Narrative Update • Jun 12

In the last week, the Consumer Services industry is up 2.2%, with Service Corporation International up 10%. In the same time, Universal Technical Institute was down 10%. However, the industry is down 23% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | US$91.1b | US$56.7b | US$5.6b | 16.4x | 16.4x | 1.6x |
| Tue, 12 May 2026 | US$95.2b | US$59.0b | US$5.6b | 16.8x | 17.1x | 1.6x |
| Thu, 09 Apr 2026 | US$96.2b | US$58.5b | US$5.2b | 18.4x | 18.4x | 1.6x |
| Sat, 07 Mar 2026 | US$95.1b | US$58.5b | US$5.3b | 17.7x | 18x | 1.6x |
| Mon, 02 Feb 2026 | US$102.2b | US$58.3b | US$5.6b | 16.2x | 18.2x | 1.8x |
| Wed, 31 Dec 2025 | US$102.2b | US$57.9b | US$5.5b | 16.5x | 18.5x | 1.8x |
| Fri, 28 Nov 2025 | US$104.7b | US$60.4b | US$4.1b | 15.9x | 25.3x | 1.7x |
| Sun, 26 Oct 2025 | US$124.9b | US$57.3b | US$4.7b | 18.9x | 26.7x | 2.2x |
| Tue, 23 Sep 2025 | US$117.1b | US$53.8b | US$4.9b | 20.2x | 24x | 2.2x |
| Thu, 21 Aug 2025 | US$110.2b | US$52.2b | US$4.8b | 20.2x | 22.9x | 2.1x |
| Sat, 19 Jul 2025 | US$107.1b | US$50.6b | US$2.9b | 19.2x | 37.3x | 2.1x |
| Mon, 16 Jun 2025 | US$112.3b | US$50.6b | US$2.9b | 19.3x | 39x | 2.2x |
| Wed, 14 May 2025 | US$117.0b | US$50.6b | US$2.8b | 18.9x | 41.3x | 2.3x |
| Fri, 11 Apr 2025 | US$100.4b | US$48.1b | US$2.9b | 17.8x | 34.7x | 2.1x |
| Sun, 09 Mar 2025 | US$102.9b | US$48.3b | US$2.9b | 20x | 35.2x | 2.1x |
| Tue, 04 Feb 2025 | US$108.3b | US$48.1b | US$1.7b | 18.9x | 63.2x | 2.3x |
| Thu, 02 Jan 2025 | US$102.6b | US$47.5b | US$1.6b | 19.8x | 64.2x | 2.2x |
| Sat, 30 Nov 2024 | US$106.2b | US$47.6b | US$1.6b | 19.9x | 64.8x | 2.2x |
| Mon, 28 Oct 2024 | US$97.3b | US$47.2b | US$1.6b | 19.8x | 60.6x | 2.1x |
| Wed, 25 Sep 2024 | US$92.6b | US$44.0b | US$1.3b | 21.2x | 68.6x | 2.1x |
| Fri, 23 Aug 2024 | US$92.5b | US$46.5b | US$1.5b | 20.2x | 63.5x | 2x |
| Sun, 21 Jul 2024 | US$92.5b | US$46.1b | US$1.8b | 20.7x | 52.4x | 2x |
| Tue, 18 Jun 2024 | US$90.0b | US$46.0b | US$1.8b | 18.6x | 50.7x | 2x |
| Thu, 16 May 2024 | US$96.0b | US$43.8b | US$1.7b | 19.9x | 55.9x | 2.2x |
| Sat, 13 Apr 2024 | US$94.6b | US$42.4b | US$1.2b | 19.2x | 80.7x | 2.2x |
| Mon, 11 Mar 2024 | US$95.5b | US$42.7b | US$1.1b | 18.6x | 88.2x | 2.2x |
| Wed, 07 Feb 2024 | US$92.1b | US$43.7b | US$1.0b | 22.9x | 91.7x | 2.1x |
| Fri, 05 Jan 2024 | US$108.5b | US$47.6b | US$960.2m | 21.1x | 113x | 2.3x |
| Sun, 03 Dec 2023 | US$108.3b | US$47.6b | US$958.3m | 21.6x | 113x | 2.3x |
| Tue, 31 Oct 2023 | US$91.8b | US$45.2b | US$791.7m | 18.3x | 116x | 2x |
| Thu, 28 Sep 2023 | US$92.4b | US$44.5b | US$661.3m | 18.3x | 139.7x | 2.1x |
| Sat, 26 Aug 2023 | US$92.9b | US$44.2b | US$644.0m | 18.7x | 144.2x | 2.1x |
| Mon, 24 Jul 2023 | US$92.3b | US$43.1b | US$231.8m | 23.8x | 398x | 2.1x |
| Wed, 21 Jun 2023 | US$87.3b | US$42.9b | US$310.7m | 23.1x | 281.1x | 2x |
281.1x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 0.81% | |
| Consumer Discretionary | 0.67% | |
| Consumer Services | 2.25% | |
| Specialized Consumer Services | 5.73% | |
| Education Services | 0.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCI Service Corporation International | US$76.92 | 10.4% +US$998.9m | -2.0% | PE19.8x | |
| LLYV.K Liberty Live Holdings | US$100.81 | 8.0% +US$686.4m | 37.6% | PS23.3x | |
| DUOL Duolingo | US$122.63 | 12.5% +US$633.7m | -74.4% | PE13.5x | |
| LAUR Laureate Education | US$36.76 | 8.7% +US$411.5m | 66.2% | PE18.4x | |
| FTDR Frontdoor | US$68.83 | 8.2% +US$364.5m | 22.0% | PE18.7x |