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U.S. IT Consulting Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies74
  • 7D0.02%
  • 3M-28.2%
  • 1Y-26.2%
  • YTDn/a

The IT Consulting industry has been flat over the last week, but Cognizant Technology Solutions has lost 4.0%. Unfortunately though, the industry is down 26% over the past 12 months. Looking forward, earnings are forecast to grow by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 May 2026US$389.8bUS$216.8bUS$22.8b14x17.1x1.8x
Thu, 02 Apr 2026US$422.0bUS$215.1bUS$22.6b15.4x18.6x2x
Sat, 28 Feb 2026US$430.1bUS$213.7bUS$22.5b17.3x19.2x2x
Mon, 26 Jan 2026US$545.5bUS$211.0bUS$20.0b22.7x27.3x2.6x
Wed, 24 Dec 2025US$583.1bUS$241.3bUS$21.2b21.1x27.5x2.4x
Fri, 21 Nov 2025US$541.0bUS$240.1bUS$21.2b22.9x25.5x2.3x
Sun, 19 Oct 2025US$531.8bUS$239.0bUS$19.6b20.1x27.2x2.2x
Tue, 16 Sep 2025US$477.0bUS$207.0bUS$18.9b20x25.2x2.3x
Thu, 14 Aug 2025US$459.4bUS$207.0bUS$18.9b22x24.2x2.2x
Sat, 12 Jul 2025US$568.0bUS$205.3bUS$18.7b24.3x30.4x2.8x
Mon, 09 Jun 2025US$562.3bUS$204.0bUS$18.4b25.9x30.5x2.8x
Wed, 07 May 2025US$534.8bUS$204.0bUS$17.9b27.2x29.9x2.6x
Fri, 04 Apr 2025US$545.4bUS$203.4bUS$18.5b26.8x29.5x2.7x
Sun, 02 Mar 2025US$582.9bUS$202.7bUS$18.1b38.9x32.1x2.9x
Tue, 28 Jan 2025US$574.3bUS$202.4bUS$18.2b35.7x31.5x2.8x
Thu, 26 Dec 2024US$567.6bUS$202.6bUS$18.1b35.5x31.3x2.8x
Sat, 23 Nov 2024US$566.1bUS$201.1bUS$17.8b39.2x31.7x2.8x
Mon, 21 Oct 2024US$582.7bUS$202.2bUS$19.4b39.4x30x2.9x
Wed, 18 Sep 2024US$553.9bUS$202.6bUS$19.2b31x28.8x2.7x
Fri, 16 Aug 2024US$503.8bUS$202.5bUS$19.2b35.3x26.2x2.5x
Sun, 14 Jul 2024US$485.6bUS$203.0bUS$18.8b29.4x25.8x2.4x
Tue, 11 Jun 2024US$454.7bUS$203.3bUS$18.9b27.8x24.1x2.2x
Thu, 09 May 2024US$472.2bUS$203.5bUS$18.3b26.2x25.7x2.3x
Sat, 06 Apr 2024US$502.8bUS$199.2bUS$17.1b23.1x29.3x2.5x
Mon, 04 Mar 2024US$543.3bUS$199.2bUS$17.0b21.8x32x2.7x
Wed, 31 Jan 2024US$540.3bUS$200.5bUS$16.8b21.5x32.1x2.7x
Fri, 29 Dec 2023US$503.7bUS$199.9bUS$16.3b19.8x30.9x2.5x
Sun, 26 Nov 2023US$474.3bUS$199.4bUS$16.3b20x29.1x2.4x
Tue, 24 Oct 2023US$416.5bUS$198.8bUS$11.4b18.1x36.7x2.1x
Thu, 21 Sep 2023US$452.6bUS$198.3bUS$11.7b22x38.8x2.3x
Sat, 19 Aug 2023US$430.5bUS$198.3bUS$11.7b20.4x36.9x2.2x
Mon, 17 Jul 2023US$439.8bUS$200.6bUS$11.3b25x38.9x2.2x
Wed, 14 Jun 2023US$438.1bUS$200.2bUS$11.1b24x39.5x2.2x
Fri, 12 May 2023US$387.9bUS$201.6bUS$11.8b21.3x33x1.9x
Price to Earnings Ratio

