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U.S. Consumer Services Industry Analysis

UpdatedMar 13, 2025
DataAggregated Company Financials
Companies90
  • 7D-4.7%
  • 3M-5.5%
  • 1Y-1.5%
  • YTD-1.8%

Over the last 7 days, the Consumer Services industry has dropped 4.7%, driven by a pullback from Stride of 11%. In contrast, NetClass Technology has gained 33%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Fri, 21 Apr 2023US$90.7bUS$43.3bUS$36.6m23.6x2479.3x2.1x
Sun, 19 Mar 2023US$86.4bUS$43.3b-US$134,388,604.0024x-643.2x2x
Tue, 14 Feb 2023US$90.9bUS$41.0b-US$270,771,917.0022.3x-335.6x2.2x
Thu, 12 Jan 2023US$81.8bUS$41.4b-US$1,227,573,511.0020x-66.7x2x
Sat, 10 Dec 2022US$76.7bUS$41.3b-US$1,190,918,842.0017.8x-64.4x1.9x
Mon, 07 Nov 2022US$74.8bUS$41.3b-US$1,390,769,973.0015.7x-53.8x1.8x
Wed, 05 Oct 2022US$82.3bUS$46.3b-US$1,923,363,924.0015.1x-42.8x1.8x
Fri, 02 Sep 2022US$83.9bUS$46.7b-US$2,101,281,890.0017.4x-39.9x1.8x
Sun, 31 Jul 2022US$81.1bUS$44.7b-US$2,831,321,055.0020.2x-28.7x1.8x
Tue, 28 Jun 2022US$76.5bUS$44.2b-US$2,600,868,780.0019.6x-29.4x1.7x
Thu, 26 May 2022US$73.3bUS$44.5b-US$2,889,993,417.0018.4x-25.4x1.6x
Sat, 23 Apr 2022US$83.4bUS$46.4b-US$2,858,736,959.0017.1x-29.2x1.8x
Mon, 21 Mar 2022US$81.7bUS$41.1b-US$2,839,943,031.0020.3x-28.8x2x
Price to Earnings Ratio

-28.8x


Total Market Cap: US$81.7bTotal Earnings: -US$2,839,943,031.00Total Revenue: US$41.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 41.6x202320242025
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 34.1x which is lower than its 3-year average PE of 41.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • Total earnings for the Consumer Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 5.5% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-4.41%
Consumer Discretionary-5.62%
Consumer Services-4.65%
Specialized Consumer Services-3.13%
Education Services-5.26%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 80.4x.
    • Analysts are expecting annual earnings growth of 25.5%, which is lower than the prior year's growth of 59.8% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 54.1x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 25% over the next 5 years.
  • However this is lower than its past earnings growth rate of 60% 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
NTCL NetClass TechnologyUS$10.9032.8%
+US$48.0m
n/aPS19.2x
ZSPC zSpaceUS$11.1915.1%
+US$35.9m
n/aPE12.4x
APEI American Public EducationUS$21.109.6%
+US$33.3m
68.0%PE37.8x
VSTA Vasta PlatformUS$3.5612.2%
+US$31.0m
-9.6%PE3.4x
QSG QuantaSing GroupUS$2.7516.0%
+US$19.4m
-6.1%PE2.4x
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Latest News

VSTA

US$3.56

Vasta Platform

7D

12.2%

1Y

-9.6%

ADT

US$7.32

ADT

7D

-4.9%

1Y

8.1%

ZSPC

US$11.19

zSpace

7D

15.1%

1Y

n/a

LRN

US$118.39

Stride

7D

-11.1%

1Y

93.3%

APEI

US$21.10

American Public Education

7D

9.6%

1Y

68.0%

KLC

US$16.14

KinderCare Learning Companies

7D

-11.3%

1Y

n/a

BFAM

US$123.38

Bright Horizons Family Solutions

7D

-3.2%

1Y

7.6%

COE

US$19.88

51Talk Online Education Group

7D

10.5%

1Y

203.0%

QSG

US$2.75

QuantaSing Group

7D

16.0%

1Y

-6.1%

HRB

US$49.96

H&R Block

7D

-5.9%

1Y

7.1%

LXEH

US$9.30

Lixiang Education Holding

7D

4.0%

1Y

-82.8%

TAL

US$12.80

TAL Education Group

7D

-4.8%

1Y

2.1%

NTCL

US$10.90

NetClass Technology

7D

32.8%

1Y

n/a

JUNE

US$5.15

Junee

7D

25.6%

1Y

n/a