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U.S. IT Consulting Industry Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies78
  • 7D-21.1%
  • 3M-21.3%
  • 1Y-37.0%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 22%, driven by International Business Machines declining 29%. On the other hand Unisys is actually up 10%. However, the industry is down 35% over the past year. As for the next few years, earnings are expected to grow by 8.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026US$345.9bUS$211.7bUS$21.0b12.6x16.5x1.6x
Sat, 13 Jun 2026US$409.0bUS$210.6bUS$21.1b13.7x19.4x1.9x
Mon, 11 May 2026US$375.8bUS$210.3bUS$21.7b16.5x17.4x1.8x
Wed, 08 Apr 2026US$426.9bUS$215.1bUS$22.6b14.6x18.8x2x
Fri, 06 Mar 2026US$440.4bUS$213.7bUS$22.6b17.1x19.5x2.1x
Sun, 01 Feb 2026US$543.7bUS$213.2bUS$22.7b21.3x24x2.6x
Tue, 30 Dec 2025US$585.9bUS$241.5bUS$21.2b22.8x27.6x2.4x
Thu, 27 Nov 2025US$566.0bUS$240.4bUS$21.3b23.4x26.6x2.4x
Sat, 25 Oct 2025US$541.4bUS$239.9bUS$21.6b21.1x25x2.3x
Mon, 22 Sep 2025US$489.7bUS$207.0bUS$18.9b21.8x25.9x2.4x
Wed, 20 Aug 2025US$472.3bUS$207.0bUS$18.9b21.9x25x2.3x
Fri, 18 Jul 2025US$546.8bUS$205.2bUS$18.7b24x29.3x2.7x
Sun, 15 Jun 2025US$562.7bUS$204.0bUS$18.4b25.4x30.5x2.8x
Tue, 13 May 2025US$538.8bUS$204.0bUS$18.0b29.4x30x2.6x
Thu, 10 Apr 2025US$482.2bUS$203.4bUS$18.5b27.6x26.1x2.4x
Sat, 08 Mar 2025US$572.2bUS$202.7bUS$18.2b38.8x31.5x2.8x
Mon, 03 Feb 2025US$619.3bUS$202.6bUS$17.9b39.3x34.7x3.1x
Wed, 01 Jan 2025US$556.1bUS$202.4bUS$18.2b35.1x30.5x2.7x
Fri, 29 Nov 2024US$573.7bUS$201.1bUS$17.8b41.1x32.2x2.9x
Sun, 27 Oct 2024US$551.7bUS$202.3bUS$17.4b38.9x31.7x2.7x
Tue, 24 Sep 2024US$541.4bUS$202.7bUS$19.2b37.8x28.2x2.7x
Thu, 22 Aug 2024US$516.3bUS$202.6bUS$19.2b33.9x26.9x2.5x
Sat, 20 Jul 2024US$504.0bUS$203.0bUS$18.8b30.5x26.8x2.5x
Mon, 17 Jun 2024US$449.0bUS$203.3bUS$18.9b27.6x23.8x2.2x
Wed, 15 May 2024US$466.5bUS$203.4bUS$18.3b25.2x25.5x2.3x
Fri, 12 Apr 2024US$496.4bUS$199.2bUS$17.1b23.3x29x2.5x
Sun, 10 Mar 2024US$546.3bUS$199.2bUS$17.0b23.2x32.2x2.7x
Tue, 06 Feb 2024US$533.2bUS$199.6bUS$17.0b20x31.4x2.7x
Thu, 04 Jan 2024US$485.0bUS$199.9bUS$16.3b19.9x29.7x2.4x
Sat, 02 Dec 2023US$477.3bUS$199.4bUS$16.3b20.4x29.3x2.4x
Mon, 30 Oct 2023US$414.9bUS$199.5bUS$16.3b17.5x25.5x2.1x
Wed, 27 Sep 2023US$440.5bUS$198.3bUS$11.7b22x37.7x2.2x
Fri, 25 Aug 2023US$441.9bUS$198.3bUS$11.7b18.3x37.8x2.2x
Sun, 23 Jul 2023US$441.6bUS$200.5bUS$11.4b24.3x38.6x2.2x
Price to Earnings Ratio

38.6x


Total Market Cap: US$441.6bTotal Earnings: US$11.4bTotal Revenue: US$200.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 28.1x202420252026
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 19.9x which is lower than its 3-year average PE of 28.2x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 22% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

