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U.S. Consumer Services Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies90
  • 7D3.0%
  • 3M0.8%
  • 1Y-23.0%
  • YTD-5.9%

In the last week, the Consumer Services industry is up 3.0%, with Liberty Live Holdings leading the way, up 5.4%. In contrast, the industry has lost 23% in the last 12 months. Looking forward, 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
Mon, 29 Jun 2026US$91.3bUS$56.7bUS$5.4b16.4x16.9x1.6x
Wed, 27 May 2026US$90.0bUS$56.6bUS$5.5b16.2x16.5x1.6x
Fri, 24 Apr 2026US$99.5bUS$58.7bUS$5.3b16.9x18.9x1.7x
Sun, 22 Mar 2026US$92.7bUS$58.5bUS$5.2b16.9x17.7x1.6x
Tue, 17 Feb 2026US$96.5bUS$58.1bUS$5.6b17.7x17.2x1.7x
Thu, 15 Jan 2026US$103.8bUS$57.9bUS$5.5b16.9x18.9x1.8x
Sat, 13 Dec 2025US$102.0bUS$58.1bUS$5.4b16.8x18.9x1.8x
Mon, 10 Nov 2025US$106.9bUS$57.9bUS$4.1b15.9x26.2x1.8x
Wed, 08 Oct 2025US$121.6bUS$56.3bUS$4.5b17.1x26.8x2.2x
Fri, 05 Sep 2025US$107.9bUS$52.0bUS$5.0b20.6x21.7x2.1x
Sun, 03 Aug 2025US$104.5bUS$51.2bUS$3.0b18.1x34.4x2x
Tue, 01 Jul 2025US$112.5bUS$50.6bUS$2.9b20.8x39.1x2.2x
Thu, 29 May 2025US$116.7bUS$50.6bUS$2.9b20.2x40.8x2.3x
Sat, 26 Apr 2025US$101.9bUS$48.4bUS$2.8b19.1x36x2.1x
Mon, 24 Mar 2025US$102.2bUS$48.3bUS$2.9b17.8x35.5x2.1x
Wed, 19 Feb 2025US$115.4bUS$48.3bUS$1.8b20.8x64.6x2.4x
Fri, 17 Jan 2025US$102.7bUS$47.7bUS$1.6b21.5x64.2x2.2x
Sun, 15 Dec 2024US$104.1bUS$47.6bUS$1.6b19.3x65.5x2.2x
Tue, 12 Nov 2024US$106.1bUS$47.5bUS$1.9b18.8x56.7x2.2x
Thu, 10 Oct 2024US$99.0bUS$46.5bUS$1.4b18.2x69.4x2.1x
Sat, 07 Sep 2024US$88.6bUS$46.8bUS$1.5b20.6x60.3x1.9x
Mon, 05 Aug 2024US$87.9bUS$47.1bUS$1.6b20.8x53.7x1.9x
Wed, 03 Jul 2024US$90.8bUS$46.0bUS$1.8b19.6x51.4x2x
Fri, 31 May 2024US$94.2bUS$46.5bUS$1.8b22.3x52.9x2x
Sun, 28 Apr 2024US$93.8bUS$43.3bUS$1.5b19.7x62.7x2.2x
Tue, 26 Mar 2024US$95.8bUS$42.7bUS$1.1b19.3x90.1x2.2x
Thu, 22 Feb 2024US$95.4bUS$43.9bUS$1.1b22.7x90x2.2x
Sat, 20 Jan 2024US$107.4bUS$47.5bUS$963.7m22.8x111.4x2.3x
Mon, 18 Dec 2023US$110.6bUS$47.6bUS$962.6m21.4x114.9x2.3x
Wed, 15 Nov 2023US$100.1bUS$47.1bUS$783.6m20.9x127.8x2.1x
Fri, 13 Oct 2023US$95.3bUS$44.6bUS$620.5m18.1x153.6x2.1x
Sun, 10 Sep 2023US$92.8bUS$44.5bUS$634.3m18.8x146.2x2.1x
Tue, 08 Aug 2023US$95.0bUS$44.1bUS$621.7m20.7x152.8x2.2x
Thu, 06 Jul 2023US$89.5bUS$42.8bUS$238.1m24.1x376x2.1x
Price to Earnings Ratio

