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U.S. Consumer Services Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies94
  • 7D1.2%
  • 3M-13.3%
  • 1Y-10.5%
  • YTD-6.3%

The Consumer Services industry is up 1.2% in the last week, with Laureate Education up 7.2%. In the same time, Duolingo was down 5.6%. In contrast, the industry has lost 11% in the last 12 months. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Dec 2025US$102.2bUS$58.1bUS$5.4b16.7x18.9x1.8x
Wed, 12 Nov 2025US$107.1bUS$58.0bUS$4.1b17x26.2x1.8x
Fri, 10 Oct 2025US$123.1bUS$57.3bUS$4.7b17x26.4x2.1x
Sun, 07 Sep 2025US$108.3bUS$52.0bUS$5.0b20.2x21.7x2.1x
Tue, 05 Aug 2025US$104.1bUS$51.2bUS$3.0b18.1x34.2x2x
Thu, 03 Jul 2025US$111.6bUS$50.6bUS$2.9b19.4x38.8x2.2x
Sat, 31 May 2025US$116.2bUS$50.6bUS$2.9b20.3x40.6x2.3x
Mon, 28 Apr 2025US$102.9bUS$48.4bUS$2.8b19.1x36.2x2.1x
Wed, 26 Mar 2025US$104.3bUS$48.3bUS$2.9b18.1x36x2.2x
Fri, 21 Feb 2025US$115.4bUS$48.4bUS$1.9b20.9x61.8x2.4x
Sun, 19 Jan 2025US$105.3bUS$47.5bUS$1.6b21.6x65.8x2.2x
Tue, 17 Dec 2024US$104.1bUS$47.6bUS$1.6b19.9x65.5x2.2x
Thu, 14 Nov 2024US$103.4bUS$47.5bUS$1.7b18.9x61.5x2.2x
Sat, 12 Oct 2024US$98.9bUS$46.5bUS$1.4b18.4x69.4x2.1x
Mon, 09 Sep 2024US$88.6bUS$46.8bUS$1.5b20.6x60.3x1.9x
Wed, 07 Aug 2024US$87.1bUS$47.2bUS$996.7m19.8x87.4x1.8x
Fri, 05 Jul 2024US$92.0bUS$46.0bUS$1.8b19.7x52.1x2x
Sun, 02 Jun 2024US$93.0bUS$46.4bUS$1.8b21.9x52.2x2x
Tue, 30 Apr 2024US$93.8bUS$43.3bUS$1.5b20x62.6x2.2x
Thu, 28 Mar 2024US$94.8bUS$42.7bUS$1.1b19.5x89x2.2x
Sat, 24 Feb 2024US$96.1bUS$43.9bUS$1.1b22.8x89.8x2.2x
Mon, 22 Jan 2024US$107.3bUS$47.6bUS$963.7m21.7x111.3x2.3x
Wed, 20 Dec 2023US$112.1bUS$47.6bUS$962.9m21.6x116.4x2.4x
Fri, 17 Nov 2023US$101.3bUS$47.2bUS$831.1m20.8x121.9x2.1x
Sun, 15 Oct 2023US$92.8bUS$44.6bUS$616.0m18.1x150.7x2.1x
Tue, 12 Sep 2023US$94.3bUS$44.5bUS$631.2m18.7x149.4x2.1x
Thu, 10 Aug 2023US$94.2bUS$44.1bUS$591.6m19.4x159.2x2.1x
Sat, 08 Jul 2023US$89.5bUS$43.1bUS$231.6m23.7x386.6x2.1x
Mon, 05 Jun 2023US$88.4bUS$42.9bUS$377.2m24.5x234.3x2.1x
Wed, 03 May 2023US$85.7bUS$42.3bUS$353.0m26x242.7x2x
Fri, 31 Mar 2023US$89.2bUS$43.1b-US$154,262,414.0026.4x-578.6x2.1x
Sun, 26 Feb 2023US$87.3bUS$41.2b-US$260,877,626.0021.4x-334.6x2.1x
Tue, 24 Jan 2023US$82.5bUS$41.0b-US$284,155,934.0020.3x-290.3x2x
Thu, 22 Dec 2022US$79.6bUS$41.3b-US$1,198,056,915.0019.7x-66.5x1.9x
Price to Earnings Ratio

-66.5x


Total Market Cap: US$79.6bTotal Earnings: -US$1,198,056,915.00Total Revenue: US$41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 59x202320242025
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 18.9x which is lower than its 3-year average PE of 59.0x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
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 12% 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-0.59%
Consumer Discretionary0.25%
Consumer Services1.19%
Specialized Consumer Services2.43%
Education Services0.60%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 95.1x.
    • Analysts are expecting annual earnings growth of 16.7%, which is lower than the prior year's growth of 25.8% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 39.9x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 26% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 16% 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
LAUR Laureate EducationUS$32.147.2%
+US$318.3m		69.3%PE23.3x
HRB H&R BlockUS$43.315.0%
+US$260.4m		-21.6%PE8.9x
SCI Service Corporation InternationalUS$78.832.2%
+US$238.3m		-7.9%PE20.7x
FTDR FrontdoorUS$54.715.1%
+US$192.5m		-5.3%PE15.1x
GHC Graham HoldingsUS$1.12k4.0%
+US$188.2m		22.3%PE6.7x

