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U.S. IT Consulting Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies74
  • 7D-9.0%
  • 3M-8.9%
  • 1Y-32.7%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 12%, driven by Accenture declining 23%. Meanwhile, AIAI Holdings actually outperformed within the industry, gaining 12% in the last week. The industry has fallen 34% in the last year. Looking forward, earnings are forecast to grow by 7.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026US$354.9bUS$211.6bUS$21.3b11.6x16.7x1.7x
Fri, 22 May 2026US$371.1bUS$210.7bUS$21.7b15.9x17.1x1.8x
Sun, 19 Apr 2026US$431.5bUS$215.1bUS$22.7b15.9x19x2x
Tue, 17 Mar 2026US$425.3bUS$213.7bUS$22.6b17.3x18.8x2x
Thu, 12 Feb 2026US$506.2bUS$213.6bUS$22.6b18.6x22.4x2.4x
Sat, 10 Jan 2026US$592.3bUS$241.2bUS$21.2b24x28x2.5x
Mon, 08 Dec 2025US$583.9bUS$240.6bUS$21.3b24.7x27.5x2.4x
Wed, 05 Nov 2025US$565.0bUS$240.1bUS$20.9b20.5x27x2.4x
Fri, 03 Oct 2025US$541.0bUS$239.7bUS$19.6b21.2x27.6x2.3x
Sun, 31 Aug 2025US$486.0bUS$207.0bUS$18.9b23.1x25.7x2.3x
Tue, 29 Jul 2025US$530.5bUS$206.4bUS$19.0b23.5x27.9x2.6x
Thu, 26 Jun 2025US$570.7bUS$205.3bUS$18.7b24.3x30.5x2.8x
Sat, 24 May 2025US$553.2bUS$204.0bUS$18.4b26.9x30x2.7x
Mon, 21 Apr 2025US$503.6bUS$203.5bUS$18.5b26.4x27.3x2.5x
Wed, 19 Mar 2025US$561.1bUS$202.6bUS$18.3b32.9x30.6x2.8x
Fri, 14 Feb 2025US$624.2bUS$202.6bUS$18.1b39.8x34.4x3.1x
Sun, 12 Jan 2025US$552.0bUS$202.4bUS$18.2b33.7x30.3x2.7x
Tue, 10 Dec 2024US$584.5bUS$201.1bUS$17.8b41.3x32.8x2.9x
Thu, 07 Nov 2024US$536.5bUS$202.5bUS$17.7b41.1x30.4x2.6x
Sat, 05 Oct 2024US$559.4bUS$202.2bUS$19.4b42.3x28.8x2.8x
Mon, 02 Sep 2024US$531.1bUS$202.6bUS$19.2b34.5x27.6x2.6x
Wed, 31 Jul 2024US$508.6bUS$203.2bUS$19.0b30.7x26.8x2.5x
Fri, 28 Jun 2024US$466.8bUS$203.2bUS$18.8b28.5x24.8x2.3x
Sun, 26 May 2024US$463.6bUS$203.3bUS$18.9b28.3x24.6x2.3x
Tue, 23 Apr 2024US$481.1bUS$199.2bUS$17.1b21.6x28.1x2.4x
Thu, 21 Mar 2024US$543.0bUS$199.2bUS$17.0b21.8x32x2.7x
Sat, 17 Feb 2024US$536.8bUS$199.3bUS$17.0b22.8x31.6x2.7x
Mon, 15 Jan 2024US$509.7bUS$199.8bUS$16.4b20x31x2.6x
Wed, 13 Dec 2023US$494.4bUS$199.4bUS$16.3b19.4x30.3x2.5x
Fri, 10 Nov 2023US$449.0bUS$199.3bUS$16.3b20.6x27.5x2.3x
Sun, 08 Oct 2023US$440.1bUS$198.8bUS$11.4b19.8x38.7x2.2x
Tue, 05 Sep 2023US$458.9bUS$198.3bUS$11.7b21.3x39.3x2.3x
Thu, 03 Aug 2023US$444.1bUS$198.6bUS$11.6b21.6x38.1x2.2x
Sat, 01 Jul 2023US$430.7bUS$200.6bUS$11.3b23.6x38.1x2.1x
Price to Earnings Ratio

