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U.S. IT Consulting Industry Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies73
  • 7D-7.8%
  • 3M-29.0%
  • 1Y-25.3%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 7.8%, driven by International Business Machines declining 9.8%. In contrast, Republic Power Group has gained 63%. Overall the industry is down 25% in 12 months. As for the next few years, earnings are expected to grow by 7.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026US$390.4bUS$216.5bUS$22.8b14.2x17.1x1.8x
Sat, 28 Mar 2026US$419.6bUS$215.1bUS$22.6b15.2x18.5x2x
Mon, 23 Feb 2026US$448.4bUS$213.7bUS$22.5b17.4x20x2.1x
Wed, 21 Jan 2026US$561.3bUS$211.0bUS$20.0b22x28.1x2.7x
Fri, 19 Dec 2025US$588.1bUS$241.6bUS$21.2b23.3x27.7x2.4x
Sun, 16 Nov 2025US$559.9bUS$240.7bUS$21.3b22.1x26.3x2.3x
Tue, 14 Oct 2025US$527.1bUS$238.6bUS$19.6b20.4x26.9x2.2x
Thu, 11 Sep 2025US$492.3bUS$207.0bUS$18.9b19.6x26x2.4x
Sat, 09 Aug 2025US$476.9bUS$207.0bUS$19.2b21.9x24.9x2.3x
Mon, 07 Jul 2025US$575.7bUS$205.3bUS$18.7b25.1x30.8x2.8x
Wed, 04 Jun 2025US$554.8bUS$204.0bUS$18.4b26.5x30.1x2.7x
Fri, 02 May 2025US$518.6bUS$203.8bUS$18.1b26.3x28.7x2.5x
Sun, 30 Mar 2025US$531.2bUS$203.4bUS$18.4b30.2x28.8x2.6x
Tue, 25 Feb 2025US$602.1bUS$202.7bUS$18.2b35.3x33.2x3x
Thu, 23 Jan 2025US$567.6bUS$202.4bUS$18.2b35.2x31.2x2.8x
Sat, 21 Dec 2024US$573.2bUS$202.6bUS$18.1b38.2x31.6x2.8x
Mon, 18 Nov 2024US$541.9bUS$201.1bUS$17.8b40x30.4x2.7x
Wed, 16 Oct 2024US$576.8bUS$202.2bUS$19.4b39.7x29.7x2.9x
Fri, 13 Sep 2024US$542.9bUS$202.6bUS$19.2b35.3x28.3x2.7x
Sun, 11 Aug 2024US$499.8bUS$202.5bUS$19.2b28.5x26x2.5x
Tue, 09 Jul 2024US$467.6bUS$203.0bUS$18.8b29.6x24.9x2.3x
Thu, 06 Jun 2024US$446.6bUS$203.3bUS$18.9b28.4x23.7x2.2x
Sat, 04 May 2024US$457.0bUS$203.9bUS$17.7b21.2x25.8x2.2x
Mon, 01 Apr 2024US$519.1bUS$199.2bUS$17.1b22.6x30.3x2.6x
Wed, 28 Feb 2024US$538.9bUS$199.2bUS$17.0b21.6x31.7x2.7x
Fri, 26 Jan 2024US$523.8bUS$200.5bUS$16.8b21.6x31.1x2.6x
Sun, 24 Dec 2023US$501.8bUS$199.9bUS$16.3b20.2x30.7x2.5x
Tue, 21 Nov 2023US$466.3bUS$199.4bUS$16.3b20x28.6x2.3x
Thu, 19 Oct 2023US$428.7bUS$198.8bUS$11.4b19.2x37.7x2.2x
Sat, 16 Sep 2023US$447.1bUS$198.3bUS$11.7b21.2x38.3x2.3x
Mon, 14 Aug 2023US$437.8bUS$198.2bUS$11.7b21.3x37.3x2.2x
Wed, 12 Jul 2023US$434.3bUS$200.6bUS$11.3b24.7x38.4x2.2x
Fri, 09 Jun 2023US$426.1bUS$200.2bUS$11.1b24.3x38.4x2.1x
Sun, 07 May 2023US$387.6bUS$201.7bUS$11.7b19.8x33x1.9x
Price to Earnings Ratio

