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U.S. Consumer Services Industry Analysis

UpdatedDec 24, 2024
DataAggregated Company Financials
Companies91
  • 7D-2.6%
  • 3M5.9%
  • 1Y7.1%
  • YTD7.7%

Over the last 7 days, the Consumer Services industry has dropped 2.6%, driven by pullbacks in Service Corporation International and Duolingo of 5.1% and 3.9%, respectively. In contrast, New Oriental Education & Technology Group has gained 7.7%. This takes the industry's 12 month performance to a gain of 7.1%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Dec 2024US$101.8bUS$47.7bUS$1.6b19.1x63.8x2.1x
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
Fri, 18 Aug 2023US$91.2bUS$44.2bUS$657.0m18.7x138.8x2.1x
Sun, 16 Jul 2023US$91.6bUS$43.1bUS$230.3m23.1x398x2.1x
Tue, 13 Jun 2023US$88.5bUS$42.9bUS$329.9m23.5x268.2x2.1x
Thu, 11 May 2023US$87.3bUS$42.8bUS$370.0m25x235.9x2x
Sat, 08 Apr 2023US$88.5bUS$43.2b-US$147,963,710.0025.4x-597.9x2x
Mon, 06 Mar 2023US$93.2bUS$43.4b-US$232,170,453.0027.5x-401.4x2.1x
Wed, 01 Feb 2023US$84.6bUS$41.0b-US$276,744,174.0020x-305.8x2.1x
Fri, 30 Dec 2022US$76.1bUS$41.3b-US$1,206,997,963.0020.1x-63.1x1.8x
Sun, 27 Nov 2022US$76.0bUS$41.3b-US$1,282,188,536.0017.2x-59.3x1.8x
Tue, 25 Oct 2022US$80.1bUS$46.3b-US$1,910,287,691.0015x-41.9x1.7x
Thu, 22 Sep 2022US$81.0bUS$46.3b-US$1,921,798,388.0016.8x-42.1x1.7x
Sat, 20 Aug 2022US$86.4bUS$46.6b-US$2,068,333,247.0018.9x-41.8x1.9x
Mon, 18 Jul 2022US$76.5bUS$44.1b-US$2,596,943,488.0019.1x-29.4x1.7x
Wed, 15 Jun 2022US$71.7bUS$44.3b-US$2,532,603,673.0016.4x-28.3x1.6x
Fri, 13 May 2022US$69.3bUS$44.7b-US$2,902,928,730.0016.5x-23.9x1.5x
Sun, 10 Apr 2022US$87.6bUS$46.5b-US$2,936,478,296.0018.1x-29.8x1.9x
Tue, 08 Mar 2022US$72.3bUS$41.2b-US$2,977,284,070.0018.5x-24.3x1.8x
Thu, 03 Feb 2022US$77.4bUS$40.7b-US$2,100,022,275.0018.9x-36.9x1.9x
Sat, 01 Jan 2022US$85.7bUS$39.8b-US$1,630,078,223.0023.6x-52.5x2.2x
Price to Earnings Ratio

-52.5x


Total Market Cap: US$85.7bTotal Earnings: -US$1,630,078,223.00Total Revenue: US$39.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 34.7x202220232024
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 63.8x which is higher than its 3-year average PE of 34.6x.
  • 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 grown 5.8% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-2.21%
Consumer Discretionary-3.57%
Consumer Services-2.62%
Education Services-1.83%
Specialized Consumer Services-4.39%
Industry PE
  • Investors are most optimistic about the Education Services industry which is trading above its 3-year average PE ratio of 73.3x.
    • Analysts are expecting annual earnings growth of 26.3%, which is lower than the prior year's growth of 40.8% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 55.1x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 41% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 20% 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
EDU New Oriental Education & Technology GroupUS$63.887.7%
+US$745.7m
-10.5%PE26.8x
BFAM Bright Horizons Family SolutionsUS$109.701.4%
+US$90.8m
13.8%PE54.7x
SDA SunCar Technology GroupUS$9.355.8%
+US$52.9m
20.6%PS2.4x
AFYA AfyaUS$15.572.9%
+US$39.8m
-29.6%PE15x
VSTA Vasta PlatformUS$2.2922.5%
+US$33.7m
-44.8%PS0.7x
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