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U.S. Consumer Services Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies90
  • 7D3.7%
  • 3M0.8%
  • 1Y-19.0%
  • YTD-3.4%

The Consumer Services industry is up 3.7% in the last week, with Liberty Live Holdings up 7.8%. Meanwhile, Duolingo actually underperformed within the industry, shrinking 8.3% in the last week. In the past year, the industry is down 19%. 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
Thu, 02 Jul 2026US$90.8bUS$56.7bUS$5.4b16.5x16.8x1.6x
Sat, 30 May 2026US$89.2bUS$56.6bUS$5.5b16x16.3x1.6x
Mon, 27 Apr 2026US$96.0bUS$59.0bUS$5.5b16.5x17.4x1.6x
Wed, 25 Mar 2026US$94.6bUS$58.5bUS$5.2b18x18.1x1.6x
Fri, 20 Feb 2026US$97.6bUS$58.1bUS$5.6b18.5x17.3x1.7x
Sun, 18 Jan 2026US$102.0bUS$57.9bUS$5.5b16.9x18.5x1.8x
Tue, 16 Dec 2025US$102.2bUS$58.1bUS$5.4b16.6x18.9x1.8x
Thu, 13 Nov 2025US$108.0bUS$57.9bUS$4.3b17.5x25.1x1.9x
Sat, 11 Oct 2025US$121.0bUS$57.3bUS$4.7b17x26x2.1x
Mon, 08 Sep 2025US$107.9bUS$52.0bUS$5.0b20.2x21.7x2.1x
Wed, 06 Aug 2025US$105.8bUS$51.2bUS$3.1b17.4x34.6x2.1x
Fri, 04 Jul 2025US$110.2bUS$50.6bUS$2.9b19.6x38.3x2.2x
Sun, 01 Jun 2025US$116.1bUS$50.6bUS$2.9b20.3x40.6x2.3x
Tue, 29 Apr 2025US$103.0bUS$48.4bUS$2.8b19.5x36.3x2.1x
Thu, 27 Mar 2025US$104.2bUS$48.2bUS$2.9b18.3x36.4x2.2x
Sat, 22 Feb 2025US$110.4bUS$48.4bUS$1.9b21.6x59.2x2.3x
Mon, 20 Jan 2025US$105.3bUS$47.5bUS$1.6b21.6x65.8x2.2x
Wed, 18 Dec 2024US$104.5bUS$47.6bUS$1.6b19.7x65.7x2.2x
Fri, 15 Nov 2024US$102.5bUS$47.6bUS$1.7b18.5x60.9x2.2x
Sun, 13 Oct 2024US$99.3bUS$46.5bUS$1.4b18.4x69.8x2.1x
Tue, 10 Sep 2024US$89.3bUS$46.8bUS$1.5b20.9x61.2x1.9x
Thu, 08 Aug 2024US$89.7bUS$47.3bUS$1.1b18.8x79.7x1.9x
Sat, 06 Jul 2024US$92.0bUS$46.0bUS$1.8b19.4x52.1x2x
Mon, 03 Jun 2024US$93.0bUS$46.4bUS$1.8b21.9x52.2x2x
Wed, 01 May 2024US$90.8bUS$43.4bUS$1.5b19.5x61x2.1x
Fri, 29 Mar 2024US$94.8bUS$42.7bUS$1.1b19.6x89.1x2.2x
Sun, 25 Feb 2024US$96.2bUS$43.9bUS$1.1b22.8x89.8x2.2x
Tue, 23 Jan 2024US$107.7bUS$47.5bUS$963.0m22.6x111.8x2.3x
Thu, 21 Dec 2023US$112.1bUS$47.6bUS$962.7m21.6x116.5x2.4x
Sat, 18 Nov 2023US$101.3bUS$47.2bUS$829.6m20.7x122.1x2.1x
Mon, 16 Oct 2023US$92.8bUS$44.6bUS$616.0m18.1x150.7x2.1x
Wed, 13 Sep 2023US$94.3bUS$44.5bUS$631.0m18.8x149.5x2.1x
Fri, 11 Aug 2023US$94.3bUS$44.2bUS$607.9m20.7x155.1x2.1x
Sun, 09 Jul 2023US$89.5bUS$43.1bUS$231.6m23.7x386.6x2.1x
Price to Earnings Ratio

