat, 20 Dec 2025US$77.8bUS$44.5bUS$3.3b20.1x23.8x1.7x
Mon, 17 Nov 2025US$75.3bUS$44.5bUS$3.3b19.1x23x1.7x
Wed, 15 Oct 2025US$80.8bUS$48.1bUS$3.0b20.9x26.7x1.7x
Fri, 12 Sep 2025US$86.1bUS$48.0bUS$3.0b23.4x29.1x1.8x
Sun, 10 Aug 2025US$86.8bUS$48.0bUS$3.0b23.9x29.4x1.8x
Tue, 08 Jul 2025US$84.5bUS$47.5bUS$3.1b20.4x27.3x1.8x
Thu, 05 Jun 2025US$82.4bUS$47.5bUS$3.1b17.9x26.4x1.7x
Sat, 03 May 2025US$79.2bUS$47.5bUS$3.3b17.9x24.1x1.7x
Mon, 31 Mar 2025US$82.3bUS$47.3bUS$3.1b19.9x26.2x1.7x
Wed, 26 Feb 2025US$85.2bUS$47.2bUS$3.2b20.5x26.8x1.8x
Fri, 24 Jan 2025US$82.8bUS$46.9bUS$3.3b23.5x25x1.8x
Sun, 22 Dec 2024US$78.0bUS$46.8bUS$3.3b19.3x23.8x1.7x
Tue, 19 Nov 2024US$78.2bUS$46.8bUS$3.3b20.5x24x1.7x
Thu, 17 Oct 2024US$78.1bUS$46.7bUS$2.9b20x26.9x1.7x
Sat, 14 Sep 2024US$76.5bUS$46.0bUS$3.0b19.3x25.8x1.7x
Mon, 12 Aug 2024US$75.7bUS$46.0bUS$3.0b19.3x25.6x1.6x
Wed, 10 Jul 2024US$71.9bUS$45.7bUS$2.9b21.8x24.8x1.6x
Fri, 07 Jun 2024US$72.1bUS$45.4bUS$3.0b20.1x24.2x1.6x
Sun, 05 May 2024US$71.5bUS$45.2bUS$2.9b23.6x24.6x1.6x
Tue, 02 Apr 2024US$74.7bUS$45.1bUS$2.8b22.4x26.9x1.7x
Thu, 29 Feb 2024US$76.3bUS$44.3bUS$2.9b23.2x26.7x1.7x
Sat, 27 Jan 2024US$81.0bUS$45.2bUS$2.4b24.3x33.3x1.8x
Mon, 25 Dec 2023US$79.4bUS$44.6bUS$2.5b24.6x32.3x1.8x
Wed, 22 Nov 2023US$73.2bUS$44.6bUS$2.5b21.8x29.7x1.6x
Fri, 20 Oct 2023US$70.3bUS$44.2bUS$2.8b19.1x25.2x1.6x
Sun, 17 Sep 2023US$73.0bUS$44.1bUS$2.8b22.3x26.1x1.7x
Tue, 15 Aug 2023US$73.9bUS$44.1bUS$2.8b23.4x26.5x1.7x
Thu, 13 Jul 2023US$76.8bUS$44.4bUS$2.7b24.4x27.9x1.7x
Sat, 10 Jun 2023US$74.4bUS$43.7bUS$2.8b26.2x27x1.7x
Mon, 08 May 2023US$74.4bUS$43.7bUS$2.7b26.6x27.2x1.7x
Wed, 05 Apr 2023US$77.8bUS$43.3bUS$2.9b26.6x26.6x1.8x
Fri, 03 Mar 2023US$1.4tUS$239.7bUS$19.9b28.6x69x5.7x
Sun, 29 Jan 2023US$1.4tUS$237.2bUS$37.2b30.4x38.8x6.1x
Price to Earnings Ratio

38.8x


Total Market Cap: US$1.4tTotal Earnings: US$37.2bTotal Revenue: US$237.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Processing Services Industry Price to Earnings3Y Average 28.1x202420252026
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 45.5x which is higher than its 3-year average PE of 28.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
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-0.93%
Tech-2.25%
IT-4.88%
Data Processing Services-3.13%
IT Consulting-3.34%
Internet Services and Infrastructure-6.55%
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
MMS MaximusUS$97.932.0%
+US$104.0m		26.1%PE16.7x
CNXC ConcentrixUS$41.740.8%
+US$19.8m		-17.1%PS0.3x
CSGS CSG Systems InternationalUS$79.760.4%
+US$8.1m		47.5%PE26x

Latest News

BR
US$206.85
Broadridge Financial Solutions
7D
-6.4%
1Y
-12.0%
CNDT
US$1.70
Conduent
7D
-16.3%
1Y
-57.4%
G
US$45.73
Genpact
7D
-3.6%
1Y
-0.2%
CNXC
US$41.74
Concentrix
7D
0.8%
1Y
-17.1%

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.
SSNC
US$84.62
SS&C Technologies Holdings
7D
-1.7%
1Y
6.3%
CSGS
US$79.76
CSG Systems International
7D
0.4%
1Y
47.5%

CSGS: Share Price Will Track Cash Takeout As Ratings Shift To Neutral

Analysts have aligned their price targets on CSG Systems International at US$80.70 per share, up from prior targets clustered around US$70 to US$72, as they factor in the agreed all cash acquisition by NEC Corporation and the reduced likelihood of competing bids. Analyst Commentary Research desks have largely shifted their CSG Systems views to neutral as the agreed all cash acquisition by NEC at US$80.70 per share now anchors valuation and return expectations.
MMS
US$97.93
Maximus
7D
2.0%
1Y
26.1%

Maximus (NYSE:MMS) Is Increasing Its Dividend To $0.33

Jan 10
Maximus (NYSE:MMS) Is Increasing Its Dividend To $0.33
EXLS
US$42.32
ExlService Holdings
7D
-0.4%
1Y
-15.0%

EXLS: Gradual Enterprise IT Spending Recovery And Buybacks Will Drive 2026 Upside

Analysts have trimmed their price target on ExlService Holdings slightly, with one recent update moving it to $51 from $52. The change reflects adjusted fair value, discount rate and future P/E assumptions, while still pointing to expectations for gradual improvement in enterprise IT spending.
TASK
US$11.37
TaskUs
7D
-2.0%
1Y
-32.8%
VRRM
US$22.00
Verra Mobility
7D
-3.8%
1Y
-15.1%

Earnings Tell The Story For Verra Mobility Corporation (NASDAQ:VRRM)

Jan 05
Earnings Tell The Story For Verra Mobility Corporation (NASDAQ:VRRM)
IBEX
US$37.58
IBEX
7D
-0.5%
1Y
72.4%