Narrative Update • Jul 10

In the last week, the Specialized Consumer Services industry is flat overall, with Frontdoor standing out by going down 5.4%. As for the longer term, the industry has declined 3.5% in the last year. Earnings are forecast to grow by 8.8% annually.
Has the U.S. Specialized Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | US$30.3b | US$18.0b | US$2.8b | 15.6x | 11x | 1.7x |
| Thu, 11 Jun 2026 | US$28.7b | US$18.0b | US$2.8b | 14.6x | 10.2x | 1.6x |
| Sat, 09 May 2026 | US$32.4b | US$19.6b | US$2.6b | 17x | 12.5x | 1.7x |
| Mon, 06 Apr 2026 | US$32.4b | US$19.8b | US$2.5b | 18.3x | 12.7x | 1.6x |
| Wed, 04 Mar 2026 | US$33.9b | US$19.9b | US$2.5b | 20.5x | 13.4x | 1.7x |
| Fri, 30 Jan 2026 | US$33.7b | US$19.9b | US$2.5b | 15.6x | 13.4x | 1.7x |
| Sun, 28 Dec 2025 | US$33.7b | US$19.9b | US$2.5b | 15.1x | 13.4x | 1.7x |
| Tue, 25 Nov 2025 | US$36.9b | US$21.7b | US$1.1b | 14.3x | 33.2x | 1.7x |
| Thu, 23 Oct 2025 | US$43.3b | US$21.6b | US$2.2b | 18.4x | 19.7x | 2x |
| Sat, 20 Sep 2025 | US$40.7b | US$19.2b | US$2.5b | 16.3x | 16.2x | 2.1x |
| Mon, 18 Aug 2025 | US$31.9b | US$17.4b | US$2.6b | 16.6x | 12.3x | 1.8x |
| Wed, 16 Jul 2025 | US$31.7b | US$16.6b | US$1.4b | 19.4x | 22.6x | 1.9x |
| Fri, 13 Jun 2025 | US$30.8b | US$16.6b | US$1.4b | 19.6x | 22x | 1.9x |
| Sun, 11 May 2025 | US$30.2b | US$16.6b | US$1.4b | 15.6x | 21.6x | 1.8x |
| Tue, 08 Apr 2025 | US$28.6b | US$14.6b | US$1.5b | 15.2x | 19.7x | 2x |
| Thu, 06 Mar 2025 | US$29.6b | US$14.7b | US$1.4b | 18.5x | 21.1x | 2x |
| Sat, 01 Feb 2025 | US$32.3b | US$14.9b | US$766.8m | 22.3x | 42.1x | 2.2x |
| Mon, 30 Dec 2024 | US$30.7b | US$14.9b | US$766.8m | 23.1x | 40.1x | 2.1x |
| Wed, 27 Nov 2024 | US$32.9b | US$14.8b | US$761.9m | 24.5x | 43.2x | 2.2x |
| Fri, 25 Oct 2024 | US$29.0b | US$14.7b | US$706.4m | 21.3x | 41x | 2x |
| Sun, 22 Sep 2024 | US$29.7b | US$14.7b | US$697.2m | 23.7x | 42.6x | 2x |
| Tue, 20 Aug 2024 | US$28.9b | US$14.4b | US$679.8m | 21.8x | 42.6x | 2x |
| Thu, 18 Jul 2024 | US$29.1b | US$14.2b | US$788.0m | 29.4x | 36.9x | 2x |
| Sat, 15 Jun 2024 | US$28.0b | US$14.2b | US$787.4m | 36.6x | 35.5x | 2x |
| Mon, 13 May 2024 | US$27.3b | US$14.2b | US$780.9m | 37x | 35x | 1.9x |
| Wed, 10 Apr 2024 | US$26.3b | US$14.1b | US$528.2m | 19.6x | 49.8x | 1.9x |
| Fri, 08 Mar 2024 | US$27.3b | US$14.2b | US$548.6m | 20.4x | 49.8x | 1.9x |
| Sun, 04 Feb 2024 | US$33.6b | US$17.8b | US$663.3m | 69.7x | 50.7x | 1.9x |
| Tue, 02 Jan 2024 | US$34.0b | US$17.8b | US$663.3m | 69.7x | 51.2x | 1.9x |
| Thu, 30 Nov 2023 | US$30.8b | US$17.8b | US$663.3m | 69.7x | 46.4x | 1.7x |
| Sat, 28 Oct 2023 | US$28.1b | US$17.8b | US$515.2m | 18.2x | 54.6x | 1.6x |
| Mon, 25 Sep 2023 | US$30.0b | US$17.8b | US$521.7m | 19.4x | 57.5x | 1.7x |
| Wed, 23 Aug 2023 | US$31.3b | US$17.8b | US$521.7m | 21.8x | 60.1x | 1.8x |
| Fri, 21 Jul 2023 | US$33.4b | US$17.6b | US$603.4m | 30.2x | 55.3x | 1.9x |
55.3x
How does U.S. Specialized Consumer Services compare with similar industries?
| US Market | -0.93% | |
| Consumer Discretionary | -0.76% | |
| Consumer Services | 0.31% | |
| Specialized Consumer Services | -0.72% | |
| Education Services | 0.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCI Service Corporation International | US$79.64 | 2.4% +US$256.6m | -1.0% | PE20.5x | |
| HRB H&R Block | US$40.86 | 4.2% +US$207.9m | -27.0% | PE7x | |
| DRVN Driven Brands Holdings | US$15.31 | 1.5% +US$37.9m | -13.6% | PE17.9x | |
| ADT ADT | US$6.78 | 0.4% +US$21.8m | -20.7% | PE7.8x | |
| CSV Carriage Services | US$39.41 | 3.0% +US$18.1m | -16.0% | PE14.4x |