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U.S. Consumer Services Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies89
  • 7D-0.04%
  • 3M-3.3%
  • 1Y-14.1%
  • YTD-3.2%

Over the last 7 days, the Consumer Services industry has remained flat, although notably Service Corporation International gained 5.2%. As for the longer term, the industry has declined 12% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$96.1bUS$58.5bUS$5.2b18.2x18.4x1.6x
Sat, 28 Feb 2026US$97.8bUS$58.5bUS$5.3b18.3x18.3x1.7x
Mon, 26 Jan 2026US$102.9bUS$57.9bUS$5.5b17.3x18.7x1.8x
Wed, 24 Dec 2025US$102.7bUS$57.9bUS$5.5b16.6x18.6x1.8x
Fri, 21 Nov 2025US$103.9bUS$60.4bUS$4.0b15.7x25.7x1.7x
Sun, 19 Oct 2025US$120.9bUS$57.3bUS$4.7b17.5x25.9x2.1x
Tue, 16 Sep 2025US$112.2bUS$52.0bUS$5.0b19x22.5x2.2x
Thu, 14 Aug 2025US$108.6bUS$52.2bUS$4.8b16.9x22.6x2.1x
Sat, 12 Jul 2025US$109.6bUS$50.6bUS$2.9b19.1x38.2x2.2x
Mon, 09 Jun 2025US$116.1bUS$50.6bUS$2.9b19.9x40.4x2.3x
Wed, 07 May 2025US$113.3bUS$50.5bUS$2.8b19x40.5x2.2x
Fri, 04 Apr 2025US$107.0bUS$48.1bUS$2.9b18.3x36.9x2.2x
Sun, 02 Mar 2025US$106.1bUS$48.3bUS$2.9b18.5x36.3x2.2x
Tue, 28 Jan 2025US$104.1bUS$47.9bUS$1.6b20.7x63.2x2.2x
Thu, 26 Dec 2024US$102.8bUS$47.7bUS$1.6b19.3x64.5x2.2x
Sat, 23 Nov 2024US$102.9bUS$47.6bUS$1.7b19.4x60.3x2.2x
Mon, 21 Oct 2024US$97.3bUS$46.5bUS$1.4b20x67.5x2.1x
Wed, 18 Sep 2024US$90.0bUS$43.9bUS$1.4b20.2x66.4x2x
Fri, 16 Aug 2024US$90.9bUS$46.4bUS$1.4b20x63.1x2x
Sun, 14 Jul 2024US$92.0bUS$46.1bUS$1.8b19.9x52x2x
Tue, 11 Jun 2024US$91.3bUS$46.4bUS$1.8b19.8x51.1x2x
Thu, 09 May 2024US$96.7bUS$43.7bUS$1.7b20.2x57.9x2.2x
Sat, 06 Apr 2024US$92.2bUS$42.5bUS$1.1b19.8x83.2x2.2x
Mon, 04 Mar 2024US$100.2bUS$42.7bUS$1.0b19.4x96.1x2.3x
Wed, 31 Jan 2024US$109.3bUS$48.0bUS$1.0b21.4x105.5x2.3x
Fri, 29 Dec 2023US$111.5bUS$47.6bUS$958.1m21.3x116.3x2.3x
Sun, 26 Nov 2023US$105.6bUS$47.6bUS$929.0m20.8x113.7x2.2x
Tue, 24 Oct 2023US$91.9bUS$44.6bUS$616.2m17.4x149.1x2.1x
Thu, 21 Sep 2023US$92.3bUS$44.6bUS$667.5m18.8x138.3x2.1x
Sat, 19 Aug 2023US$91.1bUS$44.2bUS$640.5m18.8x142.2x2.1x
Mon, 17 Jul 2023US$91.6bUS$43.1bUS$230.3m23.1x398x2.1x
Wed, 14 Jun 2023US$89.5bUS$42.9bUS$330.2m23.5x270.9x2.1x
Fri, 12 May 2023US$87.2bUS$42.8bUS$370.5m25x235.4x2x
Sun, 09 Apr 2023US$88.5bUS$43.2b-US$147,963,710.0025.4x-597.9x2x
Price to Earnings Ratio

