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U.S. IT Consulting Industry Analysis

UpdatedJan 03, 2026
DataAggregated Company Financials
Companies85
  • 7D-4.3%
  • 3M2.1%
  • 1Y-4.1%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 1.6%, driven by a pullback from International Business Machines of 2.9%. On the other hand Republic Power Group is actually up 113%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Jan 2026US$576.0bUS$241.4bUS$21.2b21.6x27.2x2.4x
Mon, 01 Dec 2025US$571.1bUS$240.4bUS$21.3b23.9x26.9x2.4x
Wed, 29 Oct 2025US$569.7bUS$240.0bUS$21.6b21.5x26.4x2.4x
Fri, 26 Sep 2025US$492.4bUS$208.2bUS$18.6b21x26.4x2.4x
Sun, 24 Aug 2025US$484.2bUS$207.0bUS$18.9b22.6x25.6x2.3x
Tue, 22 Jul 2025US$552.5bUS$205.3bUS$18.7b22.8x29.6x2.7x
Thu, 19 Jun 2025US$569.0bUS$204.0bUS$18.4b24.7x30.9x2.8x
Sat, 17 May 2025US$568.0bUS$204.0bUS$18.4b27.5x30.8x2.8x
Mon, 14 Apr 2025US$502.1bUS$203.4bUS$18.5b26.6x27.2x2.5x
Wed, 12 Mar 2025US$573.0bUS$202.5bUS$18.3b37.1x31.3x2.8x
Fri, 07 Feb 2025US$637.4bUS$202.6bUS$18.2b36.2x35.1x3.1x
Sun, 05 Jan 2025US$559.4bUS$202.4bUS$18.2b35.2x30.7x2.8x
Tue, 03 Dec 2024US$573.9bUS$201.1bUS$17.8b40.7x32.2x2.9x
Thu, 31 Oct 2024US$550.5bUS$202.3bUS$17.4b39.3x31.7x2.7x
Sat, 28 Sep 2024US$567.2bUS$203.1bUS$19.5b37.3x29.1x2.8x
Mon, 26 Aug 2024US$519.1bUS$202.6bUS$19.2b34.1x27x2.6x
Wed, 24 Jul 2024US$505.3bUS$203.0bUS$18.8b30.7x26.9x2.5x
Fri, 21 Jun 2024US$450.7bUS$203.3bUS$18.9b28.7x23.9x2.2x
Sun, 19 May 2024US$465.8bUS$203.3bUS$18.9b26.2x24.7x2.3x
Tue, 16 Apr 2024US$485.6bUS$199.2bUS$17.1b21.6x28.4x2.4x
Thu, 14 Mar 2024US$551.0bUS$199.2bUS$17.0b22.2x32.4x2.8x
Sat, 10 Feb 2024US$535.9bUS$199.2bUS$17.1b22.7x31.3x2.7x
Mon, 08 Jan 2024US$483.3bUS$199.9bUS$16.4b19.3x29.6x2.4x
Wed, 06 Dec 2023US$483.4bUS$199.4bUS$16.3b20.3x29.6x2.4x
Fri, 03 Nov 2023US$426.5bUS$199.3bUS$16.2b18.9x26.3x2.1x
Sun, 01 Oct 2023US$434.7bUS$198.8bUS$11.4b21.4x38.3x2.2x
Tue, 29 Aug 2023US$447.1bUS$198.3bUS$11.7b18.4x38.3x2.3x
Thu, 27 Jul 2023US$445.6bUS$200.5bUS$11.4b24.1x39x2.2x
Sat, 24 Jun 2023US$415.7bUS$200.6bUS$11.3b21.9x36.7x2.1x
Mon, 22 May 2023US$409.7bUS$201.4bUS$10.4b21.8x39.3x2x
Wed, 19 Apr 2023US$380.7bUS$193.9bUS$10.7b22.3x35.5x2x
Fri, 17 Mar 2023US$357.1bUS$192.9bUS$10.8b20.2x33.1x1.9x
Sun, 12 Feb 2023US$400.3bUS$191.9bUS$10.9b16.7x36.7x2.1x
Tue, 10 Jan 2023US$394.1bUS$192.9bUS$10.4b22.1x37.8x2x
Price to Earnings Ratio

37.8x


Total Market Cap: US$394.1bTotal Earnings: US$10.4bTotal Revenue: US$192.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 31x202420252026
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 27.2x which is lower than its 3-year average PE of 31.0x.
  • 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 27% per year over the last three years.
  • Revenues for these companies have grown 7.8% 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 Market-1.05%
Tech-1.59%
IT-4.49%
IT Consulting-4.28%
Data Processing Services-3.42%
Internet Services and Infrastructure-4.73%
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
BBAI BigBear.ai HoldingsUS$5.841.9%
+US$48.0m		28.9%PS17.7x
TSSI TSSUS$7.698.2%
+US$16.7m		-44.0%PE45.5x
BNAI Brand Engagement NetworkUS$3.77214.2%
+US$11.5m		-61.1%PS225.2x
RPGL Republic Power GroupUS$0.67153.0%
+US$6.9m		n/aPE41x
CLPS CLPS IncorporationUS$1.0116.1%
+US$4.2m		-9.9%PS0.2x