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

US Market0.81%
Tech0.84%
IT-9.58%
IT Consulting-21.07%
Data Processing Services2.72%
Internet Services and Infrastructure-0.59%
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
CTSH Cognizant Technology SolutionsUS$43.181.8%
+US$355.4m		-42.3%PE9.2x
GLOB GlobantUS$31.987.0%
+US$89.8m		-62.2%PE12.6x
DOX AmdocsUS$51.560.4%
+US$23.4m		-42.2%PE10x
UIS UnisysUS$3.806.7%
+US$17.5m		-6.6%PS0.1x
CINT CI&TUS$3.423.3%
+US$14.1m		-38.5%PE10.8x

Latest News

BBAI
US$3.14
BigBear.ai Holdings
7D
-5.1%
1Y
-55.9%
ACN
US$137.02
Accenture
7D
-0.1%
1Y
-51.0%
HCKT
US$10.15
Hackett Group
7D
0.9%
1Y
-57.6%
QNT
US$60.51
Quantinuum
7D
-20.0%
1Y
n/a
IBM
US$211.20
International Business Machines
7D
-30.1%
1Y
-25.1%
Narrative Update • Jul 14

IBM: Quantum And AI Infrastructure Roadmap Will Support Long Term Upside Potential

IBM's updated analyst price target has been reset to $375 from $390, reflecting a modest pullback even as analysts highlight support from AI and quantum initiatives, resilient software and infrastructure demand, and mixed views on valuation compared with "synthetic IBM" alternatives. Analyst Commentary Recent Street research on International Business Machines shows a wide range of views, but several bullish analysts have highlighted specific areas where they see IBM executing well and building potential growth drivers in software, infrastructure, and quantum.
UIS
US$3.80
Unisys
7D
6.7%
1Y
-6.6%
Narrative Update • Jul 13

UIS: AI Infrastructure Partnerships And High-Margin Segments Will Support Turnaround Potential

Analysts have lifted their price target for Unisys to $6 from $4, pointing to a clearer multi-segment story and potential benefits from AI-related infrastructure work, as well as encouragement from trends in the higher-margin ClearPath and CA&I segments. What's in the News for Unisys Unisys announced a partnership with Antenna to embed independent third party benchmarks into its applications and services, aiming to give clients data driven visibility into AI assisted software development performance and token usage.
CINT
US$3.42
CI&T
7D
3.3%
1Y
-38.5%
Narrative Update • Jul 13

CINT: Buybacks And Sector Reset Will Support Future Repricing Potential

Analysts have trimmed their fair value estimate for CI&T to $6.22 from $6.97, reflecting slightly higher risk assumptions and updated sector views around potential downside to second half estimates, with recent Street price target moves, including cuts toward $6, anchoring this reset. Analyst Commentary Recent Street commentary on CI&T points to a mix of constructive views on the business and caution around sector level risks, which together are feeding into the updated fair value and price target resets.
GLOB
US$31.98
Globant
7D
7.0%
1Y
-62.2%
KD
US$11.72
Kyndryl Holdings
7D
-2.1%
1Y
-69.8%
CTSH
US$43.18
Cognizant Technology Solutions
7D
1.8%
1Y
-42.3%
IT
US$133.76
Gartner
7D
-0.7%
1Y
-63.2%
DXC
US$9.30
DXC Technology
7D
-2.9%
1Y
-35.0%
Narrative Update • Jul 11

DXC: AI And Cloud Execution Will Offset Revenue Declines And Legal Risks

The analyst price target for DXC Technology has been revised from $13.00 to $9.00 as analysts factor in softer expected revenue, a higher discount rate, improved profit margin assumptions, and a lower future P/E multiple in their valuation work. What’s in the News for DXC Technology DXC Technology reported weaker than expected Q4 and full year 2026 results, with revenue declining 1.2% and bookings declining 13.5% year over year, missing organic revenue guidance by US$75 million and guiding fiscal 2027 revenue to decline 3% to 5%.
DOX
US$51.56
Amdocs
7D
0.4%
1Y
-42.2%
TDTH
US$2.93
Trident Digital Tech Holdings
7D
60.1%
1Y
-88.8%
TSSI
US$10.63
TSS
7D
-6.5%
1Y
-51.9%
TGHL
US$0.81
Growhub
7D
47.9%
1Y
n/a