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U.S. Consumer Services Industry Analysis

UpdatedJul 15, 2026
DataAggregated Company Financials
Companies90
  • 7D-1.2%
  • 3M1.6%
  • 1Y-16.1%
  • YTD-2.0%

In the last week, the Consumer Services industry is down 1.2% with Frontdoor down the most at 5.1%. The industry has fallen 16% in the last year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026US$95.5bUS$56.7bUS$5.4b17.2x17.6x1.7x
Fri, 12 Jun 2026US$91.4bUS$56.6bUS$5.5b16.7x16.8x1.6x
Sun, 10 May 2026US$95.8bUS$58.9bUS$5.6b17x17.2x1.6x
Tue, 07 Apr 2026US$96.6bUS$58.5bUS$5.2b18.2x18.5x1.7x
Thu, 05 Mar 2026US$95.9bUS$58.4bUS$5.3b17.6x18.2x1.6x
Sat, 31 Jan 2026US$102.1bUS$58.3bUS$5.6b16.2x18.1x1.7x
Mon, 29 Dec 2025US$102.8bUS$57.9bUS$5.5b16.9x18.6x1.8x
Wed, 26 Nov 2025US$102.7bUS$60.3bUS$4.1b15.7x25.1x1.7x
Fri, 24 Oct 2025US$124.2bUS$57.3bUS$4.7b19.3x26.6x2.2x
Sun, 21 Sep 2025US$117.1bUS$53.8bUS$4.9b19.8x24x2.2x
Tue, 19 Aug 2025US$109.3bUS$52.2bUS$4.8b19.7x22.7x2.1x
Thu, 17 Jul 2025US$107.6bUS$50.6bUS$2.9b19.3x37.4x2.1x
Sat, 14 Jun 2025US$113.5bUS$50.6bUS$2.9b19.3x39.4x2.2x
Mon, 12 May 2025US$115.5bUS$50.6bUS$2.8b18.9x40.7x2.3x
Wed, 09 Apr 2025US$96.3bUS$48.1bUS$2.9b17.4x33.3x2x
Fri, 07 Mar 2025US$104.8bUS$48.3bUS$2.9b19.4x35.8x2.2x
Sun, 02 Feb 2025US$108.3bUS$48.1bUS$1.7b19.4x63.2x2.3x
Tue, 31 Dec 2024US$102.3bUS$47.5bUS$1.6b19.6x64.1x2.2x
Thu, 28 Nov 2024US$106.7bUS$47.6bUS$1.6b19.8x65.1x2.2x
Sat, 26 Oct 2024US$97.2bUS$47.2bUS$1.6b19.8x60.6x2.1x
Mon, 23 Sep 2024US$93.0bUS$43.9bUS$1.3b20.6x68.9x2.1x
Wed, 21 Aug 2024US$92.5bUS$46.5bUS$1.5b20x63.5x2x
Fri, 19 Jul 2024US$93.3bUS$46.1bUS$1.8b20.7x52.8x2x
Sun, 16 Jun 2024US$90.0bUS$46.0bUS$1.8b19.2x50.7x2x
Tue, 14 May 2024US$95.7bUS$43.8bUS$1.7b20.2x55.7x2.2x
Thu, 11 Apr 2024US$94.8bUS$42.4bUS$1.2b19.4x80.8x2.2x
Sat, 09 Mar 2024US$95.5bUS$42.7bUS$1.1b18.6x88.2x2.2x
Mon, 05 Feb 2024US$108.8bUS$48.0bUS$1.1b20.4x100.7x2.3x
Wed, 03 Jan 2024US$109.3bUS$47.6bUS$957.2m21.2x114.2x2.3x
Fri, 01 Dec 2023US$106.7bUS$47.6bUS$960.5m20.8x111x2.2x
Sun, 29 Oct 2023US$91.3bUS$45.2bUS$792.4m18.2x115.2x2x
Tue, 26 Sep 2023US$91.0bUS$44.6bUS$666.6m18.2x136.6x2x
Thu, 24 Aug 2023US$93.1bUS$44.2bUS$642.2m18.7x144.9x2.1x
Sat, 22 Jul 2023US$92.3bUS$43.1bUS$231.8m23.8x398x2.1x
Price to Earnings Ratio

398x


Total Market Cap: US$92.3bTotal Earnings: US$231.8mTotal Revenue: US$43.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 62.9x202420252026
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 17.6x which is lower than its 3-year average PE of 62.9x.
  • The 3-year average PS ratio of 2.0x 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 186% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 Market0.22%
Consumer Discretionary0.65%
Consumer Services-1.18%
Education Services-1.04%
Specialized Consumer Services-1.49%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 120x.
    • Analysts are expecting annual earnings growth of 15.0%, which is higher than its past year's earnings growth of 11.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 32.6x.
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 12% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 8.8% 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
EDU New Oriental Education & Technology GroupUS$49.593.7%
+US$283.3m		-2.9%PE18.8x
TAL TAL Education GroupUS$10.303.3%
+US$183.0m		-3.4%PE10.8x
HRB H&R BlockUS$40.942.8%
+US$140.7m		-25.4%PE7x
DAO YoudaoUS$13.956.9%
+US$108.6m		57.1%PE164.8x
GHC Graham HoldingsUS$1.18k2.0%
+US$98.5m		31.2%PE17.2x

Latest News

CVSA
US$132.11
Covista
7D
-2.5%
1Y
12.1%
DUOL
US$128.35
Duolingo
7D
-2.7%
1Y
-66.1%
Seeking Alpha • Jul 09

