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U.S. Consumer Services Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies90
  • 7D3.0%
  • 3M1.0%
  • 1Y-23.2%
  • YTD-5.8%

Over the last 7 days, the Consumer Services industry has risen 3.0%, driven by gains in Liberty Live Holdings and Service Corporation International of 5.4% and 4.4%, respectively. In the past year, the industry is down 23%. 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
Sat, 27 Jun 2026US$89.0bUS$56.7bUS$5.4b16.4x16.4x1.6x
Mon, 25 May 2026US$90.0bUS$56.6bUS$5.5b16.2x16.5x1.6x
Wed, 22 Apr 2026US$100.7bUS$58.5bUS$5.2b17.1x19.2x1.7x
Fri, 20 Mar 2026US$93.7bUS$58.5bUS$5.2b17x17.9x1.6x
Sun, 15 Feb 2026US$96.5bUS$58.0bUS$5.6b17.7x17.1x1.7x
Tue, 13 Jan 2026US$104.2bUS$57.9bUS$5.5b17.1x18.8x1.8x
Thu, 11 Dec 2025US$101.6bUS$58.4bUS$5.5b16.1x18.5x1.7x
Sat, 08 Nov 2025US$106.2bUS$57.9bUS$4.1b15.9x26.1x1.8x
Mon, 06 Oct 2025US$122.4bUS$56.3bUS$4.5b18.3x27x2.2x
Wed, 03 Sep 2025US$108.7bUS$52.0bUS$5.0b20.4x21.9x2.1x
Fri, 01 Aug 2025US$103.7bUS$50.9bUS$3.0b18.2x34.2x2x
Sun, 29 Jun 2025US$112.4bUS$50.6bUS$2.9b20.5x39.1x2.2x
Tue, 27 May 2025US$115.7bUS$50.6bUS$2.9b19.8x40.4x2.3x
Thu, 24 Apr 2025US$100.4bUS$48.1bUS$2.9b19x34.9x2.1x
Sat, 22 Mar 2025US$103.3bUS$48.3bUS$2.9b17.8x35.9x2.1x
Mon, 17 Feb 2025US$115.4bUS$48.3bUS$1.8b20.6x64.6x2.4x
Wed, 15 Jan 2025US$101.6bUS$47.5bUS$1.6b21.2x63.4x2.1x
Fri, 13 Dec 2024US$105.9bUS$47.6bUS$1.6b19.5x66.6x2.2x
Sun, 10 Nov 2024US$106.1bUS$47.6bUS$1.9b19.2x56.7x2.2x
Tue, 08 Oct 2024US$97.9bUS$44.0bUS$1.4b18.1x71.5x2.2x
Thu, 05 Sep 2024US$89.9bUS$46.7bUS$1.5b21.1x61.2x1.9x
Sat, 03 Aug 2024US$88.2bUS$47.1bUS$1.6b20.8x53.8x1.9x
Mon, 01 Jul 2024US$92.1bUS$46.0bUS$1.8b19.8x51.9x2x
Wed, 29 May 2024US$93.3bUS$46.5bUS$1.8b25.5x52.3x2x
Fri, 26 Apr 2024US$91.8bUS$43.3bUS$1.5b19.4x61.5x2.1x
Sun, 24 Mar 2024US$96.1bUS$42.7bUS$1.1b18.9x89.9x2.3x
Tue, 20 Feb 2024US$96.8bUS$43.9bUS$1.1b22.8x91.4x2.2x
Thu, 18 Jan 2024US$107.9bUS$47.6bUS$958.7m21.6x112.5x2.3x
Sat, 16 Dec 2023US$110.5bUS$47.6bUS$962.6m21.4x114.8x2.3x
Mon, 13 Nov 2023US$98.8bUS$45.6bUS$815.1m20.7x121.2x2.2x
Wed, 11 Oct 2023US$95.3bUS$44.6bUS$620.3m18.4x153.6x2.1x
Fri, 08 Sep 2023US$93.1bUS$44.5bUS$634.0m18.7x146.8x2.1x
Sun, 06 Aug 2023US$95.7bUS$44.1bUS$644.3m23x148.6x2.2x
Tue, 04 Jul 2023US$88.2bUS$42.8bUS$239.0m23.8x369x2.1x
Price to Earnings Ratio

