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U.S. Consumer Services Industry Analysis

UpdatedMay 17, 2026
DataAggregated Company Financials
Companies90
  • 7D-2.0%
  • 3M-1.7%
  • 1Y-24.6%
  • YTD-5.4%

Over the last 7 days, the Consumer Services industry has dropped 2.0%, driven by pullbacks in New Oriental Education & Technology Group and Covista of 5.1% and 8.1%, respectively. Overall the industry is down 25% in 12 months. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 17 May 2026US$93.2bUS$58.2bUS$5.3b16x17.8x1.6x
Tue, 14 Apr 2026US$95.2bUS$58.5bUS$5.2b17.9x18.2x1.6x
Thu, 12 Mar 2026US$93.4bUS$58.5bUS$5.3b17.3x17.6x1.6x
Sat, 07 Feb 2026US$100.3bUS$58.0bUS$5.6b16.6x17.8x1.7x
Mon, 05 Jan 2026US$101.3bUS$57.9bUS$5.5b16.5x18.3x1.7x
Wed, 03 Dec 2025US$104.6bUS$60.3bUS$4.1b15.8x25.4x1.7x
Fri, 31 Oct 2025US$116.5bUS$57.6bUS$4.8b18.4x24.1x2x
Sun, 28 Sep 2025US$120.0bUS$53.8bUS$4.9b19.2x24.7x2.2x
Tue, 26 Aug 2025US$110.8bUS$52.2bUS$4.8b20.9x23x2.1x
Thu, 24 Jul 2025US$105.5bUS$50.6bUS$2.9b18.9x36.7x2.1x
Sat, 21 Jun 2025US$112.9bUS$50.6bUS$2.9b19.6x39.2x2.2x
Mon, 19 May 2025US$118.4bUS$50.6bUS$2.9b20.3x41.1x2.3x
Wed, 16 Apr 2025US$100.1bUS$48.1bUS$2.9b18.9x34.8x2.1x
Fri, 14 Mar 2025US$100.1bUS$48.3bUS$3.0b17.9x33.1x2.1x
Sun, 09 Feb 2025US$110.3bUS$48.1bUS$1.7b19.8x63.6x2.3x
Tue, 07 Jan 2025US$103.1bUS$47.5bUS$1.6b20.6x64.4x2.2x
Thu, 05 Dec 2024US$107.9bUS$47.6bUS$1.6b20x65.9x2.3x
Sat, 02 Nov 2024US$100.0bUS$47.4bUS$1.8b18.4x55.7x2.1x
Mon, 30 Sep 2024US$96.9bUS$44.0bUS$1.4b19.1x70.7x2.2x
Wed, 28 Aug 2024US$92.4bUS$46.5bUS$1.5b22.1x63.3x2x
Fri, 26 Jul 2024US$92.5bUS$46.1bUS$1.8b20.9x52.4x2x
Sun, 23 Jun 2024US$89.8bUS$46.0bUS$1.8b20x50.6x2x
Tue, 21 May 2024US$94.5bUS$43.8bUS$1.8b20.3x53.4x2.2x
Thu, 18 Apr 2024US$89.5bUS$42.3bUS$1.2b18.9x76.1x2.1x
Sat, 16 Mar 2024US$96.2bUS$42.6bUS$1.1b19.1x90.3x2.3x
Mon, 12 Feb 2024US$96.6bUS$43.8bUS$1.0b23.5x95.6x2.2x
Wed, 10 Jan 2024US$108.4bUS$47.6bUS$959.0m20.9x113x2.3x
Fri, 08 Dec 2023US$107.6bUS$47.5bUS$951.1m21.9x113.2x2.3x
Sun, 05 Nov 2023US$96.7bUS$45.5bUS$674.5m20.6x143.3x2.1x
Tue, 03 Oct 2023US$92.7bUS$44.6bUS$619.0m17.9x149.8x2.1x
Thu, 31 Aug 2023US$94.6bUS$44.5bUS$647.1m19.7x146.1x2.1x
Sat, 29 Jul 2023US$93.7bUS$43.6bUS$465.4m24.9x201.3x2.1x
Mon, 26 Jun 2023US$85.4bUS$42.9bUS$235.2m22.9x363.2x2x
Wed, 24 May 2023US$86.2bUS$42.8bUS$379.7m23.6x227x2x
Price to Earnings Ratio