38.1x


Total Market Cap: US$430.7bTotal Earnings: US$11.3bTotal Revenue: US$200.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 28.5x202420252026
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 16.7x which is lower than its 3-year average PE of 28.5x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 23% 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 Market-2.31%
Tech-1.40%
IT-6.57%
IT Consulting-9.03%
Internet Services and Infrastructure-4.77%
Data Processing Services-5.83%
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
AIAI AIAI HoldingsUS$16.6312.1%
+US$125.9m		n/aPE-299.9x
WYY WidePointUS$15.2719.8%
+US$24.4m		354.5%PS0.9x
TSSI TSSUS$12.722.6%
+US$9.0m		-55.3%PE24.8x
BTTC Black TitanUS$0.8015.3%
+US$783.1k		n/aPE15.1x
CISO CISO GlobalUS$0.296.0%
+US$747.7k		-77.5%PS0.5x

Latest News

CTSH
US$40.95
Cognizant Technology Solutions
7D
-19.8%
1Y
-47.2%
IT
US$129.18
Gartner
7D
-9.2%
1Y
-67.7%
IBM
US$264.94
International Business Machines
7D
-2.2%
1Y
-9.8%
Seeking Alpha • 17h

IBM's Big AI Move Warrants Attention, But Not An Upgrade

Summary International Business Machines Corporation maintains strong revenue, profit, and cash flow growth, driven by robust performance in Software, Consulting, and Infrastructure segments. Recent partnership with OpenAI's Daybreak Cyber Partner Program and Project Lightwell highlights IBM's strategic push into enterprise AI-driven cybersecurity. Software segment annual recurring revenue reached $24.6 billion, with notable growth in Hybrid Cloud (Red Hat), Automation, and Data units fueled by AI and acquisitions. Despite operational momentum and innovation, IBM remains a Hold due to relatively high valuation compared to peers, though an upgrade could be justified if trends persist. Read the full article on Seeking Alpha
ACN
US$127.01
Accenture
7D
-23.3%
1Y
-57.8%
DOX
US$52.35
Amdocs
7D
-6.5%
1Y
-43.5%
EPAM
US$76.89
EPAM Systems
7D
-17.6%
1Y
-55.5%
Seeking Alpha • Jun 22

EPAM Systems: AI Threat Is Becoming Real (Rating Downgrade)

Summary EPAM Systems, Inc. lowered its 2026 guidance in May, reflecting a sector-wide slowdown. EPAM and Accenture have noted macroeconomic pressure, but underneath, disruption from AI code assistants seems to create structural sector pressure. EPAM is trying to position itself in the AI ecosystem, but its positioning is highly uncertain. I estimate EPAM stock to have 39% upside to $106.3, as the stock is very cheap, but such upside relies on shaky assumptions. Read the full article on Seeking Alpha
KD
US$11.13
Kyndryl Holdings
7D
-7.5%
1Y
-72.8%
GLOB
US$29.28
Globant
7D
-20.1%
1Y
-67.9%
TSSI
US$12.72
TSS
7D
2.6%
1Y
-55.3%
BTTC
US$0.80
Black Titan
7D
15.3%
1Y
n/a
WYY
US$15.27
WidePoint
7D
19.8%
1Y
354.5%
Narrative Update • Jun 08

WYY: New Bottler Outsourcing Win Will Likely Mask Future Equity Dilution

Analysts have raised their price target on WidePoint to $9.50 from $9.33, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the key factors behind this revision. What's in the News WidePoint has been selected by a leading national bottler to outsource Procurement and Vendor Management, becoming the bottler's exclusive provider for these services.
AIAI
US$16.63
AIAI Holdings
7D
12.1%
1Y
n/a
CISO
US$0.29
CISO Global
7D
6.0%
1Y
-77.5%
CLPS
US$0.99
CLPS Incorporation
7D
2.4%
1Y
0.3%