369x


Total Market Cap: US$88.2bTotal Earnings: US$239.0mTotal Revenue: US$42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 68.9x202420252026
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 16.4x which is lower than its 3-year average PE of 68.9x.
  • 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 183% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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-2.65%
Consumer Discretionary-2.94%
Consumer Services2.98%
Education Services3.02%
Specialized Consumer Services2.90%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 117x.
    • 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 33.3x.
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$103.825.4%
+US$493.1m		29.0%PS24x
SCI Service Corporation InternationalUS$75.784.4%
+US$436.0m		-7.2%PE19.5x
HRB H&R BlockUS$37.228.3%
+US$360.0m		-32.0%PE6.4x
BFAM Bright Horizons Family SolutionsUS$70.149.0%
+US$306.2m		-42.7%PE19.5x
CVSA CovistaUS$127.537.1%
+US$287.9m		-0.7%PE17.4x

Latest News

MH
US$9.49
McGraw Hill
7D
-2.0%
1Y
n/a
Narrative Update • Jun 26

MH: AI Learning Momentum Will Support Long Term Earnings Power

Analysts have trimmed their price target on McGraw Hill to $18.17 from $20.83, reflecting updated assumptions around a higher discount rate, slightly softer revenue growth, a stronger profit margin profile, and a lower future P/E multiple. What’s in the News for McGraw Hill McGraw Hill reported fiscal Q4 2026 results with revenue flat year over year and an EPS result that was more than double Wall Street expectations, alongside a 2% sales decline driven by a 10% drop in K-12 due to procurement timing and math adoption challenges.
WW
US$15.99
WW International
7D
-16.7%
1Y
-40.8%
Narrative Update • Jun 26

WW: Expanded Clinical Partnerships Will Drive Future Member And Earnings Strength

Analysts have trimmed their price target on WW International to $28.33 from $47.33, citing updated assumptions that include a higher discount rate, a slightly lower expected revenue growth decline, a modestly reduced profit margin outlook, and a lower future P/E multiple. What’s in the News for WW International WW International expanded its partnership with UK-based CheqUp into a two-way integration, allowing Weight Watchers members in the UK to access CheqUp medical weight loss consultations directly from the Weight Watchers website, while CheqUp members continue to receive access to the Weight Watchers app, Core+ program, and GLP-1 Companion Programme.
ADT
US$6.39
ADT
7D
-2.9%
1Y
-24.2%
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.
SUPX
US$7.72
SuperX AI Technology
7D
-5.7%
1Y
-22.6%
BFAM
US$70.14
Bright Horizons Family Solutions
7D
9.0%
1Y
-42.7%
Narrative Update • Jun 24

BFAM: Index Additions And Buybacks Will Support Future Upside

Analysts have trimmed their price targets on Bright Horizons Family Solutions by about $1 to roughly $91, reflecting slightly higher discount rates and modestly lower assumed future P/E multiples, while leaving revenue growth and profit margin expectations broadly unchanged. Analyst Commentary Recent research on Bright Horizons Family Solutions indicates that analysts are refining their views around valuation rather than making major changes to underlying business assumptions.
HRB
US$37.22
H&R Block
7D
8.3%
1Y
-32.0%
Narrative Update • Jun 23

HRB: Stronger Earnings Guidance And Buybacks Will Support Future Upside Potential

Analysts have maintained their H&R Block fair value estimate at $39.50, making only minor adjustments to assumptions such as the discount rate and future P/E multiple that inform the updated price target narrative. What’s in the News for H&R Block H&R Block reported Q1 revenues up 5.3% year on year, with results coming in 2.5% above analyst expectations, according to recent coverage of specialized consumer services stocks.
DAO
US$11.12
Youdao
7D
-7.7%
1Y
29.0%
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.
DRVN
US$14.07
Driven Brands Holdings
7D
11.0%
1Y
-19.4%
Narrative Update • Jun 22

