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U.S. Consumer Services Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies90
  • 7D0.2%
  • 3M-4.0%
  • 1Y-6.2%
  • YTD-1.9%

Over the last 7 days, the Consumer Services industry has remained flat, although notably Duolingo gained 8.5%. Unfortunately though, the industry is down 6.2% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$97.1bUS$58.5bUS$5.2b16.8x18.5x1.7x
Sat, 14 Mar 2026US$93.0bUS$58.4bUS$5.3b17.7x17.5x1.6x
Mon, 09 Feb 2026US$101.4bUS$58.0bUS$5.6b16.2x18x1.7x
Wed, 07 Jan 2026US$103.8bUS$57.9bUS$5.5b17.4x18.8x1.8x
Fri, 05 Dec 2025US$100.6bUS$58.4bUS$5.5b16.1x18.3x1.7x
Sun, 02 Nov 2025US$115.7bUS$58.0bUS$4.9b18.8x23.8x2x
Tue, 30 Sep 2025US$117.6bUS$53.8bUS$4.9b19x24.2x2.2x
Thu, 28 Aug 2025US$110.3bUS$52.0bUS$5.0b20.6x22.3x2.1x
Sat, 26 Jul 2025US$104.6bUS$50.7bUS$2.9b18.9x35.7x2.1x
Mon, 23 Jun 2025US$112.5bUS$50.6bUS$2.9b19.6x39.1x2.2x
Wed, 21 May 2025US$117.7bUS$50.6bUS$2.9b20.1x40.9x2.3x
Fri, 18 Apr 2025US$99.2bUS$48.1bUS$2.9b19x34.5x2.1x
Sun, 16 Mar 2025US$101.0bUS$48.3bUS$3.0b18.1x33.3x2.1x
Tue, 11 Feb 2025US$110.3bUS$48.1bUS$1.7b20.2x63.6x2.3x
Thu, 09 Jan 2025US$101.6bUS$47.5bUS$1.6b20.9x63.5x2.1x
Sat, 07 Dec 2024US$108.3bUS$47.6bUS$1.6b19.9x68.5x2.3x
Mon, 04 Nov 2024US$100.0bUS$47.4bUS$1.8b18.4x55.6x2.1x
Wed, 02 Oct 2024US$98.2bUS$44.0bUS$1.4b18.9x71.7x2.2x
Fri, 30 Aug 2024US$90.9bUS$46.7bUS$1.5b21.4x61.9x1.9x
Sun, 28 Jul 2024US$95.0bUS$46.1bUS$1.8b21.5x53.5x2.1x
Tue, 25 Jun 2024US$89.8bUS$46.0bUS$1.8b20.3x50.6x1.9x
Thu, 23 May 2024US$93.3bUS$43.8bUS$1.8b22.2x53.3x2.1x
Sat, 20 Apr 2024US$90.6bUS$42.3bUS$1.2b18.9x77x2.1x
Mon, 18 Mar 2024US$94.8bUS$42.6bUS$1.1b19.1x88.6x2.2x
Wed, 14 Feb 2024US$95.8bUS$43.8bUS$1.0b22.9x93.3x2.2x
Fri, 12 Jan 2024US$108.7bUS$47.6bUS$959.7m21.3x113.2x2.3x
Sun, 10 Dec 2023US$108.6bUS$47.5bUS$950.8m22.1x114.2x2.3x
Tue, 07 Nov 2023US$96.7bUS$45.5bUS$674.6m20.4x143.3x2.1x
Thu, 05 Oct 2023US$92.6bUS$44.6bUS$618.3m18x149.8x2.1x
Sat, 02 Sep 2023US$96.0bUS$44.5bUS$632.8m19.6x151.7x2.2x
Mon, 31 Jul 2023US$96.6bUS$43.6bUS$436.3m24.9x221.4x2.2x
Wed, 28 Jun 2023US$86.4bUS$42.8bUS$236.0m23x366.3x2x
Fri, 26 May 2023US$86.5bUS$42.8bUS$380.1m24.1x227.7x2x
Sun, 23 Apr 2023US$90.5bUS$43.3bUS$31.6m23.6x2864x2.1x
Price to Earnings Ratio

