Over the last 7 days, the Consumer Services industry has dropped 3.3%, driven by a decline by Udemy of 15%. Meanwhile, Youdao actually outperformed within the industry, gaining 10% in the last week. However, the industry is down 62% over the past year.
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 27 Nov 2021 | US$87.6b | US$40.5b | -US$1,462,798,866.00 | 19.9x |
| Mon, 25 Oct 2021 | US$101.3b | US$42.3b | -US$575,943,388.00 | 15.2x |
| Wed, 22 Sep 2021 | US$106.7b | US$41.7b | -US$442,467,768.00 | 14.3x |
| Fri, 20 Aug 2021 | US$102.0b | US$48.8b | US$125.5m | 14.7x |
| Fri, 04 Jun 2021 | US$124.0b | US$44.8b | US$397.5m | 17.7x |
| Mon, 08 Mar 2021 | US$175.1b | US$41.4b | -US$250,546,713.53 | 20.3x |
| Thu, 10 Dec 2020 | US$151.5b | US$40.0b | US$818.5m | 20.9x |
| Wed, 02 Sep 2020 | US$151.1b | US$40.2b | US$785.3m | 22.6x |
| Sat, 06 Jun 2020 | US$117.3b | US$40.3b | US$886.0m | 18.3x |
| Tue, 10 Mar 2020 | US$125.0b | US$41.9b | US$912.3m | 23.8x |
| Mon, 02 Dec 2019 | US$111.2b | US$41.5b | US$951.4m | 23.5x |
| Thu, 05 Sep 2019 | US$116.3b | US$44.4b | US$1.6b | 26.5x |
| Sun, 09 Jun 2019 | US$103.6b | US$44.3b | US$1.8b | 21x |
| Sat, 02 Mar 2019 | US$95.3b | US$38.1b | US$897.8m | 21.4x |
| Tue, 04 Dec 2018 | US$85.9b | US$38.9b | US$1.9b | 22.2x |
22.2x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 20.7x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: Total earnings for the Consumer Services industry have declined over the last three years, with the industry now making a loss overall. Revenues have remained mostly flat. This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Which industries have driven the changes within the U.S. Consumer Services industry?
| Specialized Consumer Services | -1.32% | |
| Education Services | -4.21% | |
Industry PE: Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 20.4x. However analysts are expecting annual earnings growth of 21%, which is lower than the prior year's growth of 73% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 21.1x.
Forecasted Growth: Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 31% over the next 5 years. This is better than its past earnings decline of 10% per year. Meanwhile, the Specialized Consumer Services industry is expected to see its earnings grow by 21% per year over the next few years.
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| DAO Youdao | 10.4%+US$196.5m | -47.2% | PS2.6x | |
| HRB H&R Block | 2.3%+US$98.4m | 31.7% | PE9.7x | |
| EDU New Oriental Education & Technology Group | 1.8%+US$67.9m | -86.8% | PE11.3x | |
| ARCE Arco Platform | 5.7%+US$61.0m | -53.2% | PS5.8x | |
| BODY Beachbody Company | 6.2%+US$52.6m | n/a | PS1x |
