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U.S. IT Consulting Industry Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies80
  • 7D-9.1%
  • 3M-13.3%
  • 1Y-27.7%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 9.1%, driven by a pullback from International Business Machines of 10%. However, the industry is down 28% over the past year. Earnings are forecast to grow by 8.6% annually.

Industry Valuation and Performance

Has the U.S. IT Consulting Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Feb 2026US$478.8bUS$213.6bUS$22.6b18x21.2x2.2x
Sun, 11 Jan 2026US$592.6bUS$241.2bUS$21.2b24x28x2.5x
Tue, 09 Dec 2025US$584.0bUS$240.6bUS$21.3b23.8x27.5x2.4x
Thu, 06 Nov 2025US$554.8bUS$240.0bUS$20.9b20.2x26.5x2.3x
Sat, 04 Oct 2025US$542.7bUS$239.6bUS$19.6b21.4x27.7x2.3x
Mon, 01 Sep 2025US$486.0bUS$207.0bUS$18.9b23.1x25.7x2.3x
Wed, 30 Jul 2025US$528.7bUS$206.4bUS$19.0b22.8x27.8x2.6x
Fri, 27 Jun 2025US$563.8bUS$205.3bUS$18.7b24.5x30.2x2.7x
Sun, 25 May 2025US$547.6bUS$204.0bUS$18.4b26.9x29.7x2.7x
Tue, 22 Apr 2025US$503.6bUS$203.5bUS$18.5b25.9x27.3x2.5x
Thu, 20 Mar 2025US$553.2bUS$202.6bUS$18.3b32.7x30.2x2.7x
Sat, 15 Feb 2025US$629.5bUS$202.6bUS$18.1b40.2x34.7x3.1x
Mon, 13 Jan 2025US$552.0bUS$202.4bUS$18.2b33.7x30.3x2.7x
Wed, 11 Dec 2024US$574.7bUS$201.1bUS$17.8b40.7x32.2x2.9x
Fri, 08 Nov 2024US$554.5bUS$202.2bUS$17.8b41.3x31.2x2.7x
Sun, 06 Oct 2024US$564.2bUS$202.2bUS$19.4b42.3x29x2.8x
Tue, 03 Sep 2024US$531.1bUS$202.6bUS$19.2b34.5x27.6x2.6x
Thu, 01 Aug 2024US$515.4bUS$203.3bUS$19.0b30.7x27.1x2.5x
Sat, 29 Jun 2024US$465.1bUS$203.2bUS$18.8b28.5x24.7x2.3x
Mon, 27 May 2024US$463.6bUS$203.3bUS$18.9b28.3x24.6x2.3x
Wed, 24 Apr 2024US$483.2bUS$199.2bUS$17.1b21.5x28.2x2.4x
Fri, 22 Mar 2024US$545.7bUS$199.1bUS$17.1b21.6x31.8x2.7x
Sun, 18 Feb 2024US$535.0bUS$199.3bUS$17.0b22.8x31.5x2.7x
Tue, 16 Jan 2024US$509.7bUS$199.8bUS$16.4b20x31x2.6x
Thu, 14 Dec 2023US$494.3bUS$199.4bUS$16.3b20.1x30.3x2.5x
Sat, 11 Nov 2023US$444.0bUS$199.3bUS$16.3b20x27.2x2.2x
Mon, 09 Oct 2023US$440.1bUS$198.8bUS$11.4b19.8x38.7x2.2x
Wed, 06 Sep 2023US$457.8bUS$198.3bUS$11.7b21.1x39.2x2.3x
Fri, 04 Aug 2023US$444.4bUS$198.4bUS$11.6b21x38.3x2.2x
Sun, 02 Jul 2023US$430.7bUS$200.6bUS$11.3b23.6x38.1x2.1x
Tue, 30 May 2023US$422.4bUS$200.1bUS$11.1b23.4x38.1x2.1x
Thu, 27 Apr 2023US$368.0bUS$133.3bUS$11.0b19.7x33.4x2.8x
Sat, 25 Mar 2023US$370.3bUS$193.7bUS$10.7b20.8x34.7x1.9x
Mon, 20 Feb 2023US$393.2bUS$192.8bUS$10.8b19.5x36.5x2x
Price to Earnings Ratio

36.5x


Total Market Cap: US$393.2bTotal Earnings: US$10.8bTotal Revenue: US$192.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 30.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American IT Consulting and Other Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.2x which is lower than its 3-year average PE of 30.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 3.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. IT Consulting compare with similar industries?