Duolingo: Finally Time To Buy Amidst Conservative Estimates

Summary Duolingo is upgraded to a buy as the current valuation reflects an attractive entry point after a significant stock decline. Management's focus on user growth over monetization has slowed revenue acceleration, but DAUs rose 21% YoY to 56.5 million. DUOL maintains profitability on a GAAP basis, holds $1.4 billion in net cash, and repurchased $24 million in stock last quarter. Consensus growth estimates appear conservative; AI-driven product improvements and international expansion offer potential re-acceleration. Read the full article on Seeking Alpha
FTDR
US$74.43
Frontdoor
7D
-5.1%
1Y
29.9%
GHC
US$1,178.12
Graham Holdings
7D
2.0%
1Y
31.2%
BFAM
US$73.09
Bright Horizons Family Solutions
7D
-4.6%
1Y
-35.8%
Narrative Update • Jul 08

BFAM: Index Additions And Buybacks Will Support Long Term Upside Potential

Analysts have reduced their price target for Bright Horizons Family Solutions to $105 from $160, citing updated assumptions for slightly higher discount rates, more moderate revenue growth, slimmer profit margins, and a lower future P/E multiple. Analyst Commentary Recent research on Bright Horizons Family Solutions highlights a more cautious stance on valuation, even as analysts continue to see a viable long term story around the company’s early education and care platform.
HRB
US$40.94
H&R Block
7D
2.8%
1Y
-25.4%
Narrative Update • Jul 07

HRB: Lower Profitability Expectations Will Restrain Returns Despite Strong AI Tailwinds

Analysts have trimmed their price target on H&R Block from $32.00 to $29.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that collectively point to a more conservative outlook on the stock. What’s in the News for H&R Block H&R Block reported strong Q3 fiscal 2026 results, with performance supported by higher net average charges and increased contribution from its assisted tax preparation segment.
TAL
US$10.30
TAL Education Group
7D
3.3%
1Y
-3.4%
DRVN
US$15.48
Driven Brands Holdings
7D
2.3%
1Y
-10.3%
Narrative Update • Jul 06

DRVN: Restatement Progress And Guidance Reaffirmation Will Drive Repricing Potential

Driven Brands Holdings' fair value estimate has been reduced from $24.00 to $22.00 as analysts factor in lower Street price targets, along with concerns about trade-down behavior, accounting restatements, and headwinds in certain businesses, despite reaffirmed longer term guidance. Analyst Commentary Street research on Driven Brands Holdings has turned more cautious on valuation, with several price target reductions, yet there is still a pocket of constructive commentary that highlights potential upside if the company executes on its plans and addresses recent issues effectively.
PRDO
US$36.32
Perdoceo Education
7D
3.3%
1Y
23.8%
Seeking Alpha • Jul 03

Perdoceo Education Valuation Is Worth Learning More About (Rating Upgrade)

Summary Perdoceo Education Corporation is upgraded to 'strong buy' due to robust growth, improving profitability, and a deeply discounted valuation. Q1 2026 saw revenue rise to $221.7M and net income jump to $54M, with strength across all operating segments and growing enrollments. PRDO boasts a strong balance sheet with $680M in cash, no debt, and trades at lower multiples than peers, implying significant upside potential. Management guides FY26 EPS of $2.86–$2.97, expects continued enrollment growth, and sees USAHS materially contributing to future expansion. Read the full article on Seeking Alpha
UTI
US$46.65
Universal Technical Institute
7D
-8.9%
1Y
46.1%
LRN
US$86.88
Stride
7D
-4.6%
1Y
-35.4%
Narrative Update • Jul 02

LRN: Texas Contract Loss Will Create Opportunity For Future Enrollment Recovery

Analysts have raised their fair value estimate for Stride from $75.00 to $102.00, citing updated assumptions for revenue growth and future P/E. They also note contract losses in Texas, which some observers believe are already more than reflected in the recent share price reaction.
EDU
US$49.59
New Oriental Education & Technology Group
7D
3.7%
1Y
-2.9%
Narrative Update • Jun 30

EDU: Compelling Cash Generation And Buybacks Will Support Future Upside

Analysts have nudged their fair value estimate for New Oriental Education & Technology Group higher from $80.00 to $86.26, citing a still supportive growth and margin outlook, a higher assumed future P/E multiple of 25.29, and recent price target upgrades that highlight what they view as a compelling valuation profile for the stock. Analyst Commentary Recent research on New Oriental Education & Technology Group points to increasingly constructive sentiment, with several bullish analysts highlighting what they see as a compelling entry point given the stock's current valuation and execution track record.
SCI
US$78.83
Service Corporation International
7D
0.6%
1Y
0.3%
ADT
US$6.73
ADT
7D
-2.6%
1Y
-19.6%
Narrative Update • Jun 25

ADT: Connected Home Standards Role Will Drive Future Repricing Potential

Analysts have increased their price target on ADT by $0.50 to reflect updated assumptions on discount rates and future P/E, citing recent research that reassesses the stock's risk and valuation profile. What’s in the News for ADT ADT launched ADT Blu, a self-installed home security system that customers can set up in minutes and manage through the ADT+ app, with options for modular expansion and either 24/7 professional monitoring or self-monitoring.
DAO
US$13.95
Youdao
7D
6.9%
1Y
57.1%
Narrative Update • Jun 22

DAO: Lower Future P/E Will Expose Fragile Profitability Assumptions

Analysts have modestly trimmed their price target on Youdao to $5.55 from $5.72, citing updated assumptions for slightly higher revenue and profit margins, along with a lower future P/E multiple. What’s in the News for Youdao Youdao completed its share repurchase program announced on November 17, 2022, reaching a total of 7,500,000 shares bought back.
LLYV.K
US$104.13
Liberty Live Holdings
7D
-2.8%
1Y
29.1%