Some Confidence Is Lacking In Udemy, Inc. (NASDAQ:UDMY) As Shares Slide 26%
Apr 13
Have your own idea? Try our Stock Screener
U.S. Consumer Services Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies90
- 7D0.7%
- 3M-2.4%
- 1Y1.6%
- YTD-3.1%
The Consumer Services is pretty flat in the last 7 days, but Duolingo has stood out, gaining 12%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 20% per annum.
Industry Valuation and Performance
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$99.0b | US$48.1b | US$2.9b | 18.5x | 34.3x | 2.1x |
| Wed, 12 Mar 2025 | US$100.8b | US$48.3b | US$2.9b | 18.6x | 34.4x | 2.1x |
| Fri, 07 Feb 2025 | US$109.6b | US$48.1b | US$1.7b | 20x | 63.2x | 2.3x |
| Sun, 05 Jan 2025 | US$103.1b | US$47.5b | US$1.6b | 20.7x | 64.5x | 2.2x |
| Tue, 03 Dec 2024 | US$106.2b | US$47.6b | US$1.6b | 20x | 64.9x | 2.2x |
| Thu, 31 Oct 2024 | US$98.0b | US$47.2b | US$1.6b | 19.2x | 59.5x | 2.1x |
| Sat, 28 Sep 2024 | US$96.2b | US$44.0b | US$1.4b | 19.1x | 70.2x | 2.2x |
| Mon, 26 Aug 2024 | US$92.9b | US$46.5b | US$1.5b | 20.6x | 63.6x | 2x |
| Wed, 24 Jul 2024 | US$94.2b | US$46.1b | US$1.8b | 20.9x | 53.3x | 2x |
| Fri, 21 Jun 2024 | US$89.8b | US$46.0b | US$1.8b | 19.1x | 50.6x | 2x |
| Sun, 19 May 2024 | US$94.2b | US$43.8b | US$1.8b | 19.9x | 53.3x | 2.1x |
| Tue, 16 Apr 2024 | US$92.3b | US$42.4b | US$1.2b | 18.9x | 78.8x | 2.2x |
| Thu, 14 Mar 2024 | US$96.9b | US$42.6b | US$1.1b | 18.3x | 91x | 2.3x |
| Sat, 10 Feb 2024 | US$96.6b | US$43.8b | US$1.0b | 23.5x | 95.6x | 2.2x |
| Mon, 08 Jan 2024 | US$109.1b | US$47.6b | US$959.5m | 20.3x | 113.7x | 2.3x |
| Wed, 06 Dec 2023 | US$108.8b | US$47.5b | US$957.6m | 21.9x | 113.6x | 2.3x |
| Fri, 03 Nov 2023 | US$91.7b | US$45.4b | US$623.7m | 19.4x | 147.1x | 2x |
| Sun, 01 Oct 2023 | US$92.7b | US$44.6b | US$619.7m | 18x | 149.6x | 2.1x |
| Tue, 29 Aug 2023 | US$92.9b | US$44.2b | US$644.0m | 18.7x | 144.2x | 2.1x |
| Thu, 27 Jul 2023 | US$94.0b | US$43.5b | US$450.0m | 24.7x | 208.8x | 2.2x |
| Sat, 24 Jun 2023 | US$85.2b | US$42.9b | US$235.2m | 22.9x | 362.5x | 2x |
| Mon, 22 May 2023 | US$86.6b | US$42.8b | US$378.4m | 24.2x | 228.9x | 2x |
| Wed, 19 Apr 2023 | US$90.0b | US$43.2b | -US$165,908,112.00 | 23.5x | -542.7x | 2.1x |
| Fri, 17 Mar 2023 | US$88.1b | US$43.3b | -US$162,398,361.00 | 27x | -542.3x | 2x |
| Sun, 12 Feb 2023 | US$89.3b | US$41.0b | -US$272,888,071.00 | 21.7x | -327.1x | 2.2x |
| Tue, 10 Jan 2023 | US$80.6b | US$41.3b | -US$1,228,221,579.00 | 19.9x | -65.6x | 2x |
| Thu, 08 Dec 2022 | US$75.8b | US$41.4b | -US$1,256,275,075.00 | 18.4x | -60.4x | 1.8x |
| Sat, 05 Nov 2022 | US$74.7b | US$41.1b | -US$1,428,200,090.00 | 15.7x | -52.3x | 1.8x |
| Mon, 03 Oct 2022 | US$78.2b | US$46.3b | -US$1,925,587,383.00 | 14.3x | -40.6x | 1.7x |
| Wed, 31 Aug 2022 | US$84.9b | US$46.8b | -US$2,119,968,443.00 | 18.1x | -40.1x | 1.8x |
| Fri, 29 Jul 2022 | US$79.5b | US$44.2b | -US$2,596,159,161.00 | 20x | -30.6x | 1.8x |
| Sun, 26 Jun 2022 | US$76.9b | US$44.0b | -US$2,595,070,843.00 | 19.4x | -29.6x | 1.7x |
| Tue, 24 May 2022 | US$73.1b | US$44.5b | -US$2,902,057,555.00 | 17.1x | -25.2x | 1.6x |
| Thu, 21 Apr 2022 | US$87.3b | US$46.5b | -US$2,874,463,923.00 | 18.8x | -30.4x | 1.9x |
Price to Earnings Ratio
-30.4x
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 34.3x which is lower than its 3-year average PE of 43.4x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- Total earnings for the Consumer Services industry have gone up over the last three years, and the industry is now profitable.
- Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 5.42% | |
| Consumer Discretionary | 3.66% | |
| Consumer Services | 0.73% | |
| Education Services | 0.74% | |
| Specialized Consumer Services | 0.70% | |
Industry PE
- Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 82.2x.
- Analysts are expecting annual earnings growth of 24.6%, which is lower than the prior year's growth of 61.5% per year.
- Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 51.9x.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 25% over the next 5 years.
- However this is lower than its past earnings growth rate of 61% per year.
- In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| DUOL Duolingo | US$329.35 | 12.5% +US$1.7b | 56.1% | PE168.2x | |
| HRB H&R Block | US$59.08 | 6.4% +US$476.5m | 27.7% | PE14.8x | |
| LRN Stride | US$134.80 | 7.8% +US$418.7m | 128.0% | PE21.4x | |
| ATGE Adtalem Global Education | US$103.78 | 5.9% +US$214.6m | 124.3% | PE18.8x | |
| OSW OneSpaWorld Holdings | US$17.14 | 12.8% +US$204.1m | 33.3% | PE24.6x |
