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U.S. IT Consulting Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies69
  • 7D-2.5%
  • 3M-15.6%
  • 1Y-10.6%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 2.5%, driven by a pullback from Accenture of 6.0%. On the other hand BigBear.ai Holdings is actually up 24%. Overall the industry is down 11% in 12 months. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025US$480.5bUS$207.1bUS$18.9b21.3x25.4x2.3x
Sat, 16 Aug 2025US$468.9bUS$207.1bUS$18.9b21.5x24.8x2.3x
Mon, 14 Jul 2025US$544.7bUS$205.2bUS$18.7b23.5x29.1x2.7x
Wed, 11 Jun 2025US$564.6bUS$204.0bUS$18.4b26.1x30.6x2.8x
Fri, 09 May 2025US$538.4bUS$204.0bUS$18.0b28.4x30x2.6x
Sun, 06 Apr 2025US$492.8bUS$203.4bUS$18.5b26.1x26.7x2.4x
Tue, 04 Mar 2025US$583.0bUS$202.7bUS$18.1b37.4x32.1x2.9x
Thu, 30 Jan 2025US$586.2bUS$202.4bUS$18.2b36.1x32.2x2.9x
Sat, 28 Dec 2024US$567.9bUS$202.6bUS$18.1b35.3x31.3x2.8x
Mon, 25 Nov 2024US$566.5bUS$201.1bUS$17.8b39.2x31.8x2.8x
Wed, 23 Oct 2024US$580.7bUS$202.2bUS$19.4b39.2x29.9x2.9x
Fri, 20 Sep 2024US$538.1bUS$202.7bUS$19.2b30.2x28x2.7x
Sun, 18 Aug 2024US$512.0bUS$202.6bUS$19.2b35.3x26.6x2.5x
Tue, 16 Jul 2024US$485.6bUS$203.0bUS$18.8b29.1x25.8x2.4x
Thu, 13 Jun 2024US$455.8bUS$203.3bUS$18.9b27.6x24.1x2.2x
Sat, 11 May 2024US$463.2bUS$203.4bUS$18.3b24.6x25.3x2.3x
Mon, 08 Apr 2024US$505.6bUS$199.2bUS$17.1b23.1x29.5x2.5x
Wed, 06 Mar 2024US$549.5bUS$199.2bUS$17.0b20.5x32.4x2.8x
Fri, 02 Feb 2024US$538.0bUS$200.5bUS$16.8b21.4x31.9x2.7x
Sun, 31 Dec 2023US$501.9bUS$199.9bUS$16.3b19.7x30.8x2.5x
Tue, 28 Nov 2023US$474.3bUS$199.4bUS$16.3b20x29.1x2.4x
Thu, 26 Oct 2023US$413.1bUS$198.8bUS$11.4b17.8x36.4x2.1x
Sat, 23 Sep 2023US$448.8bUS$198.3bUS$11.7b21.8x38.5x2.3x
Mon, 21 Aug 2023US$430.3bUS$198.3bUS$11.7b20x36.8x2.2x
Wed, 19 Jul 2023US$447.8bUS$200.6bUS$11.3b25.9x39.6x2.2x
Fri, 16 Jun 2023US$437.1bUS$200.2bUS$11.1b24.2x39.4x2.2x
Sun, 14 May 2023US$392.8bUS$201.7bUS$11.7b21.1x33.5x1.9x
Tue, 11 Apr 2023US$384.4bUS$193.9bUS$10.7b21.7x35.8x2x
Thu, 09 Mar 2023US$373.2bUS$192.9bUS$10.8b20.1x34.6x1.9x
Sat, 04 Feb 2023US$406.9bUS$192.5bUS$10.8b20.6x37.7x2.1x
Mon, 02 Jan 2023US$384.8bUS$192.8bUS$10.4b23.8x36.9x2x
Wed, 30 Nov 2022US$405.4bUS$192.0bUS$10.3b25.6x39.6x2.1x
Fri, 28 Oct 2022US$391.3bUS$191.7bUS$9.9b19x39.6x2x
Sun, 25 Sep 2022US$367.3bUS$190.7bUS$14.1b17.8x26x1.9x
Price to Earnings Ratio

26x


Total Market Cap: US$367.3bTotal Earnings: US$14.1bTotal Revenue: US$190.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 31.8x202320242025
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 25.3x which is lower than its 3-year average PE of 31.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market1.62%
Tech3.09%
IT-0.12%
IT Consulting-2.52%
Internet Services and Infrastructure2.16%
Data Processing Services-1.66%
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$259.080.9%
+US$2.0b		20.5%PE41.2x
IT GartnerUS$253.929.2%
+US$1.6b		-49.9%PE15.2x
BBAI BigBear.ai HoldingsUS$6.0227.3%
+US$478.2m		285.9%PS14.6x
CTSH Cognizant Technology SolutionsUS$70.031.3%
+US$424.9m		-7.1%PE14x
CINT CI&TUS$5.6412.4%
+US$81.4m		-14.7%PE22.5x

