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U.S. Consumer Services Industry Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies88
  • 7D0.9%
  • 3M-1.9%
  • 1Y-27.2%
  • YTD-8.5%

Last week, the Consumer Services industry hasn't moved much but Universal Technical Institute is up 16% in that time. As for the longer term, the industry has declined 27% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 08 Jun 2026US$89.5bUS$56.6bUS$5.5b16.4x16.4x1.6x
Wed, 06 May 2026US$95.1bUS$59.1bUS$5.5b16.4x17.2x1.6x
Fri, 03 Apr 2026US$96.4bUS$58.5bUS$5.2b18.1x18.5x1.6x
Sun, 01 Mar 2026US$96.5bUS$58.5bUS$5.3b18.2x18.1x1.7x
Tue, 27 Jan 2026US$102.9bUS$57.9bUS$5.5b17.1x18.7x1.8x
Thu, 25 Dec 2025US$102.7bUS$57.9bUS$5.5b16.7x18.6x1.8x
Sat, 22 Nov 2025US$101.4bUS$60.3bUS$4.1b15.9x24.8x1.7x
Mon, 20 Oct 2025US$120.9bUS$57.3bUS$4.7b17.5x25.9x2.1x
Wed, 17 Sep 2025US$109.3bUS$52.0bUS$5.0b19.6x21.9x2.1x
Fri, 15 Aug 2025US$109.6bUS$52.2bUS$4.8b17.7x22.7x2.1x
Sun, 13 Jul 2025US$107.7bUS$50.6bUS$2.9b19.6x37.5x2.1x
Tue, 10 Jun 2025US$116.1bUS$50.6bUS$2.9b19.4x40.4x2.3x
Thu, 08 May 2025US$112.9bUS$50.5bUS$2.8b19.4x40.3x2.2x
Sat, 05 Apr 2025US$102.7bUS$48.1bUS$2.9b17.8x35.5x2.1x
Mon, 03 Mar 2025US$106.1bUS$48.3bUS$2.9b18.5x36.3x2.2x
Wed, 29 Jan 2025US$105.6bUS$47.9bUS$1.7b20.7x64x2.2x
Fri, 27 Dec 2024US$102.8bUS$47.7bUS$1.6b19.5x64.4x2.2x
Sun, 24 Nov 2024US$104.6bUS$47.6bUS$1.7b19.4x61.5x2.2x
Tue, 22 Oct 2024US$102.5bUS$46.6bUS$1.5b20.6x70.6x2.2x
Thu, 19 Sep 2024US$90.9bUS$44.0bUS$1.4b19.8x67.1x2.1x
Sat, 17 Aug 2024US$92.1bUS$46.4bUS$1.5b20x63.2x2x
Mon, 15 Jul 2024US$92.0bUS$46.1bUS$1.8b19.9x52x2x
Wed, 12 Jun 2024US$91.0bUS$46.0bUS$1.8b19.5x51.3x2x
Fri, 10 May 2024US$97.1bUS$43.8bUS$1.7b20.5x56.8x2.2x
Sun, 07 Apr 2024US$92.6bUS$42.5bUS$1.1b19.8x83.5x2.2x
Tue, 05 Mar 2024US$98.6bUS$42.6bUS$1.0b19.7x94.4x2.3x
Thu, 01 Feb 2024US$107.9bUS$48.0bUS$1.1b20.8x102.7x2.2x
Sat, 30 Dec 2023US$110.7bUS$47.6bUS$958.2m21.2x115.5x2.3x
Mon, 27 Nov 2023US$105.6bUS$47.6bUS$929.0m20.8x113.7x2.2x
Wed, 25 Oct 2023US$91.9bUS$44.6bUS$616.2m17.4x149.2x2.1x
Fri, 22 Sep 2023US$90.8bUS$44.6bUS$667.0m18.3x136.1x2x
Sun, 20 Aug 2023US$90.8bUS$44.2bUS$640.5m18.8x141.7x2.1x
Tue, 18 Jul 2023US$91.6bUS$43.1bUS$230.9m23.2x396.9x2.1x
Thu, 15 Jun 2023US$88.6bUS$42.9bUS$319.6m22.8x277.3x2.1x
Price to Earnings Ratio

277.3x


Total Market Cap: US$88.6bTotal Earnings: US$319.6mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 73.8x202420252026
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 16.4x which is lower than its 3-year average PE of 74.0x.
  • 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 155% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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-2.79%
Consumer Discretionary-6.32%
Consumer Services0.85%
Education Services2.60%
Specialized Consumer Services-2.72%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 113x.
    • 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 34.0x.
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 8.5% 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
UTI Universal Technical InstituteUS$43.5716.5%
+US$339.2m		23.2%PE56.2x
LRN StrideUS$100.018.3%
+US$319.7m		-31.2%PE13.6x
CVSA CovistaUS$126.657.5%
+US$301.2m		-1.2%PE17.3x
JDZG JIADEUS$50.004.2%
+US$183.7m		-91.5%PS71.5x
PRDO Perdoceo EducationUS$34.275.8%
+US$118.5m		3.8%PE12.6x

Latest News

UTI
US$43.57
Universal Technical Institute
7D
16.5%
1Y
23.2%
PRDO
US$34.27
Perdoceo Education
7D
5.8%
1Y
3.8%
Narrative Update • Jun 06

