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U.S. Consumer Services Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies90
  • 7D0.9%
  • 3M-4.2%
  • 1Y-8.2%
  • YTD-2.5%

The Consumer Services industry has been flat over the last week, but Duolingo has lost 5.9%. As for the longer term, the industry has declined 8.0% in the last year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026US$96.3bUS$58.5bUS$5.2b18x18.4x1.6x
Fri, 13 Mar 2026US$93.6bUS$58.4bUS$5.3b17.3x17.6x1.6x
Sun, 08 Feb 2026US$101.9bUS$58.0bUS$5.6b16.6x18.1x1.8x
Tue, 06 Jan 2026US$103.8bUS$57.9bUS$5.5b17.3x18.8x1.8x
Thu, 04 Dec 2025US$100.6bUS$58.5bUS$5.5b16.2x18.3x1.7x
Sat, 01 Nov 2025US$117.8bUS$57.9bUS$4.9b18.8x24.2x2x
Mon, 29 Sep 2025US$120.0bUS$53.8bUS$4.9b19.2x24.7x2.2x
Wed, 27 Aug 2025US$110.3bUS$52.2bUS$4.8b20.5x22.8x2.1x
Fri, 25 Jul 2025US$105.7bUS$50.6bUS$2.9b18.8x36.8x2.1x
Sun, 22 Jun 2025US$112.9bUS$50.6bUS$2.9b19.6x39.2x2.2x
Tue, 20 May 2025US$118.3bUS$50.6bUS$2.9b20.1x41x2.3x
Thu, 17 Apr 2025US$100.1bUS$48.1bUS$2.9b18.8x34.8x2.1x
Sat, 15 Mar 2025US$98.3bUS$48.3bUS$3.0b18.1x32.4x2x
Mon, 10 Feb 2025US$110.3bUS$48.1bUS$1.7b19.8x63.6x2.3x
Wed, 08 Jan 2025US$102.8bUS$47.5bUS$1.6b20.6x64.2x2.2x
Fri, 06 Dec 2024US$108.7bUS$47.6bUS$1.6b20x68.8x2.3x
Sun, 03 Nov 2024US$100.0bUS$47.4bUS$1.8b18.4x55.6x2.1x
Tue, 01 Oct 2024US$96.9bUS$44.0bUS$1.4b19x70.7x2.2x
Thu, 29 Aug 2024US$92.2bUS$46.6bUS$1.4b22.2x66.1x2x
Sat, 27 Jul 2024US$92.4bUS$46.1bUS$1.8b21.5x52x2x
Mon, 24 Jun 2024US$89.8bUS$46.0bUS$1.8b20x50.6x2x
Wed, 22 May 2024US$94.0bUS$43.8bUS$1.8b21.3x53.1x2.1x
Fri, 19 Apr 2024US$90.6bUS$42.3bUS$1.2b18.9x77x2.1x
Sun, 17 Mar 2024US$94.8bUS$42.6bUS$1.1b19.1x89.1x2.2x
Tue, 13 Feb 2024US$98.1bUS$43.8bUS$1.0b23.9x97.1x2.2x
Thu, 11 Jan 2024US$108.4bUS$47.6bUS$959.4m20.5x113x2.3x
Sat, 09 Dec 2023US$108.5bUS$47.5bUS$950.8m22.1x114.1x2.3x
Mon, 06 Nov 2023US$96.7bUS$45.5bUS$675.4m20.6x143.1x2.1x
Wed, 04 Oct 2023US$92.6bUS$44.6bUS$619.0m17.8x149.6x2.1x
Fri, 01 Sep 2023US$94.1bUS$44.5bUS$644.9m19.6x146x2.1x
Sun, 30 Jul 2023US$93.7bUS$43.6bUS$465.4m24.9x201.3x2.1x
Tue, 27 Jun 2023US$85.6bUS$42.9bUS$236.9m23.1x361.3x2x
Thu, 25 May 2023US$86.5bUS$42.8bUS$380.1m24.1x227.7x2x
Sat, 22 Apr 2023US$90.5bUS$43.3bUS$38.2m23.6x2366.5x2.1x
Price to Earnings Ratio

