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U.S. Consumer Services Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies89
  • 7D2.4%
  • 3M-2.3%
  • 1Y-22.3%
  • YTD-6.9%

Over the last 7 days, the Consumer Services industry has risen 2.4%, driven by gains in Duolingo and Jinxin Technology Holding of 7.1% and 1,906%, respectively. In contrast, the industry has lost 22% in the last 12 months. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026US$89.8bUS$56.7bUS$5.4b15.4x16.6x1.6x
Sat, 23 May 2026US$89.7bUS$56.6bUS$5.5b16.2x16.4x1.6x
Mon, 20 Apr 2026US$100.6bUS$58.5bUS$5.2b17.3x19.2x1.7x
Wed, 18 Mar 2026US$94.0bUS$58.5bUS$5.3b17.8x17.8x1.6x
Fri, 13 Feb 2026US$98.6bUS$58.0bUS$5.7b17x17.4x1.7x
Sun, 11 Jan 2026US$105.1bUS$57.9bUS$5.5b17.1x19x1.8x
Tue, 09 Dec 2025US$101.2bUS$58.4bUS$5.5b15.6x18.4x1.7x
Thu, 06 Nov 2025US$111.1bUS$58.1bUS$5.0b15.7x22.4x1.9x
Sat, 04 Oct 2025US$122.4bUS$56.3bUS$4.5b18.3x27x2.2x
Mon, 01 Sep 2025US$108.7bUS$52.0bUS$5.0b20.2x21.9x2.1x
Wed, 30 Jul 2025US$104.3bUS$50.7bUS$2.9b18.1x35.6x2.1x
Fri, 27 Jun 2025US$110.5bUS$50.6bUS$2.9b20.1x38.4x2.2x
Sun, 25 May 2025US$115.8bUS$50.6bUS$2.9b19.4x40.4x2.3x
Tue, 22 Apr 2025US$99.1bUS$48.1bUS$2.9b18.6x34.5x2.1x
Thu, 20 Mar 2025US$103.1bUS$48.3bUS$3.0b18.6x33.9x2.1x
Sat, 15 Feb 2025US$114.4bUS$48.3bUS$1.8b20.6x64.2x2.4x
Mon, 13 Jan 2025US$100.8bUS$47.5bUS$1.6b20.5x63x2.1x
Wed, 11 Dec 2024US$107.6bUS$47.6bUS$1.6b19.2x68.1x2.3x
Fri, 08 Nov 2024US$104.8bUS$47.6bUS$1.9b19.7x56.1x2.2x
Sun, 06 Oct 2024US$97.9bUS$44.0bUS$1.4b18.4x71.4x2.2x
Tue, 03 Sep 2024US$91.6bUS$46.7bUS$1.5b21.4x62.3x2x
Thu, 01 Aug 2024US$92.7bUS$46.6bUS$1.7b22.1x55.6x2x
Sat, 29 Jun 2024US$91.2bUS$46.0bUS$1.8b19.8x51.4x2x
Mon, 27 May 2024US$93.3bUS$46.5bUS$1.8b22.3x52.4x2x
Wed, 24 Apr 2024US$93.6bUS$42.3bUS$1.2b19.1x78.5x2.2x
Fri, 22 Mar 2024US$97.3bUS$42.7bUS$1.1b19.1x90.5x2.3x
Sun, 18 Feb 2024US$96.8bUS$43.9bUS$1.1b22.9x91.4x2.2x
Tue, 16 Jan 2024US$109.8bUS$47.6bUS$959.6m21.6x114.4x2.3x
Thu, 14 Dec 2023US$111.0bUS$47.5bUS$939.1m22.6x118.2x2.3x
Sat, 11 Nov 2023US$98.2bUS$45.6bUS$815.3m20.7x120.5x2.2x
Mon, 09 Oct 2023US$93.0bUS$44.6bUS$618.8m17.9x150.3x2.1x
Wed, 06 Sep 2023US$94.1bUS$44.5bUS$633.4m19.1x148.6x2.1x
Fri, 04 Aug 2023US$95.5bUS$44.0bUS$616.3m22.7x154.9x2.2x
Sun, 02 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 69.5x202420252026
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 16.6x which is lower than its 3-year average PE of 69.5x.
  • 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-2.47%
Consumer Discretionary-2.30%
Consumer Services2.45%
Education Services2.46%
Specialized Consumer Services2.43%
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 14.6%, 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 33.3x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 8.5% 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
DUOL DuolingoUS$132.155.2%
+US$307.0m		-66.9%PE14.6x
FTDR FrontdoorUS$72.896.0%
+US$291.5m		26.0%PE19.8x
COUR CourseraUS$6.0914.9%
+US$226.2m		-28.4%PS2.3x
BFAM Bright Horizons Family SolutionsUS$67.926.1%
+US$205.7m		-44.0%PE18.9x
GHC Graham HoldingsUS$1.17k4.2%
+US$204.3m		24.1%PE17.1x

