Narrative Update • May 25
Over the last 7 days, the IT Consulting industry has risen 8.6%, driven by gains from International Business Machines of 13%. In contrast, the industry has lost 23% in the last 12 months. As for the next few years, earnings are expected to grow by 7.9% 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, 27 May 2026 | US$399.1b | US$210.6b | US$21.1b | 15.2x | 18.9x | 1.9x |
| Fri, 24 Apr 2026 | US$423.9b | US$215.1b | US$22.7b | 14.3x | 18.7x | 2x |
| Sun, 22 Mar 2026 | US$422.6b | US$215.1b | US$22.6b | 15.8x | 18.7x | 2x |
| Tue, 17 Feb 2026 | US$461.4b | US$213.6b | US$22.5b | 18.1x | 20.5x | 2.2x |
| Thu, 15 Jan 2026 | US$553.8b | US$211.0b | US$20.0b | 23.3x | 27.7x | 2.6x |
| Sat, 13 Dec 2025 | US$591.2b | US$240.5b | US$21.3b | 22.6x | 27.8x | 2.5x |
| Mon, 10 Nov 2025 | US$565.1b | US$240.3b | US$21.0b | 19.3x | 26.9x | 2.4x |
| Wed, 08 Oct 2025 | US$551.9b | US$238.7b | US$19.6b | 20.8x | 28.2x | 2.3x |
| Fri, 05 Sep 2025 | US$481.8b | US$207.0b | US$18.9b | 21.9x | 25.5x | 2.3x |
| Sun, 03 Aug 2025 | US$494.5b | US$206.8b | US$19.1b | 21.3x | 25.9x | 2.4x |
| Tue, 01 Jul 2025 | US$564.2b | US$205.3b | US$18.7b | 24.7x | 30.2x | 2.7x |
| Thu, 29 May 2025 | US$557.5b | US$204.0b | US$18.4b | 26.7x | 30.3x | 2.7x |
| Sat, 26 Apr 2025 | US$500.9b | US$203.4b | US$17.9b | 28.6x | 27.9x | 2.5x |
| Mon, 24 Mar 2025 | US$534.5b | US$203.4b | US$18.4b | 32.3x | 29x | 2.6x |
| Wed, 19 Feb 2025 | US$630.4b | US$202.5b | US$18.2b | 40.4x | 34.7x | 3.1x |
| Fri, 17 Jan 2025 | US$556.9b | US$202.4b | US$18.2b | 34.7x | 30.6x | 2.8x |
| Sun, 15 Dec 2024 | US$573.4b | US$201.1b | US$17.8b | 39.7x | 32.1x | 2.9x |
| Tue, 12 Nov 2024 | US$559.0b | US$202.0b | US$17.7b | 41.9x | 31.5x | 2.8x |
| Thu, 10 Oct 2024 | US$565.5b | US$202.2b | US$19.4b | 41.4x | 29.1x | 2.8x |
| Sat, 07 Sep 2024 | US$525.8b | US$202.6b | US$19.2b | 32.1x | 27.4x | 2.6x |
| Mon, 05 Aug 2024 | US$503.1b | US$202.8b | US$19.3b | 29.1x | 26.1x | 2.5x |
| Wed, 03 Jul 2024 | US$468.3b | US$203.1b | US$18.8b | 30.6x | 24.9x | 2.3x |
| Fri, 31 May 2024 | US$443.7b | US$203.3b | US$18.9b | 28.3x | 23.5x | 2.2x |
| Sun, 28 Apr 2024 | US$461.8b | US$199.4b | US$17.8b | 20.4x | 26x | 2.3x |
| Tue, 26 Mar 2024 | US$511.9b | US$199.1b | US$17.1b | 21.5x | 29.9x | 2.6x |
| Thu, 22 Feb 2024 | US$525.2b | US$199.3b | US$17.0b | 21.9x | 30.9x | 2.6x |
| Sat, 20 Jan 2024 | US$518.3b | US$199.8b | US$16.4b | 20.4x | 31.5x | 2.6x |
| Mon, 18 Dec 2023 | US$495.1b | US$199.4b | US$16.3b | 19.2x | 30.3x | 2.5x |
| Wed, 15 Nov 2023 | US$447.4b | US$199.3b | US$16.3b | 20.1x | 27.4x | 2.2x |
| Fri, 13 Oct 2023 | US$442.4b | US$198.8b | US$11.4b | 20.1x | 38.9x | 2.2x |
| Sun, 10 Sep 2023 | US$456.9b | US$198.3b | US$11.7b | 20.4x | 39.1x | 2.3x |
| Tue, 08 Aug 2023 | US$446.1b | US$198.4b | US$11.6b | 21.8x | 38.4x | 2.2x |
| Thu, 06 Jul 2023 | US$432.0b | US$200.6b | US$11.3b | 23.8x | 38.2x | 2.2x |
| Sat, 03 Jun 2023 | US$431.9b | US$200.1b | US$11.1b | 23.9x | 38.9x | 2.2x |
38.9x
How does U.S. IT Consulting compare with similar industries?
| US Market | 2.46% | |
| Tech | 4.59% | |
| IT | 5.27% | |
| IT Consulting | 7.49% | |
| Internet Services and Infrastructure | 3.46% | |
| Data Processing Services | -0.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IBM International Business Machines | US$250.69 | 12.8% +US$26.7b | -4.8% | PE22x | |
| CTSH Cognizant Technology Solutions | US$51.81 | 1.8% +US$440.7m | -35.8% | PE11x | |
| IT Gartner | US$157.89 | 2.4% +US$251.1m | -64.5% | PE14.3x | |
| BBAI BigBear.ai Holdings | US$4.18 | 8.9% +US$162.8m | -6.9% | PS15.7x | |
| ACN Accenture | US$177.00 | 0.1% +US$122.8m | -43.9% | PE14.2x |