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U.S. Specialized Consumer Services Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies29
  • 7D4.8%
  • 3M-2.3%
  • 1Y-1.6%
  • YTDn/a

Over the last 7 days, the Specialized Consumer Services industry has risen 4.8%, driven by gains from Service Corporation International of 4.7%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026US$34.7bUS$19.9bUS$2.5b16.1x13.8x1.7x
Tue, 09 Dec 2025US$32.9bUS$19.9bUS$2.5b14.8x13.1x1.7x
Thu, 06 Nov 2025US$41.7bUS$21.8bUS$2.3b17x17.8x1.9x
Sat, 04 Oct 2025US$43.2bUS$21.6bUS$2.2b16.1x19.6x2x
Mon, 01 Sep 2025US$32.6bUS$17.4bUS$2.6b14.1x12.6x1.9x
Wed, 30 Jul 2025US$30.8bUS$16.6bUS$1.4b17.3x21.4x1.9x
Fri, 27 Jun 2025US$30.8bUS$16.6bUS$1.4b19.9x22.1x1.9x
Sun, 25 May 2025US$30.2bUS$16.6bUS$1.4b18.6x21.6x1.8x
Tue, 22 Apr 2025US$28.5bUS$14.6bUS$1.5b18.6x19.7x1.9x
Thu, 20 Mar 2025US$29.1bUS$14.7bUS$1.4b17.7x20.7x2x
Sat, 15 Feb 2025US$31.8bUS$14.9bUS$784.6m21.5x40.5x2.1x
Mon, 13 Jan 2025US$29.8bUS$14.9bUS$766.9m23.6x38.8x2x
Wed, 11 Dec 2024US$32.1bUS$14.8bUS$762.0m24.6x42.1x2.2x
Fri, 08 Nov 2024US$32.7bUS$14.8bUS$753.3m24.6x43.4x2.2x
Sun, 06 Oct 2024US$29.2bUS$14.7bUS$697.2m21.6x41.8x2x
Tue, 03 Sep 2024US$29.4bUS$14.6bUS$768.8m26.1x38.2x2x
Thu, 01 Aug 2024US$30.0bUS$14.2bUS$806.9m27.5x37.2x2.1x
Sat, 29 Jun 2024US$27.9bUS$14.2bUS$788.1m30.1x35.4x2x
Mon, 27 May 2024US$27.5bUS$14.2bUS$787.4m35.5x34.9x1.9x
Wed, 24 Apr 2024US$26.0bUS$14.1bUS$535.1m23.6x48.6x1.8x
Fri, 22 Mar 2024US$26.9bUS$14.1bUS$528.2m20.1x51x1.9x
Sun, 18 Feb 2024US$29.8bUS$15.6bUS$647.4m72.6x46.1x1.9x
Tue, 16 Jan 2024US$33.3bUS$17.8bUS$663.3m69.7x50.2x1.9x
Thu, 14 Dec 2023US$33.1bUS$17.8bUS$663.3m69.7x49.9x1.9x
Sat, 11 Nov 2023US$29.5bUS$17.8bUS$666.2m69.7x44.3x1.7x
Mon, 09 Oct 2023US$29.5bUS$17.8bUS$515.2m18.9x57.3x1.7x
Wed, 06 Sep 2023US$31.4bUS$17.8bUS$521.7m22.2x60.1x1.8x
Fri, 04 Aug 2023US$33.2bUS$17.8bUS$551.5m27.5x60.2x1.9x
Sun, 02 Jul 2023US$31.7bUS$17.4bUS$609.0m30.8x52.1x1.8x
Tue, 30 May 2023US$30.5bUS$17.4bUS$611.6m27.1x49.8x1.8x
Thu, 27 Apr 2023US$32.0bUS$17.3bUS$797.0m30.2x40.2x1.9x
Sat, 25 Mar 2023US$31.7bUS$17.3bUS$813.7m30.3x39x1.8x
Mon, 20 Feb 2023US$31.9bUS$15.3bUS$479.0m22.5x66.7x2.1x
Wed, 18 Jan 2023US$32.7bUS$15.3bUS$593.2m23x55.1x2.1x
Price to Earnings Ratio

55.1x


Total Market Cap: US$32.7bTotal Earnings: US$593.2mTotal Revenue: US$15.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized Consumer Services Industry Price to Earnings3Y Average 38.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialized 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 13.8x which is lower than its 3-year average PE of 38.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Specialized Consumer Services industry have grown 62% 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 Comparison

How does U.S. Specialized Consumer Services compare with similar industries?