227x


Total Market Cap: US$86.2bTotal Earnings: US$379.7mTotal Revenue: US$42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 78.1x202420252026
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 17.8x which is lower than its 3-year average PE of 78.1x.
  • 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 140% 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 Market-0.34%
Consumer Discretionary-3.37%
Consumer Services-2.01%
Specialized Consumer Services-1.26%
Education Services-2.40%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 108x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings growth of 10.2% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 34.8x.
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 10% per year.
  • In contrast, the Specialized Consumer 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
COUR CourseraUS$5.28-8.7%
US$533.2m		-41.3%PS2x
LLYV.K Liberty Live HoldingsUS$99.513.9%
+US$345.9m		26.3%PS23x
UTI Universal Technical InstituteUS$39.5610.7%
+US$210.3m		14.3%PE51x
DUOL DuolingoUS$112.063.8%
+US$189.6m		-78.8%PE12.4x
LINC Lincoln Educational ServicesUS$49.109.7%
+US$139.1m		126.4%PE69.5x

Latest News

LINC
US$49.10
Lincoln Educational Services
7D
9.7%
1Y
126.4%
UTI
US$39.56
Universal Technical Institute
7D
10.7%
1Y
14.3%
DUOL
US$112.06
Duolingo
7D
3.8%
1Y
-78.8%
Narrative Update • May 16

DUOL: User Growth Pivot And Buyback May Support Future Upside

Analysts have trimmed the Duolingo fair value estimate slightly to about $134 from about $136. This reflects reduced revenue growth assumptions, a modestly higher discount rate, and lower future P/E expectations, partly offset by a slightly higher profit margin outlook after a series of mixed price target changes and ratings downgrades across the Street.
COUR
US$5.28
Coursera
7D
-8.7%
1Y
-41.3%
PRDO
US$34.01
Perdoceo Education
7D
-5.6%
1Y
8.5%
Narrative Update • May 15

PRDO: Higher Margin Outlook Will Support Earnings Power Ahead

Analysts have nudged their price target on Perdoceo Education up by $2 to $44, citing updated views on fair value, discount rate, revenue growth assumptions, profit margin expectations, and a revised future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$44 price target as better aligned with their updated fair value work, suggesting that prior assumptions may have been conservative relative to the company’s current positioning.
HRB
US$37.25
H&R Block
7D
0.8%
1Y
-35.4%
OSW
US$23.53
OneSpaWorld Holdings
7D
-5.2%
1Y
21.9%
Narrative Update • May 13

OSW: AI Initiatives Will Support Resilient Demand And Defensible Operational Moats

Analysts lifted the OneSpaWorld Holdings fair value estimate by $1.20 to $28.00, citing updated price targets and research that highlight steady demand, operational moats, and potential benefits from AI initiatives. Analyst Commentary Recent Street research on OneSpaWorld Holdings has focused on refreshed price targets and updated views following meetings with management and new coverage initiations.
GHC
US$1,093.00
Graham Holdings
7D
-3.8%
1Y
13.7%
LOPE
US$157.86
Grand Canyon Education
7D
-5.0%
1Y
-20.0%
Narrative Update • May 12

LOPE: Future Returns Will Rely On 2026 Margin Guidance

Analysts have nudged their fair value estimate for Grand Canyon Education up by $1 to $214 per share, reflecting updated assumptions that combine slightly lower projected revenue growth with higher profit margins and a lower expected future P/E multiple. What's in the News Company issued earnings guidance for full year 2026, with expected service revenue between US$1,169.3 million and US$1,189.8 million, diluted EPS between US$9.69 and US$10.26, and operating margin between 27.8% and 29.0% (company guidance).
LLYV.K
US$99.51
Liberty Live Holdings
7D
3.9%
1Y
26.3%
CVSA
US$122.93
Covista
7D
-8.1%
1Y
-8.8%
EDU
US$50.90
New Oriental Education & Technology Group
7D
-5.1%
1Y
4.7%
FTDR
US$61.50
Frontdoor
7D
-4.8%
1Y
11.2%
Analysis Article • May 08

Frontdoor's (NASDAQ:FTDR) Earnings Seem To Be Promising

Frontdoor, Inc. ( NASDAQ:FTDR ) announced a healthy earnings result recently, and the market rewarded it with a strong...
TAL
US$10.80
TAL Education Group
7D
-2.6%
1Y
2.7%
COE
US$28.75
51Talk Online Education Group
7D
16.3%
1Y
48.8%
SUPX
US$10.54
SuperX AI Technology
7D
43.4%
1Y
-4.2%