2864x


Total Market Cap: US$90.5bTotal Earnings: US$31.6mTotal Revenue: US$43.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 97.4x202420252026
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 18.5x which is lower than its 3-year average PE of 97.4x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 449% 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 Market3.42%
Consumer Discretionary5.81%
Consumer Services0.23%
Education Services0.28%
Specialized Consumer Services0.12%
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 expect its future annual earnings growth (16.3%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 35.7x.
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
DUOL DuolingoUS$98.788.5%
+US$362.5m		-69.7%PE11.2x
FTDR FrontdoorUS$60.706.5%
+US$258.1m		55.4%PE16.7x
TAL TAL Education GroupUS$11.792.9%
+US$200.8m		21.7%PE25.7x
GHC Graham HoldingsUS$1.13k4.2%
+US$198.8m		23.0%PE16.8x
LRN StrideUS$94.014.7%
+US$176.1m		-30.6%PE12.4x

Latest News

ADT
US$6.98
ADT
7D
2.0%
1Y
-11.4%
FTDR
US$60.70
Frontdoor
7D
6.5%
1Y
55.4%

Frontdoor: The Hidden Growth The Market Is Ignoring

Apr 15
HRB
US$30.90
H&R Block
7D
-3.0%
1Y
-51.0%

H&R Block Q3 Preview: Price Correction Is A Blessing For The Long-Term Investor

Apr 15
PXED
US$28.25
Phoenix Education Partners
7D
-8.2%
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
LAUR
US$33.01
Laureate Education
7D
-6.7%
1Y
70.6%

LAUR: Index Additions And 2026 Revenue Guidance Will Shape Earnings Outlook

Analysts have kept their $36.50 price target for Laureate Education unchanged, citing relatively steady assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for their view. What's in the News Laureate Education, Inc.
DUOL
US$98.78
Duolingo
7D
8.5%
1Y
-69.7%

Duolingo: The Market Underestimates Its Behavioral Monetization Engine

Apr 14
PRDO
US$35.12
Perdoceo Education
7D
-4.3%
1Y
35.8%

Perdoceo Education Offers Upside Potential Amid Growth Prospects

Apr 14
TAL
US$11.79
TAL Education Group
7D
2.9%
1Y
21.7%

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.
MH
US$14.00
McGraw Hill
7D
2.8%
1Y
n/a

McGraw-Hill: The EdTech Sleeping Giant

Apr 11
SCI
US$80.58
Service Corporation International
7D
-3.5%
1Y
5.1%

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.
GHC
US$1,125.28
Graham Holdings
7D
4.2%
1Y
23.0%
CVSA
US$112.49
Covista
7D
-4.7%
1Y
5.4%

Health Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term Thesis

Catalysts About Covista Covista provides higher education programs focused on health care and related professional fields. What are the underlying business or industry changes driving this perspective?
LRN
US$94.01
Stride
7D
4.7%
1Y
-30.6%

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.
COUR
US$6.15
Coursera
7D
11.2%
1Y
-12.4%

COUR: Recent Price Cuts And Guidance Will Shape Fairly Balanced Outlook

The analyst price target for Coursera has been reduced by approximately $3, as analysts incorporate updated assumptions on fair value, expected profitability and future P/E multiples following a series of recent target cuts from major banks. Analyst Commentary Recent research updates show a cluster of price target cuts on Coursera, with reductions of around $2 to $3 from several banks, including JPMorgan and Goldman Sachs.
EDU
US$55.47
New Oriental Education & Technology Group
7D
-3.3%
1Y
25.5%

EDU: Margin Discipline And Buybacks Will Support Higher Forward Earnings Multiple

Analysts have lifted their price target on New Oriental Education & Technology Group by $4.20, citing updated valuation work and recent supportive research that reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as reflecting updated work on valuation inputs, including discount rate assumptions and future P/E levels that they see as more in line with current research.
LLYV.K
US$94.89
Liberty Live Holdings
7D
-6.2%
1Y
41.7%