Narrative Update • Jun 06

Over the last 7 days, the Consumer Services industry has risen 2.2%, driven by gains from Service Corporation International of 10%. During this same period, the Universal Technical Institute underperformed, falling 10%. However, the industry is down 23% over the past year. Looking forward, earnings are forecast to grow by 12% annually.
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | US$91.7b | US$56.7b | US$5.6b | 16.4x | 16.5x | 1.6x |
| Mon, 11 May 2026 | US$95.2b | US$59.0b | US$5.6b | 17x | 17.1x | 1.6x |
| Wed, 08 Apr 2026 | US$97.0b | US$58.5b | US$5.2b | 17.9x | 18.6x | 1.7x |
| Fri, 06 Mar 2026 | US$95.1b | US$58.5b | US$5.3b | 17.5x | 18x | 1.6x |
| Sun, 01 Feb 2026 | US$102.2b | US$58.3b | US$5.6b | 16.2x | 18.2x | 1.8x |
| Tue, 30 Dec 2025 | US$102.4b | US$57.9b | US$5.5b | 16.4x | 18.5x | 1.8x |
| Thu, 27 Nov 2025 | US$103.9b | US$60.4b | US$4.1b | 15.9x | 25.1x | 1.7x |
| Sat, 25 Oct 2025 | US$124.9b | US$57.3b | US$4.7b | 18.9x | 26.8x | 2.2x |
| Mon, 22 Sep 2025 | US$117.1b | US$53.8b | US$4.9b | 19.8x | 24x | 2.2x |
| Wed, 20 Aug 2025 | US$111.1b | US$52.2b | US$4.8b | 19.9x | 23.1x | 2.1x |
| Fri, 18 Jul 2025 | US$106.8b | US$50.6b | US$2.9b | 19.1x | 37.2x | 2.1x |
| Sun, 15 Jun 2025 | US$112.3b | US$50.6b | US$2.9b | 19.3x | 39x | 2.2x |
| Tue, 13 May 2025 | US$115.7b | US$50.6b | US$2.8b | 18.9x | 40.8x | 2.3x |
| Thu, 10 Apr 2025 | US$96.1b | US$48.1b | US$2.9b | 17.9x | 33.2x | 2x |
| Sat, 08 Mar 2025 | US$102.0b | US$48.3b | US$2.9b | 20x | 34.9x | 2.1x |
| Mon, 03 Feb 2025 | US$108.3b | US$48.1b | US$1.7b | 19.4x | 63.2x | 2.3x |
| Wed, 01 Jan 2025 | US$102.1b | US$47.5b | US$1.6b | 19.8x | 63.9x | 2.1x |
| Fri, 29 Nov 2024 | US$106.7b | US$47.6b | US$1.6b | 19.8x | 65.2x | 2.2x |
| Sun, 27 Oct 2024 | US$97.3b | US$47.2b | US$1.6b | 19.8x | 60.6x | 2.1x |
| Tue, 24 Sep 2024 | US$93.0b | US$43.9b | US$1.3b | 20.6x | 68.9x | 2.1x |
| Thu, 22 Aug 2024 | US$91.0b | US$46.5b | US$1.5b | 20.1x | 62.4x | 2x |
| Sat, 20 Jul 2024 | US$92.4b | US$46.1b | US$1.8b | 20.7x | 52.3x | 2x |
| Mon, 17 Jun 2024 | US$90.0b | US$46.0b | US$1.8b | 19.2x | 50.7x | 2x |
| Wed, 15 May 2024 | US$95.7b | US$43.8b | US$1.7b | 19.8x | 55.7x | 2.2x |
| Fri, 12 Apr 2024 | US$93.9b | US$42.4b | US$1.2b | 19.5x | 80x | 2.2x |
| Sun, 10 Mar 2024 | US$95.5b | US$42.7b | US$1.1b | 18.6x | 88.2x | 2.2x |
| Tue, 06 Feb 2024 | US$91.7b | US$43.7b | US$994.0m | 23.1x | 92.2x | 2.1x |
| Thu, 04 Jan 2024 | US$108.4b | US$47.6b | US$959.9m | 21.1x | 113x | 2.3x |
| Sat, 02 Dec 2023 | US$107.3b | US$47.6b | US$961.2m | 21.2x | 111.7x | 2.3x |
| Mon, 30 Oct 2023 | US$91.3b | US$45.2b | US$792.4m | 18.2x | 115.2x | 2x |
| Wed, 27 Sep 2023 | US$91.1b | US$44.5b | US$666.2m | 18.2x | 136.8x | 2x |
| Fri, 25 Aug 2023 | US$92.8b | US$44.2b | US$642.1m | 18.7x | 144.5x | 2.1x |
| Sun, 23 Jul 2023 | US$92.3b | US$43.1b | US$231.8m | 23.8x | 398x | 2.1x |
| Tue, 20 Jun 2023 | US$89.5b | US$42.9b | US$309.3m | 23.2x | 289.5x | 2.1x |
289.5x
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 |