Latest News

TAL
US$11.51
TAL Education Group
7D
-0.3%
1Y
18.5%

TAL: Share Repurchases And Margin Expansion Will Drive Stronger Returns

Analysts have raised their price target on TAL Education Group to approximately $17.70 from about $14.90, citing expectations for stronger profit margins and a lower future valuation multiple that together offset slightly slower projected revenue growth. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for a total consideration of $134.7 million (Key Developments) The completed buyback represents approximately 0.69% of the company’s outstanding shares, signaling continued capital return to shareholders (Key Developments) This tranche fully exhausts the repurchase authorization announced on July 31, 2025, under which the 4,195,065 shares were acquired (Key Developments) Valuation Changes The fair value estimate has risen meaningfully, increasing from $14.90 to $17.70 per share.
DAO
US$9.02
Youdao
7D
-3.4%
1Y
15.8%

DAO: Index Inclusion And Buyback Extension Will Support Bullish Upside Potential

Analysts have trimmed their price target on Youdao by about 10 percent to approximately 16 dollars. This reflects slightly higher discount-rate assumptions and a lower future earnings multiple that more than offset stronger projected revenue growth.
HRB
US$43.31
H&R Block
7D
5.0%
1Y
-21.6%

HRB: Future Margins And Market Shift Will Support Steady Shareholder Returns

Analysts have slightly raised their price target on H&R Block to $48.00 per share, citing expectations for modestly higher profit margins and a lower future price to earnings multiple. Together, these factors support a marginally improved valuation despite a small tempering of long term revenue growth assumptions.
YSXT
US$1.49
YSX Tech
7D
-22.4%
1Y
n/a
MCW
US$5.62
Mister Car Wash
7D
9.1%
1Y
-24.8%

MCW: Membership Slump And Tough Comparisons Will Pressure Near-Term Performance

Analysts have trimmed their price target on Mister Car Wash from $8.00 to $6.00, citing increasingly sluggish same store sales trends, tough Q4 and Q1 comparisons, and a persistent decline in members per store that raises the risk of negative comps in the coming quarters. Analyst Commentary Bearish analysts have shifted to a more cautious stance on Mister Car Wash, cutting their price targets to around $6 as they recalibrate expectations for the company’s near term performance.
SCI
US$78.83
Service Corporation International
7D
2.2%
1Y
-7.9%

SCI: Dividend Increase And Share Repurchases Will Support Future Upside Potential

Analysts have modestly raised their price target on Service Corporation International to an implied fair value of about $95.40 per share. This reflects slightly higher discount rate and valuation assumptions while leaving long term growth and margin expectations essentially unchanged.
LOPE
US$157.00
Grand Canyon Education
7D
4.1%
1Y
-6.7%

LOPE: Future Returns Will Rely On Robust Margin Expansion Despite Sector Shorts

Analysts have modestly lowered their price target on Grand Canyon Education from approximately $239 to about $223 per share, citing slightly softer revenue growth assumptions, a marginally higher discount rate, and a lower future P/E multiple, partly offset by improved profit margin expectations. What's in the News Bleecker Street disclosed short positions in several education companies, including Grand Canyon Education, citing sector wide concerns about enrollment fraud and quality of reported metrics (Periodical).
LAUR
US$32.14
Laureate Education
7D
7.2%
1Y
69.3%
LRN
US$64.50
Stride
7D
4.9%
1Y
-40.8%

LRN: Future Enrollment Will Recover As Platform Issues And Legal Headwinds Ease

Analysts have trimmed their price target on Stride to $125 from $175 and to $108 from $164, reflecting mixed recent results and concerns around a troubled platform rollout and a softer than expected fiscal 2026 outlook. Analyst Commentary Recent Street research reflects a more cautious stance on Stride, with price targets reset lower but views remaining divided on the company’s execution risk and long term growth potential.
SDA
US$1.84
SunCar Technology Group
7D
-8.0%
1Y
-79.0%

SDA: AI Partnership Will Drive Service Conversion And Acquisition Efficiency

Analysts have modestly revised their price target for SunCar Technology Group upward to approximately $7.17 per share from about $7.17 per share. This reflects slightly lower discount rate assumptions and a marginally reduced future price to earnings multiple, while keeping long term growth and profitability expectations broadly unchanged.
FTDR
US$54.71
Frontdoor
7D
5.1%
1Y
-5.3%

Should You Be Adding Frontdoor (NASDAQ:FTDR) To Your Watchlist Today?

Dec 06
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DUOL
US$196.28
Duolingo
7D
-5.6%
1Y
-43.7%

DUOL: Long-Term User Growth Focus Will Drive Renewed Interest Ahead

Duolingo's fair value estimate has been revised downward from $289.81 to $271.05 as analysts reacted to a series of price target reductions. These adjustments were driven by concerns over the company's shifting focus toward long-term user growth instead of prioritizing near-term monetization and profitability.
GOTU
US$2.38
Gaotu Techedu
7D
-5.2%
1Y
-0.8%
COUR
US$8.08
Coursera
7D
-2.1%
1Y
-7.3%
GHC
US$1,117.93
Graham Holdings
7D
4.0%
1Y
22.3%
ATGE
US$92.88
Adtalem Global Education
7D
-0.7%
1Y
1.5%