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U.S. IT Consulting Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies80
  • 7D-5.5%
  • 3M-2.7%
  • 1Y-16.6%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 5.5%, driven by Accenture declining 8.7%. In contrast, DXC Technology has gained 5.3%. Overall the industry is down 17% in 12 months. As for the next few years, earnings are expected to grow by 8.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026US$516.7bUS$213.4bUS$22.8b19.6x22.7x2.4x
Tue, 06 Jan 2026US$568.1bUS$241.5bUS$21.2b22.2x26.8x2.4x
Thu, 04 Dec 2025US$571.4bUS$240.6bUS$21.3b23.1x26.9x2.4x
Sat, 01 Nov 2025US$568.8bUS$240.0bUS$21.3b21.4x26.7x2.4x
Mon, 29 Sep 2025US$505.7bUS$208.2bUS$18.6b20.9x27.1x2.4x
Wed, 27 Aug 2025US$478.5bUS$207.0bUS$18.9b22.2x25.3x2.3x
Fri, 25 Jul 2025US$553.1bUS$206.5bUS$19.0b24.6x29.1x2.7x
Sun, 22 Jun 2025US$564.2bUS$204.0bUS$18.4b23.9x30.6x2.8x
Tue, 20 May 2025US$563.4bUS$204.0bUS$18.4b27.6x30.6x2.8x
Thu, 17 Apr 2025US$511.3bUS$203.5bUS$18.5b27x27.7x2.5x
Sat, 15 Mar 2025US$545.6bUS$202.6bUS$18.3b33x29.8x2.7x
Mon, 10 Feb 2025US$619.5bUS$202.6bUS$18.1b35.8x34.1x3.1x
Wed, 08 Jan 2025US$558.6bUS$202.4bUS$18.2b35.6x30.7x2.8x
Fri, 06 Dec 2024US$578.3bUS$201.1bUS$17.8b41.6x32.4x2.9x
Sun, 03 Nov 2024US$535.1bUS$202.4bUS$17.4b43.9x30.7x2.6x
Tue, 01 Oct 2024US$560.0bUS$203.1bUS$19.5b37.3x28.7x2.8x
Thu, 29 Aug 2024US$525.9bUS$202.6bUS$19.2b34.2x27.4x2.6x
Sat, 27 Jul 2024US$509.5bUS$203.2bUS$19.0b30.6x26.8x2.5x
Mon, 24 Jun 2024US$470.7bUS$203.2bUS$18.8b29.5x25x2.3x
Wed, 22 May 2024US$469.0bUS$203.3bUS$18.9b26.4x24.8x2.3x
Fri, 19 Apr 2024US$480.8bUS$199.2bUS$17.1b22x28.1x2.4x
Sun, 17 Mar 2024US$538.7bUS$199.1bUS$17.0b21.3x31.7x2.7x
Tue, 13 Feb 2024US$532.1bUS$199.2bUS$17.1b21.4x31.1x2.7x
Thu, 11 Jan 2024US$490.6bUS$199.8bUS$16.4b19.2x29.9x2.5x
Sat, 09 Dec 2023US$482.0bUS$199.4bUS$16.3b20.4x29.6x2.4x
Mon, 06 Nov 2023US$445.1bUS$199.4bUS$16.2b19.4x27.5x2.2x
Wed, 04 Oct 2023US$435.9bUS$198.8bUS$11.4b20.2x38.4x2.2x
Fri, 01 Sep 2023US$455.1bUS$198.3bUS$11.7b21.2x39x2.3x
Sun, 30 Jul 2023US$445.2bUS$200.5bUS$11.4b21.5x39x2.2x
Tue, 27 Jun 2023US$417.4bUS$200.6bUS$11.3b21.9x36.9x2.1x
Thu, 25 May 2023US$406.3bUS$201.4bUS$10.4b23.8x39x2x
Sat, 22 Apr 2023US$373.2bUS$193.9bUS$11.0b21.7x33.9x1.9x
Mon, 20 Mar 2023US$353.2bUS$193.0bUS$10.8b20.1x32.8x1.8x
Wed, 15 Feb 2023US$401.0bUS$191.9bUS$10.9b18.6x36.7x2.1x
Price to Earnings Ratio

36.7x


Total Market Cap: US$401.0bTotal Earnings: US$10.9bTotal Revenue: US$191.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 30.6x202420252026
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 22.7x which is lower than its 3-year average PE of 30.6x.
  • 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 28% per year over the last three years.
  • Revenues for these companies have grown 3.6% 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-0.071%
Tech-1.49%
IT-6.90%
IT Consulting-5.54%
Data Processing Services-7.96%
Internet Services and Infrastructure-8.54%
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
DXC DXC TechnologyUS$15.205.3%
+US$130.7m		-27.2%PE6.1x
KD Kyndryl HoldingsUS$23.492.1%
+US$112.0m		-43.8%PE13.2x
ASGN ASGNUS$52.500.8%
+US$17.5m		-33.4%PE19.8x
CINT CI&TUS$4.972.1%
+US$13.0m		-34.9%PE17.6x
FUSE FusemachinesUS$1.9825.3%
+US$11.6m		-82.9%PS7.2x

