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U.S. IT Consulting Industry Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies83
  • 7D1.1%
  • 3M14.5%
  • 1Y-1.3%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has risen 1.1%, driven by gains in Accenture and Cognizant Technology Solutions of 1.9% and 4.0%, respectively. During this same period, the ChowChow Cloud International Holdings underperformed, falling 89%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 9.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Dec 2025US$589.2bUS$240.5bUS$21.3b23.3x27.7x2.4x
Wed, 12 Nov 2025US$565.7bUS$240.1bUS$21.0b19.2x26.9x2.4x
Fri, 10 Oct 2025US$551.8bUS$238.5bUS$19.6b20.9x28.2x2.3x
Sun, 07 Sep 2025US$482.1bUS$207.0bUS$18.9b20.4x25.5x2.3x
Tue, 05 Aug 2025US$494.5bUS$206.8bUS$19.1b21.5x25.9x2.4x
Thu, 03 Jul 2025US$572.8bUS$205.3bUS$18.7b24.5x30.6x2.8x
Sat, 31 May 2025US$553.4bUS$204.0bUS$18.4b26.8x30x2.7x
Mon, 28 Apr 2025US$505.1bUS$203.4bUS$17.9b25.6x28.2x2.5x
Wed, 26 Mar 2025US$541.2bUS$203.4bUS$18.4b32.2x29.3x2.7x
Fri, 21 Feb 2025US$632.1bUS$202.6bUS$18.2b40.7x34.8x3.1x
Sun, 19 Jan 2025US$563.7bUS$202.4bUS$18.2b35x31x2.8x
Tue, 17 Dec 2024US$573.4bUS$201.1bUS$17.8b39.2x32.1x2.9x
Thu, 14 Nov 2024US$560.5bUS$201.0bUS$17.8b42x31.4x2.8x
Sat, 12 Oct 2024US$568.8bUS$202.2bUS$19.4b41.7x29.3x2.8x
Mon, 09 Sep 2024US$525.8bUS$202.6bUS$19.2b32.1x27.4x2.6x
Wed, 07 Aug 2024US$487.6bUS$202.7bUS$19.3b28.7x25.3x2.4x
Fri, 05 Jul 2024US$471.6bUS$203.1bUS$18.8b30.2x25.1x2.3x
Sun, 02 Jun 2024US$444.7bUS$203.3bUS$18.9b28.3x23.6x2.2x
Tue, 30 Apr 2024US$461.8bUS$199.4bUS$17.8b20.7x26x2.3x
Thu, 28 Mar 2024US$515.7bUS$199.1bUS$17.1b21.3x30.1x2.6x
Sat, 24 Feb 2024US$540.1bUS$199.3bUS$17.0b21.3x31.7x2.7x
Mon, 22 Jan 2024US$519.3bUS$199.8bUS$16.4b21x31.6x2.6x
Wed, 20 Dec 2023US$494.2bUS$199.9bUS$16.3b19.3x30.3x2.5x
Fri, 17 Nov 2023US$464.1bUS$199.3bUS$16.3b20.3x28.5x2.3x
Sun, 15 Oct 2023US$427.0bUS$198.8bUS$11.4b19.3x37.6x2.1x
Tue, 12 Sep 2023US$457.2bUS$198.3bUS$11.7b20.3x39.2x2.3x
Thu, 10 Aug 2023US$438.0bUS$197.9bUS$11.7b21.4x37.3x2.2x
Sat, 08 Jul 2023US$427.4bUS$200.6bUS$11.3b24.2x37.8x2.1x
Mon, 05 Jun 2023US$431.9bUS$200.1bUS$11.1b24x38.9x2.2x
Wed, 03 May 2023US$372.5bUS$193.9bUS$11.0b20.1x33.9x1.9x
Fri, 31 Mar 2023US$383.1bUS$193.9bUS$10.7b20.5x35.9x2x
Sun, 26 Feb 2023US$377.9bUS$192.8bUS$10.7b19.3x35.2x2x
Tue, 24 Jan 2023US$401.0bUS$192.9bUS$10.4b19.9x38.5x2.1x
Thu, 22 Dec 2022US$386.8bUS$192.8bUS$10.4b23.3x37.1x2x
Price to Earnings Ratio

37.1x


Total Market Cap: US$386.8bTotal Earnings: US$10.4bTotal Revenue: US$192.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 31.2x202320242025
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 27.7x which is lower than its 3-year average PE of 31.2x.
  • 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 7.6% 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 Market-0.59%
Tech-2.39%
IT0.38%
IT Consulting1.11%
Data Processing Services0.041%
Internet Services and Infrastructure-0.45%
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$271.561.9%
+US$1.8b		-24.3%PE21.8x
CTSH Cognizant Technology SolutionsUS$83.944.0%
+US$1.6b		4.8%PE19x
IBM International Business MachinesUS$309.240.4%
+US$1.2b		34.0%PE36.5x
EPAM EPAM SystemsUS$209.633.0%
+US$333.1m		-14.3%PE31.2x
IT GartnerUS$233.891.8%
+US$297.0m		-54.0%PE19x