PRDO: 2026 Earnings Guidance And Higher P/E Multiple Will Support Future Upside

Analysts have lifted their price target on Perdoceo Education by $2, citing updated valuation work that reflects a slightly higher assumed discount rate, a consistent fair value estimate of $44.00, steady revenue growth and profit margin assumptions, and a modestly higher future P/E multiple of about 13.39x. What's in the News Perdoceo Education issued earnings guidance for the second quarter ending June 30, 2026, with expected operating income between US$53.6 million and US$54.6 million, and earnings per diluted share between US$0.74 and US$0.75.
STRA
US$81.58
Strategic Education
7D
6.3%
1Y
-8.8%
Narrative Update • Jun 06

STRA: Model Resets And Buybacks Will Support Execution Despite Growth Uncertainty

Narrative Update on Strategic Education Analysts have reduced their average price target on Strategic Education by approximately $5 to $10, citing revised assumptions for discount rates, long-term revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research has focused on resetting expectations for Strategic Education, with several firms trimming price targets by $5 to $10 and at least one downgrade.
TAL
US$9.56
TAL Education Group
7D
-1.5%
1Y
-10.0%
DRVN
US$13.00
Driven Brands Holdings
7D
-4.3%
1Y
-28.7%
Narrative Update • Jun 06

DRVN: Accounting Cleanup And Activist Sale Pressure Will Unlock Future Upside

Analysts have trimmed their fair value estimate for Driven Brands Holdings by about $1.17 to $17.14 per share, reflecting a mix of lower price targets across the Street and updated views on growth, margins, discount rates, and longer term P/E assumptions following the recent restatements and guidance. Analyst Commentary Recent research updates cluster around a similar price range but reflect different levels of confidence in how well Driven Brands can execute on its recovery efforts after the restatements and updated guidance.
DUOL
US$109.03
Duolingo
7D
-7.6%
1Y
-78.1%
Seeking Alpha • Jun 05

Duolingo: I Was Wrong (Double Downgrade)

Summary I am downgrading Duolingo to a “sell” as its user growth and monetization strategy has failed to deliver, with AI intensifying competitive pressures. DAU and paid subscriber growth rates have decelerated for five consecutive quarters, and management’s content expansion and improving teaching quality have not reversed this trend. Gross and Adjusted EBITDA margins are projected to compress in FY26, with consensus estimates showing no near-term rebound in revenue or earnings. Despite an 80% drawdown, risk-reward remains unattractive as Wall Street price targets suggest further downside. Read the full article on Seeking Alpha
COUR
US$5.47
Coursera
7D
-5.7%
1Y
-38.2%
Narrative Update • Jun 05

COUR: Margin Execution And Micro-Credential Adoption Will Support Long-Term Upside

Coursera's analyst price targets have been trimmed by up to $4, as analysts factor in slightly higher discount rates, modestly lower profit margin assumptions, and a lower future P/E multiple in their updated models. Analyst Commentary Recent Street research on Coursera reflects a more cautious tone on valuation, with several firms trimming price targets by US$1 to US$4 and one major bank resuming coverage at an Equal Weight rating.
LAUR
US$33.82
Laureate Education
7D
2.2%
1Y
54.3%
Narrative Update • Jun 05

LAUR: Index Additions Will Support Future Share Price Upside

Analysts have nudged their price target on Laureate Education slightly lower to $40.25 from $40.33, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E that are still broadly consistent with prior expectations. What's in the News Laureate Education issued earnings guidance for the second quarter of 2026, projecting revenue in a range of US$597 million to US$601 million.
EDU
US$45.74
New Oriental Education & Technology Group
7D
-2.8%
1Y
-3.5%
FTDR
US$63.64
Frontdoor
7D
2.5%
1Y
9.8%
CVSA
US$126.65
Covista
7D
7.5%
1Y
-1.2%
Seeking Alpha • Jun 03

Covista: Healthcare Education Growth At A Fair Price

Summary Covista (CVSA) is rated Hold, reflecting strong healthcare education positioning but a valuation that prices in much of its growth story. CVSA's enrollment growth, AI-enabled offerings, and robust cash flow support its strategic pivot, yet it trades near peer medians on key valuation multiples. Regulatory risks tied to Title IV funding and ongoing lawsuits warrant a risk premium, tempering the case for aggressive buying at current levels. Peers like PRDO offer lower multiples and stronger cash conversion, while LOPE commands a premium for a cleaner balance sheet and superior cash generation. Read the full article on Seeking Alpha
SCI
US$69.68
Service Corporation International
7D
-7.3%
1Y
-12.1%
Narrative Update • Jun 03

SCI: Governance Updates And Dividend Commitments Will Support Future Upside

Analysts have reduced their price target on Service Corporation International by $2 to reflect updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Recent commentary highlighted sluggish trends in Service Corporation International’s funeral services business, pointing to slower than expected customer adoption of its solutions and raising questions about the pace of its core operating performance.
LRN
US$100.01
Stride
7D
8.3%
1Y
-31.2%
Narrative Update • Jun 03

LRN: Increased 2026 Marketing Spend Will Support Higher Future Earnings Multiple

Analysts have kept their price target for Stride steady at $113.50. This reflects largely unchanged assumptions around fair value, revenue growth, profit margins, and future P/E, with only minor tweaks to the discount rate input.
JDZG
US$50.00
JIADE
7D
4.2%
1Y
-91.5%
MH
US$12.21
McGraw Hill
7D
-3.8%
1Y
n/a
LLYV.K
US$93.35
Liberty Live Holdings
7D
-5.8%
1Y
20.2%