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U.S. Specialized Consumer Services Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies25
  • 7D0.1%
  • 3M-4.4%
  • 1Y1.8%
  • YTDn/a

Over the last 7 days, the Specialized Consumer Services industry has remained flat, although notably Frontdoor gained 3.9%. The past year has been better, since the industry has gained 3.2% in that time. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026US$32.2bUS$19.8bUS$2.5b18.2x12.7x1.6x
Wed, 11 Mar 2026US$32.3bUS$19.9bUS$2.5b19.1x12.8x1.6x
Fri, 06 Feb 2026US$34.3bUS$19.8bUS$2.6b15.7x13.4x1.7x
Sun, 04 Jan 2026US$33.2bUS$19.9bUS$2.5b14.5x13.2x1.7x
Tue, 02 Dec 2025US$37.9bUS$21.7bUS$1.1b14.9x34.1x1.7x
Thu, 30 Oct 2025US$43.5bUS$21.6bUS$2.3b18x19.3x2x
Sat, 27 Sep 2025US$40.1bUS$19.2bUS$2.5b19x16x2.1x
Mon, 25 Aug 2025US$32.8bUS$17.4bUS$2.6b14.6x12.6x1.9x
Wed, 23 Jul 2025US$30.9bUS$16.6bUS$1.4b19.5x22.1x1.9x
Fri, 20 Jun 2025US$30.4bUS$16.6bUS$1.4b19.4x21.7x1.8x
Sun, 18 May 2025US$31.3bUS$16.6bUS$1.4b19.1x22.2x1.9x
Tue, 15 Apr 2025US$28.8bUS$14.6bUS$1.5b18.5x19.8x2x
Thu, 13 Mar 2025US$29.1bUS$14.7bUS$1.4b18x20.7x2x
Sat, 08 Feb 2025US$31.1bUS$14.9bUS$770.6m21.8x40.4x2.1x
Mon, 06 Jan 2025US$30.2bUS$14.9bUS$766.8m22.2x39.4x2x
Wed, 04 Dec 2024US$32.7bUS$14.8bUS$761.9m24.8x43x2.2x
Fri, 01 Nov 2024US$30.5bUS$14.8bUS$726.2m23.3x42x2.1x
Sun, 29 Sep 2024US$29.7bUS$14.7bUS$697.0m22.2x42.6x2x
Tue, 27 Aug 2024US$29.4bUS$14.4bUS$679.8m27.5x43.2x2x
Thu, 25 Jul 2024US$29.1bUS$14.2bUS$788.0m28.9x37x2.1x
Sat, 22 Jun 2024US$27.5bUS$14.2bUS$787.4m36.7x34.9x1.9x
Mon, 20 May 2024US$27.4bUS$14.2bUS$787.4m36.1x34.8x1.9x
Wed, 17 Apr 2024US$25.3bUS$14.1bUS$528.2m18.9x48x1.8x
Fri, 15 Mar 2024US$27.2bUS$14.1bUS$528.2m19.8x51.6x1.9x
Sun, 11 Feb 2024US$29.2bUS$15.7bUS$597.3m67.1x48.9x1.9x
Tue, 09 Jan 2024US$33.1bUS$17.8bUS$663.3m69.7x50x1.9x
Thu, 07 Dec 2023US$32.5bUS$17.8bUS$663.3m69.7x49x1.8x
Sat, 04 Nov 2023US$30.0bUS$17.8bUS$628.1m46.4x47.8x1.7x
Mon, 02 Oct 2023US$29.2bUS$17.8bUS$515.2m19.2x56.6x1.6x
Wed, 30 Aug 2023US$32.3bUS$17.8bUS$521.7m23.4x61.9x1.8x
Fri, 28 Jul 2023US$33.8bUS$17.6bUS$603.4m30.4x56.1x1.9x
Sun, 25 Jun 2023US$30.8bUS$17.4bUS$609.0m27.2x50.5x1.8x
Tue, 23 May 2023US$30.8bUS$17.4bUS$611.6m26.9x50.4x1.8x
Thu, 20 Apr 2023US$32.8bUS$17.3bUS$797.0m31.4x41.1x1.9x
Price to Earnings Ratio

41.1x


Total Market Cap: US$32.8bTotal Earnings: US$797.0mTotal Revenue: US$17.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized Consumer Services Industry Price to Earnings3Y Average 35.8x202420252026
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 12.7x which is lower than its 3-year average PE of 35.8x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Specialized Consumer Services industry have grown 47% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market3.08%
Consumer Discretionary4.29%
Consumer Services-1.69%
Specialized Consumer Services0.15%
Education Services-2.61%
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
OSW OneSpaWorld HoldingsUS$24.373.3%
+US$79.1m		41.6%PE34.5x
FTDR FrontdoorUS$56.731.7%
+US$68.0m		40.7%PE15.6x
ADT ADTUS$6.731.1%
+US$56.8m		-16.5%PE9.1x
MATW Matthews InternationalUS$27.226.3%
+US$50.1m		29.1%PE37.4x
CSV Carriage ServicesUS$48.155.3%
+US$38.4m		25.2%PE15x