376x


Total Market Cap: US$89.5bTotal Earnings: US$238.1mTotal Revenue: US$42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 68.3x202420252026
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 16.9x which is lower than its 3-year average PE of 68.3x.
  • 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 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-2.52%
Consumer Discretionary-2.93%
Consumer Services3.00%
Education Services3.04%
Specialized Consumer Services2.91%
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 15.0%, 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 33.2x.
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 8.8% 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$103.826.1%
+US$545.6m		27.9%PS24x
HRB H&R BlockUS$37.229.3%
+US$403.1m		-32.2%PE6.4x
SCI Service Corporation InternationalUS$75.783.6%
+US$361.5m		-6.9%PE19.5x
BFAM Bright Horizons Family SolutionsUS$70.149.6%
+US$322.0m		-43.2%PE19.5x
CVSA CovistaUS$127.536.9%
+US$280.8m		0.2%PE17.4x

Latest News

YSXT
US$1.05
YSX Tech
7D
-19.2%
1Y
-80.7%
HRB
US$37.22
H&R Block
7D
9.3%
1Y
-32.2%
FTDR
US$74.73
Frontdoor
7D
4.0%
1Y
26.8%
Narrative Update • Jun 27

FTDR: Earnings Beat And Buybacks Will Offset Softer Profitability Outlook

Analysts have raised their fair value estimate for Frontdoor from $60.25 to $74.20, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that they believe better reflect the company’s current outlook. What’s in the News for Frontdoor Frontdoor reported Q1 2026 revenue of $451 million, up 5.9% year over year and about 1.9% above consensus expectations, with earnings per share also ahead of analyst estimates, according to recent earnings reports.
CVSA
US$127.53
Covista
7D
6.9%
1Y
0.2%
Narrative Update • Jun 26

CVSA: Student Enrollment Momentum And Campus Expansion Will Support Future Upside

The analyst price target for Covista has increased from $130 to $140, with analysts citing updated assumptions on revenue growth, profit margins, and future P/E as the key reasons for the change. What’s in the News for Covista Covista raised its fiscal 2026 revenue guidance to a range of approximately US$1.93b to US$1.945b, compared with the prior range of US$1.9b to US$1.94b, with guidance implying about 8% to 9% year-over-year growth.
WW
US$15.99
WW International
7D
-13.1%
1Y
-47.1%
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
-3.0%
1Y
-24.6%
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
-2.9%
1Y
-23.5%
BFAM
US$70.14
Bright Horizons Family Solutions
7D
9.6%
1Y
-43.2%
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.
LAUR
US$37.12
Laureate Education
7D
-0.2%
1Y
58.8%
Narrative Update • Jun 24

LAUR: Solid Q1 Execution And Buybacks Will Underpin Balanced Future Outlook

Analysts have kept the Laureate Education price target steady at $36.50, with updated assumptions reflecting a discount rate of 7.40%, revenue growth of 6.90%, a profit margin of 15.47%, and a forward P/E of 16.37x. What’s in the News for Laureate Education Laureate Education reported Q1 revenue growth of 15.4% year on year, with results above analyst expectations, supported by favorable new enrollments in Peru and Mexico.
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.
SCI
US$75.78
Service Corporation International
7D
3.6%
1Y
-6.9%
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
-4.5%
1Y
-70.4%
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...
LRN
US$87.12
Stride
7D
5.8%
1Y
-40.0%
Narrative Update • Jun 18

LRN: Contract Loss And 2026 Spend Will Test Enrollment Resilience

Analysts have held their average price target on Stride steady at $113.50, citing the loss of a major Texas district contract and the expected enrollment headwind, but also pointing to past instances where the company managed similar disruptions relatively well. Analyst Commentary Recent research on Stride reflects a split view, with some analysts focusing on the immediate contract and enrollment risks while others see the share price reaction as more severe than the underlying fundamentals warrant.
LLYV.K
US$103.82
Liberty Live Holdings
7D
6.1%
1Y
27.9%
AACG
US$0.93
ATA Creativity Global
7D
-13.8%
1Y
17.7%