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U.S. Consumer Services Industry Analysis

UpdatedSep 13, 2026
DataAggregated Company Financials
Companies87
  • 7D-3.8%
  • 3M4.4%
  • 1Y-20.1%
  • YTD-3.5%

Over the last 7 days, the Consumer Services industry has dropped 3.8%, and New Oriental Education & Technology Group contributed the most with a 6.2% decline. However, the industry is down 20% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Sep 2026US$91.1bUS$57.7bUS$4.8b14.2x18.8x1.6x
Tue, 11 Aug 2026US$96.4bUS$57.6bUS$4.9b14.3x19.6x1.7x
Thu, 09 Jul 2026US$96.1bUS$56.7bUS$5.4b16.9x17.8x1.7x
Sat, 06 Jun 2026US$89.7bUS$56.6bUS$5.5b16.4x16.4x1.6x
Mon, 04 May 2026US$97.2bUS$59.1bUS$5.5b16.5x17.6x1.6x
Wed, 01 Apr 2026US$94.5bUS$58.5bUS$5.2b18.2x18.1x1.6x
Fri, 27 Feb 2026US$95.9bUS$58.4bUS$5.3b18x18.1x1.6x
Sun, 25 Jan 2026US$102.9bUS$57.9bUS$5.5b17.3x18.7x1.8x
Tue, 23 Dec 2025US$102.4bUS$57.9bUS$5.5b16.8x18.6x1.8x
Thu, 20 Nov 2025US$104.6bUS$60.4bUS$4.1b15.8x25.7x1.7x
Sat, 18 Oct 2025US$120.3bUS$57.3bUS$4.7b17.5x25.8x2.1x
Mon, 15 Sep 2025US$112.2bUS$52.0bUS$5.0b18.9x22.5x2.2x
Wed, 13 Aug 2025US$107.2bUS$52.2bUS$4.8b17.2x22.3x2.1x
Fri, 11 Jul 2025US$109.6bUS$50.6bUS$2.9b19.1x38.2x2.2x
Sun, 08 Jun 2025US$116.1bUS$50.6bUS$2.9b19.9x40.4x2.3x
Tue, 06 May 2025US$112.7bUS$50.4bUS$2.8b19.5x40.5x2.2x
Thu, 03 Apr 2025US$104.8bUS$48.1bUS$2.9b19.1x36.2x2.2x
Sat, 01 Mar 2025US$108.4bUS$48.3bUS$2.9b18.5x37x2.2x
Mon, 27 Jan 2025US$103.9bUS$47.9bUS$1.6b21.3x63x2.2x
Wed, 25 Dec 2024US$102.8bUS$47.7bUS$1.6b19.3x64.4x2.2x
Fri, 22 Nov 2024US$101.9bUS$47.6bUS$1.7b19x59.7x2.1x
Sun, 20 Oct 2024US$97.3bUS$46.5bUS$1.4b20x67.5x2.1x
Tue, 17 Sep 2024US$89.6bUS$43.9bUS$1.4b20.1x66.2x2x
Thu, 15 Aug 2024US$90.9bUS$46.4bUS$1.4b20.3x63.1x2x
Sat, 13 Jul 2024US$91.4bUS$46.1bUS$1.8b19.9x51.7x2x
Mon, 10 Jun 2024US$91.0bUS$46.4bUS$1.8b20.2x50.9x2x
Wed, 08 May 2024US$96.5bUS$43.7bUS$1.6b20.3x58.7x2.2x
Fri, 05 Apr 2024US$93.6bUS$42.5bUS$1.1b19.6x84.4x2.2x
Sun, 03 Mar 2024US$100.2bUS$42.7bUS$1.0b19.4x96.1x2.3x
Tue, 30 Jan 2024US$110.7bUS$48.0bUS$1.0b21.3x106.8x2.3x
Thu, 28 Dec 2023US$111.5bUS$47.6bUS$958.8m21.8x116.3x2.3x
Sat, 25 Nov 2023US$105.6bUS$47.6bUS$929.4m20.8x113.6x2.2x
Mon, 23 Oct 2023US$92.2bUS$44.6bUS$616.0m17.9x149.7x2.1x
Wed, 20 Sep 2023US$92.9bUS$44.6bUS$667.8m18.6x139.1x2.1x
Price to Earnings Ratio

