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U.S. Research and Consulting Services Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies88
  • 7D4.9%
  • 3M-9.7%
  • 1Y13.1%
  • YTDn/a

Over the last 7 days, the Research and Consulting Services industry has risen 4.9%, driven by gains from Planet Labs PBC of 16%. Meanwhile, Enigmatig actually underperformed within the industry, shrinking 17% in the last week. In the last 12 months, the industry was up 13%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.S. Research and Consulting Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$172.2bUS$120.1bUS$5.8b21.8x29.8x1.4x
Tue, 03 Mar 2026US$181.0bUS$120.7bUS$6.1b21.9x29.6x1.5x
Thu, 29 Jan 2026US$192.9bUS$120.5bUS$5.6b23.7x34.2x1.6x
Sat, 27 Dec 2025US$189.9bUS$120.7bUS$5.6b26.6x34.1x1.6x
Mon, 24 Nov 2025US$179.6bUS$118.3bUS$5.6b26.3x32.3x1.5x
Wed, 22 Oct 2025US$186.9bUS$116.8bUS$5.6b26.6x33.1x1.6x
Fri, 19 Sep 2025US$187.1bUS$116.7bUS$5.6b26.9x33.2x1.6x
Sun, 17 Aug 2025US$188.0bUS$119.1bUS$5.5b25x34x1.6x
Tue, 15 Jul 2025US$186.7bUS$117.6bUS$5.1b27.2x36.8x1.6x
Thu, 12 Jun 2025US$181.4bUS$117.6bUS$5.1b24.7x35.7x1.5x
Sat, 10 May 2025US$185.0bUS$117.2bUS$5.1b22x36.3x1.6x
Mon, 07 Apr 2025US$158.4bUS$114.4bUS$5.0b18.7x31.9x1.4x
Wed, 05 Mar 2025US$168.6bUS$114.4bUS$4.9b20.8x34.5x1.5x
Fri, 31 Jan 2025US$230.1bUS$113.9bUS$4.8b26.5x47.5x2x
Sun, 29 Dec 2024US$227.2bUS$112.5bUS$5.0b23.8x45.5x2x
Tue, 26 Nov 2024US$242.7bUS$109.6bUS$5.3b25.7x45.8x2.2x
Thu, 24 Oct 2024US$252.1bUS$113.6bUS$4.3b30.3x59.3x2.2x
Sat, 21 Sep 2024US$243.0bUS$107.5bUS$3.5b31.8x69.1x2.3x
Mon, 19 Aug 2024US$234.7bUS$107.4bUS$3.7b30.2x63.8x2.2x
Wed, 17 Jul 2024US$225.5bUS$105.6bUS$3.0b31.8x75.3x2.1x
Fri, 14 Jun 2024US$214.7bUS$105.6bUS$3.0b30x71.7x2x
Sun, 12 May 2024US$218.7bUS$105.5bUS$2.6b30.2x84.4x2.1x
Tue, 09 Apr 2024US$206.2bUS$101.1bUS$2.3b30.8x90.4x2x
Thu, 07 Mar 2024US$208.7bUS$101.3bUS$2.3b31.4x90x2.1x
Sat, 03 Feb 2024US$214.1bUS$106.3bUS$4.2b30.1x51.4x2x
Mon, 01 Jan 2024US$209.2bUS$105.8bUS$4.0b32.2x52.5x2x
Wed, 29 Nov 2023US$199.0bUS$105.8bUS$4.0b31.5x50.2x1.9x
Fri, 27 Oct 2023US$183.8bUS$103.9bUS$87.1m30.5x2111.6x1.8x
Sun, 24 Sep 2023US$185.8bUS$98.7bUS$443.1m29.1x419.3x1.9x
Tue, 22 Aug 2023US$190.0bUS$98.8bUS$268.8m32.2x706.9x1.9x
Thu, 20 Jul 2023US$165.8bUS$94.7bUS$167.5m25.7x990.2x1.8x
Sat, 17 Jun 2023US$193.9bUS$97.0bUS$518.2m26.1x374.3x2x
Mon, 15 May 2023US$176.8bUS$96.8bUS$858.7m23.3x205.9x1.8x
Wed, 12 Apr 2023US$207.7bUS$98.4bUS$1.8b28.5x118x2.1x
Price to Earnings Ratio

118x


Total Market Cap: US$207.7bTotal Earnings: US$1.8bTotal Revenue: US$98.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Research and Consulting Services Industry Price to Earnings3Y Average 143.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Research and Consulting 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 29.8x which is lower than its 3-year average PE of 143x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Research and Consulting Services industry have grown 49% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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. Research and Consulting Services compare with similar industries?