Latest News

ASGN
US$52.50
ASGN
7D
0.8%
1Y
-33.4%

ASGN Incorporated Just Missed Earnings - But Analysts Have Updated Their Models

Feb 07
ASGN Incorporated Just Missed Earnings - But Analysts Have Updated Their Models
YAAS
US$1.32
Youxin Technology
7D
3.1%
1Y
-99.5%
CTSH
US$77.08
Cognizant Technology Solutions
7D
-6.1%
1Y
-10.6%
BBAI
US$4.72
BigBear.ai Holdings
7D
-6.3%
1Y
-45.1%

BBAI: Execution On Government Contracts Will Shape 2025 Revenue Outlook

Narrative Update on BigBear.ai Holdings Analysts have trimmed their price target on BigBear.ai to US$6 from US$7, citing pressured near term fundamentals after a 20.1% revenue decline in Q3 and ongoing execution risk tied to lumpy government contracts that continue to weigh on margins and operating results. Analyst Commentary Recent research points to a more cautious stance on BigBear.ai, with the rating shifted to Neutral and the price target cut to US$6 from US$7.
IT
US$156.33
Gartner
7D
-25.4%
1Y
-70.5%

IT: Fair Outlook Will Balance Expanded Buybacks With Reset Earnings Assumptions

Analysts have reset their price expectations for Gartner, cutting the fair value estimate from US$218 to US$150, citing revised assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Between October 1, 2025 and December 31, 2025, Gartner repurchased 2,233,218 shares, about 3.06% of its shares, for US$599.11 million under its existing buyback program (Key Developments).
DOX
US$73.34
Amdocs
7D
-10.5%
1Y
-14.7%

DOX: Reset FY26 Guidance And Buybacks Will Support Earnings Rebound

Narrative Update Analysts have trimmed their price target on Amdocs to about $95.50 from roughly $104, citing constraints on growth, lower FY26 revenue and EPS guidance versus prior Street expectations, and a revised view on margins and future P/E multiples. Analyst Commentary Recent research updates on Amdocs point to a more cautious stance, with multiple firms trimming price targets and highlighting a gap between company guidance and prior Street expectations.
CLPS
US$1.19
CLPS Incorporation
7D
13.3%
1Y
-9.8%
DXC
US$15.20
DXC Technology
7D
5.3%
1Y
-27.2%
FUSE
US$1.98
Fusemachines
7D
25.3%
1Y
-82.9%
EPAM
US$186.68
EPAM Systems
7D
-10.5%
1Y
-28.3%
IBM
US$298.93
International Business Machines
7D
-2.5%
1Y
18.5%

IBM: Broad Price Reset Will Highlight Confluent Deal And AI Initiatives

The analyst price target for International Business Machines has been raised from US$350 to US$390, reflecting updated assumptions around discount rates, margins and future P/E, alongside a broad wave of recent price target increases from multiple research firms. Analyst Commentary Bullish analysts have been lifting their price targets on International Business Machines in quick succession, with several moves clustered around the same dates.
GLOB
US$60.03
Globant
7D
-10.2%
1Y
-72.4%

GLOB: GenAI Shift And FIFA Partnership Will Support Long Term Upside

Our updated view trims Globant's fair value estimate slightly to about $121.63 from $122.37, reflecting analysts' recent price target adjustments and their focus on GenAI driven growth potential, profit margins, and a modestly lower assumed future P/E multiple. Analyst Commentary Street research on Globant over the past several months has been mixed, with some firms trimming price targets and others lifting them, while ratings cluster around Hold and Neutral.
CINT
US$4.97
CI&T
7D
2.1%
1Y
-34.9%
ACN
US$240.62
Accenture
7D
-8.7%
1Y
-37.7%

ACN: GenAI Modernization Partnerships And Cannibalization Risks Will Steer Future Returns

Analysts have nudged their fair value estimate for Accenture higher to about $292, a move of roughly $3, as recent research highlights renewed interest in the stock, supported by fresh coverage and upward price target revisions tied to GenAI driven enterprise modernization potential. Analyst Commentary Bullish Takeaways Bullish analysts see Accenture as a relatively attractive way to gain exposure to GenAI driven enterprise modernization, with the current valuation framed as reasonable versus its own history.
KD
US$23.49
Kyndryl Holdings
7D
2.1%
1Y
-43.8%

KD: Agentic AI And Expanded Buybacks Will Support Future Upside

Analysts left their fair value estimate for Kyndryl Holdings essentially unchanged at US$37.60. This reflects only small tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E that did not materially alter their overall view.
HKIT
US$1.94
Hitek Global
7D
1.0%
1Y
54.0%