139.1x


Total Market Cap: US$92.9bTotal Earnings: US$667.8mTotal Revenue: US$44.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 52.9x202420252026
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 18.8x which is lower than its 3-year average PE of 52.9x.
  • The 3-year average PS ratio of 2.0x 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 93% per year over the last three years.
  • Revenues for these companies have grown 9.0% 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 Market-0.94%
Consumer Discretionary-1.25%
Consumer Services-3.76%
Specialized Consumer Services-2.69%
Education Services-4.28%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry even though it's trading below its 3-year average PE ratio of 30.2x.
    • Analysts are expecting annual earnings growth of 11.8%, which is higher than its past year's earnings decline of 4.0% per year.
  • Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 104x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is better than its past earnings decline of 4.0% per year.
  • In contrast, the Education Services industry is expected to see its earnings grow by 11% 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
GHC Graham HoldingsUS$1.14k0.2%
+US$11.3m		-3.1%PE8.9x
YQ 17 Education & Technology GroupUS$3.7628.8%
+US$9.1m		40.3%PS1.1x
JDZG JIADEUS$3.5013.3%
+US$2.2m		-99.3%PS5x
STRA Strategic EducationUS$81.660.09%
+US$1.5m		-1.4%PE13.3x
STG Sunlands Technology GroupUS$2.964.2%
+US$1.5m		-66.4%PE0.8x

Latest News

DRVN
US$12.15
Driven Brands Holdings
7D
-10.4%
1Y
-33.5%
GHC
US$1,138.57
Graham Holdings
7D
0.2%
1Y
-3.1%
YQ
US$3.76
17 Education & Technology Group
7D
28.8%
1Y
40.3%
NRDY
US$9.46
Nerdy
7D
1.2%
1Y
-51.5%
DUOL
US$143.68
Duolingo
7D
-7.0%
1Y
-53.3%
Narrative Update • Sep 09

DUOL: AI Powered User Engagement And DAU Momentum Will Support Upside

Analysts have raised their Duolingo price expectations, with the updated fair value estimate moving from about $160.53 to $192.64. This change reflects stronger modeled revenue growth and a higher future P/E multiple supported by recent upgrades and price target increases across the Street.
BFAM
US$65.12
Bright Horizons Family Solutions
7D
-7.3%
1Y
-42.5%
ADT
US$7.05
ADT
7D
-5.5%
1Y
-20.2%
HRB
US$45.12
H&R Block
7D
-8.0%
1Y
-11.9%
Narrative Update • Sep 03

HRB: Raised Guidance And Buybacks Will Shape Measured Upside Potential

Analysts have lifted their price expectations for H&R Block, with the updated fair value estimate moving from about $42 to roughly $50.67. This is supported by recent target increases that reflect Q4 outperformance, higher long term guidance, and a view that profitability and revenue trends may justify a slightly higher forward P/E multiple despite ongoing structural and competitive concerns.
MH
US$12.32
McGraw Hill
7D
-7.4%
1Y
-16.9%
EDU
US$55.82
New Oriental Education & Technology Group
7D
-6.2%
1Y
3.9%
Narrative Update • Sep 03

EDU: Teacher Led Model And Buybacks Will Support Future Upside Potential

Analysts have lifted their fair value estimate for New Oriental Education & Technology Group from $70.80 to $73.57, reflecting updated views on its teacher led ecosystem model, revised growth and margin assumptions, and relatively lower future P/E expectations compared with sector peers. Analyst Commentary Recent Street research on New Oriental Education & Technology Group gives you a mix of optimism and caution, with views that focus on how the company is executing its teacher led model, how much growth it can sustain, and what you might be paying for that growth.
TAL
US$11.81
TAL Education Group
7D
-4.8%
1Y
7.8%
Narrative Update • Sep 03

TAL: Extended Buybacks And Cautious Traffic Spending Will Support Future Upside

The updated analyst price target for TAL Education Group has shifted from $15.55 to $16.12, with analysts citing more cautious assumptions around traffic acquisition costs and AI learning pad growth while still recognizing the company’s execution so far. What’s in the News for TAL Education Group TAL Education Group reported that from June 1, 2025 to July 31, 2025 it repurchased 21,443,193 shares, representing 3.55%, for US$223.64 million.
JDZG
US$3.50
JIADE
7D
13.3%
1Y
-99.3%
STRA
US$81.66
Strategic Education
7D
0.09%
1Y
-1.4%
STG
US$2.96
Sunlands Technology Group
7D
4.2%
1Y
-66.4%
LXEH
US$1.79
Lixiang Education Holding
7D
19.3%
1Y
-92.5%
EEIQ
US$3.62
EpicQuest Education Group International
7D
20.7%
1Y
-54.9%