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U.S. IT Consulting Industry Analysis

UpdatedAug 31, 2026
DataAggregated Company Financials
Companies77
  • 7D1.9%
  • 3M-18.4%
  • 1Y-15.0%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has risen 1.9%, driven by gains from International Business Machines of 2.0%. In contrast, the industry has lost 15% in the last 12 months. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 31 Aug 2026US$406.3bUS$212.3bUS$21.1b15.8x19.2x1.9x
Wed, 29 Jul 2026US$358.6bUS$211.9bUS$20.9b13.6x17.1x1.7x
Fri, 26 Jun 2026US$368.9bUS$211.6bUS$21.3b11x17.3x1.7x
Sun, 24 May 2026US$399.1bUS$210.6bUS$21.1b15.9x18.9x1.9x
Tue, 21 Apr 2026US$431.5bUS$215.1bUS$22.7b15.7x19x2x
Thu, 19 Mar 2026US$435.9bUS$213.7bUS$22.6b15.5x19.3x2x
Sat, 14 Feb 2026US$456.1bUS$213.6bUS$22.5b18.1x20.3x2.1x
Mon, 12 Jan 2026US$592.6bUS$241.2bUS$21.2b24x28x2.5x
Wed, 10 Dec 2025US$586.6bUS$240.5bUS$21.3b24.5x27.6x2.4x
Fri, 07 Nov 2025US$570.5bUS$240.4bUS$21.0b19x27.2x2.4x
Sun, 05 Oct 2025US$545.4bUS$239.6bUS$19.6b21.4x27.8x2.3x
Tue, 02 Sep 2025US$486.0bUS$207.0bUS$18.9b23.1x25.7x2.3x
Thu, 31 Jul 2025US$527.9bUS$206.4bUS$19.0b22.5x27.7x2.6x
Sat, 28 Jun 2025US$566.8bUS$205.3bUS$18.7b24.4x30.3x2.8x
Mon, 26 May 2025US$547.6bUS$204.0bUS$18.4b26.9x29.7x2.7x
Wed, 23 Apr 2025US$497.3bUS$203.4bUS$18.5b26.2x26.9x2.4x
Fri, 21 Mar 2025US$558.4bUS$203.4bUS$18.4b31.7x30.3x2.7x
Sun, 16 Feb 2025US$630.4bUS$202.5bUS$18.2b40.2x34.7x3.1x
Tue, 14 Jan 2025US$552.0bUS$202.4bUS$18.2b33.6x30.3x2.7x
Thu, 12 Dec 2024US$577.8bUS$201.1bUS$17.8b40x32.4x2.9x
Sat, 09 Nov 2024US$559.0bUS$202.0bUS$17.7b41.6x31.5x2.8x
Mon, 07 Oct 2024US$564.2bUS$202.2bUS$19.4b42.3x29x2.8x
Wed, 04 Sep 2024US$531.1bUS$202.6bUS$19.2b33.7x27.6x2.6x
Fri, 02 Aug 2024US$515.4bUS$202.8bUS$19.3b30.6x26.7x2.5x
Sun, 30 Jun 2024US$468.0bUS$203.2bUS$18.8b28.5x24.9x2.3x
Tue, 28 May 2024US$463.6bUS$203.3bUS$18.9b28.3x24.6x2.3x
Thu, 25 Apr 2024US$483.2bUS$199.2bUS$17.1b21.5x28.2x2.4x
Sat, 23 Mar 2024US$511.9bUS$199.1bUS$17.1b21.3x29.9x2.6x
Mon, 19 Feb 2024US$535.0bUS$199.3bUS$17.0b22.8x31.5x2.7x
Wed, 17 Jan 2024US$509.7bUS$199.8bUS$16.4b20.1x31x2.6x
Fri, 15 Dec 2023US$495.6bUS$199.4bUS$16.3b19.4x30.4x2.5x
Sun, 12 Nov 2023US$445.4bUS$199.3bUS$16.3b20x27.3x2.2x
Tue, 10 Oct 2023US$440.6bUS$198.8bUS$11.4b19.7x38.8x2.2x
Thu, 07 Sep 2023US$457.5bUS$198.3bUS$11.7b21.1x39.2x2.3x
Price to Earnings Ratio

