Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Services Industry Analysis

UpdatedAug 18, 2026
DataAggregated Company Financials
Companies89
  • 7D-2.3%
  • 3M3.2%
  • 1Y-18.2%
  • YTD-3.4%

Over the last 7 days, the Consumer Services industry has dropped 2.3%, driven by a pullback from New Oriental Education & Technology Group of 8.4%. In contrast, H&R Block has gained 9.1%. Overall the industry is down 18% in 12 months. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026US$93.2bUS$57.6bUS$4.9b13.2x18.9x1.6x
Thu, 16 Jul 2026US$94.6bUS$56.7bUS$5.4b15.8x17.5x1.7x
Sat, 13 Jun 2026US$91.7bUS$56.7bUS$5.6b16.4x16.5x1.6x
Mon, 11 May 2026US$95.2bUS$59.0bUS$5.6b17x17.1x1.6x
Wed, 08 Apr 2026US$97.0bUS$58.5bUS$5.2b17.9x18.6x1.7x
Fri, 06 Mar 2026US$95.1bUS$58.5bUS$5.3b17.5x18x1.6x
Sun, 01 Feb 2026US$102.2bUS$58.3bUS$5.6b16.2x18.2x1.8x
Tue, 30 Dec 2025US$102.4bUS$57.9bUS$5.5b16.4x18.5x1.8x
Thu, 27 Nov 2025US$103.9bUS$60.4bUS$4.1b15.9x25.1x1.7x
Sat, 25 Oct 2025US$124.9bUS$57.3bUS$4.7b18.9x26.8x2.2x
Mon, 22 Sep 2025US$117.1bUS$53.8bUS$4.9b19.8x24x2.2x
Wed, 20 Aug 2025US$111.1bUS$52.2bUS$4.8b19.9x23.1x2.1x
Fri, 18 Jul 2025US$106.8bUS$50.6bUS$2.9b19.1x37.2x2.1x
Sun, 15 Jun 2025US$112.3bUS$50.6bUS$2.9b19.3x39x2.2x
Tue, 13 May 2025US$115.7bUS$50.6bUS$2.8b18.9x40.8x2.3x
Thu, 10 Apr 2025US$96.1bUS$48.1bUS$2.9b17.9x33.2x2x
Sat, 08 Mar 2025US$102.0bUS$48.3bUS$2.9b20x34.9x2.1x
Mon, 03 Feb 2025US$108.3bUS$48.1bUS$1.7b19.4x63.2x2.3x
Wed, 01 Jan 2025US$102.1bUS$47.5bUS$1.6b19.8x63.9x2.1x
Fri, 29 Nov 2024US$106.7bUS$47.6bUS$1.6b19.8x65.2x2.2x
Sun, 27 Oct 2024US$97.3bUS$47.2bUS$1.6b19.8x60.6x2.1x
Tue, 24 Sep 2024US$93.0bUS$43.9bUS$1.3b20.6x68.9x2.1x
Thu, 22 Aug 2024US$91.0bUS$46.5bUS$1.5b20.1x62.4x2x
Sat, 20 Jul 2024US$92.4bUS$46.1bUS$1.8b20.7x52.3x2x
Mon, 17 Jun 2024US$90.0bUS$46.0bUS$1.8b19.2x50.7x2x
Wed, 15 May 2024US$95.7bUS$43.8bUS$1.7b19.8x55.7x2.2x
Fri, 12 Apr 2024US$93.9bUS$42.4bUS$1.2b19.5x80x2.2x
Sun, 10 Mar 2024US$95.5bUS$42.7bUS$1.1b18.6x88.2x2.2x
Tue, 06 Feb 2024US$91.7bUS$43.7bUS$994.0m23.1x92.2x2.1x
Thu, 04 Jan 2024US$108.4bUS$47.6bUS$959.9m21.1x113x2.3x
Sat, 02 Dec 2023US$107.3bUS$47.6bUS$961.2m21.2x111.7x2.3x
Mon, 30 Oct 2023US$91.3bUS$45.2bUS$792.4m18.2x115.2x2x
Wed, 27 Sep 2023US$91.1bUS$44.5bUS$666.2m18.2x136.8x2x
Fri, 25 Aug 2023US$92.8bUS$44.2bUS$642.1m18.7x144.5x2.1x
Price to Earnings Ratio

144.5x


Total Market Cap: US$92.8bTotal Earnings: US$642.1mTotal Revenue: US$44.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 56x202420252026
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 18.9x which is lower than its 3-year average PE of 56.0x.
  • 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 97% per year over the last three years.
  • Revenues for these companies have grown 9.2% 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 Market0.11%
Consumer Discretionary-3.25%
Consumer Services-2.30%
Specialized Consumer Services-0.97%
Education Services-2.97%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry even though it's trading below its 3-year average PE ratio of 31.2x.
    • Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings growth of 0.5% per year.
  • Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 116x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is better than its past earnings growth rate of 0.5% per year.
  • In contrast, the Education Services industry is expected to see its earnings grow by 11% 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
HRB H&R BlockUS$50.139.1%
+US$357.2m		-0.6%PE8.4x
MH McGraw HillUS$12.779.9%
+US$220.4m		-11.9%PE26.4x
LRN StrideUS$83.434.0%
+US$131.7m		-48.7%PE10.2x
CVSA CovistaUS$132.322.8%
+US$122.9m		2.9%PE16.8x
OSW OneSpaWorld HoldingsUS$26.733.6%
+US$93.9m		21.9%PE33.5x