33x


Total Market Cap: US$387.9bTotal Earnings: US$11.8bTotal Revenue: US$201.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 29.4x202420252026
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 17.1x which is lower than its 3-year average PE of 29.4x.
  • The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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 Market0.91%
Tech0.52%
IT2.37%
IT Consulting0.015%
Internet Services and Infrastructure4.42%
Data Processing Services1.04%
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$180.121.8%
+US$1.9b		-41.5%PE14.5x
IBM International Business MachinesUS$229.480.6%
+US$1.3b		-7.9%PE20.1x
BBAI BigBear.ai HoldingsUS$4.1711.8%
+US$209.5m		29.9%PS15.5x
KD Kyndryl HoldingsUS$14.395.9%
+US$180.4m		-57.1%PE13x
DOX AmdocsUS$65.300.9%
+US$63.5m		-27.2%PE12.3x

Latest News

WYY
US$8.85
WidePoint
7D
62.4%
1Y
73.9%
ACN
US$180.12
Accenture
7D
1.8%
1Y
-41.5%

Accenture: A High-Quality Undervalued Dividend Growth Stock Amid AI Uncertainty

May 04
GLOB
US$40.18
Globant
7D
-5.2%
1Y
-65.9%
ATGL
US$12.60
Alpha Technology Group
7D
-10.6%
1Y
-50.7%
BBAI
US$4.17
BigBear.ai Holdings
7D
11.8%
1Y
29.9%

BBAI: Balance Sheet Flexibility And Acquisition Integration Will Support Revenue Guidance Execution

Narrative Update on BigBear.ai Holdings Analysts have trimmed their average price expectations for BigBear.ai, reflecting cuts in individual targets such as $8 to $6 and $6 to $5, as they balance weaker recent revenue trends with company guidance that includes contributions from the Ask Sage acquisition and a stronger balance sheet. Analyst Commentary Recent research reflects a mixed tone on BigBear.ai, with price targets moving lower but commentary highlighting several constructive points around execution, balance sheet positioning, and future growth plans.
TSSI
US$14.56
TSS
7D
-3.5%
1Y
111.9%
CTSH
US$51.86
Cognizant Technology Solutions
7D
-5.1%
1Y
-33.4%
IBM
US$229.48
International Business Machines
7D
0.6%
1Y
-7.9%

IBM: Slowing Mainframe And Consulting Momentum Will Pressure AI Expectations

The analyst price target for International Business Machines has been reset lower to reflect a fair value move from about $223.21 to $201.51. Analysts factor in recent price target cuts, slightly softer modeled revenue growth and margins, and a more moderate future P/E, alongside several rating upgrades that cite more balanced risk and reasonable valuation.
CINT
US$4.00
CI&T
7D
-8.9%
1Y
-31.2%
RPGL
US$1.52
Republic Power Group
7D
120.9%
1Y
n/a
KD
US$14.39
Kyndryl Holdings
7D
5.9%
1Y
-57.1%

Kyndryl Holdings Q4 Preview: A Lot Of Work To Restore Investor Confidence

Apr 28
IT
US$147.71
Gartner
7D
-0.7%
1Y
-65.4%
DOX
US$65.30
Amdocs
7D
0.9%
1Y
-27.2%

DOX: Future EPS Guidance And Buybacks Will Support Multiple Rerating

Analysts have trimmed their Amdocs fair value estimate by about $0.36 to $90.21, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations following recent price target reductions from major firms. Analyst Commentary Recent research updates have focused less on headline ratings and more on recalibrating what investors might reasonably pay for Amdocs, with both price targets moving lower and feeding into the modest trim to the fair value estimate.
BNAI
US$23.47
Brand Engagement Network
7D
-17.0%
1Y
590.3%
HCKT
US$13.70
Hackett Group
7D
6.5%
1Y
-48.6%
EPAM
US$110.60
EPAM Systems
7D
-4.9%
1Y
-30.5%

EPAM Systems: AI Is A Threat, Yes, But Also An Opportunity

Apr 23