39.2x


Total Market Cap: US$457.5bTotal Earnings: US$11.7bTotal Revenue: US$198.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 27.3x202420252026
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 19.2x which is lower than its 3-year average PE of 27.3x.
  • The 3-year average PS ratio of 2.4x 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 22% per year over the last three years.
  • Revenues for these companies have grown 2.3% 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 Market0.67%
Tech3.20%
IT2.05%
IT Consulting1.92%
Internet Services and Infrastructure2.13%
Data Processing Services0.52%
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
IBM International Business MachinesUS$235.592.0%
+US$4.3b		-3.2%PE20.7x
ACN AccentureUS$189.611.7%
+US$1.9b		-27.1%PE14.9x
CTSH Cognizant Technology SolutionsUS$64.043.0%
+US$828.8m		-11.4%PE13x
EPAM EPAM SystemsUS$114.803.2%
+US$182.6m		-34.9%PE14.7x
KD Kyndryl HoldingsUS$13.203.5%
+US$98.0m		-58.5%PE33x

Latest News

GLOB
US$40.52
Globant
7D
2.4%
1Y
-39.8%
IBM
US$235.59
International Business Machines
7D
2.0%
1Y
-3.2%
EFOR
US$31.95
Everforth
7D
-1.7%
1Y
-41.1%
YAAS
US$2.14
Youxin Technology
7D
-27.3%
1Y
-98.2%
RPGL
US$1.66
Republic Power Group
7D
-27.8%
1Y
n/a
IT
US$198.39
Gartner
7D
-2.2%
1Y
-21.0%
CINT
US$3.43
CI&T
7D
-7.3%
1Y
-36.9%
ACN
US$189.61
Accenture
7D
1.7%
1Y
-27.1%
DOX
US$62.91
Amdocs
7D
1.3%
1Y
-26.5%
Seeking Alpha • Aug 27

Amdocs Offers A Clear Value Case

Summary Amdocs offers steady cash flow, resilient margins, and a robust backlog yet trades at deep discounts to sector averages. DOX maintains strong free cash flow guidance ($710–$730 million for FY26), with 90% conversion from non-GAAP net income and a $4.26 billion backlog. Capital returns remain attractive: a 3.57% dividend yield, consistent buybacks, and ample liquidity with $206 million cash and $520 million in unused revolver. I reiterate a Buy rating; risk/reward is compelling, as the market prices in an unwarranted long-term decline despite stable performance and upside from AI and cloud. Read the full article on Seeking Alpha
EPAM
US$114.80
EPAM Systems
7D
3.2%
1Y
-34.9%
QNT
US$49.92
Quantinuum
7D
-4.1%
1Y
n/a
New Narrative • Aug 26

Quantum Cloud Partnerships And Government Support Will Drive Long Term Upside Potential

Catalysts About Quantinuum Quantinuum develops full stack quantum computing systems that combine hardware, software and applications for enterprise and research use. What are the underlying business or industry changes driving this perspective?
KD
US$13.20
Kyndryl Holdings
7D
3.5%
1Y
-58.5%
Narrative Update • Aug 21

KD: Agentic AI Services Will Reframe Future Risk Profile

Analysts have adjusted their price target on Kyndryl Holdings from $15.00 to $16.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Kyndryl Holdings Kyndryl reported Q1 fiscal 2027 results with revenue of US$3.6b and a pretax loss of US$69 million, driven in part by US$152 million in workforce rebalancing charges.
BBAI
US$3.05
BigBear.ai Holdings
7D
-0.7%
1Y
-39.8%
Seeking Alpha • Aug 20

BigBear.ai: Trading At A Premium While Fundamentals Deteriorate

Summary BigBear.ai remains a 'Sell' as revenue growth is lackluster and operating margins have worsened, despite a recent stock correction. BBAI’s pivot to defense via ConductorOS has failed to deliver large contracts, with most wins being small pilot projects under $5 million. Recent customer wins in Ask Sage and CargoSeer lack disclosed contract values, reinforcing concerns about limited growth and scalability. At an 11.45x TTM PS multiple, BBAI is overvalued relative to highly profitable, faster-growing peers, with no compelling re-rating catalysts in sight. Read the full article on Seeking Alpha
CTSH
US$64.04
Cognizant Technology Solutions
7D
3.0%
1Y
-11.4%
Narrative Update • Aug 18

CTSH: AI Builder Wins And Large Deals Will Drive Future Repricing

Cognizant Technology Solutions' analyst fair value estimate has been updated from $108.00 to about $83.70, reflecting analysts' revised expectations for revenue growth, margins, and future P/E following a mix of reduced and raised price targets across the Street. Analyst Commentary Recent research on Cognizant Technology Solutions highlights a wide range of views, with several bullish analysts pointing to improving execution, solid bookings, and sector relative value as key supports for the stock's valuation.
DXC
US$11.21
DXC Technology
7D
5.5%
1Y
-22.4%
TDTH
US$1.90
Trident Digital Tech Holdings
7D
-0.3%
1Y
n/a