Latest News

KLC
US$2.56
KinderCare Learning Companies
7D
-49.1%
1Y
-65.8%
MH
US$12.77
McGraw Hill
7D
9.9%
1Y
-11.9%
Narrative Update • Aug 15

MH: ROAR Integration And Buybacks Will Support Future Upside

Analysts have modestly raised their price target on McGraw Hill to $15.00 from $14.00, citing updated assumptions that reflect a lower discount rate, a profit margin figure of 11.91% and a future P/E of 13.82x, partly offset by a slightly lower revenue growth input of 1.96%. What’s in the News for McGraw Hill McGraw Hill announced the exclusive integration of ROAR, a research backed online literacy screener developed at the Stanford Graduate School of Education, into its K-12 literacy portfolio, strengthening links between assessment, instruction and intervention.
DUOL
US$130.16
Duolingo
7D
-5.1%
1Y
-64.7%
ADT
US$7.18
ADT
7D
-4.4%
1Y
-17.0%
HRB
US$50.13
H&R Block
7D
9.1%
1Y
-0.6%
Narrative Update • Aug 14

HRB: AI Disruption And DIY Pressure Will Restrain Future Return Potential

Analysts now see fair value for H&R Block at $33, up from $29, reflecting updated views on revenue growth, profitability, and forward P/E based on recent Q4 results, FY27 guidance, and mixed opinions on long term structural risks in the tax prep market. Analyst Commentary Recent Street research on H&R Block highlights a wide range of opinions, even as Q4 results and FY27 guidance informed new valuation work.
EDU
US$53.20
New Oriental Education & Technology Group
7D
-8.4%
1Y
10.1%
Narrative Update • Aug 14

EDU: Cash Generation And Teacher Ecosystem Will Support Balanced Returns Outlook

Analysts have lifted their fair value estimate for New Oriental Education & Technology Group to $56.50, up from $53.35, citing recent price target increases and broader support for the company’s teacher led ecosystem model and shareholder return profile. Analyst Commentary Recent Street research on New Oriental Education & Technology Group highlights a mix of support for the teacher led ecosystem model and a more cautious tone around valuation, growth drivers, and overseas exposure.
PRDO
US$32.04
Perdoceo Education
7D
1.9%
1Y
0.5%
LRN
US$83.43
Stride
7D
4.0%
1Y
-48.7%
Seeking Alpha • Aug 13

Stride: New CEO Brings Uncertainty

Summary Stride remains a 'Hold' as operational vulnerabilities and valuation concerns persist despite market leadership in online education. Full-year results met expectations, with revenue up 4.7% YoY, driven by 14% Career Learning enrollment growth, but offset by declines in other segments. CEO transition introduces uncertainty; share repurchase program extension signals a focus on shareholder returns, with $311 million remaining. Lowered revenue growth (10% vs. 15%) and margin assumptions yield a fair value of $86 per share, just above current levels. Read the full article on Seeking Alpha
CVSA
US$132.32
Covista
7D
2.8%
1Y
2.9%
Narrative Update • Aug 11

CVSA: Leadership Expansion And Healthcare Education Demand Will Drive Future Upside

Covista's analyst price target has shifted from $153.25 to $159.50, with analysts pointing to the recent fiscal Q4 results and their view that demand for healthcare professionals will continue to outpace supply as key supports for the updated valuation inputs. What’s in the News for Covista Covista expanded its leadership structure with an enlarged role for Scott Liles, who now leads corporate strategy and a new Performance Acceleration Office while continuing as President of the Medical and Veterinary segment.
OSW
US$26.73
OneSpaWorld Holdings
7D
3.6%
1Y
21.9%
SCI
US$82.53
Service Corporation International
7D
-1.0%
1Y
2.2%
DRVN
US$12.76
Driven Brands Holdings
7D
1.8%
1Y
-24.3%
TAL
US$11.68
TAL Education Group
7D
-6.6%
1Y
6.2%
Analysis Article • Aug 07

Statutory Earnings May Not Be The Best Way To Understand TAL Education Group's (NYSE:TAL) True Position

TAL Education Group ( NYSE:TAL ) recently released a strong earnings report, and the market responded by raising the...
LAUR
US$37.71
Laureate Education
7D
1.2%
1Y
44.5%
Narrative Update • Aug 07

LAUR: Raised Guidance And Ongoing Buybacks Will Support A Balanced Outlook

Analysts trimmed their price target on Laureate Education to $34.50 from $36.50, citing updated assumptions that reflect slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a reduced future P/E multiple. What’s in the News for Laureate Education Laureate Education reported financial results for the second quarter and first half of 2026, with revenue, operating income, and net income described as higher than the prior year period.
DAO
US$16.29
Youdao
7D
-10.1%
1Y
74.2%
LOPE
US$141.84
Grand Canyon Education
7D
-3.2%
1Y
-28.8%
Analysis Article • Aug 06

Investors Can Find Comfort In Grand Canyon Education's (NASDAQ:LOPE) Earnings Quality

Investors were disappointed with the weak earnings posted by Grand Canyon Education, Inc. ( NASDAQ:LOPE ). However, our...