Latest News

COUR
US$6.09
Coursera
7D
14.9%
1Y
-28.4%
SUPX
US$8.32
SuperX AI Technology
7D
-2.5%
1Y
-15.5%
BFAM
US$67.92
Bright Horizons Family Solutions
7D
6.1%
1Y
-44.0%
Narrative Update • Jun 24

BFAM: Index Additions And Buybacks Will Support Future Upside

Analysts have trimmed their price targets on Bright Horizons Family Solutions by about $1 to roughly $91, reflecting slightly higher discount rates and modestly lower assumed future P/E multiples, while leaving revenue growth and profit margin expectations broadly unchanged. Analyst Commentary Recent research on Bright Horizons Family Solutions indicates that analysts are refining their views around valuation rather than making major changes to underlying business assumptions.
MH
US$9.70
McGraw Hill
7D
-4.0%
1Y
n/a
HRB
US$36.33
H&R Block
7D
2.9%
1Y
-33.4%
Narrative Update • Jun 23

HRB: Stronger Earnings Guidance And Buybacks Will Support Future Upside Potential

Analysts have maintained their H&R Block fair value estimate at $39.50, making only minor adjustments to assumptions such as the discount rate and future P/E multiple that inform the updated price target narrative. What’s in the News for H&R Block H&R Block reported Q1 revenues up 5.3% year on year, with results coming in 2.5% above analyst expectations, according to recent coverage of specialized consumer services stocks.
DAO
US$10.73
Youdao
7D
-7.2%
1Y
25.5%
Narrative Update • Jun 22

DAO: Lower Future P/E Will Expose Fragile Profitability Assumptions

Analysts have modestly trimmed their price target on Youdao to $5.55 from $5.72, citing updated assumptions for slightly higher revenue and profit margins, along with a lower future P/E multiple. What’s in the News for Youdao Youdao completed its share repurchase program announced on November 17, 2022, reaching a total of 7,500,000 shares bought back.
GHC
US$1,172.86
Graham Holdings
7D
4.2%
1Y
24.1%
Analysis Article • Jun 22

Graham Holdings (GHC) Stock Could Be 55% Below Fair Value After Strong Quarterly Results

Recent quarterly results for Graham Holdings (GHC) showed year-over-year increases in revenue and net profit, combined with high institutional ownership and relatively moderate beta. These developments are prompting investors to reassess the diversified company’s risk and reward profile. See our latest analysis for Graham Holdings. Over the past year, Graham Holdings has paired a 21.28% total shareholder return with a 5.28% year to date share price return. Its 106.84% three year total...
FTDR
US$72.89
Frontdoor
7D
6.0%
1Y
26.0%
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$74.04
Service Corporation International
7D
2.0%
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...
DUOL
US$132.15
Duolingo
7D
5.2%
1Y
-66.9%
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...
TAL
US$9.16
TAL Education Group
7D
-0.3%
1Y
-14.8%
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$44.97
New Oriental Education & Technology Group
7D
-1.7%
1Y
-17.7%
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.
GNS
US$0.20
Genius Group
7D
-12.9%
1Y
-73.5%
Narrative Update • Jun 16

GNS: Recent Equity Raise Will Support Future Upside Despite Going Concern Risk

Analysts have kept their $3.25 price target for Genius Group unchanged, citing relatively stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the reason for maintaining their view. What's in the News Genius Group completed a follow on equity offering of approximately US$7.998 million in common stock and pre funded warrants, with common stock priced at US$0.37 per share and pre funded warrants at US$0.3699 each, in a registered direct offering.
WW
US$17.55
WW International
7D
-7.9%
1Y
n/a
Seeking Alpha • Jun 11

WW International: New Initiatives Not Enough

Summary WW International is rated Sell due to persistent losses, negative cash flow, and lack of a competitive moat in weight management telehealth. Despite growth in the clinical GLP-1 segment, overall revenue and EBITDA continue to decline as traditional behavior programs lose subscribers. WW faces intense competition from both startups and large players like Amazon and Walmart, challenging its pricing power and growth prospects. Read the full article on Seeking Alpha
CVSA
US$122.81
Covista
7D
4.7%
1Y
-0.3%
NAMI
US$4.98
Jinxin Technology Holding
7D
-19.8%
1Y
-81.0%