DRVN: Activist Sale Pressure And Accounting Cleanup Will Drive Future Repricing

Driven Brands Holdings' updated fair value estimate has edged down from $17.14 to $17.01, reflecting a series of analyst price target cuts of up to $4, alongside concerns about accounting restatements, softer traffic in certain customer cohorts, and headwinds in glass and electric vehicle exposed businesses, even as Q4 and Q1 results and completed restatements have kept some firms constructive on the stock. Analyst Commentary Recent research on Driven Brands Holdings splits into two broad camps, with bullish analysts pointing to cleaner financials and a still-attractive growth story, while bearish analysts focus on valuation risks tied to accounting issues, soft spots in demand and business mix challenges.
FTDR
US$74.73
Frontdoor
7D
4.4%
1Y
27.5%
Analysis Article • Jun 21

Frontdoor (FTDR) Stock Could Be 12.7% Undervalued After Its 4.1% Price Move

Frontdoor (FTDR) is back in focus after a 4.1% share price move on 18 June 2026, drawing attention to how its financial strength, valuation signals, and risk profile line up for investors. See our latest analysis for Frontdoor. That 4.1% 1 day share price return on 18 June sits on top of a strong run, with Frontdoor posting a 16.7% 30 day share price return and a 131.4% 3 year total shareholder return. This suggests momentum has been building as investors weigh its financial strength, risk...
SCI
US$75.78
Service Corporation International
7D
4.4%
1Y
-7.2%
Analysis Article • Jun 20

Service Corporation International (SCI) Stock Could Be 24.6% Undervalued After Buyback Expansion

Service Corporation International (SCI) has been back in focus after its June 11 decision to expand its equity buyback authorization by an additional US$472 million, taking the total program to about US$6.38b. See our latest analysis for Service Corporation International. Despite the expanded buyback and strong institutional interest, Service Corporation International’s share price has drifted, with a 7 day share price return of 5.59% and a year to date share price return of 5.93%. The 5 year...
DUOL
US$121.49
Duolingo
7D
-3.2%
1Y
-70.5%
Analysis Article • Jun 20

Duolingo (DUOL) Stock Could Be 53.3% Undervalued Ahead Of Earnings

Duolingo (DUOL) is back in focus after the stock dipped 3.65% in the latest session, as investors evaluate expectations for an upcoming earnings report that combines forecast revenue growth with a projected decline in earnings per share. See our latest analysis for Duolingo. Despite the recent 3.65% daily drop, Duolingo’s 30-day share price return of 18.86% and 90-day share price return of 28.06% point to strengthening short term momentum. However, the 1-year total shareholder return has...
EDU
US$46.34
New Oriental Education & Technology Group
7D
2.9%
1Y
-14.4%
Narrative Update • Jun 16

EDU: Shareholder Returns And Cash Strength Will Support Future Upside Potential

The analyst price target for New Oriental Education & Technology Group has been revised slightly lower to $65 from $67 as analysts factor in modestly softer assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, while still highlighting what they view as a compelling valuation and potential upside to consensus estimates. Analyst Commentary on New Oriental Education & Technology Group Recent Street research on New Oriental Education & Technology Group points to a mixed setup for investors, with some seeing attractive value while others flag risks around execution, growth durability and how the current P/E multiple reflects those factors.
YSXT
US$1.05
YSX Tech
7D
-16.0%
1Y
-80.9%
CVSA
US$127.53
Covista
7D
7.1%
1Y
-0.7%
LLYV.K
US$103.82
Liberty Live Holdings
7D
5.4%
1Y
29.0%
AACG
US$0.93
ATA Creativity Global
7D
-13.8%
1Y
17.7%