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U.S. Consumer Services Industry Analysis

UpdatedApr 13, 2024
DataAggregated Company Financials
Companies79
  • 7D-2.1%
  • 3M-1.3%
  • 1Y23.6%
  • YTD-1.6%

Over the last 7 days, the Consumer Services industry has dropped 2.1%, driven by declines in Service Corporation International and Mynd.ai of 3.7% and 19%, respectively. Meanwhile, TAL Education Group actually outperformed within the industry, gaining 5.2% in the last week. Over the past 12 months, the industry was up 24%. Looking forward, earnings are forecast to grow by 36% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Apr 2024US$94.6bUS$42.4bUS$1.2b19.2x80.7x2.2x
Tue, 12 Mar 2024US$95.9bUS$42.7bUS$1.1b18.2x88.4x2.2x
Thu, 08 Feb 2024US$92.1bUS$43.7bUS$1.0b22.7x91.7x2.1x
Sat, 06 Jan 2024US$109.3bUS$47.6bUS$960.6m20.6x113.8x2.3x
Mon, 04 Dec 2023US$108.3bUS$47.6bUS$958.3m21.6x113x2.3x
Wed, 01 Nov 2023US$91.6bUS$45.2bUS$522.0m18.5x175.4x2x
Fri, 29 Sep 2023US$93.0bUS$44.6bUS$661.2m18.7x140.6x2.1x
Sun, 27 Aug 2023US$92.9bUS$44.2bUS$644.0m18.7x144.3x2.1x
Tue, 25 Jul 2023US$92.8bUS$43.1bUS$232.7m24.5x398.6x2.1x
Thu, 22 Jun 2023US$86.9bUS$42.9bUS$311.2m24x279.3x2x
Sat, 20 May 2023US$86.6bUS$42.8bUS$378.9m24.2x228.5x2x
Mon, 17 Apr 2023US$89.7bUS$43.2b-US$149,121,661.0023.5x-601.7x2.1x
Wed, 15 Mar 2023US$87.6bUS$43.4b-US$250,265,698.0026.7x-350x2x
Fri, 10 Feb 2023US$81.2bUS$41.0b-US$259,353,515.0019x-313.1x2x
Sun, 08 Jan 2023US$79.6bUS$41.3b-US$1,221,294,743.0018.9x-65.1x1.9x
Tue, 06 Dec 2022US$76.3bUS$41.3b-US$1,258,280,057.0018.1x-60.7x1.8x
Thu, 03 Nov 2022US$73.0bUS$40.6b-US$1,480,708,736.0015.4x-49.3x1.8x
Sat, 01 Oct 2022US$78.2bUS$46.3b-US$1,911,934,740.0016.3x-40.9x1.7x
Mon, 29 Aug 2022US$86.9bUS$46.8b-US$2,126,021,600.0018.1x-40.9x1.9x
Wed, 27 Jul 2022US$78.8bUS$44.1b-US$2,595,805,632.0019.8x-30.4x1.8x
Fri, 24 Jun 2022US$74.8bUS$44.3b-US$2,578,518,810.0019x-29x1.7x
Sun, 22 May 2022US$73.1bUS$44.5b-US$2,894,159,441.0017.1x-25.2x1.6x
Tue, 19 Apr 2022US$86.0bUS$46.5b-US$2,903,969,719.0020.5x-29.6x1.8x
Thu, 17 Mar 2022US$78.4bUS$41.1b-US$2,867,922,095.0019.7x-27.3x1.9x
Sat, 12 Feb 2022US$76.8bUS$40.9b-US$2,142,671,985.0016x-35.9x1.9x
Mon, 10 Jan 2022US$81.0bUS$39.8b-US$1,622,016,545.0021.9x-50x2x
Wed, 08 Dec 2021US$84.5bUS$40.5b-US$1,491,864,899.0014.2x-56.6x2.1x
Fri, 05 Nov 2021US$94.3bUS$40.6b-US$1,352,187,818.0018.7x-69.7x2.3x
Sun, 03 Oct 2021US$105.4bUS$42.4b-US$570,817,093.0014.4x-184.7x2.5x
Tue, 31 Aug 2021US$106.2bUS$48.8bUS$125.5m15.5x846.2x2.2x
Wed, 07 Jul 2021US$122.5bUS$47.9bUS$225.8m17.7x542.5x2.6x
Price to Earnings Ratio

393.7x


Total Market Cap: US$147.6bTotal Earnings: US$374.8mTotal Revenue: US$44.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 70.8x202220232024
Current Industry PE
  • Investors are optimistic on the American Consumer Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 80.7x which is higher than its 3-year average PE of 70.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 46% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business 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-1.73%
Consumer Discretionary-0.81%
Consumer Services-2.09%
Education Services-1.99%
Specialized Consumer Services-2.37%
Industry PE
  • Investors are most optimistic about the Education Services industry which is trading above its 3-year average PE ratio of 36.4x.
    • Analysts are expecting annual earnings growth of 37.6%, which is lower than the prior year's growth of 51.8% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading close to its 3-year average of 54.1x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 38% over the next 5 years.
  • However this is lower than its past earnings growth rate of 52% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 32% 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
TAL TAL Education GroupUS$11.705.2%
+US$370.3m
91.2%PS5.6x
EDU New Oriental Education & Technology GroupUS$86.561.4%
+US$201.9m
130.1%PE46.8x
ROVR Rover GroupUS$10.990.2%
+US$18.7m
155.0%PE183.9x
WW WW InternationalUS$1.808.4%
+US$11.1m
-76.2%PS0.2x
UTI Universal Technical InstituteUS$14.961.2%
+US$9.7m
101.9%PE79.4x
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UDMY

US$10.01

Udemy

7D

-4.6%

1Y

12.5%

WW

US$1.80

WW International

7D

8.4%

1Y

-76.2%

DUOL

US$211.04

Duolingo

7D

-1.8%

1Y

56.4%

JZ

US$2.31

Jianzhi Education Technology Group

7D

5.7%

1Y

-31.3%

CHGG

US$7.15

Chegg

7D

0.3%

1Y

-60.9%

UTI

US$14.96

Universal Technical Institute

7D

1.2%

1Y

101.9%

ROVR

US$10.99

Rover Group

7D

0.2%

1Y

155.0%