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

Investors are optimistic on the industry, and appear confident in long-term growth rates. The industry is trading at a PE ratio of 43.7x which is higher than its 3-year average PE of 22.1x.

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

There is insufficient data on the sub-industries of this industry.

U.S. Specialized Consumer Services Industry Analysis

Date	Market Cap	Revenue	Earnings	PE
Fri, 27 May 2022	US$32.5b	US$14.5b	US$332.9m	43.7x
Sun, 24 Apr 2022	US$34.5b	US$14.5b	US$189.6m	26x
Tue, 22 Mar 2022	US$28.4b	US$9.1b	US$534.2m	34.3x
Thu, 17 Feb 2022	US$24.5b	US$8.9b	US$628.1m	30.3x
Sat, 15 Jan 2022	US$26.8b	US$8.9b	US$488.2m	34.4x
Mon, 13 Dec 2021	US$27.8b	US$8.9b	US$488.1m	33.3x
Wed, 10 Nov 2021	US$27.8b	US$9.4b	US$623.2m	29.5x
Fri, 08 Oct 2021	US$33.6b	US$11.6b	US$1.0b	14.7x
Sun, 05 Sep 2021	US$34.2b	US$18.7b	US$1.0b	15.4x
Tue, 03 Aug 2021	US$35.0b	US$18.6b	US$1.1b	23x
Fri, 07 May 2021	US$21.9b	US$17.2b	US$1.1b	18.8x
Mon, 08 Feb 2021	US$17.0b	US$13.6b	US$170.5m	19.9x
Sun, 01 Nov 2020	US$15.7b	US$13.7b	US$246.5m	21.5x
Wed, 05 Aug 2020	US$14.7b	US$14.0b	-US$17,469,280.00	20.1x
Sat, 09 May 2020	US$12.4b	US$14.4b	US$124.5m	17.8x
Fri, 31 Jan 2020	US$16.0b	US$14.5b	US$364.1m	26.7x
Mon, 04 Nov 2019	US$16.5b	US$14.6b	US$239.4m	22x
Thu, 08 Aug 2019	US$23.8b	US$17.8b	US$710.4m	20.3x


US Market	1.04%
Consumer Discretionary	-1.84%
Consumer Services	2.41%
Specialized Consumer Services	3.84%
Education Services	1.30%

Company	Last Price	7D	1Y	Valuation
ADT ADT	US$7.35	5.0% +US$317.2m	-29.1%	PS1.2x
SCI Service Corporation International	US$69.04	2.6% +US$282.6m	32.1%	PS13.8x
HRB H&R Block	US$34.46	4.6% +US$242.6m	39.2%	PS12.6x
BODY Beachbody Company	US$2.01	58.3% +US$230.0m	-79.8%	PS0.7x
STON StoneMor	US$3.42	48.1% +US$131.5m	63.6%	PS1.2x

May 26

Axar Capital Management LP entered into a definitive merger agreement to acquire remaining 25% stake in StoneMor Inc. (NYSE:STON) for approximately $110 million.

Axar Capital Management LP agreed to acquire remaining 25% stake in StoneMor Inc. (NYSE:STON) for approximately $110 million on May 21, 2022. Axar Capital Management LP entered into a definitive merger agreement to acquire remaining 25% stake in StoneMor Inc. on May 24, 2022. Axar will pay $3.50 in cash per StoneMor share. StoneMor received equity commitment from Axar and its affiliates to fund with $98,000,000 to satisfy the payment obligations at closing. The agreement provides for a “go-shop” period during which the Conflicts Committee (acting through its financial advisor) will actively initiate, solicit, facilitate, encourage and evaluate alternative acquisition proposals, and potentially enter into negotiations with any parties that offer alternative acquisition proposals. The “go-shop” period is 60 days subsequent to signing of the Merger Agreement, ending July 23, 2022. StoneMor will pay Axar a termination fee in certain circumstances, including a fee equal to 2% of the aggregate value of the non-Axar shares if StoneMor terminates the agreement during the “go-shop” period to enter into a superior proposal that Axar supports, and a fee equal to 4% of the aggregate value of the non-Axar shares if StoneMor terminates the agreement after the “go-shop” period to enter into a superior proposal that Axar supports. No termination fee is payable if StoneMor terminates the agreement upon a change of recommendation in connection with a superior proposal that is not supported by Axar. This will amount to $2.1 million and in certain cases $4.2 million. If the transaction is completed, StoneMor will become a privately held company and its stock will no longer trade on the New York Stock Exchange. The merger is subject to approval by holders of a majority of the outstanding common stock of StoneMor and in addition, requires the approval by the holders of a majority of the outstanding common stock of StoneMor not owned by Axar or any of StoneMor’s directors or executive officers or members of their immediate families. Axar has agreed to vote the shares of StoneMor common stock it owns in favor of the merger agreement. The merger agreement is also subject to customary closing conditions. Axar has fully committed financing and the transaction is not subject to a financing condition. The transaction was negotiated on behalf of StoneMor by the Conflicts Committee of its Board of Directors, which is comprised entirely of independent directors, with the assistance of independent financial and legal advisors. Following the Conflicts Committee’s unanimous recommendation, StoneMor’s Board of Directors approved the merger agreement and has recommended that StoneMor’s stockholders adopt and approve the merger agreement and the merger. At a meeting held on May 21, 2022, the Conflicts Committee approved the Merger Agreement. Board of directors of Axar also approved the merger agreement. Subject to satisfaction of the conditions to closing, the transaction is currently expected to close in the fall of 2022. Duff & Phelps, now rebranded as Kroll, is serving as financial advisor and Elizabeth A. Diffley of Faegre Drinker Biddle & Reath LLP is serving as legal counsel to the Conflicts Committee. Houlihan Lokey is serving as financial advisor and Stuart D. Freedman and Jeffrey Symons of Schulte Roth & Zabel LLP is serving as legal counsel to Axar. Thomas G. Spencer of Duane Morris LLP is serving as legal counsel to StoneMor Inc. Kroll, LLC also acted as fairness opinion provider to the Conflicts Committee.

U.S. Specialized Consumer Services Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

SCI

Senior VP exercised options and sold US$1.1m worth of stock

FTDR

Independent Chairman recently bought US$255k worth of stock

STON

Axar Capital Management LP entered into a definitive merger agreement to acquire remaining 25% stake in StoneMor Inc. (NYSE:STON) for approximately $110 million.

WW

Is It Too Late To Consider Buying WW International, Inc. (NASDAQ:WW)?

XSPA

Consensus revenue estimates fall by 36%

BODY

Co-Founder recently bought US$576k worth of stock

EWCZ

European Wax Center, Inc. has completed a Follow-on Equity Offering in the amount of $96.75 million.

MRM

MEDIROM Healthcare Technologies Receives Notification from Nasdaq Related to Delayed Filing of Annual Report

HRB

Investor sentiment improved over the past week

ROVR

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

EJH

First half 2022 earnings released

RGS

Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

TMX

Rentokil Initial plc (LSE:RTO) entered into a definitive agreement to acquire Pest Management Businesses in U.K. and Norway from Terminix Global Holdings, Inc. (NYSE:TMX).

ADT

ADT (NYSE:ADT) Has Re-Affirmed Its Dividend Of US$0.035

OSW

OneSpaWorld Holdings Limited, Annual General Meeting, Jun 08, 2022