2366.5x


Total Market Cap: US$90.5bTotal Earnings: US$38.2mTotal Revenue: US$43.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 96.8x202420252026
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 18.2x which is lower than its 3-year average PE of 96.2x.
  • The 3-year average PS ratio of 2.1x 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 423% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market4.44%
Consumer Discretionary8.20%
Consumer Services0.95%
Specialized Consumer Services2.69%
Education Services0.074%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 103x.
    • Analysts are expecting annual earnings growth of 16.2%, which is lower than the prior year's growth of 18.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 35.8x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 16% 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 12% 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$59.568.3%
+US$320.5m		48.7%PE16.4x
ADT ADTUS$6.985.8%
+US$308.6m		-13.0%PE9.4x
TAL TAL Education GroupUS$11.674.4%
+US$298.1m		18.4%PE25.5x
LLYV.K Liberty Live HoldingsUS$101.003.1%
+US$281.3m		47.2%PS24.3x
GHC Graham HoldingsUS$1.14k5.8%
+US$271.2m		23.7%PE17x

Latest News

PXED
US$28.33
Phoenix Education Partners
7D
-8.7%
1Y
n/a

Investors Can Find Comfort In Phoenix Education Partners' (NYSE:PXED) Earnings Quality

Apr 14
Investors Can Find Comfort In Phoenix Education Partners' (NYSE:PXED) Earnings Quality
DUOL
US$91.46
Duolingo
7D
-5.0%
1Y
-71.9%

Duolingo: The Market Underestimates Its Behavioral Monetization Engine

Apr 14
STRA
US$79.37
Strategic Education
7D
-5.0%
1Y
1.0%

Strategic Education: Moving To The Sidelines Following Read-Through From Phoenix Education Partners Customer Acquisition Issues

Apr 14
PRDO
US$35.03
Perdoceo Education
7D
-5.2%
1Y
35.1%

Perdoceo Education Offers Upside Potential Amid Growth Prospects

Apr 14
TAL
US$11.67
TAL Education Group
7D
4.4%
1Y
18.4%

TAL: Future Returns Will Depend On Margins And Recent Buyback Execution

Analysts have adjusted their price target for TAL Education Group to $11.91, reflecting updated views on revenue, profit margins and future P/E assumptions based on recent Street research, including the latest upgrade commentary. Analyst Commentary Recent Street research around TAL Education Group highlights a mix of optimism and caution, with the updated US$11.91 price target reflecting both constructive views on the business and a set of clear execution and valuation risks that bearish analysts continue to flag.
OSW
US$24.75
OneSpaWorld Holdings
7D
6.3%
1Y
45.8%

OSW: AI Initiatives And Moats Will Underpin Balanced Risk Reward Outlook

Analysts have nudged the price target for OneSpaWorld up by $0.20 to $26.80, tying the move to recent bullish research that points to steady demand, perceived operational moats, and potential benefits from AI related initiatives. Analyst Commentary Bullish Takeaways Bullish analysts point to resilient demand for OneSpaWorld's services, which they see as supportive of current valuation levels and the recent upward price target adjustments.
LOPE
US$168.70
Grand Canyon Education
7D
-1.5%
1Y
-5.1%

LOPE: Future Returns Will Rely On 2026 Margin And EPS Guidance

Analysts have kept their price target for Grand Canyon Education steady at $213, citing largely unchanged assumptions for growth, profitability, and future P/E that support their existing valuation view. What's in the News Completed a share repurchase tranche from October 1, 2025 to December 31, 2025, buying 605,730 shares for $100.02 million, or 2.19% of shares under the existing program (Key Developments).
SCI
US$82.10
Service Corporation International
7D
-1.0%
1Y
5.2%

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.
LAUR
US$33.19
Laureate Education
7D
-3.2%
1Y
71.3%
FTDR
US$59.56
Frontdoor
7D
8.3%
1Y
48.7%
GHC
US$1,136.43
Graham Holdings
7D
5.8%
1Y
23.7%
LRN
US$93.53
Stride
7D
5.1%
1Y
-32.0%

LRN: Future Earnings Multiple Will Depend On 2026 Guidance And Buybacks

Analysts raised their price target on Stride by $19 to reflect updated assumptions on discount rates and future P/E. They cited recent research that supports a slightly more constructive risk and valuation profile.
ADT
US$6.98
ADT
7D
5.8%
1Y
-13.0%

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$13.33
Driven Brands Holdings
7D
9.2%
1Y
-19.3%

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.
HRB
US$30.52
H&R Block
7D
-6.0%
1Y
-50.3%

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.
LLYV.K
US$101.00
Liberty Live Holdings
7D
3.1%
1Y
47.2%