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U.S. IT Consulting Industry Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies75
  • 7D-2.8%
  • 3M-25.7%
  • 1Y-22.6%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 2.8%, driven by declines in International Business Machines and Accenture of 2.2% and 3.7%, respectively. The industry has fallen 23% in the last year. Earnings are forecast to grow by 8.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Mar 2026US$411.0bUS$215.1bUS$22.6b15.2x18.2x1.9x
Wed, 25 Feb 2026US$403.7bUS$213.7bUS$22.5b16.4x18x1.9x
Fri, 23 Jan 2026US$549.7bUS$211.0bUS$20.0b23x27.5x2.6x
Sun, 21 Dec 2025US$582.4bUS$241.2bUS$21.2b21.2x27.5x2.4x
Tue, 18 Nov 2025US$559.9bUS$240.6bUS$21.3b21.5x26.3x2.3x
Thu, 16 Oct 2025US$533.0bUS$238.9bUS$19.6b19.9x27.2x2.2x
Sat, 13 Sep 2025US$484.5bUS$207.0bUS$18.9b19.7x25.6x2.3x
Mon, 11 Aug 2025US$467.7bUS$207.0bUS$19.2b21.8x24.4x2.3x
Wed, 09 Jul 2025US$572.7bUS$205.3bUS$18.7b24.9x30.6x2.8x
Fri, 06 Jun 2025US$557.8bUS$204.0bUS$18.4b25.9x30.3x2.7x
Sun, 04 May 2025US$530.0bUS$204.0bUS$17.9b26.4x29.7x2.6x
Tue, 01 Apr 2025US$531.2bUS$203.4bUS$18.4b29.7x28.8x2.6x
Thu, 27 Feb 2025US$598.8bUS$202.7bUS$18.2b35x33x3x
Sat, 25 Jan 2025US$574.6bUS$202.4bUS$18.2b35.5x31.6x2.8x
Mon, 23 Dec 2024US$569.7bUS$202.6bUS$18.1b35.6x31.4x2.8x
Wed, 20 Nov 2024US$543.6bUS$201.1bUS$17.8b40.9x30.5x2.7x
Fri, 18 Oct 2024US$580.6bUS$202.2bUS$19.4b38.6x29.9x2.9x
Sun, 15 Sep 2024US$548.5bUS$202.6bUS$19.2b35.3x28.5x2.7x
Tue, 13 Aug 2024US$499.8bUS$202.5bUS$19.2b30.6x26x2.5x
Thu, 11 Jul 2024US$466.3bUS$203.0bUS$18.8b28.9x24.8x2.3x
Sat, 08 Jun 2024US$452.4bUS$203.3bUS$18.9b27.7x24x2.2x
Mon, 06 May 2024US$461.4bUS$203.9bUS$17.7b21.2x26.1x2.3x
Wed, 03 Apr 2024US$512.3bUS$199.2bUS$17.1b24x29.9x2.6x
Fri, 01 Mar 2024US$540.0bUS$199.2bUS$17.0b20.1x31.8x2.7x
Sun, 28 Jan 2024US$537.8bUS$200.5bUS$16.8b21.4x31.9x2.7x
Tue, 26 Dec 2023US$501.8bUS$199.9bUS$16.3b20.2x30.7x2.5x
Thu, 23 Nov 2023US$470.5bUS$199.4bUS$16.3b20.1x28.8x2.4x
Sat, 21 Oct 2023US$419.9bUS$198.8bUS$11.4b17.9x37x2.1x
Mon, 18 Sep 2023US$445.9bUS$198.3bUS$11.7b22.3x38.2x2.2x
Wed, 16 Aug 2023US$434.8bUS$198.2bUS$11.7b20.9x37.1x2.2x
Fri, 14 Jul 2023US$440.1bUS$200.6bUS$11.3b25.4x38.9x2.2x
Sun, 11 Jun 2023US$428.0bUS$200.2bUS$11.1b22.2x38.6x2.1x
Tue, 09 May 2023US$385.6bUS$201.7bUS$11.7b20x32.9x1.9x
Thu, 06 Apr 2023US$384.2bUS$193.9bUS$10.7b21.2x35.8x2x
Price to Earnings Ratio

