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U.S. Consumer Services Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies91
  • 7D-0.8%
  • 3M-2.6%
  • 1Y-25.2%
  • YTD-5.5%

The Consumer Services is pretty flat in the last 7 days, but H&R Block has stood out, gaining 10%. As for the longer term, the industry has declined 25% in the last year. 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
Thu, 21 May 2026US$94.7bUS$58.2bUS$5.2b16.3x18.1x1.6x
Sat, 18 Apr 2026US$99.4bUS$58.5bUS$5.2b17.3x19x1.7x
Mon, 16 Mar 2026US$93.7bUS$58.5bUS$5.3b17.7x17.8x1.6x
Wed, 11 Feb 2026US$100.3bUS$58.0bUS$5.6b17.4x17.8x1.7x
Fri, 09 Jan 2026US$102.9bUS$57.9bUS$5.5b17x18.6x1.8x
Sun, 07 Dec 2025US$101.4bUS$58.4bUS$5.5b16.2x18.4x1.7x
Tue, 04 Nov 2025US$115.8bUS$58.0bUS$4.9b18.4x23.8x2x
Thu, 02 Oct 2025US$120.8bUS$53.9bUS$4.9b18.5x24.9x2.2x
Sat, 30 Aug 2025US$109.9bUS$52.0bUS$5.0b20.2x22.2x2.1x
Mon, 28 Jul 2025US$105.8bUS$50.7bUS$2.9b18.9x36.1x2.1x
Wed, 25 Jun 2025US$113.1bUS$50.6bUS$2.9b20.3x39.3x2.2x
Fri, 23 May 2025US$115.8bUS$50.6bUS$2.9b19.6x40.3x2.3x
Sun, 20 Apr 2025US$99.1bUS$48.1bUS$2.9b19x34.4x2.1x
Tue, 18 Mar 2025US$101.0bUS$48.3bUS$3.0b18.2x33.3x2.1x
Thu, 13 Feb 2025US$111.0bUS$48.1bUS$1.7b20.5x63.9x2.3x
Sat, 11 Jan 2025US$102.8bUS$47.5bUS$1.6b20.5x64.2x2.2x
Mon, 09 Dec 2024US$107.3bUS$47.6bUS$1.6b19.9x67.9x2.3x
Wed, 06 Nov 2024US$100.6bUS$47.5bUS$1.8b17.8x54.6x2.1x
Fri, 04 Oct 2024US$98.3bUS$44.0bUS$1.4b18.3x71.8x2.2x
Sun, 01 Sep 2024US$91.6bUS$46.7bUS$1.5b21.4x62.3x2x
Tue, 30 Jul 2024US$95.0bUS$46.1bUS$1.8b21.7x53.5x2.1x
Thu, 27 Jun 2024US$90.9bUS$46.0bUS$1.8b20.2x51.3x2x
Sat, 25 May 2024US$93.5bUS$46.5bUS$1.8b22.3x52.2x2x
Mon, 22 Apr 2024US$90.0bUS$42.3bUS$1.2b18.8x75.6x2.1x
Wed, 20 Mar 2024US$95.6bUS$42.6bUS$1.1b18.7x88.9x2.2x
Fri, 16 Feb 2024US$98.6bUS$44.0bUS$1.1b23.3x93.5x2.2x
Sun, 14 Jan 2024US$109.8bUS$47.6bUS$960.0m21.6x114.4x2.3x
Tue, 12 Dec 2023US$109.6bUS$47.5bUS$950.7m22.1x115.3x2.3x
Thu, 09 Nov 2023US$97.5bUS$45.6bUS$678.1m20.5x143.8x2.1x
Sat, 07 Oct 2023US$93.0bUS$44.6bUS$617.6m17.9x150.6x2.1x
Mon, 04 Sep 2023US$96.0bUS$44.5bUS$632.8m19.6x151.7x2.2x
Wed, 02 Aug 2023US$96.9bUS$43.6bUS$435.7m25.3x222.4x2.2x
Fri, 30 Jun 2023US$86.9bUS$42.8bUS$238.3m23.2x364.9x2x
Sun, 28 May 2023US$85.8bUS$42.8bUS$371.0m23.8x231.4x2x
Price to Earnings Ratio

