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U.S. Consumer Services Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies90
  • 7D0.6%
  • 3M-3.5%
  • 1Y-24.3%
  • YTD-7.5%

Last week, the Consumer Services industry hasn't moved much but Frontdoor is up 4.4% in that time. As for the longer term, the industry has declined 24% in the last year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026US$89.0bUS$56.7bUS$5.4b14.6x16.4x1.6x
Fri, 22 May 2026US$90.9bUS$56.5bUS$5.5b16.2x16.5x1.6x
Sun, 19 Apr 2026US$100.6bUS$58.5bUS$5.2b17.3x19.2x1.7x
Tue, 17 Mar 2026US$93.7bUS$58.5bUS$5.3b17.7x17.8x1.6x
Thu, 12 Feb 2026US$101.0bUS$58.0bUS$5.6b17.4x18x1.7x
Sat, 10 Jan 2026US$104.6bUS$57.9bUS$5.5b17.1x18.9x1.8x
Mon, 08 Dec 2025US$101.4bUS$58.4bUS$5.5b16.2x18.4x1.7x
Wed, 05 Nov 2025US$112.9bUS$58.1bUS$5.0b18.3x22.8x1.9x
Fri, 03 Oct 2025US$121.9bUS$56.3bUS$4.5b18.3x26.9x2.2x
Sun, 31 Aug 2025US$108.7bUS$52.0bUS$5.0b20.2x21.9x2.1x
Tue, 29 Jul 2025US$105.7bUS$50.7bUS$2.9b18.6x36.1x2.1x
Thu, 26 Jun 2025US$113.1bUS$50.6bUS$2.9b19.8x39.3x2.2x
Sat, 24 May 2025US$115.5bUS$50.6bUS$2.9b19.4x40.3x2.3x
Mon, 21 Apr 2025US$99.0bUS$48.1bUS$2.9b19x34.5x2.1x
Wed, 19 Mar 2025US$102.9bUS$48.3bUS$3.0b18.5x33.9x2.1x
Fri, 14 Feb 2025US$111.3bUS$48.2bUS$1.7b20.8x63.6x2.3x
Sun, 12 Jan 2025US$100.8bUS$47.5bUS$1.6b20.5x63x2.1x
Tue, 10 Dec 2024US$107.3bUS$47.6bUS$1.6b19.3x67.9x2.3x
Thu, 07 Nov 2024US$101.1bUS$47.5bUS$1.8b19.7x54.8x2.1x
Sat, 05 Oct 2024US$97.3bUS$44.0bUS$1.4b18.4x71x2.2x
Mon, 02 Sep 2024US$91.6bUS$46.7bUS$1.5b21.4x62.3x2x
Wed, 31 Jul 2024US$94.2bUS$46.1bUS$1.8b22.2x53.1x2x
Fri, 28 Jun 2024US$91.2bUS$46.0bUS$1.8b19.9x51.4x2x
Sun, 26 May 2024US$93.3bUS$46.5bUS$1.8b22.3x52.4x2x
Tue, 23 Apr 2024US$90.0bUS$42.3bUS$1.2b18.8x75.6x2.1x
Thu, 21 Mar 2024US$95.7bUS$42.7bUS$1.1b18.8x88.8x2.2x
Sat, 17 Feb 2024US$98.0bUS$43.9bUS$1.1b22.9x92.5x2.2x
Mon, 15 Jan 2024US$109.8bUS$47.6bUS$960.0m21.6x114.4x2.3x
Wed, 13 Dec 2023US$111.0bUS$47.5bUS$938.3m22.4x118.3x2.3x
Fri, 10 Nov 2023US$97.3bUS$45.6bUS$698.9m20.8x139.2x2.1x
Sun, 08 Oct 2023US$93.0bUS$44.6bUS$617.6m17.9x150.6x2.1x
Tue, 05 Sep 2023US$96.0bUS$44.5bUS$632.8m19.6x151.7x2.2x
Thu, 03 Aug 2023US$94.8bUS$44.0bUS$601.1m23.5x157.8x2.2x
Sat, 01 Jul 2023US$87.6bUS$42.8bUS$239.5m23.9x365.9x2x
Price to Earnings Ratio