35.8x


Total Market Cap: US$384.2bTotal Earnings: US$10.7bTotal Revenue: US$193.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 29.9x202420252026
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 18.2x which is lower than its 3-year average PE of 30.0x.
  • The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 1.9x.
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 3.5% 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-1.89%
Tech-3.47%
IT-4.10%
IT Consulting-2.76%
Internet Services and Infrastructure-5.43%
Data Processing Services-8.05%
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
RSSS Research SolutionsUS$2.350.4%
+US$318.7k		-11.3%PE19.3x
TAOP TaopingUS$1.442.1%
+US$277.2k		-80.8%PS0.4x
ORKT Orangekloud TechnologyUS$1.042.0%
+US$116.8k		-63.0%PS1.7x

Latest News

CTSH
US$59.73
Cognizant Technology Solutions
7D
-3.6%
1Y
-21.9%
IBM
US$236.34
International Business Machines
7D
-4.9%
1Y
-5.0%
KD
US$12.36
Kyndryl Holdings
7D
-4.6%
1Y
-60.6%

KD: Legal And Governance Setbacks Will Balance Buybacks And AI Service Upside

Analysts have lowered their price target for Kyndryl Holdings from $19 to $14, reflecting updated assumptions for revenue growth, profit margins, and a reduced future P/E of about 6.63x compared with about 9.00x previously. What's in the News Securities class action lawsuits have been filed in New York federal courts alleging issues with Kyndryl's free cash flow reporting and internal controls, with overlapping class periods running from August 2024 to February 2026 and claims tied to missed estimates, delayed filings and SEC document requests (Lawsuits & Legal Issues).
GDYN
US$5.52
Grid Dynamics Holdings
7D
-8.3%
1Y
-65.1%

GDYN: AI Engagements And Vertical Diversification Will Support Future Margin Expansion

Analysts have trimmed their 12 month price target range for Grid Dynamics to about $9 to $12, citing recent multiple compression after in line Q4 results, Q1 billing day pressures, and sector wide pressure on IT services valuations, even as AI driven engagements and vertical diversification remain key supports in their views. Analyst Commentary Recent Street research reflects a mixed but generally constructive tone, with price targets reset lower into a US$9 to US$12 band, while positive comments on execution and positioning in AI focused workstreams remain a common theme.
ACN
US$192.60
Accenture
7D
-3.7%
1Y
-38.3%

ACN: GenAI Partnerships And AI Adoption Will Drive Enterprise Modernization

Accenture's fair value estimate is adjusted from about $283 to $252, as analysts temper revenue growth and profit margin assumptions and apply a lower future P/E multiple in response to a broad wave of reduced price targets, despite generally constructive views on the latest quarterly performance. Analyst Commentary Recent Street research around Accenture clusters around a common theme, with many firms trimming price targets while still generally acknowledging solid execution and a credible long term story in areas like GenAI and digital transformation.
DOX
US$64.32
Amdocs
7D
-1.2%
1Y
-29.7%
BBAI
US$3.14
BigBear.ai Holdings
7D
-14.7%
1Y
9.8%
IT
US$155.42
Gartner
7D
-4.4%
1Y
-63.0%

IT: Ongoing Buybacks Will Support Future Upside Despite Lower Fair Value Assumptions

Analysts have revised their price target on Gartner down from about $284 to roughly $190, citing updates to fair value estimates that reflect changes in discount rate assumptions, revenue growth expectations, profit margin outlook, and projected future P/E levels. What's in the News From October 1, 2025 to December 31, 2025, Gartner repurchased 2,124,317 shares, representing 2.91% of its shares, for a total of $507.84 million under its ongoing buyback program (Key Developments).
RSSS
US$2.35
Research Solutions
7D
0.4%
1Y
-11.3%
ORKT
US$1.04
Orangekloud Technology
7D
2.0%
1Y
-63.0%
TAOP
US$1.44
Taoping
7D
2.1%
1Y
-80.8%

A Piece Of The Puzzle Missing From Taoping Inc.'s (NASDAQ:TAOP) 27% Share Price Climb

Jan 30
A Piece Of The Puzzle Missing From Taoping Inc.'s (NASDAQ:TAOP) 27% Share Price Climb