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U.S. IT Consulting Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies85
  • 7D5.7%
  • 3M12.3%
  • 1Y3.1%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has risen 5.7%, driven by gains in Accenture and International Business Machines of 8.0% and 4.4%, respectively. Meanwhile, Hitek Global actually underperformed within the industry, shrinking 8.0% in the last week. This means that the industry has gained 3.1% over the past year. Earnings are forecast to grow by 9.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 18 Jan 2023US$407.0bUS$192.9bUS$10.4b19.9x39x2.1x
Price to Earnings Ratio

39x


Total Market Cap: US$407.0bTotal Earnings: US$10.4bTotal Revenue: US$192.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 30.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the American IT Consulting and Other Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 30.9x.
  • 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 27% per year over the last three years.
  • Revenues for these companies have grown 7.7% 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 Market1.88%
Tech0.22%
IT4.10%
IT Consulting5.72%
Data Processing Services3.07%
Internet Services and Infrastructure2.26%
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
ACN AccentureUS$280.678.0%
+US$12.7b		-19.8%PE22.7x
IBM International Business MachinesUS$304.224.4%
+US$11.9b		38.4%PE35.9x
CTSH Cognizant Technology SolutionsUS$85.264.9%
+US$1.9b		13.2%PE19.3x
IT GartnerUS$248.024.6%
+US$792.1m		-49.3%PE20.2x
EPAM EPAM SystemsUS$211.935.7%
+US$633.6m		-6.1%PE31.5x

Latest News

ACN
US$280.67
Accenture
7D
8.0%
1Y
-19.8%
EPAM
US$211.93
EPAM Systems
7D
5.7%
1Y
-6.1%

EPAM: GenAI And M&A Integration Will Drive The Next Upswing

Narrative update Analysts now see fair value for EPAM at US$255, down from US$267. This reflects a higher discount rate, more cautious assumptions on revenue growth and profit margins, and mixed but generally constructive Street views on the company’s recovery and GenAI and M&A execution.
IT
US$248.02
Gartner
7D
4.6%
1Y
-49.3%

IT: Ongoing Buybacks Will Support Future Upside Despite Recent Impairment Charges

Analysts have made modest updates to their price target for Gartner, keeping fair value effectively steady at about $283.73. They are fine-tuning assumptions such as discount rate, revenue growth, profit margin and future P/E to reflect slightly adjusted expectations rather than a major shift in outlook.
KD
US$27.25
Kyndryl Holdings
7D
6.9%
1Y
-25.8%

KD: Agentic AI Services Will Drive Future Upside

Analysts have maintained their fair value estimate for Kyndryl Holdings at $37.60, with only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. This suggests that their overall price target framework remains largely unchanged.
CTSH
US$85.26
Cognizant Technology Solutions
7D
4.9%
1Y
13.2%
GLOB
US$68.39
Globant
7D
8.4%
1Y
-67.0%

GLOB: AI Projects And New Model Are Expected To Unlock Future Upside

Analysts have trimmed their price targets on Globant to a narrower range of US$61 to US$80, citing slower organic growth versus peers, exposure to weaker regions and verticals, and the time needed for a new business model and AI related projects to translate into steadier revenue trends. Analyst Commentary Recent Street research around Globant points to a more cautious but still mixed view on the stock, with price targets now clustering between US$61 and US$80 and ratings spreading across Buy, Neutral and Hold.
IBM
US$304.22
International Business Machines
7D
4.4%
1Y
38.4%

IBM: Quantum Potential And Software Execution Will Shape Returns Through Workforce Shift

Analysts made only a modest adjustment to their price targets on International Business Machines, balancing mixed views on near term software momentum with the longer term potential in areas such as quantum computing and higher margin revenue streams. Analyst Commentary Recent research paints a mixed picture for International Business Machines, with some analysts more focused on long term optionality in quantum and others keying in on near term software execution and valuation.
CSPI
US$11.66
CSP
7D
-2.3%
1Y
-29.8%
CHOW
US$0.72
ChowChow Cloud International Holdings
7D
-8.7%
1Y
n/a
HUBC
US$0.32
HUB Cyber Security
7D
-22.1%
1Y
-94.5%
BTTC
US$1.70
Black Titan
7D
-7.1%
1Y
n/a
DOX
US$83.51
Amdocs
7D
4.2%
1Y
1.6%
HKIT
US$2.08
Hitek Global
7D
-8.0%
1Y
52.9%
CLPS
US$0.94
CLPS Incorporation
7D
-7.1%
1Y
-15.1%

Benign Growth For CLPS Incorporation (NASDAQ:CLPS) Underpins Stock's 29% Plummet

Nov 15
Benign Growth For CLPS Incorporation (NASDAQ:CLPS) Underpins Stock's 29% Plummet
RPGL
US$0.55
Republic Power Group
7D
-17.1%
1Y
n/a
UBXG
US$1.93
U-BX Technology
7D
-7.2%
1Y
-42.4%