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U.S. Consumer Services Industry Analysis

UpdatedJun 21, 2026
DataAggregated Company Financials
Companies90
  • 7D-2.7%
  • 3M-2.2%
  • 1Y-24.6%
  • YTD-8.6%

Over the last 7 days, the Consumer Services industry has dropped 2.7%, driven by declines in Stride and Service Corporation International of 15% and 5.6%, respectively. Overall the industry is down 25% in 12 months. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Jun 2026US$88.6bUS$56.7bUS$5.5b14.8x16.2x1.6x
Tue, 19 May 2026US$93.3bUS$58.2bUS$5.2b16.4x17.8x1.6x
Thu, 16 Apr 2026US$97.1bUS$58.5bUS$5.2b16.8x18.5x1.7x
Sat, 14 Mar 2026US$93.0bUS$58.4bUS$5.3b17.7x17.5x1.6x
Mon, 09 Feb 2026US$101.4bUS$58.0bUS$5.6b16.2x18x1.7x
Wed, 07 Jan 2026US$103.8bUS$57.9bUS$5.5b17.4x18.8x1.8x
Fri, 05 Dec 2025US$100.6bUS$58.4bUS$5.5b16.1x18.3x1.7x
Sun, 02 Nov 2025US$115.7bUS$58.0bUS$4.9b18.8x23.8x2x
Tue, 30 Sep 2025US$117.6bUS$53.8bUS$4.9b19x24.2x2.2x
Thu, 28 Aug 2025US$110.3bUS$52.0bUS$5.0b20.6x22.3x2.1x
Sat, 26 Jul 2025US$104.6bUS$50.7bUS$2.9b18.9x35.7x2.1x
Mon, 23 Jun 2025US$112.5bUS$50.6bUS$2.9b19.6x39.1x2.2x
Wed, 21 May 2025US$117.7bUS$50.6bUS$2.9b20.1x40.9x2.3x
Fri, 18 Apr 2025US$99.2bUS$48.1bUS$2.9b19x34.5x2.1x
Sun, 16 Mar 2025US$101.0bUS$48.3bUS$3.0b18.1x33.3x2.1x
Tue, 11 Feb 2025US$110.3bUS$48.1bUS$1.7b20.2x63.6x2.3x
Thu, 09 Jan 2025US$101.6bUS$47.5bUS$1.6b20.9x63.5x2.1x
Sat, 07 Dec 2024US$108.3bUS$47.6bUS$1.6b19.9x68.5x2.3x
Mon, 04 Nov 2024US$100.0bUS$47.4bUS$1.8b18.4x55.6x2.1x
Wed, 02 Oct 2024US$98.2bUS$44.0bUS$1.4b18.9x71.7x2.2x
Fri, 30 Aug 2024US$90.9bUS$46.7bUS$1.5b21.4x61.9x1.9x
Sun, 28 Jul 2024US$95.0bUS$46.1bUS$1.8b21.5x53.5x2.1x
Tue, 25 Jun 2024US$89.8bUS$46.0bUS$1.8b20.3x50.6x1.9x
Thu, 23 May 2024US$93.3bUS$43.8bUS$1.8b22.2x53.3x2.1x
Sat, 20 Apr 2024US$90.6bUS$42.3bUS$1.2b18.9x77x2.1x
Mon, 18 Mar 2024US$94.8bUS$42.6bUS$1.1b19.1x88.6x2.2x
Wed, 14 Feb 2024US$95.8bUS$43.8bUS$1.0b22.9x93.3x2.2x
Fri, 12 Jan 2024US$108.7bUS$47.6bUS$959.7m21.3x113.2x2.3x
Sun, 10 Dec 2023US$108.6bUS$47.5bUS$950.8m22.1x114.2x2.3x
Tue, 07 Nov 2023US$96.7bUS$45.5bUS$674.6m20.4x143.3x2.1x
Thu, 05 Oct 2023US$92.6bUS$44.6bUS$618.3m18x149.8x2.1x
Sat, 02 Sep 2023US$96.0bUS$44.5bUS$632.8m19.6x151.7x2.2x
Mon, 31 Jul 2023US$96.6bUS$43.6bUS$436.3m24.9x221.4x2.2x
Wed, 28 Jun 2023US$86.4bUS$42.8bUS$236.0m23x366.3x2x
Price to Earnings Ratio

366.3x


Total Market Cap: US$86.4bTotal Earnings: US$236.0mTotal Revenue: US$42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 70.7x202420252026
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 16.2x which is lower than its 3-year average PE of 70.7x.
  • 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 185% 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 Market1.39%
Consumer Discretionary0.55%
Consumer Services-2.72%
Specialized Consumer Services-1.89%
Education Services-3.13%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 116x.
    • Analysts are expecting annual earnings growth of 13.3%, 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 33.5x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 8.4% 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
FTDR FrontdoorUS$71.564.0%
+US$191.7m		22.2%PE19.4x
OSW OneSpaWorld HoldingsUS$27.536.7%
+US$176.6m		41.5%PE36x
DUOL DuolingoUS$125.562.4%
+US$136.5m		-73.4%PE13.9x
DAO YoudaoUS$12.055.7%
+US$78.4m		39.3%PE142.2x
LINC Lincoln Educational ServicesUS$48.434.9%
+US$72.3m		115.4%PE68.6x

Latest News

MH
US$9.68
McGraw Hill
7D
-17.7%
1Y
n/a
SCI
US$72.62
Service Corporation International
7D
-5.6%
1Y
-7.6%
Analysis Article • 15h

