Narrative Update • Jun 01
In the last week, the IT Consulting industry is up 12%, with International Business Machines up 26%. Meanwhile, AIAI Holdings actually underperformed within the industry, shrinking 18% in the last week. In the past year, the industry is down 15%. Looking forward, earnings are forecast to grow by 7.8% annually.
Has the U.S. IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | US$447.2b | US$210.7b | US$21.1b | 15.4x | 21.2x | 2.1x |
| Thu, 30 Apr 2026 | US$390.4b | US$216.5b | US$22.8b | 14.2x | 17.1x | 1.8x |
| Sat, 28 Mar 2026 | US$419.6b | US$215.1b | US$22.6b | 15.2x | 18.5x | 2x |
| Mon, 23 Feb 2026 | US$448.4b | US$213.7b | US$22.5b | 17.4x | 20x | 2.1x |
| Wed, 21 Jan 2026 | US$561.3b | US$211.0b | US$20.0b | 22x | 28.1x | 2.7x |
| Fri, 19 Dec 2025 | US$588.1b | US$241.6b | US$21.2b | 23.3x | 27.7x | 2.4x |
| Sun, 16 Nov 2025 | US$559.9b | US$240.7b | US$21.3b | 22.1x | 26.3x | 2.3x |
| Tue, 14 Oct 2025 | US$527.1b | US$238.6b | US$19.6b | 20.4x | 26.9x | 2.2x |
| Thu, 11 Sep 2025 | US$492.3b | US$207.0b | US$18.9b | 19.6x | 26x | 2.4x |
| Sat, 09 Aug 2025 | US$476.9b | US$207.0b | US$19.2b | 21.9x | 24.9x | 2.3x |
| Mon, 07 Jul 2025 | US$575.7b | US$205.3b | US$18.7b | 25.1x | 30.8x | 2.8x |
| Wed, 04 Jun 2025 | US$554.8b | US$204.0b | US$18.4b | 26.5x | 30.1x | 2.7x |
| Fri, 02 May 2025 | US$518.6b | US$203.8b | US$18.1b | 26.3x | 28.7x | 2.5x |
| Sun, 30 Mar 2025 | US$531.2b | US$203.4b | US$18.4b | 30.2x | 28.8x | 2.6x |
| Tue, 25 Feb 2025 | US$602.1b | US$202.7b | US$18.2b | 35.3x | 33.2x | 3x |
| Thu, 23 Jan 2025 | US$567.6b | US$202.4b | US$18.2b | 35.2x | 31.2x | 2.8x |
| Sat, 21 Dec 2024 | US$573.2b | US$202.6b | US$18.1b | 38.2x | 31.6x | 2.8x |
| Mon, 18 Nov 2024 | US$541.9b | US$201.1b | US$17.8b | 40x | 30.4x | 2.7x |
| Wed, 16 Oct 2024 | US$576.8b | US$202.2b | US$19.4b | 39.7x | 29.7x | 2.9x |
| Fri, 13 Sep 2024 | US$542.9b | US$202.6b | US$19.2b | 35.3x | 28.3x | 2.7x |
| Sun, 11 Aug 2024 | US$499.8b | US$202.5b | US$19.2b | 28.5x | 26x | 2.5x |
| Tue, 09 Jul 2024 | US$467.6b | US$203.0b | US$18.8b | 29.6x | 24.9x | 2.3x |
| Thu, 06 Jun 2024 | US$446.6b | US$203.3b | US$18.9b | 28.4x | 23.7x | 2.2x |
| Sat, 04 May 2024 | US$457.0b | US$203.9b | US$17.7b | 21.2x | 25.8x | 2.2x |
| Mon, 01 Apr 2024 | US$519.1b | US$199.2b | US$17.1b | 22.6x | 30.3x | 2.6x |
| Wed, 28 Feb 2024 | US$538.9b | US$199.2b | US$17.0b | 21.6x | 31.7x | 2.7x |
| Fri, 26 Jan 2024 | US$523.8b | US$200.5b | US$16.8b | 21.6x | 31.1x | 2.6x |
| Sun, 24 Dec 2023 | US$501.8b | US$199.9b | US$16.3b | 20.2x | 30.7x | 2.5x |
| Tue, 21 Nov 2023 | US$466.3b | US$199.4b | US$16.3b | 20x | 28.6x | 2.3x |
| Thu, 19 Oct 2023 | US$428.7b | US$198.8b | US$11.4b | 19.2x | 37.7x | 2.2x |
| Sat, 16 Sep 2023 | US$447.1b | US$198.3b | US$11.7b | 21.2x | 38.3x | 2.3x |
| Mon, 14 Aug 2023 | US$437.8b | US$198.2b | US$11.7b | 21.3x | 37.3x | 2.2x |
| Wed, 12 Jul 2023 | US$434.3b | US$200.6b | US$11.3b | 24.7x | 38.4x | 2.2x |
| Fri, 09 Jun 2023 | US$426.1b | US$200.2b | US$11.1b | 24.3x | 38.4x | 2.1x |
38.4x
How does U.S. IT Consulting compare with similar industries?
| US Market | 1.58% | |
| Tech | 4.73% | |
| IT | 13.37% | |
| IT Consulting | 12.08% | |
| Internet Services and Infrastructure | 14.45% | |
| Data Processing Services | -1.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IBM International Business Machines | US$320.42 | 26.2% +US$62.6b | 21.4% | PE28.1x | |
| ACN Accenture | US$196.59 | 9.7% +US$10.7b | -37.5% | PE15.8x | |
| CTSH Cognizant Technology Solutions | US$57.16 | 8.4% +US$2.1b | -28.8% | PE12.2x | |
| IT Gartner | US$179.59 | 12.2% +US$1.3b | -58.2% | PE16.2x | |
| BBAI BigBear.ai Holdings | US$5.34 | 27.8% +US$555.6m | 35.2% | PS20.1x |