Returns Are Gaining Momentum At GEO Group (NYSE:GEO)
May 08
U.S. Commercial Services Industry Analysis
UpdatedMay 09, 2024
DataAggregated Company Financials
Companies152
- 7D2.2%
- 3M9.2%
- 1Y26.1%
- YTD13.2%
Over the last 7 days, the Commercial Services industry has risen 2.2%, driven by gains from Cintas of 4.3%. Meanwhile, Vestis actually underperformed within the industry, shrinking 43% in the last week. This means that the industry has gained 26% over the past year. Looking forward, earnings are forecast to grow by 14% annually.
Industry Valuation and Performance
Has the U.S. Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 May 2024 | US$459.0b | US$150.3b | US$10.0b | 27.7x | 45.7x | 3.1x |
| Sat, 06 Apr 2024 | US$451.7b | US$149.2b | US$9.5b | 27.7x | 47.3x | 3x |
| Mon, 04 Mar 2024 | US$440.0b | US$149.2b | US$9.4b | 26.3x | 46.7x | 2.9x |
| Wed, 31 Jan 2024 | US$417.5b | US$151.2b | US$9.8b | 26.2x | 42.6x | 2.8x |
| Fri, 29 Dec 2023 | US$413.8b | US$150.2b | US$9.8b | 26.4x | 42.3x | 2.8x |
| Sun, 26 Nov 2023 | US$393.1b | US$150.0b | US$9.6b | 25.4x | 41x | 2.6x |
| Tue, 24 Oct 2023 | US$360.4b | US$147.9b | US$10.2b | 24.2x | 35.3x | 2.4x |
| Thu, 21 Sep 2023 | US$355.8b | US$140.0b | US$9.2b | 26.7x | 38.8x | 2.5x |
| Sat, 19 Aug 2023 | US$348.5b | US$139.7b | US$9.1b | 25.1x | 38.3x | 2.5x |
| Mon, 17 Jul 2023 | US$364.9b | US$136.9b | US$9.0b | 26.9x | 40.6x | 2.7x |
| Wed, 14 Jun 2023 | US$351.6b | US$136.8b | US$7.1b | 26.9x | 49.5x | 2.6x |
| Fri, 12 May 2023 | US$350.1b | US$136.8b | US$7.1b | 25.2x | 49.5x | 2.6x |
| Sun, 09 Apr 2023 | US$331.7b | US$134.6b | US$7.7b | 22.7x | 43.2x | 2.5x |
| Tue, 07 Mar 2023 | US$319.3b | US$132.9b | US$8.3b | 22.1x | 38.5x | 2.4x |
| Thu, 02 Feb 2023 | US$323.7b | US$131.8b | US$7.8b | 23.3x | 41.3x | 2.5x |
| Sat, 31 Dec 2022 | US$316.6b | US$131.4b | US$7.6b | 20.4x | 41.4x | 2.4x |
| Mon, 28 Nov 2022 | US$329.6b | US$130.6b | US$7.6b | 19.7x | 43.5x | 2.5x |
| Wed, 26 Oct 2022 | US$313.7b | US$128.2b | US$7.0b | 20x | 44.6x | 2.4x |
| Fri, 23 Sep 2022 | US$310.8b | US$127.6b | US$6.9b | 16.3x | 45.3x | 2.4x |
| Sun, 21 Aug 2022 | US$337.3b | US$126.8b | US$6.8b | 20.5x | 49.5x | 2.7x |
| Tue, 19 Jul 2022 | US$302.0b | US$122.2b | US$7.6b | 22.3x | 39.5x | 2.5x |
| Thu, 16 Jun 2022 | US$288.3b | US$121.8b | US$7.5b | 20.8x | 38.7x | 2.4x |
| Sat, 14 May 2022 | US$307.0b | US$122.1b | US$7.4b | 22.9x | 41.3x | 2.5x |
| Mon, 11 Apr 2022 | US$333.8b | US$115.7b | US$6.6b | 25.3x | 50.8x | 2.9x |
| Wed, 09 Mar 2022 | US$318.4b | US$119.7b | US$6.2b | 24.5x | 51.6x | 2.7x |
| Fri, 04 Feb 2022 | US$318.0b | US$117.5b | US$6.1b | 24.2x | 51.7x | 2.7x |
| Sun, 02 Jan 2022 | US$362.7b | US$114.0b | US$6.2b | 28x | 58.3x | 3.2x |
| Tue, 30 Nov 2021 | US$362.5b | US$113.4b | US$6.2b | 28.2x | 58.3x | 3.2x |
| Thu, 28 Oct 2021 | US$345.2b | US$116.3b | US$6.5b | 37.5x | 53.2x | 3x |
| Sat, 25 Sep 2021 | US$341.1b | US$115.9b | US$6.6b | 33.3x | 51.4x | 2.9x |
| Mon, 23 Aug 2021 | US$322.8b | US$109.1b | US$6.7b | 28.9x | 48.5x | 3x |
| Sat, 10 Jul 2021 | US$310.6b | US$108.5b | US$6.6b | 27x | 46.8x | 2.9x |
Price to Earnings Ratio
55.2x
Current Industry PE
- Investors are relatively neutral on the American Commercial Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 45.8x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
- The earnings for companies in the Commercial Services industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 3.30% | |
| Industrials | 2.70% | |
| Commercial Services | 2.20% | |
| Office Services and Supplies | 4.09% | |
| Commercial Printing | 2.99% | |
| Environmental and Facilities Services | 2.40% | |
| Diversified Support Services | 1.67% | |
| Security and Alarm Services | 1.19% | |
Industry PE
- Investors are most optimistic about the Diversified Support Services industry, which is trading close to its 3-year average PE ratio of 65.5x.
- Analysts are expecting annual earnings growth of 14.1%, which is higher than its past year's earnings growth of 11.3% per year.
- Investors are most pessimistic about the Office Services and Supplies industry, which is trading below its 3-year average of 42.6x.
Forecasted Growth
- Analysts are most optimistic on the Security and Alarm Services industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Environmental and Facilities Services industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CTAS Cintas | US$690.54 | 4.3% +US$2.9b | 45.6% | PE46.8x | |
| WM Waste Management | US$210.00 | 1.6% +US$1.3b | 23.1% | PE34x | |
| TTEK Tetra Tech | US$211.88 | 10.1% +US$1.0b | 46.9% | PE42.7x | |
| ROL Rollins | US$46.64 | 4.4% +US$949.1m | 10.3% | PE51.2x | |
| WCN Waste Connections | US$165.40 | 2.1% +US$861.8m | 14.2% | PE53.7x |