365.9x


Total Market Cap: US$87.6bTotal Earnings: US$239.5mTotal Revenue: US$42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 69.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American 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 16.4x which is lower than its 3-year average PE of 69.9x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 183% per year over the last three years.
  • Revenues for these companies have grown 9.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-2.31%
Consumer Discretionary-4.08%
Consumer Services0.57%
Education Services0.87%
Specialized Consumer Services-0.048%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 117x.
    • Analysts are expecting annual earnings growth of 13.4%, which is higher than its past year's earnings growth of 11.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 33.4x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 8.4% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
FTDR FrontdoorUS$73.214.4%
+US$216.3m		22.7%PE19.9x
DUOL DuolingoUS$132.183.2%
+US$191.5m		-68.7%PE14.6x
OSW OneSpaWorld HoldingsUS$28.106.6%
+US$176.6m		41.8%PE36.7x
TAL TAL Education GroupUS$9.443.1%
+US$155.3m		-14.3%PE9.9x
LAUR Laureate EducationUS$36.582.4%
+US$117.6m		58.7%PE18.3x

Latest News

UTI
US$39.75
Universal Technical Institute
7D
3.4%
1Y
16.1%
MH
US$9.48
McGraw Hill
7D
-8.1%
1Y
n/a
LOPE
US$143.16
Grand Canyon Education
7D
-0.9%
1Y
-24.3%
Narrative Update • Jun 23

LOPE: Future Returns Will Hinge On 2041 Services Agreement Extension

Analysts have trimmed their price target for Grand Canyon Education to about $209 from $214, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Grand Canyon Education Truist Securities initiated coverage on Grand Canyon Education with a Buy rating and a US$200 price target, citing confidence in the company’s growth prospects, financial strength, profitability, and industry backdrop.
DRVN
US$12.45
Driven Brands Holdings
7D
-6.8%
1Y
-29.4%
Narrative Update • Jun 22

DRVN: Activist Sale Pressure And Accounting Cleanup Will Drive Future Repricing

Driven Brands Holdings' updated fair value estimate has edged down from $17.14 to $17.01, reflecting a series of analyst price target cuts of up to $4, alongside concerns about accounting restatements, softer traffic in certain customer cohorts, and headwinds in glass and electric vehicle exposed businesses, even as Q4 and Q1 results and completed restatements have kept some firms constructive on the stock. Analyst Commentary Recent research on Driven Brands Holdings splits into two broad camps, with bullish analysts pointing to cleaner financials and a still-attractive growth story, while bearish analysts focus on valuation risks tied to accounting issues, soft spots in demand and business mix challenges.
FTDR
US$73.21
Frontdoor
7D
4.4%
1Y
22.7%
Analysis Article • Jun 21

Frontdoor (FTDR) Stock Could Be 12.7% Undervalued After Its 4.1% Price Move

Frontdoor (FTDR) is back in focus after a 4.1% share price move on 18 June 2026, drawing attention to how its financial strength, valuation signals, and risk profile line up for investors. See our latest analysis for Frontdoor. That 4.1% 1 day share price return on 18 June sits on top of a strong run, with Frontdoor posting a 16.7% 30 day share price return and a 131.4% 3 year total shareholder return. This suggests momentum has been building as investors weigh its financial strength, risk...
SCI
US$73.90
Service Corporation International
7D
-0.9%
1Y
-7.2%
Analysis Article • Jun 20

Service Corporation International (SCI) Stock Could Be 24.6% Undervalued After Buyback Expansion

Service Corporation International (SCI) has been back in focus after its June 11 decision to expand its equity buyback authorization by an additional US$472 million, taking the total program to about US$6.38b. See our latest analysis for Service Corporation International. Despite the expanded buyback and strong institutional interest, Service Corporation International’s share price has drifted, with a 7 day share price return of 5.59% and a year to date share price return of 5.93%. The 5 year...
LAUR
US$36.58
Laureate Education
7D
2.4%
1Y
58.7%
Analysis Article • Jun 20

Laureate Education (LAUR) Stock Could Be 9.5% Undervalued After Revenue Beat And Higher Outlook

Laureate Education (LAUR) is back in focus after reporting quarterly revenue that exceeded analyst expectations, supported by favorable new enrollments in Peru and Mexico, a higher full year Adjusted EPS outlook, and a sizeable share repurchase. See our latest analysis for Laureate Education. The Laureate Education share price has gained 10.49% over the past month and 9.37% year to date, while its 1 year total shareholder return of 62.06% and very large 5 year total shareholder return reflect...
DUOL
US$132.18
Duolingo
7D
3.2%
1Y
-68.7%
Analysis Article • Jun 20