Latest News

MLGO
US$11.45
MicroAlgo
7D
36.8%
1Y
-90.8%
TDTH
US$0.89
Trident Digital Tech Holdings
7D
-22.6%
1Y
-69.9%
CINT
US$5.64
CI&T
7D
12.4%
1Y
-14.7%

Calculating The Intrinsic Value Of CI&T Inc. (NYSE:CINT)

Sep 17
Calculating The Intrinsic Value Of CI&T Inc. (NYSE:CINT)
GLOB
US$56.36
Globant
7D
-1.4%
1Y
-70.5%

Globant S.A.'s (NYSE:GLOB) Share Price Is Still Matching Investor Opinion Despite 30% Slump

Sep 13
Globant S.A.'s (NYSE:GLOB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
TSSI
US$15.19
TSS
7D
-4.8%
1Y
173.2%
EPAM
US$153.46
EPAM Systems
7D
0.2%
1Y
-22.5%

Enterprise AI Adoption Will Transform Cloud Migration And Data Engineering

Analysts have modestly lowered EPAM’s price target amid sector-wide caution and macroeconomic uncertainty, balanced by recognition of its undervalued status and improving growth outlook, resulting in a minor decrease in fair value from $213.31 to $211.12. Analyst Commentary Bullish analysts see EPAM’s current valuation as undervalued, with the stock reflecting minimal credit for its recovering growth and successful global delivery reorganization.
IT
US$253.92
Gartner
7D
9.2%
1Y
-49.9%

Enterprise AI Adoption Will Drive Expansion While Risks Will Persist

The slight downward revision in Gartner's consensus analyst price target to $300.60 primarily reflects marginally lower revenue growth expectations, with all key valuation inputs remaining effectively unchanged. What's in the News Repurchased 1,081,245 shares for $438.77 million, completing 24.24% of the $4.95 billion buyback plan since 2015.
ACN
US$241.24
Accenture
7D
-0.8%
1Y
-28.2%
KD
US$31.80
Kyndryl Holdings
7D
-1.9%
1Y
35.5%

Digital Transformation And Hybrid Cloud Will Create A Resilient Future

With both the Future P/E ratio and Discount Rate for Kyndryl Holdings remaining essentially unchanged, the consensus analyst price target was also maintained at $46.25. What's in the News Kyndryl announced a $2.25 billion investment in India, focusing on AI infrastructure, workforce upskilling, partnerships with the government, and launching a major AI lab and skilling program to modernize technology and regulatory processes.
CTSH
US$70.03
Cognizant Technology Solutions
7D
1.3%
1Y
-7.1%

AI-driven Consulting And Transformation Will Open Financial And Health Opportunities

Analysts have modestly reduced their price target for Cognizant Technology Solutions from $87.63 to $86.63, citing sector underperformance, over-optimism, and macroeconomic uncertainty driving a more cautious, neutral outlook. Analyst Commentary Analysts note that the payments, processors, and IT services industries have materially underperformed the S&P 500 Index year-to-date due to elevated investor expectations ahead of the U.S. November election.
DXC
US$13.99
DXC Technology
7D
-1.6%
1Y
-33.5%

AI And Cloud Initiatives Will Shape Future Opportunities And Risks

DXC Technology's fair value estimate has declined modestly, primarily reflecting a slight drop in its forward P/E multiple to 17.78x, while revenue growth expectations remain unchanged, resulting in a reduced consensus price target of $15.12. What's in the News DXC Technology formed a strategic partnership with 7AI to integrate autonomous AI agents into its Security Operations Centers, enhancing speed, accuracy, and coverage in managed security services globally.
ATGL
US$30.16
Alpha Technology Group
7D
-11.0%
1Y
2,293.4%
IBM
US$259.08
International Business Machines
7D
0.9%
1Y
20.5%

Estimating The Intrinsic Value Of International Business Machines Corporation (NYSE:IBM)

Aug 20
Estimating The Intrinsic Value Of International Business Machines Corporation (NYSE:IBM)
BBAI
US$6.02
BigBear.ai Holdings
7D
27.3%
1Y
285.9%

Risks Still Elevated At These Prices As BigBear.ai Holdings, Inc. (NYSE:BBAI) Shares Dive 26%

Aug 19
Risks Still Elevated At These Prices As BigBear.ai Holdings, Inc. (NYSE:BBAI) Shares Dive 26%
ASGN
US$49.51
ASGN
7D
-2.7%
1Y
-46.2%
DOX
US$84.08
Amdocs
7D
0.2%
1Y
-2.5%