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U.S. Consumer Services Industry Analysis

UpdatedMay 04, 2025
DataAggregated Company Financials
Companies90
  • 7D8.8%
  • 3M4.1%
  • 1Y14.8%
  • YTD10.0%

In the last week, the Consumer Services industry is up 8.8%, with Duolingo up 27%. This means that the industry has gained 15% over the past year. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 May 2025US$112.7bUS$50.4bUS$2.8b20.6x40.5x2.2x
Tue, 01 Apr 2025US$103.3bUS$48.1bUS$2.9b18.3x35.6x2.1x
Thu, 27 Feb 2025US$109.3bUS$48.5bUS$2.3b19.9x46.7x2.3x
Sat, 25 Jan 2025US$103.8bUS$47.9bUS$1.7b21.3x62.8x2.2x
Mon, 23 Dec 2024US$101.8bUS$47.7bUS$1.6b19.7x63.7x2.1x
Wed, 20 Nov 2024US$100.7bUS$47.6bUS$1.7b18.7x59.5x2.1x
Fri, 18 Oct 2024US$97.1bUS$46.5bUS$1.4b21.4x68.3x2.1x
Sun, 15 Sep 2024US$89.6bUS$43.9bUS$1.4b19.9x66.2x2x
Tue, 13 Aug 2024US$90.3bUS$46.4bUS$1.4b19.6x62.7x1.9x
Thu, 11 Jul 2024US$90.0bUS$46.0bUS$1.8b19.2x50.9x2x
Sat, 08 Jun 2024US$92.2bUS$46.5bUS$1.8b20.2x51.6x2x
Mon, 06 May 2024US$95.6bUS$43.7bUS$1.6b19.8x58.7x2.2x
Wed, 03 Apr 2024US$94.5bUS$42.5bUS$1.1b19.7x85.3x2.2x
Fri, 01 Mar 2024US$96.5bUS$42.6bUS$1.0b19.4x94.4x2.3x
Sun, 28 Jan 2024US$110.7bUS$48.0bUS$1.0b21.9x106.8x2.3x
Tue, 26 Dec 2023US$111.0bUS$47.6bUS$958.2m21.8x115.8x2.3x
Thu, 23 Nov 2023US$101.8bUS$47.2bUS$829.5m20.8x122.8x2.2x
Sat, 21 Oct 2023US$92.2bUS$44.6bUS$616.0m17.9x149.7x2.1x
Mon, 18 Sep 2023US$93.4bUS$44.6bUS$667.9m18.7x139.8x2.1x
Wed, 16 Aug 2023US$91.8bUS$44.1bUS$636.5m19.1x144.2x2.1x
Fri, 14 Jul 2023US$92.5bUS$43.1bUS$231.0m23.7x400.4x2.1x
Sun, 11 Jun 2023US$88.4bUS$42.9bUS$329.5m23.2x268.3x2.1x
Tue, 09 May 2023US$86.7bUS$42.7bUS$331.0m25.3x262x2x
Thu, 06 Apr 2023US$88.5bUS$43.2b-US$146,784,997.0025.7x-602.9x2x
Sat, 04 Mar 2023US$93.2bUS$43.4b-US$232,170,453.0027.5x-401.3x2.1x
Mon, 30 Jan 2023US$83.8bUS$41.0b-US$274,072,541.0020.3x-305.9x2x
Wed, 28 Dec 2022US$77.3bUS$41.3b-US$1,207,528,838.0019.8x-64x1.9x
Fri, 25 Nov 2022US$76.2bUS$41.3b-US$1,284,006,267.0017.3x-59.3x1.8x
Sun, 23 Oct 2022US$80.1bUS$46.3b-US$1,910,287,691.0015x-41.9x1.7x
Tue, 20 Sep 2022US$83.4bUS$46.3b-US$1,927,063,435.0016.9x-43.3x1.8x
Thu, 18 Aug 2022US$87.2bUS$46.6b-US$2,071,920,640.0019.1x-42.1x1.9x
Sat, 16 Jul 2022US$75.8bUS$44.1b-US$2,596,943,488.0019.1x-29.2x1.7x
Mon, 13 Jun 2022US$74.3bUS$44.3b-US$2,536,056,488.0017.3x-29.3x1.7x
Wed, 11 May 2022US$71.3bUS$44.3b-US$2,838,002,299.0016.7x-25.1x1.6x
Price to Earnings Ratio

-25.1x


Total Market Cap: US$71.3bTotal Earnings: -US$2,838,002,299.00Total Revenue: US$44.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 44.6x202320242025
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 40.5x which is lower than its 3-year average PE of 44.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
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 Market2.98%
Consumer Discretionary2.09%
Consumer Services8.83%
Education Services11.32%
Specialized Consumer Services2.48%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 83.5x.
    • Analysts are expecting annual earnings growth of 25.4%, which is lower than the prior year's growth of 62.0% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 48.8x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 25% over the next 5 years.
  • However this is lower than its past earnings growth rate of 62% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 14% 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$486.4227.4%
+US$4.8b
102.7%PE228.5x
LRN StrideUS$159.5513.2%
+US$818.1m
128.5%PE22.9x
FTDR FrontdoorUS$51.5025.4%
+US$756.0m
48.6%PE15.9x
EDU New Oriental Education & Technology GroupUS$49.686.2%
+US$471.0m
-41.4%PE20.7x
BFAM Bright Horizons Family SolutionsUS$128.186.3%
+US$432.6m
15.2%PE52.5x
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Latest News

LAUR

US$22.29

Laureate Education

7D

12.9%

1Y

48.8%

FTDR

US$51.50

Frontdoor

7D

25.4%

1Y

48.6%

PRDO

US$30.83

Perdoceo Education

7D

23.7%

1Y

26.7%

UDMY

US$6.49

Udemy

7D

-6.8%

1Y

-35.9%

COUR

US$8.51

Coursera

7D

-2.7%

1Y

-11.4%

ZSPC

US$8.11

zSpace

7D

-13.6%

1Y

n/a

VSTA

US$4.45

Vasta Platform

7D

-7.7%

1Y

17.1%

SDA

US$2.73

SunCar Technology Group

7D

-4.5%

1Y

-66.7%