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U.S. Consumer Services Industry Analysis

UpdatedMay 15, 2025
DataAggregated Company Financials
Companies92
  • 7D3.3%
  • 3M1.6%
  • 1Y19.5%
  • YTD14.2%

The Consumer Services industry is up 3.3% in the last week, with Duolingo up 9.1%. Meanwhile, H&R Block actually underperformed within the industry, shrinking 8.6% in the last week. This takes the industry's 12 month performance to a gain of 19%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 May 2025US$117.2bUS$50.6bUS$2.9b19.9x41.1x2.3x
Sat, 12 Apr 2025US$97.7bUS$48.1bUS$2.9b18.5x33.9x2x
Mon, 10 Mar 2025US$102.9bUS$48.3bUS$2.9b20x35.2x2.1x
Wed, 05 Feb 2025US$108.0bUS$48.1bUS$1.7b19.6x63x2.2x
Fri, 03 Jan 2025US$102.6bUS$47.5bUS$1.6b20.7x64.2x2.2x
Sun, 01 Dec 2024US$106.2bUS$47.6bUS$1.6b19.9x64.8x2.2x
Tue, 29 Oct 2024US$97.3bUS$47.2bUS$1.6b20.1x60.6x2.1x
Thu, 26 Sep 2024US$94.0bUS$44.0bUS$1.3b20.6x69.7x2.1x
Sat, 24 Aug 2024US$92.1bUS$46.5bUS$1.5b20.6x63.2x2x
Mon, 22 Jul 2024US$92.5bUS$46.1bUS$1.8b20.7x52.4x2x
Wed, 19 Jun 2024US$90.5bUS$46.0bUS$1.8b18.7x51x2x
Fri, 17 May 2024US$95.6bUS$43.8bUS$1.7b19.9x55.6x2.2x
Sun, 14 Apr 2024US$94.6bUS$42.4bUS$1.2b19.2x80.7x2.2x
Tue, 12 Mar 2024US$95.9bUS$42.7bUS$1.1b18.2x88.4x2.2x
Thu, 08 Feb 2024US$92.1bUS$43.7bUS$1.0b22.7x91.7x2.1x
Sat, 06 Jan 2024US$109.3bUS$47.6bUS$960.6m20.6x113.8x2.3x
Mon, 04 Dec 2023US$108.3bUS$47.6bUS$958.3m21.6x113x2.3x
Wed, 01 Nov 2023US$91.6bUS$45.2bUS$522.0m18.5x175.4x2x
Fri, 29 Sep 2023US$93.0bUS$44.6bUS$661.2m18.7x140.6x2.1x
Sun, 27 Aug 2023US$92.9bUS$44.2bUS$644.0m18.7x144.3x2.1x
Tue, 25 Jul 2023US$92.8bUS$43.1bUS$232.7m24.5x398.6x2.1x
Thu, 22 Jun 2023US$86.9bUS$42.9bUS$311.2m24x279.3x2x
Sat, 20 May 2023US$86.6bUS$42.8bUS$378.9m24.2x228.5x2x
Mon, 17 Apr 2023US$89.7bUS$43.2b-US$149,121,661.0023.5x-601.7x2.1x
Wed, 15 Mar 2023US$87.6bUS$43.4b-US$250,265,698.0026.7x-350x2x
Fri, 10 Feb 2023US$81.2bUS$41.0b-US$259,353,515.0019x-313.1x2x
Sun, 08 Jan 2023US$79.6bUS$41.3b-US$1,221,294,743.0018.9x-65.1x1.9x
Tue, 06 Dec 2022US$76.3bUS$41.3b-US$1,258,280,057.0018.1x-60.7x1.8x
Thu, 03 Nov 2022US$73.0bUS$40.6b-US$1,480,708,736.0015.4x-49.3x1.8x
Sat, 01 Oct 2022US$78.2bUS$46.3b-US$1,911,934,740.0016.3x-40.9x1.7x
Mon, 29 Aug 2022US$86.9bUS$46.8b-US$2,126,021,600.0018.1x-40.9x1.9x
Wed, 27 Jul 2022US$78.8bUS$44.1b-US$2,595,805,632.0019.8x-30.4x1.8x
Fri, 24 Jun 2022US$74.8bUS$44.3b-US$2,578,518,810.0019x-29x1.7x
Sun, 22 May 2022US$73.1bUS$44.5b-US$2,894,159,441.0017.1x-25.2x1.6x
Price to Earnings Ratio

-25.2x


Total Market Cap: US$73.1bTotal Earnings: -US$2,894,159,441.00Total Revenue: US$44.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 45.3x202320242025
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 41.1x which is lower than its 3-year average PE of 45.3x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.3x.
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 4.4% 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 Market5.09%
Consumer Discretionary10.86%
Consumer Services3.28%
Education Services3.92%
Specialized Consumer Services1.52%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 84.3x.
    • Analysts are expecting annual earnings growth of 26.0%, which is lower than the prior year's growth of 42.4% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 47.8x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 42% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 15% 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
DUOL DuolingoUS$530.525.4%
+US$1.2b
201.3%PE249.2x
ATGE Adtalem Global EducationUS$130.4012.5%
+US$521.7m
97.7%PE20.5x
TAL TAL Education GroupUS$10.167.2%
+US$411.8m
-22.1%PE72.7x
EDU New Oriental Education & Technology GroupUS$48.834.8%
+US$366.3m
-41.7%PE20.4x
SCI Service Corporation InternationalUS$76.951.9%
+US$206.4m
8.7%PE20.7x
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SCI

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DUOL

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