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U.S. IT Consulting Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies74
  • 7D8.6%
  • 3M1.5%
  • 1Y-15.6%
  • YTDn/a

The IT Consulting industry is up 8.6% in the last week, with International Business Machines up 14%. In the past year, the industry is down 16%. As for the next few years, earnings are expected to grow by 7.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Jun 2026US$446.5bUS$210.6bUS$21.1b14.4x21.1x2.1x
Sun, 03 May 2026US$389.8bUS$216.8bUS$22.8b14x17.1x1.8x
Tue, 31 Mar 2026US$411.0bUS$215.1bUS$22.6b15.6x18.2x1.9x
Thu, 26 Feb 2026US$406.8bUS$213.7bUS$22.5b16.4x18.1x1.9x
Sat, 24 Jan 2026US$550.9bUS$211.0bUS$20.0b22.7x27.5x2.6x
Mon, 22 Dec 2025US$582.4bUS$241.2bUS$21.2b21.2x27.5x2.4x
Wed, 19 Nov 2025US$549.1bUS$240.5bUS$21.3b23.1x25.8x2.3x
Fri, 17 Oct 2025US$534.1bUS$239.0bUS$19.6b19.7x27.3x2.2x
Sun, 14 Sep 2025US$477.0bUS$207.0bUS$18.9b19.7x25.2x2.3x
Tue, 12 Aug 2025US$467.7bUS$207.0bUS$19.2b21.4x24.4x2.3x
Thu, 10 Jul 2025US$573.2bUS$205.3bUS$18.7b24.7x30.7x2.8x
Sat, 07 Jun 2025US$557.6bUS$204.0bUS$18.4b25.9x30.3x2.7x
Mon, 05 May 2025US$530.1bUS$204.0bUS$17.9b26.4x29.7x2.6x
Wed, 02 Apr 2025US$540.8bUS$203.4bUS$18.5b29x29.3x2.7x
Fri, 28 Feb 2025US$593.7bUS$202.7bUS$18.2b34.3x32.7x2.9x
Sun, 26 Jan 2025US$573.8bUS$202.4bUS$18.2b35.5x31.5x2.8x
Tue, 24 Dec 2024US$569.7bUS$202.6bUS$18.1b35.3x31.4x2.8x
Thu, 21 Nov 2024US$546.0bUS$201.1bUS$17.8b39.6x30.6x2.7x
Sat, 19 Oct 2024US$581.9bUS$202.2bUS$19.4b39.4x29.9x2.9x
Mon, 16 Sep 2024US$548.5bUS$202.6bUS$19.2b35.3x28.5x2.7x
Wed, 14 Aug 2024US$495.2bUS$202.5bUS$19.2b28.8x25.8x2.4x
Fri, 12 Jul 2024US$466.3bUS$203.0bUS$18.8b29.6x24.8x2.3x
Sun, 09 Jun 2024US$451.9bUS$203.3bUS$18.9b27.7x23.9x2.2x
Tue, 07 May 2024US$468.2bUS$203.9bUS$17.7b26.4x26.5x2.3x
Thu, 04 Apr 2024US$507.9bUS$199.2bUS$17.1b23.5x29.6x2.5x
Sat, 02 Mar 2024US$536.0bUS$199.2bUS$17.0b21.8x31.6x2.7x
Mon, 29 Jan 2024US$537.8bUS$200.5bUS$16.8b21.4x31.9x2.7x
Wed, 27 Dec 2023US$501.9bUS$199.9bUS$16.3b19.9x30.7x2.5x
Fri, 24 Nov 2023US$470.2bUS$199.4bUS$16.3b20.2x28.8x2.4x
Sun, 22 Oct 2023US$419.9bUS$198.8bUS$11.4b17.9x37x2.1x
Tue, 19 Sep 2023US$446.7bUS$198.3bUS$11.7b23.3x38.3x2.3x
Thu, 17 Aug 2023US$433.1bUS$198.2bUS$11.7b20.8x37.1x2.2x
Sat, 15 Jul 2023US$439.8bUS$200.6bUS$11.3b25x38.9x2.2x
Mon, 12 Jun 2023US$428.0bUS$200.2bUS$11.1b22.2x38.6x2.1x
Price to Earnings Ratio