US Market3.46%
Industrials2.97%
Professional Services3.18%
Research and Consulting Services4.91%
HR Services1.38%
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
PL Planet Labs PBCUS$35.8816.3%
+US$1.7b		1,031.9%PS40.4x
EFX EquifaxUS$182.396.1%
+US$1.3b		-13.2%PE33.3x
TRU TransUnionUS$69.325.4%
+US$686.9m		-2.5%PE29.4x
BAH Booz Allen Hamilton HoldingUS$83.135.9%
+US$559.6m		-23.9%PE12x
LDOS Leidos HoldingsUS$158.822.1%
+US$414.3m		19.3%PE13.8x

Latest News

LDOS
US$158.82
Leidos Holdings
7D
2.1%
1Y
19.3%

LDOS: Defense Tech And AI Contracts Will Offset 2026 VBA Slowdown

Analysts have trimmed the average price target for Leidos Holdings to $209 from about $212, reflecting slightly higher discount rate assumptions, modestly adjusted growth and margin expectations, and mixed reactions to recent Q4 results and contract headwinds. Analyst Commentary Recent research paints a mixed picture around Leidos Holdings, with both optimistic and cautious views emerging after the latest Q4 report, updated guidance, and evolving contract exposure.
TRU
US$69.32
TransUnion
7D
5.4%
1Y
-2.5%
BAH
US$83.13
Booz Allen Hamilton Holding
7D
5.9%
1Y
-23.9%

Booz Allen Hamilton: Undeterred By What I See As Momentary Weakness

Apr 02
PSN
US$56.32
Parsons
7D
7.3%
1Y
-4.3%
FORR
US$5.48
Forrester Research
7D
-3.0%
1Y
-42.1%
FCN
US$183.33
FTI Consulting
7D
7.6%
1Y
16.1%
PL
US$35.88
Planet Labs PBC
7D
16.3%
1Y
1,031.9%

PL: Expanding Defense Contracts And AI Partnerships Will Drive Long-Term Upside

Analysts now estimate Planet Labs PBC’s fair value at roughly $34.44 per share, up from about $14.55, reflecting updated assumptions that include higher revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a higher future P/E. What's in the News Issued earnings guidance for the quarter ending April 30, 2026, with expected revenue of US$87 million to US$91 million, and for fiscal 2027 with expected revenue of US$415 million to US$440 million (corporate guidance).
VRSK
US$185.08
Verisk Analytics
7D
1.3%
1Y
-35.1%

VRSK: Proprietary Insurance Data And Margins Will Drive Future Reassessment

Narrative Update on Verisk Analytics The updated analyst price framework points to a fair value of about $230 per share, reflecting small tweaks to discount rate, growth, and margin assumptions. Street analysts cite proprietary insurance data, resilient margins, and ongoing debate around AI disruption and near term growth headwinds as key drivers of their revised targets.
EFX
US$182.39
Equifax
7D
6.1%
1Y
-13.2%

EFX: AI Credit Tools And Marketing Shift Will Support Future Upside

Analysts have made only a small trim to the Equifax fair value estimate to $237.35, as recent price target cuts sit alongside views that the $1 VantageScore pricing move is mainly marketing and that sector wide expectations for revenue, EPS and free cash flow growth remain intact. Analyst Commentary Recent commentary around Equifax reflects a split between analysts who see the latest headlines as more noise than substance and those who are recalibrating their assumptions and price targets more cautiously.
WFCF
US$13.09
Where Food Comes From
7D
-1.9%
1Y
17.9%
RCMT
US$19.30
RCM Technologies
7D
3.8%
1Y
23.1%
EPOW
US$0.83
E-Power
7D
-19.3%
1Y
-10.6%
VCIG
US$1.27
VCI Global
7D
-11.8%
1Y
-99.9%
EGG
US$6.06
Enigmatig
7D
-16.5%
1Y
n/a
LICN
US$4.92
Lichen International
7D
-18.4%
1Y
46.4%

Lichen International Limited's (NASDAQ:LICN) Shareholders Might Be Looking For Exit

Jan 01
Lichen International Limited's (NASDAQ:LICN) Shareholders Might Be Looking For Exit
ZBAI
US$5.93
ATIF Holdings
7D
-6.8%
1Y
-68.7%