Duolingo (DUOL) Stock Could Be 53.3% Undervalued Ahead Of Earnings

Duolingo (DUOL) is back in focus after the stock dipped 3.65% in the latest session, as investors evaluate expectations for an upcoming earnings report that combines forecast revenue growth with a projected decline in earnings per share. See our latest analysis for Duolingo. Despite the recent 3.65% daily drop, Duolingo’s 30-day share price return of 18.86% and 90-day share price return of 28.06% point to strengthening short term momentum. However, the 1-year total shareholder return has...
ADT
US$6.56
ADT
7D
-2.4%
1Y
-21.8%
Analysis Article • Jun 19

ADT (ADT) Stock Could Be 19.4% Undervalued After ConsumerAffairs Buyer’s Choice Awards

ADT (ADT) stock is back in focus after ConsumerAffairs awarded the company 2026 Buyer’s Choice honors for Best Customer Service and Best Product Offering, highlighting how customer perception relates to the home security provider’s valuation. See our latest analysis for ADT. That recognition arrives after a mixed period for ADT’s stock, with the latest share price at $6.58 and a share price return that is down 17.85% year to date but supported by a positive 3 year total shareholder return of...
OSW
US$28.10
OneSpaWorld Holdings
7D
6.6%
1Y
41.8%
Narrative Update • Jun 18

OSW: Caribbean Wellness Cruises And Contracts Will Support Balanced Future Earnings Resilience

Analysts have lifted their OneSpaWorld Holdings price targets into the $28 to $35 range, citing what they see as highly visible revenue streams from sold out maiden voyages, multi year fleet wide contracts, a robust new build pipeline, supportive wellness and affluent travel trends, and company specific initiatives. They believe these factors justify a premium P/E multiple.
TAL
US$9.44
TAL Education Group
7D
3.1%
1Y
-14.3%
Narrative Update • Jun 16

TAL: Future Returns Will Hinge On Margins While Lawsuit Risk Persists

Analysts have adjusted their fair value estimate for TAL Education Group to $12.34 from $11.91, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for TAL Education Group A securities class action lawsuit was filed accusing TAL Education Group of omissions and fraudulent misrepresentations related to its business and future prospects, following regulatory penalties in 2021 for false advertising and illegal business practices.
EDU
US$45.04
New Oriental Education & Technology Group
7D
-3.2%
1Y
-18.8%
Narrative Update • Jun 16

EDU: Shareholder Returns And Cash Strength Will Support Future Upside Potential

The analyst price target for New Oriental Education & Technology Group has been revised slightly lower to $65 from $67 as analysts factor in modestly softer assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, while still highlighting what they view as a compelling valuation and potential upside to consensus estimates. Analyst Commentary on New Oriental Education & Technology Group Recent Street research on New Oriental Education & Technology Group points to a mixed setup for investors, with some seeing attractive value while others flag risks around execution, growth durability and how the current P/E multiple reflects those factors.
CVSA
US$120.73
Covista
7D
2.4%
1Y
-4.4%
BFAM
US$65.84
Bright Horizons Family Solutions
7D
1.5%
1Y
-46.7%
Narrative Update • Jun 08

BFAM: BlackRock Buying And Buybacks Will Support Future Upside

Analysts have reduced their price targets on Bright Horizons Family Solutions by $5 to $12, citing a somewhat higher discount rate and slightly adjusted P/E assumptions, while keeping fair value estimates largely unchanged. Analyst Commentary Recent commentary on Bright Horizons Family Solutions centers on revised price targets, with valuation tweaks coming mainly from a higher discount rate and modest changes to P/E assumptions rather than major shifts in fundamental views.
HRB
US$35.87
H&R Block
7D
-1.0%
1Y
-34.7%
Narrative Update • Jun 06

HRB: Future Tax Technology And Buybacks Will Shape Balanced Return Outlook

Analysts have adjusted their price target on H&R Block from $41.00 to $39.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple in their models. What's in the News Recent coverage highlights that H&R Block shares moved up 26.1% over the past three months, with the stock outperforming its industry over that period, according to Zacks (source: Zacks, June 1, 2026).
LLYV.K
US$97.70
Liberty Live Holdings
7D
-4.0%
1Y
22.9%