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U.S. Data Processing Services Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies18
  • 7D-5.6%
  • 3M-26.1%
  • 1Y-27.4%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has dropped 5.6%, driven by a pullback from SS&C Technologies Holdings of 6.5%. In contrast, Conduent has gained 5.6%. Overall the industry is down 27% in 12 months. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Mar 2026US$55.8bUS$45.1bUS$1.7b15.7x33.3x1.2x
Thu, 26 Feb 2026US$61.6bUS$44.9bUS$1.9b17.9x32.8x1.4x
Sat, 24 Jan 2026US$78.0bUS$55.7bUS$1.7b25.2x44.6x1.4x
Mon, 22 Dec 2025US$78.0bUS$44.5bUS$3.3b20.1x23.8x1.8x
Wed, 19 Nov 2025US$73.8bUS$44.5bUS$3.3b18.7x22.6x1.7x
Fri, 17 Oct 2025US$80.1bUS$48.1bUS$3.0b20.8x26.5x1.7x
Sun, 14 Sep 2025US$87.1bUS$48.0bUS$3.0b23.2x29.5x1.8x
Tue, 12 Aug 2025US$86.8bUS$48.0bUS$3.0b23.5x29.4x1.8x
Thu, 10 Jul 2025US$84.3bUS$47.5bUS$3.1b20.2x27.2x1.8x
Sat, 07 Jun 2025US$82.5bUS$47.5bUS$3.1b18.3x26.4x1.7x
Mon, 05 May 2025US$80.6bUS$47.5bUS$3.3b17.9x24.6x1.7x
Wed, 02 Apr 2025US$83.8bUS$47.3bUS$3.1b21x26.7x1.8x
Fri, 28 Feb 2025US$85.3bUS$47.3bUS$3.2b20x26.8x1.8x
Sun, 26 Jan 2025US$83.9bUS$46.9bUS$3.3b23.4x25.3x1.8x
Tue, 24 Dec 2024US$78.0bUS$46.8bUS$3.3b19.4x23.8x1.7x
Thu, 21 Nov 2024US$77.4bUS$46.8bUS$3.3b20.9x23.7x1.7x
Sat, 19 Oct 2024US$77.6bUS$46.7bUS$2.9b19.9x26.9x1.7x
Mon, 16 Sep 2024US$77.4bUS$46.0bUS$3.0b19.3x26.1x1.7x
Wed, 14 Aug 2024US$74.4bUS$46.0bUS$3.0b19.4x25.2x1.6x
Fri, 12 Jul 2024US$71.8bUS$45.7bUS$2.9b22.6x24.8x1.6x
Sun, 09 Jun 2024US$71.7bUS$45.4bUS$3.0b20x24x1.6x
Tue, 07 May 2024US$72.7bUS$45.2bUS$2.9b24x25x1.6x
Thu, 04 Apr 2024US$72.2bUS$45.1bUS$2.8b21.7x26x1.6x
Sat, 02 Mar 2024US$75.5bUS$44.3bUS$2.8b25.8x26.9x1.7x
Mon, 29 Jan 2024US$81.5bUS$45.2bUS$2.4b24.3x33.6x1.8x
Wed, 27 Dec 2023US$79.4bUS$44.6bUS$2.5b24.6x32.3x1.8x
Fri, 24 Nov 2023US$73.4bUS$44.6bUS$2.5b21.9x29.8x1.6x
Sun, 22 Oct 2023US$69.7bUS$44.2bUS$2.8b19.2x24.9x1.6x
Tue, 19 Sep 2023US$73.0bUS$44.1bUS$2.8b22.2x26.1x1.7x
Thu, 17 Aug 2023US$72.8bUS$44.1bUS$2.8b22.3x26.1x1.6x
Sat, 15 Jul 2023US$76.4bUS$44.4bUS$2.7b25x27.8x1.7x
Mon, 12 Jun 2023US$74.4bUS$43.7bUS$2.8b26.2x27x1.7x
Wed, 10 May 2023US$73.7bUS$43.7bUS$2.7b26x26.9x1.7x
Fri, 07 Apr 2023US$77.4bUS$43.3bUS$2.9b26.6x26.4x1.8x
Price to Earnings Ratio