Latest News

EWCZ
US$5.82
European Wax Center
7D
-0.5%
1Y
73.7%

EWCZ: Going Private Offer And Steady Margins Will Drive Upside Potential

The Analyst Price Target for European Wax Center has shifted modestly to reflect updated Street views, with changes quantified in cents and driven by analysts reassessing assumptions around the discount rate, long term profit margins, and future P/E following recent mixed rating moves and small price target adjustments at several firms. Analyst Commentary Bullish Takeaways Bullish analysts lifting price targets by cents rather than dollars point to incremental shifts in assumptions around discount rates and long term margins rather than a wholesale rethink of the story, which can matter for investors focused on valuation sensitivity.
SCI
US$81.55
Service Corporation International
7D
-1.3%
1Y
3.4%

SCI: Ongoing Buybacks And Stable Assumptions Will Support Future Upside

Analysts have adjusted their fair value estimate for Service Corporation International slightly higher, lifting the price target by about $0.50 to $98.33. This reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E levels.
MATW
US$27.22
Matthews International
7D
6.3%
1Y
29.1%
SDA
US$1.70
SunCar Technology Group
7D
1.2%
1Y
-34.4%

SDA: AI Insurance Integration Will Support Future Upside In Core Earnings

Analysts have revised their price target for SunCar Technology Group to $4.75 from $7.17, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News SunCar issued earnings guidance for full year 2026, with revenue expected at $600 million based on its forecasted unaudited 2025 revenue of $498 million, which implies around 20% growth (Corporate guidance).
FTDR
US$56.73
Frontdoor
7D
1.7%
1Y
40.7%
WW
US$10.70
WW International
7D
-10.9%
1Y
n/a
BODI
US$10.26
Beachbody Company
7D
-11.5%
1Y
131.1%

BODI: Cost Execution And New Offerings Will Drive Future Upside Potential

Analysts have raised Beachbody Company's price target to $15 from $12, citing nine consecutive profitable quarters, improved overall profitability despite sales declines, and new growth initiatives such as retail launches and new program offerings as key factors supporting the revised outlook. Analyst Commentary Recent research points to a more constructive stance on Beachbody Company, with bullish analysts updating their views after the latest quarterly results and outlining potential drivers for future performance.
ADT
US$6.73
ADT
7D
1.1%
1Y
-16.5%

ADT: Future Cash Focus And Buybacks Will Drive Long-Term Repricing

Analysts have trimmed their average price target on ADT to reflect a tighter valuation range around $7 to $9, citing mixed recent results, muted 2026 guidance with flat revenue and EPS expectations, and execution risks tied to distribution changes and higher investment. Analyst Commentary Recent research reflects a split view on ADT, with analysts recalibrating price targets into a tighter $7 to $9 range and reassessing how much risk they are willing to underwrite as the company leans into distribution changes and higher investment.
DRVN
US$12.36
Driven Brands Holdings
7D
0.7%
1Y
-23.7%

DRVN: Accounting Review And Activist Pressure Will Eventually Unlock Franchise Upside

Analysts have adjusted the price target for Driven Brands Holdings slightly higher to about $19, supported by updated views on revenue growth, profitability, and a lower assumed P/E multiple, despite recent rating and target cuts tied to financial restatement concerns and filing delays. Analyst Commentary Recent research on Driven Brands highlights a mix of optimism about long term growth potential and caution around accounting issues and valuation resets.
XWEL
US$1.19
XWELL
7D
-21.7%
1Y
55.4%
MMA
US$0.45
Mixed Martial Arts Group
7D
6.2%
1Y
-61.2%
HRB
US$29.80
H&R Block
7D
-8.8%
1Y
-50.9%

HRB: Lower Street Expectations Will Spotlight Cash Generation And Tax Season Technology Upgrades

Analysts have trimmed their price targets on H&R Block by between $12 and $16 per share, citing updated views on the stock that are consistent with only marginal shifts in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research reflects recalibrated price targets on H&R Block that are broadly aligned with only modest shifts in core assumptions, including fair value, discount rates, revenue growth, profit margins, and future P/E expectations.
OSW
US$24.37
OneSpaWorld Holdings
7D
3.3%
1Y
41.6%

OSW: AI Initiatives And Operational Moats Will Support Future Upside

Analysts have nudged the fair value estimate for OneSpaWorld Holdings to $26.60 from $25.75, reflecting updated assumptions around discount rates, long term margins, and future P/E levels, supported by recent research that highlights resilient demand, perceived operational moats, and potential benefits from AI initiatives. Analyst Commentary Bullish analysts have recently updated their views on OneSpaWorld Holdings, focusing on how margin assumptions, discount rates, and future P/E levels feed into fair value estimates.
CSV
US$48.15
Carriage Services
7D
5.3%
1Y
25.2%
LLYV.K
US$97.87
Liberty Live Holdings
7D
-0.9%
1Y
43.9%
SUPX
US$7.07
SuperX AI Technology
7D
-3.4%
1Y
-31.9%