US Market0.52%
Tech2.46%
IT-1.43%
IT Consulting-9.09%
Internet Services and Infrastructure8.54%
Data Processing Services-7.62%
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
IT GartnerUS$153.631.1%
+US$115.3m		-70.3%PE12.5x
CHOW ChowChow Cloud International HoldingsUS$0.7675.8%
+US$11.6m		n/aPE12.1x
CINT CI&TUS$4.941.6%
+US$10.4m		-32.5%PE17.5x
BBAI BigBear.ai HoldingsUS$4.100.5%
+US$8.7m		-58.1%PS12.4x
TSSI TSSUS$8.013.0%
+US$6.6m		-43.7%PE47.4x

Latest News

GLOB
US$49.28
Globant
7D
-14.6%
1Y
-78.5%
KD
US$11.34
Kyndryl Holdings
7D
-48.6%
1Y
-72.7%
IT
US$153.63
Gartner
7D
1.1%
1Y
-70.3%
CINT
US$4.94
CI&T
7D
1.6%
1Y
-32.5%
ASGN
US$41.85
ASGN
7D
-21.1%
1Y
-45.8%
ACN
US$222.05
Accenture
7D
-4.9%
1Y
-43.0%
IBM
US$259.52
International Business Machines
7D
-10.5%
1Y
0.1%
DOX
US$68.33
Amdocs
7D
-3.9%
1Y
-21.7%
EPAM
US$163.12
EPAM Systems
7D
-8.1%
1Y
-39.1%

EPAM: GenAI Execution And M&A Integration Will Support A Higher Future Multiple

Narrative Update on EPAM Systems The analyst price target for EPAM Systems has shifted from $255 to $275, with analysts pointing to revised assumptions around slightly lower discount rates, higher modeled revenue growth, modestly adjusted profit margins, and a higher future P/E multiple, supported by recent sector upgrades and a series of price target increases across the Street. Analyst Commentary Recent Street research on EPAM Systems has tilted more positive, with several bullish analysts raising price targets and pointing to potential for better execution and improved sentiment around IT services over the medium term.
CTSH
US$65.83
Cognizant Technology Solutions
7D
-14.3%
1Y
-26.5%
BBAI
US$4.10
BigBear.ai Holdings
7D
0.5%
1Y
-58.1%

BBAI: Execution On Government Contracts Will Shape 2025 Revenue Outlook

Narrative Update on BigBear.ai Holdings Analysts have trimmed their price target on BigBear.ai to US$6 from US$7, citing pressured near term fundamentals after a 20.1% revenue decline in Q3 and ongoing execution risk tied to lumpy government contracts that continue to weigh on margins and operating results. Analyst Commentary Recent research points to a more cautious stance on BigBear.ai, with the rating shifted to Neutral and the price target cut to US$6 from US$7.
CLPS
US$1.20
CLPS Incorporation
7D
5.7%
1Y
-7.7%
TSSI
US$8.01
TSS
7D
3.0%
1Y
-43.7%

TSS (NASDAQ:TSSI) Is Experiencing Growth In Returns On Capital

Feb 05
TSS (NASDAQ:TSSI) Is Experiencing Growth In Returns On Capital
CHOW
US$0.76
ChowChow Cloud International Holdings
7D
75.8%
1Y
n/a
HKIT
US$2.02
Hitek Global
7D
3.6%
1Y
56.6%
GLE
US$0.41
Global Engine Group Holding
7D
57.8%
1Y
-68.7%