Latest News

IT
US$233.89
Gartner
7D
1.8%
1Y
-54.0%
TSSI
US$7.58
TSS
7D
-12.2%
1Y
-14.9%
CTSH
US$83.94
Cognizant Technology Solutions
7D
4.0%
1Y
4.8%
CHOW
US$1.00
ChowChow Cloud International Holdings
7D
-89.5%
1Y
n/a
KD
US$26.92
Kyndryl Holdings
7D
2.7%
1Y
-23.8%
DXC
US$15.17
DXC Technology
7D
7.4%
1Y
-29.3%
DAVA
US$6.64
Endava
7D
-1.5%
1Y
-77.9%

DAVA: Generative AI Partnerships Will Support Future Recovery Despite Guidance Reset

Analysts have reduced their price target on Endava, cutting it by approximately $3 to reflect missed growth guidance, persistent pressure on the outlook, and a more challenging setup for a near term recovery in client demand and pipeline conversion. Analyst Commentary Bullish Takeaways Bullish analysts see the reset in growth expectations and price targets as potentially de-risking the valuation, limiting downside if execution stabilizes from here.
HUBC
US$0.52
HUB Cyber Security
7D
-39.1%
1Y
-88.2%
BBAI
US$6.38
BigBear.ai Holdings
7D
-6.5%
1Y
153.2%

BBAI: Airport Deployments And 2025 Revenue Outlook Will Shape Future Performance

Analysts have modestly adjusted their price target on BigBear.ai Holdings to reflect a slightly lower profit margin outlook, partially offset by a marginally reduced discount rate and stable long term growth and valuation assumptions. What's in the News Opened its first Middle East office at the World Trade Center Abu Dhabi, reinforcing long term investment in the region and expanding partnerships with Vigilix and Easy Lease (Key Developments) Signed a strategic Memorandum of Understanding with Pahang Aerospace City Development Berhad and partners to support AI driven border operations and the development of Malaysia's first international spaceport (Key Developments) Deployed the veriScan biometric identity platform to support U.S. Customs and Border Protection's Enhanced Passenger Processing program at Chicago O'Hare International Airport, significantly reducing average processing times (Key Developments) Announced multiple Enhanced Passenger Processing deployments, including at Nashville International Airport, to improve security and shorten wait times for returning U.S. citizens (Key Developments) Issued revenue guidance for 2025, projecting annual revenue between 125 million dollars and 140 million dollars (Key Developments) Valuation Changes Fair Value: unchanged at 6.67, indicating no revision to the intrinsic value estimate.
IBM
US$309.24
International Business Machines
7D
0.4%
1Y
34.0%
CINT
US$4.54
CI&T
7D
-1.5%
1Y
-29.7%

CINT: Share Repurchases Will Support Returns Despite Moderating Profit Outlook

Analysts have lowered their price target on CI&T by approximately 10 percent to about $7.07, citing expectations for slower revenue growth, softer profit margins, and a reduced future P/E multiple. Together, these factors signal a more muted medium term earnings outlook.
GLOB
US$67.70
Globant
7D
-4.9%
1Y
-68.8%

GLOB: Share Buybacks Will Support AI Expansion And Future Upside

Analysts have modestly reduced their price target on Globant to about $84 from roughly $86, reflecting slightly slower expected revenue growth and a lower future earnings multiple as they factor in muted industry trends and the company’s lagging organic growth versus peers. Analyst Commentary Recent Street research reflects a cautious but not uniformly negative stance on Globant, with most firms trimming price targets and highlighting execution risks as the company navigates a softer demand environment and a transition in its business model.
ACN
US$271.56
Accenture
7D
1.9%
1Y
-24.3%
EPAM
US$209.63
EPAM Systems
7D
3.0%
1Y
-14.3%

EPAM: AI Transition Will Drive Upside Amid Sector Challenges

EPAM Systems Price Target Sees Slight Increase Amid Mixed Analyst Outlook Analysts have modestly raised their price target for EPAM Systems from $207.29 to $207.88. They cite sector-wide structural challenges, but also recognize potential for near-term performance improvements.
DOX
US$79.35
Amdocs
7D
3.0%
1Y
-9.1%
ATGL
US$23.70
Alpha Technology Group
7D
-9.1%
1Y
51.7%