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U.S. IT Consulting Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies74
  • 7D-4.1%
  • 3M-0.07%
  • 1Y-23.2%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 7.8%, driven by International Business Machines declining 8.9%. Meanwhile, AIAI Holdings actually outperformed within the industry, gaining 20% in the last week. The industry has fallen 25% in the last year. As for the next few years, earnings are expected to grow by 7.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jun 2026US$409.0bUS$210.6bUS$21.1b13.7x19.4x1.9x
Mon, 11 May 2026US$375.8bUS$210.3bUS$21.7b16.5x17.4x1.8x
Wed, 08 Apr 2026US$426.9bUS$215.1bUS$22.6b14.6x18.8x2x
Fri, 06 Mar 2026US$440.4bUS$213.7bUS$22.6b17.1x19.5x2.1x
Sun, 01 Feb 2026US$543.7bUS$213.2bUS$22.7b21.3x24x2.6x
Tue, 30 Dec 2025US$585.9bUS$241.5bUS$21.2b22.8x27.6x2.4x
Thu, 27 Nov 2025US$566.0bUS$240.4bUS$21.3b23.4x26.6x2.4x
Sat, 25 Oct 2025US$541.4bUS$239.9bUS$21.6b21.1x25x2.3x
Mon, 22 Sep 2025US$489.7bUS$207.0bUS$18.9b21.8x25.9x2.4x
Wed, 20 Aug 2025US$472.3bUS$207.0bUS$18.9b21.9x25x2.3x
Fri, 18 Jul 2025US$546.8bUS$205.2bUS$18.7b24x29.3x2.7x
Sun, 15 Jun 2025US$562.7bUS$204.0bUS$18.4b25.4x30.5x2.8x
Tue, 13 May 2025US$538.8bUS$204.0bUS$18.0b29.4x30x2.6x
Thu, 10 Apr 2025US$482.2bUS$203.4bUS$18.5b27.6x26.1x2.4x
Sat, 08 Mar 2025US$572.2bUS$202.7bUS$18.2b38.8x31.5x2.8x
Mon, 03 Feb 2025US$619.3bUS$202.6bUS$17.9b39.3x34.7x3.1x
Wed, 01 Jan 2025US$556.1bUS$202.4bUS$18.2b35.1x30.5x2.7x
Fri, 29 Nov 2024US$573.7bUS$201.1bUS$17.8b41.1x32.2x2.9x
Sun, 27 Oct 2024US$551.7bUS$202.3bUS$17.4b38.9x31.7x2.7x
Tue, 24 Sep 2024US$541.4bUS$202.7bUS$19.2b37.8x28.2x2.7x
Thu, 22 Aug 2024US$516.3bUS$202.6bUS$19.2b33.9x26.9x2.5x
Sat, 20 Jul 2024US$504.0bUS$203.0bUS$18.8b30.5x26.8x2.5x
Mon, 17 Jun 2024US$449.0bUS$203.3bUS$18.9b27.6x23.8x2.2x
Wed, 15 May 2024US$466.5bUS$203.4bUS$18.3b25.2x25.5x2.3x
Fri, 12 Apr 2024US$496.4bUS$199.2bUS$17.1b23.3x29x2.5x
Sun, 10 Mar 2024US$546.3bUS$199.2bUS$17.0b23.2x32.2x2.7x
Tue, 06 Feb 2024US$533.2bUS$199.6bUS$17.0b20x31.4x2.7x
Thu, 04 Jan 2024US$485.0bUS$199.9bUS$16.3b19.9x29.7x2.4x
Sat, 02 Dec 2023US$477.3bUS$199.4bUS$16.3b20.4x29.3x2.4x
Mon, 30 Oct 2023US$414.9bUS$199.5bUS$16.3b17.5x25.5x2.1x
Wed, 27 Sep 2023US$440.5bUS$198.3bUS$11.7b22x37.7x2.2x
Fri, 25 Aug 2023US$441.9bUS$198.3bUS$11.7b18.3x37.8x2.2x
Sun, 23 Jul 2023US$441.6bUS$200.5bUS$11.4b24.3x38.6x2.2x
Tue, 20 Jun 2023US$441.8bUS$200.2bUS$11.1b24.4x39.8x2.2x
Price to Earnings Ratio