US Market1.82%
Consumer Discretionary5.09%
Consumer Services3.55%
Specialized Consumer Services4.79%
Education Services2.94%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SCI Service Corporation InternationalUS$80.814.7%
+US$506.1m		5.6%PE21.2x
HRB H&R BlockUS$45.085.8%
+US$312.3m		-15.9%PE9.3x
FTDR FrontdoorUS$61.267.4%
+US$304.3m		10.4%PE16.9x
DRVN Driven Brands HoldingsUS$15.889.5%
+US$226.9m		4.3%PS1.1x
ADT ADTUS$8.253.0%
+US$195.1m		20.1%PE10.3x

Latest News

MATW
US$28.56
Matthews International
7D
10.1%
1Y
-3.8%
HRB
US$45.08
H&R Block
7D
5.8%
1Y
-15.9%
MCW
US$6.13
Mister Car Wash
7D
10.3%
1Y
-12.2%

MCW: Rebased Expectations Set Stage For Membership And Comp Trend Stabilization

Analysts have reduced their fair value estimate for Mister Car Wash from about US$10.48 to around US$10.08, reflecting concerns about sluggish same store sales trends, challenging upcoming comparisons, and ongoing declines in members per store. Analyst Commentary Recent Street research points to growing caution around Mister Car Wash as same store sales trends soften and membership levels per location remain under pressure.
XWEL
US$0.45
XWELL
7D
-0.7%
1Y
-67.4%
OSW
US$22.25
OneSpaWorld Holdings
7D
7.8%
1Y
18.6%

OSW: Dividend And Buybacks Will Support Future Upside At Current Prices

Analysts have kept their OneSpaWorld Holdings fair value estimate steady at US$26.50, with only very small tweaks to assumptions such as the discount rate and future P/E. These adjustments reflect minor refinements to their valuation framework rather than a change in overall view.
DRVN
US$15.88
Driven Brands Holdings
7D
9.5%
1Y
4.3%

DRVN: Narrowed 2025 Guidance And Peer Reset Will Support Future Upside

Analysts have nudged their price target on Driven Brands slightly lower to US$21 from US$22, citing trimmed comparable company valuations, even as recent results and narrowed FY25 guidance came in slightly ahead of expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results landing slightly ahead of Street expectations support the current earnings base used in valuation work.
FTDR
US$61.26
Frontdoor
7D
7.4%
1Y
10.4%

FTDR: Buybacks And New CFO Will Pressure Future Return Potential

Analysts have maintained their fair value estimate for Frontdoor at $50.00, with small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E guiding the updated price target narrative. What's in the News Frontdoor reported that, from July 1, 2025 to October 31, 2025, it repurchased 1,295,702 shares, or 1.77% of shares, for $80.8 million, completing a total buyback of 4,859,524 shares, or 6.52%, for $256 million under the program announced on August 1, 2024 (company filing).
WW
US$30.43
WW International
7D
-3.2%
1Y
n/a
ADT
US$8.25
ADT
7D
3.0%
1Y
20.1%

Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?

Jan 04
Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?
SUPX
US$13.59
SuperX AI Technology
7D
-11.7%
1Y
297.4%
LLYV.K
US$82.03
Liberty Live Holdings
7D
-2.5%
1Y
23.4%
SCI
US$80.81
Service Corporation International
7D
4.7%
1Y
5.6%

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

Analysts have nudged their price target on Service Corporation International slightly higher to approximately 95.40 dollars, reflecting modest tweaks to the discount rate and long term earnings assumptions while maintaining a consistent view on fair value. What's in the News Board approves a 6.3% increase in the quarterly cash dividend to 34 cents per share, payable December 31, 2025, to shareholders of record on December 15, 2025 (Key Developments) Company reports repurchasing 1,040,779 shares for 82.65 million dollars between July 1 and October 30, 2025, bringing cumulative buybacks under its long running program to 210,449,433 shares, or 96.81 percent, totaling 5.53 billion dollars (Key Developments) Full year 2025 diluted EPS guidance, excluding special items, narrowed to a range of 3.80 to 3.90 dollars per share from a prior range of 3.70 to 4.00 dollars, indicating refined expectations for earnings performance (Key Developments) Valuation Changes Fair Value: Unchanged at approximately 95.40 dollars per share, indicating a stable assessment of intrinsic value.
EJH
US$0.78
E-Home Household Service Holdings
7D
-1.4%
1Y
-97.5%
RGS
US$25.00
Regis
7D
-6.5%
1Y
11.4%
MRM
US$1.89
MEDIROM Healthcare Technologies
7D
-3.6%
1Y
83.5%