38.6x


Total Market Cap: US$428.0bTotal 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 28.9x202420252026
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 21.1x which is lower than its 3-year average PE of 28.9x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
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 Market-0.11%
Tech2.80%
IT8.05%
IT Consulting8.65%
Internet Services and Infrastructure7.58%
Data Processing Services2.67%
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$301.7714.2%
+US$35.3b		13.1%PE26.4x
ACN AccentureUS$178.860.3%
+US$282.4m		-43.3%PE14.4x
IT GartnerUS$164.872.3%
+US$247.1m		-60.9%PE14.9x
CINT CI&TUS$4.1318.0%
+US$81.0m		-29.9%PE13x
DXC DXC TechnologyUS$9.512.6%
+US$39.2m		-38.6%PE86.4x

Latest News

DXC
US$9.51
DXC Technology
7D
2.6%
1Y
-38.6%
ACN
US$178.86
Accenture
7D
0.3%
1Y
-43.3%
BBAI
US$4.77
BigBear.ai Holdings
7D
-3.4%
1Y
26.5%
IBM
US$301.77
International Business Machines
7D
14.2%
1Y
13.1%
DAVA
US$2.88
Endava
7D
-10.6%
1Y
-81.7%
Seeking Alpha • Jun 04

Endava: Execution Needs To Improve Before This Is A Buy (Rating Downgrade)

Summary Endava PLC is downgraded to hold as the anticipated H2 2026 recovery has not materialized and execution remains challenged. Q3 2026 revenue declined 8.4% y/y, with adjusted profit before tax margin dropping to 1.8% from 12.6%, reflecting weak pipeline conversion and profitability. AI-driven business is scaling rapidly, now 15% of revenue with higher margins, but not yet sufficient to offset legacy business weakness. DAVA trades at 3.8x NTM P/E, but market confidence in revenue conversion and margin recovery remains low, warranting a wait-and-see approach. Read the full article on Seeking Alpha
GLOB
US$39.58
Globant
7D
-0.9%
1Y
-60.2%
EPAM
US$97.59
EPAM Systems
7D
-3.8%
1Y
-44.1%
New Narrative • Jun 04

Expect EPAM's fair value to reach 59.38

EPAM Systems has long been a darling of the IT services world, but a convergence of structural dangers suggests the stock may be worth half its current value. Three unaddressed red flags point to a brutal de-rating ahead.
UIS
US$4.32
Unisys
7D
11.1%
1Y
-2.3%
Narrative Update • Jun 02

UIS: Expanded Partnerships And Governance Changes Will Support Measured Turnaround Potential

Analysts now place Unisys's price target at $5.00, compared with the prior $4.88 view, citing updated assumptions for revenue growth, profit margins, and a modestly higher future P/E multiple. What's in the News Unisys formed a partnership with Rafay Systems to provide a unified AI software layer and managed cloud services across public, private and hybrid environments.
GDYN
US$6.97
Grid Dynamics Holdings
7D
-5.4%
1Y
-41.7%
Narrative Update • Jun 02

GDYN: AI-Led Engagements And Vertical Diversification Will Support Future Upside

Narrative update Analysts have trimmed their price targets on Grid Dynamics Holdings to a range of $8 to $12, citing lower sector valuation multiples, a cautious view on IT services demand, and the potential impact of accelerating AI-led coding on traditional project work. Analyst Commentary Recent research on Grid Dynamics highlights a split view, with some analysts focusing on execution in AI projects and others emphasizing valuation pressure and demand risk across IT services.
CINT
US$4.13
CI&T
7D
18.0%
1Y
-29.9%
CTSH
US$53.40
Cognizant Technology Solutions
7D
-0.8%
1Y
-32.7%
EFOR
US$20.60
Everforth
7D
-1.4%
1Y
-60.8%
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.
TSSI
US$14.49
TSS
7D
7.0%
1Y
-14.5%
KD
US$12.14
Kyndryl Holdings
7D
3.1%
1Y
-69.2%
Narrative Update • May 27

KD: AI Risk Prevention Capabilities Will Outweigh Legal Headwinds

Analysts have reduced their Kyndryl Holdings price target to $14.10 from $14.70 as they adjust assumptions for revenue growth, profit margins, and future P/E levels while keeping the discount rate unchanged. What's in the News Kyndryl expanded its long running modernization work with the Arizona Department of Transportation Motor Vehicle Division, adding more mobile and remote services, digitizing mail based operations and B2B services, and extending the TeleMVD program to improve access in underserved communities.
DOX
US$60.84
Amdocs
7D
-1.3%
1Y
-33.1%
IT
US$164.87
Gartner
7D
2.3%
1Y
-60.9%