39.8x


Total Market Cap: US$441.8bTotal Earnings: US$11.1bTotal Revenue: US$200.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 28.7x202420252026
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 19.4x which is lower than its 3-year average PE of 28.7x.
  • 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 24% 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 Market0.81%
Tech0.66%
IT-3.68%
IT Consulting-4.13%
Data Processing Services-2.90%
Internet Services and Infrastructure-3.31%
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$14.7926.2%
+US$215.9m		n/aPE-266.7x
EFOR EverforthUS$21.024.4%
+US$36.5m		-59.3%PE8.8x
DXC DXC TechnologyUS$9.171.8%
+US$26.2m		-41.1%PE83.3x
KD Kyndryl HoldingsUS$11.700.7%
+US$17.6m		-70.2%PE13x
CINT CI&TUS$4.042.0%
+US$10.3m		-30.0%PE12.7x

Latest News

IBM
US$272.24
International Business Machines
7D
-4.4%
1Y
-1.8%
ACN
US$170.28
Accenture
7D
-4.5%
1Y
-45.4%
KD
US$11.70
Kyndryl Holdings
7D
0.7%
1Y
-70.2%
EPAM
US$95.38
EPAM Systems
7D
-2.7%
1Y
-44.1%
Narrative Update • Jun 11

EPAM: Enterprise AI Partnerships Will Counter Sector Caution On Coding Disruption

Narrative Update Analysts’ average price target for EPAM Systems has moved to $110, reflecting a series of recent downward revisions that cite a tougher demand backdrop and the ramp up of AI led coding as key risks for the stock. Analyst Commentary Recent Street commentary around EPAM Systems has turned more cautious, with several bearish analysts revisiting both ratings and valuation assumptions as AI led coding progresses and demand conditions remain uncertain.
DXC
US$9.17
DXC Technology
7D
1.8%
1Y
-41.1%
DAVA
US$2.90
Endava
7D
3.9%
1Y
-81.5%
Narrative Update • Jun 08

DAVA: AI Delivery And Payments Partnership Will Offset Execution Concerns

Narrative Update on Endava The analyst price target for Endava has moved from about $5.00 to about $3.50, as analysts factor in weaker fiscal Q3 results, reduced outlooks, and concerns about elongated deal cycles and revenue predictability. Analyst Commentary Recent Street research around Endava has turned more cautious as analysts react to fiscal Q3 results that came in below management's outlook, along with further reductions to forward guidance.
WYY
US$11.91
WidePoint
7D
8.6%
1Y
294.4%
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.
CTSH
US$52.17
Cognizant Technology Solutions
7D
-2.0%
1Y
-33.9%
IT
US$148.17
Gartner
7D
-9.7%
1Y
-63.4%
GLOB
US$37.49
Globant
7D
-2.1%
1Y
-60.1%
Narrative Update • Jun 05

GLOB: AI Execution And Capital Returns Will Offset Macro And Legal Headwinds

Analysts have trimmed the Globant fair value estimate by about $1 to $61.39 as they lower price targets across the sector, citing a tougher macro backdrop, cautious client spending on large projects, and mixed but generally solid Q1 results supported by AI related offerings and capital returns. Analyst Commentary Street research around Globant reflects a mix of appreciation for solid execution in Q1 and caution around the macro setup and client spending patterns.
BBAI
US$4.02
BigBear.ai Holdings
7D
-4.3%
1Y
8.1%
DOX
US$56.40
Amdocs
7D
-6.1%
1Y
-38.7%
Narrative Update • Jun 05

DOX: Future Share Repurchases And EPS Recovery Will Support Multiple Rerating

Analysts have trimmed their price target for Amdocs to about $81 from about $90, citing lower sector P/E multiples, even as projections for profit margin and discount rate assumptions have been adjusted. Analyst Commentary Bullish and bearish analysts are looking at the same set of inputs for Amdocs and reaching very different conclusions, which is why you see both Buy ratings and a Sell rating alongside lower price targets clustered in the low to high US$70s.
CINT
US$4.04
CI&T
7D
2.0%
1Y
-30.0%
EFOR
US$21.02
Everforth
7D
4.4%
1Y
-59.3%
Narrative Update • May 30

EFOR: Buybacks And Name Change Will Shape Future Upside Potential

Everforth's updated analyst price target shifts to $30.33. Analysts cite tougher demand for IT services, slower client decision-making, and more conservative assumptions for revenue growth, profit margin, and P/E, even as some views on company expectations have become less negative.
AIAI
US$14.79
AIAI Holdings
7D
26.2%
1Y
n/a
UBXG
US$7.87
U-BX Technology
7D
159.7%
1Y
-89.8%