26.4x


Total Market Cap: US$77.4bTotal Earnings: US$2.9bTotal Revenue: US$43.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Processing Services Industry Price to Earnings3Y Average 27.3x202420252026
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 27.3x.
  • 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 17% 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-3.50%
Tech-6.55%
IT-6.74%
Data Processing Services-5.56%
IT Consulting-3.12%
Internet Services and Infrastructure-10.15%
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
CNDT ConduentUS$1.325.6%
+US$10.8m		-51.1%PS0.07x

Latest News

SSNC
US$66.65
SS&C Technologies Holdings
7D
-6.5%
1Y
-20.2%

SSNC: Client Wins And Margins Will Support Higher Future Cash Flows

Analysts have adjusted their price targets on SS&C Technologies Holdings in a mixed fashion, with one cut of $6 and one increase of $4. These changes reflect updated views on discount rates, profit margins, and future P/E assumptions.
EXLS
US$30.56
ExlService Holdings
7D
-1.0%
1Y
-35.3%

EXLS: Agentic AI Solutions And Gradual IT Spend Recovery Will Support Upside

Narrative Update on ExlService Holdings Price Targets Analysts have revised ExlService Holdings' average price target, with changes ranging from a reduction to $35 from $50 to more moderate adjustments such as $51 from $52 and $46 from $54, reflecting updated models after recent results. Analyst Commentary Recent research on ExlService Holdings presents a mixed picture, with some analysts focusing on valuation support and execution, while others are more cautious after updating their models following Q4 results.
BR
US$163.44
Broadridge Financial Solutions
7D
-4.3%
1Y
-32.6%

BR: Crypto Connectivity Will Drive Future Upside Potential

Analysts are keeping their price target for Broadridge Financial Solutions steady at about $245.88, with only minor tweaks to inputs like the discount rate and assumed future P/E. This suggests their overall view on the stock's valuation is largely unchanged.
CNXC
US$26.68
Concentrix
7D
-19.2%
1Y
-52.0%

CNXC: Higher Margin Outlook And Buybacks Will Support Future Undervalued Entry

The analyst price target for Concentrix has shifted from $62.20 to $48.60. Analysts attribute this change to updated assumptions around slower revenue growth, a higher profit margin profile, and a lower future P/E multiple following recent target cuts from Barrington, Baird, and Canaccord.
VRRM
US$14.14
Verra Mobility
7D
-3.4%
1Y
-37.2%

VRRM: Long Term Enforcement Contracts Are Expected To Support Future Upside

Analysts have slightly reduced the implied fair value for Verra Mobility to about $24.86 from roughly $25.14. This reflects updated price targets that factor in recent Q4 results, a softer near term margin outlook and ongoing macro uncertainty.
TASK
US$6.40
TaskUs
7D
-41.8%
1Y
-53.0%
G
US$37.45
Genpact
7D
-3.4%
1Y
-25.7%

G: Buybacks And Higher Dividend Will Drive Stronger Future Shareholder Returns

Analysts now hold Genpact's fair value steady at $48.64, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E used to support their unchanged price target view. What's in the News From October 1, 2025 to February 25, 2026, Genpact repurchased 3,415,026 shares, representing 1.98% of its share count, for $145.95m under its ongoing buyback program.
MMS
US$65.03
Maximus
7D
-5.1%
1Y
-4.6%

MMS: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts have reiterated a $95.00 price target for Maximus, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior views. What's in the News Maximus narrowed revenue guidance for fiscal 2026 to a range of US$5.2b to US$5.35b, with US$25 million of the change from prior guidance linked to the divested U.S. Services Segment business (Corporate guidance).
CNDT
US$1.32
Conduent
7D
5.6%
1Y
-51.1%

CNDT: AI And Payments Initiatives Will Support Turnaround Despite Major Ransomware Breach

Analysts have adjusted their price target on Conduent to $5.50, reflecting updated views on the company’s profit margin outlook and valuation multiple, while keeping fair value and key model inputs essentially unchanged. What's in the News A ransomware attack at Conduent has led to personal data theft affecting at least 25,000,000 people in the U.S., according to an updated state of Wisconsin breach notice and TechCrunch reporting (TechCrunch).