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U.S. IT Consulting Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies74
  • 7D-2.7%
  • 3M-2.9%
  • 1Y-24.5%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 4.1%, driven by a pullback from International Business Machines of 4.4%. Meanwhile, AIAI Holdings actually outperformed within the industry, gaining 26% in the last week. Overall the industry is down 23% in 12 months. As for the next few years, earnings are expected to grow by 7.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$409.0bUS$210.6bUS$21.1b13.7x19.4x1.9x
Wed, 13 May 2026US$363.2bUS$210.3bUS$21.7b15x16.8x1.7x
Fri, 10 Apr 2026US$417.3bUS$215.1bUS$22.6b14.8x18.4x1.9x
Sun, 08 Mar 2026US$453.2bUS$213.7bUS$22.6b16.9x20.1x2.1x
Tue, 03 Feb 2026US$543.7bUS$213.2bUS$22.7b21.6x24x2.6x
Thu, 01 Jan 2026US$580.8bUS$241.4bUS$21.2b22.3x27.4x2.4x
Sat, 29 Nov 2025US$571.1bUS$240.4bUS$21.3b23.9x26.9x2.4x
Mon, 27 Oct 2025US$564.3bUS$239.9bUS$21.6b21.1x26.1x2.4x
Wed, 24 Sep 2025US$496.0bUS$207.0bUS$18.9b21.5x26.2x2.4x
Fri, 22 Aug 2025US$479.5bUS$207.0bUS$18.9b21.7x25.4x2.3x
Sun, 20 Jul 2025US$552.5bUS$205.2bUS$18.7b22.8x29.6x2.7x
Tue, 17 Jun 2025US$562.8bUS$204.0bUS$18.4b25.6x30.5x2.8x
Thu, 15 May 2025US$560.6bUS$204.0bUS$18.0b28.4x31.2x2.7x
Sat, 12 Apr 2025US$495.8bUS$203.4bUS$18.5b26.6x26.8x2.4x
Mon, 10 Mar 2025US$583.7bUS$202.5bUS$18.3b38.8x31.9x2.9x
Wed, 05 Feb 2025US$624.5bUS$202.4bUS$18.1b40.7x34.5x3.1x
Fri, 03 Jan 2025US$555.0bUS$202.4bUS$18.2b35x30.5x2.7x
Sun, 01 Dec 2024US$573.9bUS$201.1bUS$17.8b40.7x32.2x2.9x
Tue, 29 Oct 2024US$551.7bUS$202.3bUS$17.4b38.9x31.7x2.7x
Thu, 26 Sep 2024US$547.0bUS$202.7bUS$19.2b37.9x28.5x2.7x
Sat, 24 Aug 2024US$516.6bUS$202.6bUS$19.2b34.1x26.9x2.5x
Mon, 22 Jul 2024US$501.2bUS$203.0bUS$18.8b30.5x26.7x2.5x
Wed, 19 Jun 2024US$449.8bUS$203.3bUS$18.9b26.8x23.8x2.2x
Fri, 17 May 2024US$469.0bUS$203.4bUS$18.3b25.4x25.6x2.3x
Sun, 14 Apr 2024US$498.0bUS$199.2bUS$17.1b23.2x29.1x2.5x
Tue, 12 Mar 2024US$539.6bUS$199.2bUS$17.0b22.1x31.8x2.7x
Thu, 08 Feb 2024US$529.1bUS$199.1bUS$17.1b19.7x31x2.7x
Sat, 06 Jan 2024US$485.5bUS$199.9bUS$16.4b19.3x29.7x2.4x
Mon, 04 Dec 2023US$483.9bUS$199.4bUS$16.3b20.4x29.7x2.4x
Wed, 01 Nov 2023US$423.9bUS$199.4bUS$16.3b18.6x26x2.1x
Fri, 29 Sep 2023US$432.3bUS$198.8bUS$11.4b21.5x38x2.2x
Sun, 27 Aug 2023US$447.1bUS$198.3bUS$11.7b18.4x38.3x2.3x
Tue, 25 Jul 2023US$441.4bUS$200.5bUS$11.4b24.7x38.6x2.2x
Thu, 22 Jun 2023US$431.8bUS$200.2bUS$11.1b22.7x38.9x2.2x
Price to Earnings Ratio

38.9x


Total Market Cap: US$431.8bTotal 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 Market0.50%
Tech-0.69%
IT-2.96%
IT Consulting-2.69%
Data Processing Services-1.28%
Internet Services and Infrastructure-3.17%
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
DXC DXC TechnologyUS$9.173.0%
+US$44.1m		-42.3%PE83.3x
EFOR EverforthUS$21.024.5%
+US$37.3m		-59.5%PE8.8x
KD Kyndryl HoldingsUS$11.701.2%
+US$30.8m		-71.0%PE13x
CSPI CSPUS$9.2611.6%
+US$9.7m		-20.3%PS1.6x

Latest News

GLOB
US$37.49
Globant
7D
-1.8%
1Y
-60.9%
EFOR
US$21.02
Everforth
7D
4.5%
1Y
-59.5%
Narrative Update • Jun 13

EFOR: AI And Automation Services Will Support Sentiment Recovery From Pessimistic Expectations

Everforth's analyst fair value estimate has been reset from $65.00 to $38.00 as analysts factor in lower revenue growth, slightly softer profit margins, a higher discount rate, and a reduced future P/E assumption, in line with recent Street price target cuts and cautious commentary on IT services demand. Analyst Commentary Recent Street research around Everforth has shifted toward a more balanced stance, with some bullish analysts softening previously bearish views even as overall expectations remain conservative.
BBAI
US$4.02
BigBear.ai Holdings
7D
-6.7%
1Y
-2.9%
CINT
US$4.04
CI&T
7D
1.0%
1Y
-31.6%
Narrative Update • Jun 13

CINT: Buybacks And Execution Will Support Future Repricing Potential

Narrative Update on CI&T The analyst price target for CI&T has been adjusted to $6.97, reflecting a small change supported by mixed recent research, where one firm raised its target by $0.10 and another lowered its target by $2. Analysts cited updated assumptions for discount rate, revenue growth, profit margin, and future P/E.
DXC
US$9.17
DXC Technology
7D
3.0%
1Y
-42.3%
Narrative Update • Jun 12

DXC: Future AI Alliance And Orchestration Platform Will Support Upside Potential

Analysts have revised their DXC Technology price target from $17.00 to about $15.69, reflecting updated assumptions that include a slightly higher discount rate, a smaller projected revenue decline, a higher profit margin, and a lower future P/E multiple. What's in the News DXC Technology entered a multi year global partnership with Anthropic to integrate the Claude large language model into mission critical systems across regulated sectors such as banking, insurance, aviation, cybersecurity, manufacturing, and government.
IBM
US$272.24
International Business Machines
7D
-3.1%
1Y
-3.4%
ACN
US$170.28
Accenture
7D
-2.4%
1Y
-45.8%
KD
US$11.70
Kyndryl Holdings
7D
1.2%
1Y
-71.0%
EPAM
US$95.38
EPAM Systems
7D
-1.4%
1Y
-44.7%
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.
CSPI
US$9.26
CSP
7D
11.6%
1Y
-20.3%
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
-1.5%
1Y
-34.9%
IT
US$148.17
Gartner
7D
-7.6%
1Y
-63.8%
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.
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%