231.4x


Total Market Cap: US$85.8bTotal Earnings: US$371.0mTotal Revenue: US$42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 77.3x202420252026
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 18.1x which is lower than its 3-year average PE of 77.5x.
  • 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 142% 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-1.01%
Consumer Discretionary-3.21%
Consumer Services-0.82%
Specialized Consumer Services-0.027%
Education Services-1.23%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 109x.
    • Analysts are expecting annual earnings growth of 14.9%, 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 34.7x.
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
HRB H&R BlockUS$39.8010.4%
+US$476.6m		-31.6%PE6.8x
MH McGraw HillUS$12.286.2%
+US$137.5m		n/aPS1.1x
LAUR Laureate EducationUS$33.602.8%
+US$130.2m		53.7%PE16.8x
ADT ADTUS$6.982.0%
+US$109.7m		-17.5%PE8.7x
DUOL DuolingoUS$106.821.8%
+US$85.7m		-79.2%PE11.8x

Latest News

CVSA
US$126.01
Covista
7D
-2.2%
1Y
-3.6%
DRVN
US$12.99
Driven Brands Holdings
7D
2.4%
1Y
-27.2%
SUPX
US$10.69
SuperX AI Technology
7D
10.8%
1Y
-0.7%
DUOL
US$106.82
Duolingo
7D
1.8%
1Y
-79.2%
LINC
US$47.43
Lincoln Educational Services
7D
-8.8%
1Y
121.2%
TAL
US$10.47
TAL Education Group
7D
-9.0%
1Y
-3.4%
Narrative Update • May 18

TAL: Share Repurchases And Margin Assumptions Will Support Future Upside

Analysts now assess TAL Education Group's fair value estimate at $18.67, up from $17.70. This revision reflects updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E.
KLC
US$3.66
KinderCare Learning Companies
7D
-10.9%
1Y
-68.1%
Seeking Alpha • May 18

KinderCare: Uncertainty On Recovery Timeline And Near-Term Numbers

Summary Maintain Hold on KinderCare as core fundamentals remain weak despite some targeted enrollment gains. KLC’s Q1 2026 revenue was stable, but the ECE segment saw declining enrollment, occupancy, and margins, with EBITDA down 38% y/y. Opportunity Region initiatives show localized improvement, yet broad-based recovery and occupancy above 70% remain elusive. Planned center closures add near-term uncertainty, and a valuation discount is justified until system-wide enrollment improves. Read the full article on Seeking Alpha
EDU
US$49.94
New Oriental Education & Technology Group
7D
-4.7%
1Y
5.1%
Narrative Update • May 17

EDU: Lower Discount Rate And Buybacks Will Support Higher Earnings Multiple

Analysts have increased their price target on New Oriental Education & Technology Group by $1.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which slightly adjust their longer term outlook for the stock. Analyst Commentary Recent research around the US$1.90 price target adjustment focuses less on short term trading and more on how updated assumptions for discount rate, revenue growth, profit margins, and future P/E feed into a refreshed valuation framework for New Oriental Education & Technology Group.
UTI
US$37.08
Universal Technical Institute
7D
-6.7%
1Y
5.0%
ADT
US$6.98
ADT
7D
2.0%
1Y
-17.5%
Seeking Alpha • May 16

ADT Has A Clear AI-Driven Future (Rating Upgrade)

Summary ADT becomes a more attractive investment following Apollo's complete exit and significant share repurchases. Despite flat revenue and EPS guidance in 2026, ADT targets a 5% revenue and 10% EPS CAGR, leveraging AI and the Origin AI acquisition for operational improvements and differentiation. My updated DCF values ADT at $10.33 per share, indicating a 50% undervaluation with an 8.5% shareholder yield. Risks remain from potential State Farm exit and competitive threats, but ADT's differentiated offering and capital allocation support a Strong Buy rating at current levels. Read the full article on Seeking Alpha
PRDO
US$33.81
Perdoceo Education
7D
-3.2%
1Y
9.3%
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$39.80
H&R Block
7D
10.4%
1Y
-31.6%
OSW
US$23.86
OneSpaWorld Holdings
7D
2.4%
1Y
28.1%
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.
LLYV.K
US$98.24
Liberty Live Holdings
7D
-1.0%
1Y
28.5%
MH
US$12.28
McGraw Hill
7D
6.2%
1Y
n/a
LAUR
US$33.60
Laureate Education
7D
2.8%
1Y
53.7%