33x


Total Market Cap: US$387.6bTotal Earnings: US$11.7bTotal Revenue: US$201.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 29.5x202420252026
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 17.1x which is lower than its 3-year average PE of 29.5x.
  • The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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 Market-0.18%
Tech0.70%
IT-5.40%
IT Consulting-7.79%
Data Processing Services-1.56%
Internet Services and Infrastructure-3.19%
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
ACN AccentureUS$178.710.2%
+US$264.0m		-40.5%PE14.3x
BBAI BigBear.ai HoldingsUS$3.986.7%
+US$119.0m		19.2%PS14.8x
KD Kyndryl HoldingsUS$13.823.0%
+US$90.2m		-57.3%PE12.5x
EFOR EverforthUS$21.108.0%
+US$64.8m		-58.4%PE8.9x
RPGL Republic Power GroupUS$1.94121.2%
+US$45.8m		n/aPE295.5x

Latest News

CTSH
US$52.90
Cognizant Technology Solutions
7D
-4.0%
1Y
-29.7%
WYY
US$6.34
WidePoint
7D
33.2%
1Y
47.4%
EFOR
US$21.10
Everforth
7D
8.0%
1Y
-58.4%
IBM
US$230.98
International Business Machines
7D
-0.04%
1Y
-3.6%
DXC
US$11.32
DXC Technology
7D
-5.0%
1Y
-27.9%
GLOB
US$41.23
Globant
7D
-4.8%
1Y
-64.9%

GLOB: AI Pods And Bookings Momentum Will Support Long Term Upside

Narrative Update on Globant The analyst price target framework for Globant has shifted to a fair value estimate of $104.89 from $121.63 as analysts factor in lower assumed profit margins and a reduced future P/E multiple, even as they reflect higher modeled revenue growth, which is consistent with the mix of recent target cuts and ongoing positive commentary on bookings and AI initiatives. Analyst Commentary Recent Street research on Globant has centered on a reset of price targets alongside ongoing interest in its growth initiatives, especially around AI and bookings.
CINT
US$4.03
CI&T
7D
-3.4%
1Y
-30.5%
RPGL
US$1.94
Republic Power Group
7D
121.2%
1Y
n/a
KD
US$13.82
Kyndryl Holdings
7D
3.0%
1Y
-57.3%

Kyndryl Holdings Q4 Preview: A Lot Of Work To Restore Investor Confidence

Apr 28
GDYN
US$5.69
Grid Dynamics Holdings
7D
2.2%
1Y
-59.6%

GDYN: AI Engagements And Sector Multiple Compression Will Drive Future Upside Potential

Narrative Update: Grid Dynamics Holdings Price Target Revision The updated analyst price target for Grid Dynamics Holdings is set at $12, aligning with recent Street research that trims targets across the stock to a $9 to $12 range as analysts factor in multiple compression following Q4 results, recent calendar 2026 guidance, and near term billing day and IT spending headwinds. Analyst Commentary Recent Street research shows that most coverage is trimming price targets into a tighter US$9 to US$12 band, but still leaning positive on Grid Dynamics Holdings' execution and medium term potential.
ACN
US$178.71
Accenture
7D
0.2%
1Y
-40.5%

ACN: Enterprise AI Partnerships And Agent Adoption Will Drive Next Modernization Wave

Accenture's updated analyst price target edges slightly lower to about $250, as analysts balance recent target cuts tied to softer bookings, cautious macro commentary, and AI adoption uncertainty with some more constructive views following what several described as another solid quarter. Analyst Commentary Recent research updates show a split tape on Accenture, with most firms trimming price targets but framing the latest quarter as solid and the long term AI story as intact, if slower to play through than some previously expected.
BNAI
US$28.13
Brand Engagement Network
7D
-10.1%
1Y
681.3%
HCKT
US$12.91
Hackett Group
7D
2.4%
1Y
-49.7%
EPAM
US$113.78
EPAM Systems
7D
-5.8%
1Y
-28.2%

EPAM Systems: AI Is A Threat, Yes, But Also An Opportunity

Apr 23
BBAI
US$3.98
BigBear.ai Holdings
7D
6.7%
1Y
19.2%
ATGL
US$13.50
Alpha Technology Group
7D
-7.0%
1Y
-48.1%