Narrative Update • Jun 08
Over the last 7 days, the IT Consulting industry has dropped 13%, driven by a pullback from International Business Machines of 16%. Meanwhile, AIAI Holdings actually outperformed within the industry, gaining 14% in the last week. Overall the industry is down 23% in 12 months. As for the next few years, earnings are expected to grow by 7.8% per annum.
Has the U.S. IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | US$420.2b | US$210.6b | US$21.1b | 13.8x | 19.9x | 2x |
| Fri, 08 May 2026 | US$376.2b | US$210.3b | US$22.0b | 14.9x | 17.1x | 1.8x |
| Sun, 05 Apr 2026 | US$430.2b | US$215.1b | US$22.7b | 15.9x | 19x | 2x |
| Tue, 03 Mar 2026 | US$429.1b | US$213.7b | US$22.5b | 17.2x | 19.1x | 2x |
| Thu, 29 Jan 2026 | US$543.3b | US$211.1b | US$20.0b | 19.5x | 27.2x | 2.6x |
| Sat, 27 Dec 2025 | US$584.3b | US$241.5b | US$21.2b | 21.2x | 27.6x | 2.4x |
| Mon, 24 Nov 2025 | US$559.6b | US$240.4b | US$21.3b | 23.5x | 26.3x | 2.3x |
| Wed, 22 Oct 2025 | US$532.3b | US$238.7b | US$19.6b | 20.9x | 27.2x | 2.2x |
| Fri, 19 Sep 2025 | US$485.0b | US$207.0b | US$18.9b | 21.6x | 25.6x | 2.3x |
| Sun, 17 Aug 2025 | US$470.8b | US$207.1b | US$18.9b | 21.5x | 24.9x | 2.3x |
| Tue, 15 Jul 2025 | US$544.7b | US$205.2b | US$18.7b | 23.1x | 29.1x | 2.7x |
| Thu, 12 Jun 2025 | US$571.9b | US$204.0b | US$18.4b | 26x | 31x | 2.8x |
| Sat, 10 May 2025 | US$544.6b | US$204.0b | US$18.0b | 28.5x | 30.3x | 2.7x |
| Mon, 07 Apr 2025 | US$492.8b | US$203.4b | US$18.5b | 26.1x | 26.7x | 2.4x |
| Wed, 05 Mar 2025 | US$577.0b | US$202.7b | US$18.1b | 38.9x | 31.8x | 2.8x |
| Fri, 31 Jan 2025 | US$586.0b | US$202.6b | US$17.9b | 39.7x | 32.8x | 2.9x |
| Sun, 29 Dec 2024 | US$562.3b | US$202.6b | US$18.1b | 35.3x | 31x | 2.8x |
| Tue, 26 Nov 2024 | US$566.5b | US$201.1b | US$17.8b | 40.3x | 31.8x | 2.8x |
| Thu, 24 Oct 2024 | US$576.9b | US$202.2b | US$19.4b | 38.9x | 29.7x | 2.9x |
| Sat, 21 Sep 2024 | US$537.5b | US$202.7b | US$19.2b | 37.8x | 28x | 2.7x |
| Mon, 19 Aug 2024 | US$512.0b | US$202.6b | US$19.2b | 35.3x | 26.6x | 2.5x |
| Wed, 17 Jul 2024 | US$491.4b | US$203.0b | US$18.8b | 29.3x | 26.1x | 2.4x |
| Fri, 14 Jun 2024 | US$446.7b | US$203.3b | US$18.9b | 27.8x | 23.7x | 2.2x |
| Sun, 12 May 2024 | US$464.5b | US$203.4b | US$18.3b | 24.7x | 25.4x | 2.3x |
| Tue, 09 Apr 2024 | US$505.6b | US$199.2b | US$17.1b | 23.1x | 29.5x | 2.5x |
| Thu, 07 Mar 2024 | US$541.7b | US$199.2b | US$17.0b | 21.6x | 31.9x | 2.7x |
| Sat, 03 Feb 2024 | US$538.7b | US$200.3b | US$16.9b | 21.1x | 31.8x | 2.7x |
| Mon, 01 Jan 2024 | US$501.7b | US$199.9b | US$16.3b | 19.7x | 30.7x | 2.5x |
| Wed, 29 Nov 2023 | US$473.8b | US$199.4b | US$16.3b | 20x | 29x | 2.4x |
| Fri, 27 Oct 2023 | US$418.5b | US$199.5b | US$16.3b | 17.7x | 25.7x | 2.1x |
| Sun, 24 Sep 2023 | US$448.8b | US$198.3b | US$11.7b | 21.8x | 38.5x | 2.3x |
| Tue, 22 Aug 2023 | US$430.3b | US$198.3b | US$11.7b | 18.5x | 36.8x | 2.2x |
| Thu, 20 Jul 2023 | US$444.9b | US$200.6b | US$11.3b | 26.3x | 39.3x | 2.2x |
| Sat, 17 Jun 2023 | US$441.8b | US$200.2b | US$11.1b | 24.4x | 39.8x | 2.2x |
39.8x
How does U.S. IT Consulting compare with similar industries?
| US Market | -3.33% | |
| Tech | -9.37% | |
| IT | -11.40% | |
| IT Consulting | -12.60% | |
| Data Processing Services | -1.28% | |
| Internet Services and Infrastructure | -10.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AIAI AIAI Holdings | US$14.76 | 13.5% +US$123.4m | n/a | PE-266.1x | |
| BNAI Brand Engagement Network | US$19.18 | 29.5% +US$28.4m | 297.9% | PS337.9x | |
| CINT CI&T | US$3.95 | 3.1% +US$15.4m | -32.8% | PE12.5x | |
| WYY WidePoint | US$11.65 | 1.8% +US$2.0m | 247.8% | PS0.7x | |
| RSSS Research Solutions | US$2.21 | 2.8% +US$1.9m | -21.1% | PE15.8x |