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U.S. Data Processing Services Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies17
  • 7D3.3%
  • 3M-15.2%
  • 1Y-20.1%
  • YTDn/a

Over the last 7 days, the Data Processing Services industry has risen 3.3%, driven by gains from Broadridge Financial Solutions of 5.0%. Meanwhile, Verra Mobility actually underperformed within the industry, shrinking 12% in the last week. However, the industry is down 20% over the past year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Mar 2026US$64.1bUS$45.0bUS$1.7b18.5x37.2x1.4x
Tue, 27 Jan 2026US$76.9bUS$55.7bUS$1.7b25.3x44x1.4x
Thu, 25 Dec 2025US$78.5bUS$44.5bUS$3.3b20.1x24x1.8x
Sat, 22 Nov 2025US$74.2bUS$44.5bUS$3.3b19.3x22.7x1.7x
Mon, 20 Oct 2025US$76.3bUS$46.7bUS$2.9b21.7x26.7x1.6x
Wed, 17 Sep 2025US$86.4bUS$48.0bUS$3.0b23.4x29.2x1.8x
Fri, 15 Aug 2025US$87.5bUS$48.0bUS$3.0b23.8x29.6x1.8x
Sun, 13 Jul 2025US$82.9bUS$47.5bUS$3.1b19.8x26.7x1.7x
Tue, 10 Jun 2025US$83.3bUS$47.5bUS$3.1b18.3x26.7x1.8x
Thu, 08 May 2025US$80.5bUS$47.3bUS$3.1b18.1x25.7x1.7x
Sat, 05 Apr 2025US$82.0bUS$47.3bUS$3.1b19.8x26.1x1.7x
Mon, 03 Mar 2025US$85.2bUS$47.3bUS$3.1b19.9x27.3x1.8x
Wed, 29 Jan 2025US$84.2bUS$46.9bUS$3.3b24.2x25.4x1.8x
Fri, 27 Dec 2024US$78.8bUS$46.8bUS$3.3b19.7x24.1x1.7x
Sun, 24 Nov 2024US$79.9bUS$46.8bUS$3.3b21.3x24.4x1.7x
Tue, 22 Oct 2024US$77.8bUS$46.7bUS$2.9b19.6x27x1.7x
Thu, 19 Sep 2024US$77.0bUS$46.0bUS$3.0b19.5x26x1.7x
Sat, 17 Aug 2024US$76.1bUS$46.0bUS$3.0b19.7x25.8x1.7x
Mon, 15 Jul 2024US$74.6bUS$45.7bUS$2.9b22.7x25.8x1.6x
Wed, 12 Jun 2024US$71.4bUS$45.4bUS$3.0b19.9x23.9x1.6x
Fri, 10 May 2024US$71.8bUS$45.3bUS$3.0b20.4x24.2x1.6x
Sun, 07 Apr 2024US$72.3bUS$45.1bUS$2.8b21x26x1.6x
Tue, 05 Mar 2024US$76.0bUS$44.3bUS$2.8b25.6x27.1x1.7x
Thu, 01 Feb 2024US$81.7bUS$45.2bUS$2.4b24.1x33.7x1.8x
Sat, 30 Dec 2023US$80.6bUS$44.6bUS$2.5b24.8x32.7x1.8x
Mon, 27 Nov 2023US$74.3bUS$44.6bUS$2.5b22.1x30.2x1.7x
Wed, 25 Oct 2023US$69.0bUS$44.2bUS$2.8b18.8x24.7x1.6x
Fri, 22 Sep 2023US$72.0bUS$44.1bUS$2.8b21.6x25.7x1.6x
Sun, 20 Aug 2023US$72.1bUS$44.1bUS$2.8b22x25.9x1.6x
Tue, 18 Jul 2023US$76.4bUS$44.4bUS$2.7b25x27.8x1.7x
Thu, 15 Jun 2023US$75.4bUS$43.7bUS$2.8b25.7x27.2x1.7x
Sat, 13 May 2023US$73.2bUS$43.7bUS$2.7b25.7x26.7x1.7x
Mon, 10 Apr 2023US$77.4bUS$43.3bUS$2.9b26.6x26.4x1.8x
Wed, 08 Mar 2023US$1.4tUS$239.9bUS$19.9b28.9x69.5x5.8x
Price to Earnings Ratio

