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U.S. Consumer Services Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies89
  • 7D1.5%
  • 3M-2.9%
  • 1Y-11.9%
  • YTD-1.7%

Over the last 7 days, the Consumer Services industry has risen 1.5%, and Frontdoor contributed the most with a gain of 13%. Meanwhile, Service Corporation International actually underperformed within the industry, shrinking 6.2% in the last week. In contrast, the industry has lost 12% in the last 12 months. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the U.S. Consumer Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$96.7bUS$59.0bUS$5.5b16.5x17.6x1.6x
Sun, 29 Mar 2026US$94.3bUS$58.5bUS$5.2b18.2x18x1.6x
Tue, 24 Feb 2026US$96.8bUS$58.3bUS$5.7b17.1x16.9x1.7x
Thu, 22 Jan 2026US$100.5bUS$57.9bUS$5.5b16.9x18.3x1.7x
Sat, 20 Dec 2025US$102.8bUS$57.9bUS$5.5b16.8x18.6x1.8x
Mon, 17 Nov 2025US$107.1bUS$60.4bUS$4.1b16x26.3x1.8x
Wed, 15 Oct 2025US$120.0bUS$57.3bUS$4.7b17.3x25.7x2.1x
Fri, 12 Sep 2025US$109.3bUS$52.0bUS$5.0b19.9x21.9x2.1x
Sun, 10 Aug 2025US$108.7bUS$51.4bUS$3.7b18.7x29.4x2.1x
Tue, 08 Jul 2025US$110.2bUS$50.6bUS$2.9b19.5x38.3x2.2x
Thu, 05 Jun 2025US$116.0bUS$50.6bUS$2.9b19.8x40.5x2.3x
Sat, 03 May 2025US$105.8bUS$50.4bUS$2.8b20.6x38x2.1x
Mon, 31 Mar 2025US$103.3bUS$48.1bUS$2.9b18.5x35.7x2.1x
Wed, 26 Feb 2025US$109.1bUS$48.3bUS$1.8b20.5x59x2.3x
Fri, 24 Jan 2025US$102.0bUS$47.9bUS$1.6b20.5x61.8x2.1x
Sun, 22 Dec 2024US$101.8bUS$47.7bUS$1.6b19.7x63.7x2.1x
Tue, 19 Nov 2024US$99.8bUS$47.6bUS$1.7b18.7x59x2.1x
Thu, 17 Oct 2024US$97.0bUS$46.5bUS$1.4b20.4x68.2x2.1x
Sat, 14 Sep 2024US$89.1bUS$43.9bUS$1.4b19.9x65.9x2x
Mon, 12 Aug 2024US$90.3bUS$46.4bUS$1.4b19.7x62.7x1.9x
Wed, 10 Jul 2024US$91.1bUS$46.0bUS$1.8b19.3x51.5x2x
Fri, 07 Jun 2024US$92.4bUS$46.5bUS$1.8b21.3x51.9x2x
Sun, 05 May 2024US$95.7bUS$43.7bUS$1.6b19.8x58.7x2.2x
Tue, 02 Apr 2024US$94.9bUS$42.5bUS$1.1b19.7x85.6x2.2x
Thu, 29 Feb 2024US$96.2bUS$43.8bUS$1.1b19.5x89x2.2x
Sat, 27 Jan 2024US$111.1bUS$48.0bUS$1.0b21.9x107.1x2.3x
Mon, 25 Dec 2023US$111.0bUS$47.6bUS$958.2m21.8x115.8x2.3x
Wed, 22 Nov 2023US$102.0bUS$47.2bUS$829.4m20.7x122.9x2.2x
Fri, 20 Oct 2023US$92.6bUS$44.6bUS$616.8m17.9x150.2x2.1x
Sun, 17 Sep 2023US$93.4bUS$44.6bUS$667.9m18.7x139.8x2.1x
Tue, 15 Aug 2023US$93.1bUS$44.2bUS$638.0m18.3x145.8x2.1x
Thu, 13 Jul 2023US$92.3bUS$43.1bUS$230.8m23.5x400.1x2.1x
Sat, 10 Jun 2023US$88.4bUS$42.9bUS$329.5m23.2x268.3x2.1x
Mon, 08 May 2023US$86.1bUS$42.7bUS$332.1m25.5x259.3x2x
Price to Earnings Ratio

259.3x


Total Market Cap: US$86.1bTotal Earnings: US$332.1mTotal Revenue: US$42.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 81.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Consumer 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 17.6x which is lower than its 3-year average PE of 81.3x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 155% per year over the last three years.
  • Revenues for these companies have grown 11% 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. Consumer Discretionary industry?

