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U.S. IT Consulting Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies82
  • 7D0.03%
  • 3M11.1%
  • 1Y1.1%
  • YTDn/a

In the last week, the IT Consulting industry is flat overall, with Gartner standing out by going down 3.7%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026US$566.1bUS$211.0bUS$20.0b22.4x28.3x2.7x
Fri, 12 Dec 2025US$593.8bUS$240.6bUS$21.3b24.1x27.9x2.5x
Sun, 09 Nov 2025US$565.1bUS$240.3bUS$21.0b19.3x26.9x2.4x
Tue, 07 Oct 2025US$550.5bUS$239.0bUS$19.6b21.2x28.1x2.3x
Thu, 04 Sep 2025US$481.0bUS$207.0bUS$18.9b22.8x25.5x2.3x
Sat, 02 Aug 2025US$507.5bUS$206.8bUS$19.1b21.3x26.6x2.5x
Mon, 30 Jun 2025US$564.2bUS$205.3bUS$18.7b24.4x30.2x2.7x
Wed, 28 May 2025US$547.6bUS$204.0bUS$18.4b27.3x29.7x2.7x
Fri, 25 Apr 2025US$516.0bUS$203.4bUS$18.5b28.5x28x2.5x
Sun, 23 Mar 2025US$534.6bUS$203.4bUS$18.4b32.3x29x2.6x
Tue, 18 Feb 2025US$630.4bUS$202.5bUS$18.2b40.2x34.7x3.1x
Thu, 16 Jan 2025US$552.0bUS$202.4bUS$18.2b34.4x30.3x2.7x
Sat, 14 Dec 2024US$577.0bUS$201.1bUS$17.8b39.7x32.4x2.9x
Mon, 11 Nov 2024US$559.0bUS$202.0bUS$17.7b41.6x31.5x2.8x
Wed, 09 Oct 2024US$560.3bUS$202.2bUS$19.4b42.8x28.8x2.8x
Fri, 06 Sep 2024US$533.1bUS$202.6bUS$19.2b32.1x27.7x2.6x
Sun, 04 Aug 2024US$503.1bUS$202.8bUS$19.3b29.1x26.1x2.5x
Tue, 02 Jul 2024US$468.0bUS$203.1bUS$18.8b30.3x24.9x2.3x
Thu, 30 May 2024US$458.7bUS$203.3bUS$18.9b28.6x24.3x2.3x
Sat, 27 Apr 2024US$461.8bUS$199.4bUS$17.8b20.4x26x2.3x
Mon, 25 Mar 2024US$511.9bUS$199.1bUS$17.1b21.3x29.9x2.6x
Wed, 21 Feb 2024US$525.2bUS$199.3bUS$17.0b22.3x30.9x2.6x
Fri, 19 Jan 2024US$511.0bUS$199.8bUS$16.4b20.2x31.1x2.6x
Sun, 17 Dec 2023US$495.1bUS$199.4bUS$16.3b19.2x30.3x2.5x
Tue, 14 Nov 2023US$447.4bUS$199.3bUS$16.3b19.7x27.4x2.2x
Thu, 12 Oct 2023US$442.4bUS$198.8bUS$11.4b20.3x38.9x2.2x
Sat, 09 Sep 2023US$458.5bUS$198.3bUS$11.7b20.4x39.3x2.3x
Mon, 07 Aug 2023US$441.5bUS$198.4bUS$11.6b21.9x38x2.2x
Wed, 05 Jul 2023US$432.3bUS$200.6bUS$11.3b23.2x38.2x2.2x
Fri, 02 Jun 2023US$423.6bUS$200.1bUS$11.1b23x38.2x2.1x
Sun, 30 Apr 2023US$376.4bUS$193.9bUS$11.0b20.5x34.2x1.9x
Tue, 28 Mar 2023US$372.6bUS$193.7bUS$10.7b21.1x34.9x1.9x
Thu, 23 Feb 2023US$381.7bUS$192.8bUS$10.8b19.1x35.5x2x
Sat, 21 Jan 2023US$399.2bUS$192.9bUS$10.4b19.9x38.3x2.1x
Price to Earnings Ratio

38.3x


Total Market Cap: US$399.2bTotal Earnings: US$10.4bTotal Revenue: US$192.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 30.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the American IT Consulting and Other Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 30.9x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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 Market0.24%
Tech-0.37%
IT-0.68%
IT Consulting0.032%
Internet Services and Infrastructure-1.44%
Data Processing Services-1.48%
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$303.160.2%
+US$645.0m		39.2%PE35.8x
ACN AccentureUS$276.800.3%
+US$535.3m		-20.7%PE22.4x
ATGL Alpha Technology GroupUS$27.1030.1%
+US$103.2m		79.6%PS370.8x
DOX AmdocsUS$82.811.1%
+US$96.1m		-1.0%PE15.8x
KD Kyndryl HoldingsUS$27.051.2%
+US$70.9m		-27.9%PE15.2x

Latest News

DOX
US$82.81
Amdocs
7D
1.1%
1Y
-1.0%

Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?