386.6x


Total Market Cap: US$89.5bTotal Earnings: US$231.6mTotal Revenue: US$43.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 67.3x202420252026
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 16.8x which is lower than its 3-year average PE of 67.3x.
  • The 3-year average PS ratio of 2.0x 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 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 Market1.64%
Consumer Discretionary3.70%
Consumer Services3.71%
Specialized Consumer Services3.84%
Education Services3.64%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 118x.
    • Analysts are expecting annual earnings growth of 15.3%, 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 33.1x.
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 8.7% 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
LLYV.K Liberty Live HoldingsUS$107.277.8%
+US$714.9m		33.7%PS24.8x
TAL TAL Education GroupUS$10.009.2%
+US$465.9m		-0.3%PE10.5x
EDU New Oriental Education & Technology GroupUS$47.706.1%
+US$434.5m		-7.4%PE18.1x
UTI Universal Technical InstituteUS$47.0219.4%
+US$421.2m		48.8%PE60.7x
FTDR FrontdoorUS$78.447.6%
+US$389.8m		34.3%PE21.3x

Latest News

SUPX
US$8.07
SuperX AI Technology
7D
-3.0%
1Y
-23.1%
UTI
US$47.02
Universal Technical Institute
7D
19.4%
1Y
48.8%
YSXT
US$1.09
YSX Tech
7D
-12.1%
1Y
-80.0%
WW
US$16.22
WW International
7D
-7.6%
1Y
-52.0%
EDU
US$47.70
New Oriental Education & Technology Group
7D
6.1%
1Y
-7.4%
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.
FTDR
US$78.44
Frontdoor
7D
7.6%
1Y
34.3%
Seeking Alpha • Jun 30

Frontdoor's Business Is Still Strong, But Competition Is Heating Up (Rating Downgrade)

Summary Integration of 2-10 and expansion with SkySlope have enhanced Frontdoor's real estate channel, supporting attach rate and organic growth despite macro headwinds. Frontdoor's pricing power, high retention, and non-warranty upsell growth drive a projected 5% revenue CAGR and improved EBITDA margin targets. Competitive threats, notably from Assurant, warrant caution; with shares at all-time highs and no near-term catalysts, I would wait for a better entry. Read the full article on Seeking Alpha
SCI
US$76.75
Service Corporation International
7D
3.7%
1Y
-6.6%
DUOL
US$121.22
Duolingo
7D
-8.3%
1Y
-69.5%
BFAM
US$73.03
Bright Horizons Family Solutions
7D
7.5%
1Y
-39.6%
HRB
US$39.34
H&R Block
7D
8.3%
1Y
-29.6%
COUR
US$5.98
Coursera
7D
-1.8%
1Y
-29.2%
GHC
US$1,169.91
Graham Holdings
7D
-0.3%
1Y
23.0%
Seeking Alpha • Jun 26

Graham Holdings Company Remains Deeply Discounted

Summary Graham Holdings Company remains materially undervalued, with a diverse portfolio spanning education, broadcasting, manufacturing, healthcare, and automotive segments. Recent financials show robust revenue and profit growth across four of five segments, with EBITDA rising from $117.4M to $136.9M year over year. GHC trades at attractive absolute and segment-level multiples, with net cash exceeding debt by $349.8M, supporting its value play status. Sum-of-the-parts analysis suggests 25%–109% upside, and a major transaction simplifying operations could unlock even greater value; I reiterate a ‘buy’ rating. Read the full article on Seeking Alpha
TAL
US$10.00
TAL Education Group
7D
9.2%
1Y
-0.3%
Narrative Update • Jun 16

TAL: Future Returns Will Hinge On Margins While Lawsuit Risk Persists

Analysts have adjusted their fair value estimate for TAL Education Group to $12.34 from $11.91, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for TAL Education Group A securities class action lawsuit was filed accusing TAL Education Group of omissions and fraudulent misrepresentations related to its business and future prospects, following regulatory penalties in 2021 for false advertising and illegal business practices.
NTCL
US$0.10
NetClass Technology
7D
-34.1%
1Y
-93.7%
RYET
US$1.03
Ruanyun Edai Technology
7D
-4.6%
1Y
-89.2%
LLYV.K
US$107.27
Liberty Live Holdings
7D
7.8%
1Y
33.7%