69.5x


Total Market Cap: US$1.4tTotal Earnings: US$19.9bTotal Revenue: US$239.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Processing Services Industry Price to Earnings3Y Average 27.6x202420252026
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 37.2x which is higher than its 3-year average PE of 27.6x.
  • The 3-year average PS ratio of 1.8x 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 56% 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-0.57%
Tech-2.05%
IT-4.14%
Data Processing Services3.26%
Internet Services and Infrastructure-3.85%
IT Consulting-4.43%
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
BR Broadridge Financial SolutionsUS$185.875.0%
+US$1.0b		-22.9%PE20.3x
SSNC SS&C Technologies HoldingsUS$75.295.5%
+US$764.3m		-15.5%PE22.8x
EXLS ExlService HoldingsUS$31.253.9%
+US$161.5m		-35.5%PE19.5x
G GenpactUS$39.722.0%
+US$115.6m		-25.4%PE12.2x
MMS MaximusUS$75.612.5%
+US$99.8m		16.0%PE11.1x

Latest News

TTEC
US$2.50
TTEC Holdings
7D
9.6%
1Y
-26.0%
TASK
US$10.62
TaskUs
7D
-0.9%
1Y
-24.7%
CNXC
US$32.80
Concentrix
7D
-0.2%
1Y
-27.4%

CNXC: Higher Discount Rate Assumptions Will Support Future Undervalued Entry

Analysts have trimmed their price target on Concentrix by $4, reflecting updated assumptions around discount rates and valuation multiples, while keeping fair value estimates for the business broadly unchanged. Analyst Commentary Analysts describe the $4 price target cut as a fine tuning of their models rather than a reset of their overall view on Concentrix, with fair value estimates broadly intact.
EXLS
US$31.25
ExlService Holdings
7D
3.9%
1Y
-35.5%

AI Adoption And Recurring Data Contracts Will Drive Strong Long Term Outcomes

Catalysts About ExlService Holdings ExlService Holdings provides data, analytics, AI solutions and digitally enabled operations to clients in insurance, healthcare, banking and other data intensive industries. What are the underlying business or industry changes driving this perspective?
VRRM
US$16.71
Verra Mobility
7D
-11.8%
1Y
-27.0%

Expanded Enforcement And Slower MOSAIC Savings Will Pressure Margins Yet Long-Term Potential Remains

Catalysts About Verra Mobility Verra Mobility provides technology and services that support automated traffic enforcement, tolling and parking management for governments, rental car companies and fleets. What are the underlying business or industry changes driving this perspective?
BR
US$185.87
Broadridge Financial Solutions
7D
5.0%
1Y
-22.9%

BR: AI And Automation Partnerships Will Drive Future Upside Potential

Analysts now hold their fair value estimate for Broadridge Financial Solutions steady at $245.88, with only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions informing this unchanged price target. What's in the News Nissay Asset Management Corporation in Japan implemented Broadridge's Mortgage-Backed Securities Trade Assignment Portal for TBA mortgage-backed securities trading, automating AOT contracts, electronic signatures, and real-time tracking while storing completed assignments in the cloud (Key Developments).
G
US$39.72
Genpact
7D
2.0%
1Y
-25.4%

G: Buybacks And Higher Dividend Will Support Attractive Long Term Returns

Analysts have trimmed their price target for Genpact by a small amount to $48.64 from $48.82, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates. What's in the News Genpact issued earnings guidance for the first quarter of 2026, with net revenues projected between US$1.282b and US$1.294b and diluted EPS in the US$0.79 to US$0.80 range (company guidance).
SSNC
US$75.29
SS&C Technologies Holdings
7D
5.5%
1Y
-15.5%

SSNC: Client Wins And Buybacks Will Support Higher Future Earnings Multiple

Analysts have adjusted their price targets on SS&C Technologies Holdings, with the latest changes implying a modest move in fair value to about $99.00. This reflects updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions.
CSGS
US$79.90
CSG Systems International
7D
-0.04%
1Y
24.3%
CNDT
US$1.46
Conduent
7D
-8.2%
1Y
-58.8%
MMS
US$75.61
Maximus
7D
2.5%
1Y
16.0%

MMS: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts have raised their price target on Maximus to $95, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these revisions suggest a slightly refined view of the company’s valuation profile.
IBEX
US$28.90
IBEX
7D
-2.2%
1Y
14.2%