US Market0.59%
Consumer Discretionary1.34%
Consumer Services1.45%
Education Services2.03%
Specialized Consumer Services0.41%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 105x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings growth of 11.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 35.3x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FTDR FrontdoorUS$68.6312.7%
+US$541.4m		47.5%PE18.9x
EDU New Oriental Education & Technology GroupUS$54.696.3%
+US$514.0m		11.9%PE20.7x
DUOL DuolingoUS$110.109.8%
+US$458.9m		-72.5%PE12.4x
ADT ADTUS$7.534.0%
+US$230.0m		-6.0%PE9.9x
DRVN Driven Brands HoldingsUS$13.579.5%
+US$194.1m		-18.9%PS0.9x

Latest News

ADT
US$7.53
ADT
7D
4.0%
1Y
-6.0%
DRVN
US$13.57
Driven Brands Holdings
7D
9.5%
1Y
-18.9%
SDA
US$1.23
SunCar Technology Group
7D
-17.4%
1Y
-54.9%
SCI
US$81.03
Service Corporation International
7D
-6.2%
1Y
5.7%
LRN
US$97.16
Stride
7D
-1.2%
1Y
-35.5%
BFAM
US$81.11
Bright Horizons Family Solutions
7D
-0.7%
1Y
-35.0%

Bright Horizons Family Solutions: Strong Execution, But Valuation Keeps It A 'Hold'

Apr 28
LAUR
US$30.10
Laureate Education
7D
-3.7%
1Y
45.8%

LAUR: Index Additions And Buyback Expansion Will Support Bullish Outlook

Analysts now hold Laureate Education's fair value estimate steady at $36.50, citing only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions in their price target work. What's in the News Laureate Education, Inc.
STRA
US$78.40
Strategic Education
7D
8.6%
1Y
-3.6%

STRA: AI Efficiencies And Cost Controls Will Support Future Margin Expansion

Narrative Update on Strategic Education The updated analyst price target for Strategic Education moves to $87 from $95, as analysts factor in softer enrollment trends highlighted in recent research while also acknowledging cost efficiencies and AI-driven margin support. These factors are reflected in slightly revised growth, profitability, discount rate, and future P/E assumptions.
EDU
US$54.69
New Oriental Education & Technology Group
7D
6.3%
1Y
11.9%
DUOL
US$110.10
Duolingo
7D
9.8%
1Y
-72.5%

Duolingo: Product Initiatives May Drive Paid Sub Acceleration In 2027 And Beyond

Apr 23
CVSA
US$115.22
Covista
7D
4.4%
1Y
7.4%

Health Care Workforce Shortages Will Pressure Capacity Expansion Yet Support Long Term Potential

Catalysts About Covista Covista is a health care education provider focused on training nurses, physicians, veterinarians and behavioral health professionals at scale. What are the underlying business or industry changes driving this perspective?
DAO
US$11.74
Youdao
7D
12.1%
1Y
35.4%

DAO: Citi Upgrade And Completed Buyback Will Support Future Repricing Potential

Analysts have adjusted their price target on Youdao to $14.93 per share. The change is framed around updated assumptions for revenue growth, profit margins and future P/E, and is supported by recent research that includes a Citi upgrade highlighting the company’s prospects.
FTDR
US$68.63
Frontdoor
7D
12.7%
1Y
47.5%

FTDR: Housing Reset And Member Gains Will Support Stronger Capital Return Potential

Narrative Update on Frontdoor The analyst price target for Frontdoor has increased from $57 to $68. Analysts cite a combination of operating momentum, improved expectations for member growth in 2026, and a supportive view on the housing market as key reasons for the revision in their assumptions.
MH
US$12.09
McGraw Hill
7D
-8.5%
1Y
n/a

McGraw-Hill: The EdTech Sleeping Giant

Apr 11
GHC
US$1,122.51
Graham Holdings
7D
-0.8%
1Y
22.1%
SUPX
US$7.78
SuperX AI Technology
7D
-20.6%
1Y
-24.3%