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...
DAO
US$12.05
Youdao
7D
5.7%
1Y
39.3%
Analysis Article • 23h

Youdao (DAO) Stock Could Be 19.4% Undervalued After Strong Quarterly Results

Why Youdao’s Latest Quarter Caught Investor Attention Youdao (DAO) recently reported quarterly figures showing year over year gains in both revenue and net profit, a key reason the stock has moved back onto investor watchlists. Those earnings, combined with supportive analyst views and constructive technical indicators, sit alongside a moderate risk score and weak financial health rating. Together, they provide a mixed but clearer snapshot of Youdao’s current profile. See our latest analysis...
UTI
US$40.35
Universal Technical Institute
7D
3.1%
1Y
21.1%
Analysis Article • Jun 20

Universal Technical Institute (UTI) Stock Could Be 5.1% Undervalued After EV Training Rollout

Universal Technical Institute (UTI) has integrated electric and hybrid vehicle training across all core Automotive Technology programs, making high voltage coursework a standard feature and linking the stock more directly to the electric vehicle service workforce theme. See our latest analysis for Universal Technical Institute. The recent curriculum update sits alongside other company developments, with Universal Technical Institute’s share price showing strong momentum. This includes a...
DUOL
US$125.56
Duolingo
7D
2.4%
1Y
-73.4%
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...
ADT
US$6.58
ADT
7D
-3.2%
1Y
-19.3%
Analysis Article • Jun 19

ADT (ADT) Stock Could Be 19.4% Undervalued After ConsumerAffairs Buyer’s Choice Awards

ADT (ADT) stock is back in focus after ConsumerAffairs awarded the company 2026 Buyer’s Choice honors for Best Customer Service and Best Product Offering, highlighting how customer perception relates to the home security provider’s valuation. See our latest analysis for ADT. That recognition arrives after a mixed period for ADT’s stock, with the latest share price at $6.58 and a share price return that is down 17.85% year to date but supported by a positive 3 year total shareholder return of...
LINC
US$48.43
Lincoln Educational Services
7D
4.9%
1Y
115.4%
Narrative Update • Jun 18

LINC: Raised 2026 Guidance And Insider Selling Will Support Upside

Analysts have kept their fair value estimate for Lincoln Educational Services steady at $57.40, with only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions informing this updated price target view. What’s in the News for Lincoln Educational Services Executives and directors, including Director James J.
OSW
US$27.53
OneSpaWorld Holdings
7D
6.7%
1Y
41.5%
Narrative Update • Jun 18

OSW: Caribbean Wellness Cruises And Contracts Will Support Balanced Future Earnings Resilience

Analysts have lifted their OneSpaWorld Holdings price targets into the $28 to $35 range, citing what they see as highly visible revenue streams from sold out maiden voyages, multi year fleet wide contracts, a robust new build pipeline, supportive wellness and affluent travel trends, and company specific initiatives. They believe these factors justify a premium P/E multiple.
LRN
US$82.80
Stride
7D
-15.3%
1Y
-43.2%
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.
APEI
US$52.72
American Public Education
7D
1.1%
1Y
77.0%
Narrative Update • Jun 17

APEI: Military Segment And Health Recovery Will Support 2026 Reacceleration

Analysts have maintained their $62.17 price target on American Public Education, citing recent Q1 upside, stable Military+ performance, and an ongoing recovery in Rasmussen and Health+ as key supports for their view. Analyst Commentary Recent research on American Public Education highlights a generally upbeat stance on the stock, centered on execution in core segments and the implications for margins, earnings quality, and valuation support.
EDU
US$45.02
New Oriental Education & Technology Group
7D
-3.5%
1Y
-3.4%
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.
FTDR
US$71.56
Frontdoor
7D
4.0%
1Y
22.2%
Narrative Update • Jun 12

FTDR: Housing Reset And 2026 Guidance Will Shape Return Balance

Analysts have adjusted Frontdoor's fair value estimate slightly higher to $68.00 from $67.00, citing updated assumptions on revenue growth, discount rate, profit margin, and future P/E, following fresh research that frames the housing market as ready to reset. Analyst Commentary Recent research frames the housing market as ready to reset, and Frontdoor is being evaluated through that lens.
CVSA
US$119.07
Covista
7D
-7.3%
1Y
-4.8%
HRB
US$34.38
H&R Block
7D
-5.9%
1Y
-37.4%
Narrative Update • Jun 06

HRB: Future Tax Technology And Buybacks Will Shape Balanced Return Outlook

Analysts have adjusted their price target on H&R Block from $41.00 to $39.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple in their models. What's in the News Recent coverage highlights that H&R Block shares moved up 26.1% over the past three months, with the stock outperforming its industry over that period, according to Zacks (source: Zacks, June 1, 2026).
GOTU
US$1.65
Gaotu Techedu
7D
8.6%
1Y
-56.1%
Seeking Alpha • Jun 05

Gaotu Techedu: Revenue Outperformance Is Overshadowed By Earnings Miss (Rating Downgrade)

Summary I lower my rating for Gaotu Techedu Inc. from 'Buy' to 'Hold' after analyzing its results and outlook. GOTU's 1Q2026 performance was mixed as evidenced by the sales beat and a below-consensus bottom-line. The company's Q2 revenue guidance implies growth acceleration, but falls short of the sell-side's estimate; a desire to remain profitable will cap near-term topline expansion, justifying a Neutral stance. Read the full article on Seeking Alpha
LLYV.K
US$98.46
Liberty Live Holdings
7D
-2.3%
1Y
23.4%