Latest News

CTSH
US$81.28
Cognizant Technology Solutions
7D
-5.0%
1Y
6.4%
BBAI
US$5.84
BigBear.ai Holdings
7D
1.9%
1Y
28.9%
BNAI
US$3.77
Brand Engagement Network
7D
214.2%
1Y
-61.1%
GLOB
US$63.07
Globant
7D
-6.5%
1Y
-71.2%

Globant's (NYSE:GLOB) Returns On Capital Not Reflecting Well On The Business

Dec 27
Globant's (NYSE:GLOB) Returns On Capital Not Reflecting Well On The Business
ACN
US$259.95
Accenture
7D
-4.1%
1Y
-26.5%
IT
US$237.03
Gartner
7D
-6.2%
1Y
-51.2%

IT: Share Repurchases Will Drive Future Upside As Core Business Strengthens

Analysts have made a slight downward revision to their price target for Gartner, trimming fair value by about $0.55 per share. This reflects modestly higher discount rate assumptions and marginally lower long term valuation multiples, while growth and margin expectations remain essentially unchanged.
WYY
US$5.63
WidePoint
7D
6.0%
1Y
19.5%

WYY: New Telecom SaaS Wins Will Drive Future Earnings Upside

Narrative Update on WidePoint Analysts have modestly raised their price target on WidePoint, citing only slight changes in the discount rate, projected revenue growth, profit margins, and future P E assumptions that collectively support a marginally higher valuation in the mid single digit dollar range. What's in the News Revised 2025 earnings guidance now calls for full year revenue to come in slightly below the prior range, as contract delays and weaker first half results weigh on expectations (Corporate Guidance, 2025).
KD
US$25.49
Kyndryl Holdings
7D
-6.4%
1Y
-31.6%

KD: Agentic AI And Quantum Safe Services Will Drive Future Upside

Analysts have modestly increased their price target for Kyndryl Holdings to 37.60 dollars per share, reflecting slightly lower discount rate assumptions and marginally more favorable long term profitability and valuation expectations. What's in the News Launched Quantum Safe Assessment services to identify cryptographic vulnerabilities across enterprise IT estates and to build roadmaps for transition to post quantum cryptography and Zero Trust aligned security (company announcement) Introduced new agentic AI powered mainframe services on IBM z/OS to automate operations, improve reliability and bring AI inferencing closer to mission critical data via Kyndryl Bridge and IBM Watsonx Assistant for Z (company announcement) Expanded Kyndryl Agentic AI Framework with Digital Trust controls to govern, monitor and secure AI agents across hybrid and multi cloud environments, targeting highly regulated industries (company announcement) Unveiled new advisory and change management services to help customers reskill workforces and redesign processes to scale agentic AI, addressing gaps highlighted in Kyndryl's 2025 Readiness Report (company announcement) Renewed and expanded multi year partnerships with Vodafone Idea and Dow to modernize infrastructure, automate IT operations and strengthen cyber resilience using Kyndryl Bridge and AI driven services (company announcements) Valuation Changes Fair value estimate maintained at 37.60 dollars per share, indicating no change in the intrinsic value assessment.
DXC
US$14.08
DXC Technology
7D
-6.8%
1Y
-29.1%

DXC Technology Company (NYSE:DXC) Shares Fly 28% But Investors Aren't Buying For Growth

Dec 19
DXC Technology Company (NYSE:DXC) Shares Fly 28% But Investors Aren't Buying For Growth
IBM
US$291.50
International Business Machines
7D
-4.5%
1Y
30.9%

IBM: Quantum Optionality And Software Execution Will Drive Returns Amid Workforce Shift

Analysts have nudged their fair value estimate for International Business Machines slightly higher, lifting the price target by about $3 to reflect steady core software execution, improving long term quantum revenue optionality, and modestly richer earnings multiples, despite only incremental changes to growth and margin assumptions. Analyst Commentary Recent Street research presents a mixed but generally constructive view on IBM, with several bullish analysts lifting price targets on the back of solid execution in software, consulting, and emerging quantum capabilities, while more cautious voices point to valuation and growth hurdles that still need to be cleared.
TSSI
US$7.69
TSS
7D
8.2%
1Y
-44.0%
EPAM
US$200.46
EPAM Systems
7D
-5.2%
1Y
-13.1%

EPAM: Low Recovery Visibility Will Likely Cap Upside Despite Margin Resilience

Analysts have trimmed their fair value estimate for EPAM Systems to $160 from $167 per share. This reflects higher perceived risk and slightly softer revenue growth expectations, partly offset by more resilient margins and a lower projected valuation multiple, as recent Street research highlights both limited visibility into recovery and potential upside to near term estimates.
VRAR
US$0.95
Glimpse Group
7D
16.7%
1Y
-65.9%
CLPS
US$1.01
CLPS Incorporation
7D
16.1%
1Y
-9.9%

Benign Growth For CLPS Incorporation (NASDAQ:CLPS) Underpins Stock's 29% Plummet

Nov 15
Benign Growth For CLPS Incorporation (NASDAQ:CLPS) Underpins Stock's 29% Plummet
RPGL
US$0.67
Republic Power Group
7D
153.0%
1Y
n/a
UBXG
US$2.08
U-BX Technology
7D
6.7%
1Y
-39.9%