Jan 14
Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?
ACN
US$276.80
Accenture
7D
0.3%
1Y
-20.7%
GDYN
US$9.24
Grid Dynamics Holdings
7D
-6.6%
1Y
-54.8%

GDYN: AWS AI Collaboration And Buybacks Will Support Future Upside

Analysts now place the price target for Grid Dynamics Holdings at US$12.50, up from US$12.00, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple in their models. What's in the News Grid Dynamics entered a multi-year collaboration agreement with Amazon Web Services focused on helping enterprise clients build and scale generative AI solutions, using AWS cloud data and AI services together with Grid Dynamics expertise in data engineering and AI/ML (client announcement).
TCGL
US$7.84
TechCreate Group
7D
39.5%
1Y
n/a
EPAM
US$211.99
EPAM Systems
7D
-2.9%
1Y
-6.5%

EPAM: GenAI And M&A Integration Will Drive The Next Upswing

Narrative update Analysts now see fair value for EPAM at US$255, down from US$267. This reflects a higher discount rate, more cautious assumptions on revenue growth and profit margins, and mixed but generally constructive Street views on the company’s recovery and GenAI and M&A execution.
BBAI
US$6.09
BigBear.ai Holdings
7D
-5.0%
1Y
91.5%

BBAI: Lumpy Government Contracts Will Keep Earnings And Sentiment Under Pressure

Analysts have raised their fair value estimate for BigBear.ai Holdings from $3.50 to $5.00, while also lifting assumed revenue growth and the future P/E multiple. However, they point to recent price target cuts and a downgrade to Neutral as signs that near term pressure from lumpy government contracts and weaker Q3 revenue still weighs on sentiment.
IT
US$235.79
Gartner
7D
-3.7%
1Y
-52.8%

IT: Ongoing Buybacks Will Support Future Upside Despite Recent Impairment Charges

Analysts have made modest updates to their price target for Gartner, keeping fair value effectively steady at about $283.73. They are fine-tuning assumptions such as discount rate, revenue growth, profit margin and future P/E to reflect slightly adjusted expectations rather than a major shift in outlook.
DXC
US$14.91
DXC Technology
7D
1.8%
1Y
-25.0%
CINT
US$4.39
CI&T
7D
-1.6%
1Y
-26.1%

CINT: AI-Focused Ford Partnership Will Support Future Shareholder Returns

Analysts have adjusted their price target on CI&T to reflect a slightly higher fair value estimate of about $7.07 compared with roughly $6.93, citing modest changes to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News CI&T and Ford completed the expansion of Wings, Ford's parts and warehouse management platform, across South America.
KD
US$27.05
Kyndryl Holdings
7D
1.2%
1Y
-27.9%

KD: Agentic AI Services Will Drive Future Upside

Analysts have maintained their fair value estimate for Kyndryl Holdings at $37.60, with only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. This suggests that their overall price target framework remains largely unchanged.
CTSH
US$84.47
Cognizant Technology Solutions
7D
-0.2%
1Y
9.5%
UIS
US$3.25
Unisys
7D
14.8%
1Y
-49.2%

UIS: EU Cybersecurity Win Will Support Rebound Despite Earnings Setbacks

Analysts have reduced their fair value estimate for Unisys from US$9.00 to US$7.00, citing more cautious assumptions around revenue growth, profit margins and a sharply higher future P/E multiple. What's in the News Unisys updated its full year 2025 earnings guidance, lowering constant currency revenue expectations to a range that translates to reported revenue growth of 3.6% to 2.6%.
TDTH
US$0.42
Trident Digital Tech Holdings
7D
-23.3%
1Y
-80.0%
GLOB
US$65.20
Globant
7D
-7.0%
1Y
-68.6%

GLOB: AI Projects And New Model Are Expected To Unlock Future Upside

Analysts have trimmed their price targets on Globant to a narrower range of US$61 to US$80, citing slower organic growth versus peers, exposure to weaker regions and verticals, and the time needed for a new business model and AI related projects to translate into steadier revenue trends. Analyst Commentary Recent Street research around Globant points to a more cautious but still mixed view on the stock, with price targets now clustering between US$61 and US$80 and ratings spreading across Buy, Neutral and Hold.
IBM
US$303.16
International Business Machines
7D
0.2%
1Y
39.2%

IBM: Quantum Potential And Software Execution Will Shape Returns Through Workforce Shift

Analysts made only a modest adjustment to their price targets on International Business Machines, balancing mixed views on near term software momentum with the longer term potential in areas such as quantum computing and higher margin revenue streams. Analyst Commentary Recent research paints a mixed picture for International Business Machines, with some analysts more focused on long term optionality in quantum and others keying in on near term software execution and valuation.
ATGL
US$27.10
Alpha Technology Group
7D
30.1%
1Y
79.6%