-597.9x


Total Market Cap: US$88.5bTotal Earnings: -US$147,963,710.00Total Revenue: US$43.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 89.5x202420252026
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 18.1x which is lower than its 3-year average PE of 89.5x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.6x.
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 11% 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 Market-0.32%
Consumer Discretionary-0.98%
Consumer Services-0.041%
Specialized Consumer Services0.42%
Education Services-0.27%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 102x.
    • Analysts are expecting annual earnings growth of 15.9%, which is lower than the prior year's growth of 18.7% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 36.1x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 16% 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 12% 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
SCI Service Corporation InternationalUS$82.865.2%
+US$525.0m		1.6%PE21.2x
HRB H&R BlockUS$31.793.3%
+US$128.0m		-43.9%PE6.6x
BFAM Bright Horizons Family SolutionsUS$81.231.9%
+US$82.1m		-36.8%PE23.2x
EDU New Oriental Education & Technology GroupUS$56.890.7%
+US$63.7m		17.1%PE23.8x
MH McGraw HillUS$13.781.2%
+US$32.5m		n/aPS1.2x

Latest News

MH
US$13.78
McGraw Hill
7D
1.2%
1Y
n/a
EDU
US$56.89
New Oriental Education & Technology Group
7D
0.7%
1Y
17.1%
FTDR
US$54.52
Frontdoor
7D
-5.6%
1Y
37.4%
HRB
US$31.79
H&R Block
7D
3.3%
1Y
-43.9%

HRB: Lower Street Expectations Will Spotlight Cash Generation And Tax Season Technology Upgrades

Analysts have trimmed their price targets on H&R Block by between $12 and $16 per share, citing updated views on the stock that are consistent with only marginal shifts in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research reflects recalibrated price targets on H&R Block that are broadly aligned with only modest shifts in core assumptions, including fair value, discount rates, revenue growth, profit margins, and future P/E expectations.
TAL
US$11.23
TAL Education Group
7D
-0.6%
1Y
-18.1%

TAL: Macquarie Upgrade And Buybacks Will Support Future Share Rebound

Analysts have adjusted their price targets on TAL Education Group, keeping fair value steady around $15.65 while fine tuning assumptions on discount rate, revenue growth, profit margins and future P/E following recent research updates that include a Macquarie upgrade. Analyst Commentary Analysts are reassessing TAL Education Group's setup around the current fair value of about US$15.65, focusing on how revisions to revenue, margin and P/E assumptions support or challenge that level.
OSW
US$23.48
OneSpaWorld Holdings
7D
1.2%
1Y
37.3%

OSW: AI Initiatives And Operational Moats Will Support Future Upside

Analysts have nudged the fair value estimate for OneSpaWorld Holdings to $26.60 from $25.75, reflecting updated assumptions around discount rates, long term margins, and future P/E levels, supported by recent research that highlights resilient demand, perceived operational moats, and potential benefits from AI initiatives. Analyst Commentary Bullish analysts have recently updated their views on OneSpaWorld Holdings, focusing on how margin assumptions, discount rates, and future P/E levels feed into fair value estimates.
UTI
US$36.86
Universal Technical Institute
7D
-7.1%
1Y
37.3%
SCI
US$82.86
Service Corporation International
7D
5.2%
1Y
1.6%

SCI: Ongoing Buybacks And Stable Assumptions Will Support Future Upside

Analysts have kept their $97.83 price target for Service Corporation International broadly unchanged, with only very small tweaks to the discount rate, long term revenue growth outlook, profit margin assumptions, and future P/E input that underpin their valuation framework. What's in the News From October 1, 2025 to February 12, 2026, Service Corporation International repurchased 1,288,154 shares for US$102.18 million, representing 0.92% of its shares under the existing buyback program (Key Developments).
DRVN
US$12.33
Driven Brands Holdings
7D
-3.4%
1Y
-28.8%
BFAM
US$81.23
Bright Horizons Family Solutions
7D
1.9%
1Y
-36.8%

BFAM: Corporate Childcare Demand And Buybacks Will Support Future Upside

Analyst price targets for Bright Horizons Family Solutions have been reduced by a wide range of firms, with cuts such as $124 to $100 and $160 to $95, as analysts factor in more muted guidance while still highlighting corporate childcare as a useful recruitment and retention tool in a tight labor market. Analyst Commentary Recent research on Bright Horizons points to a reset in expectations, with analysts revisiting both valuation and growth assumptions after more muted guidance.
CVSA
US$116.66
Covista
7D
0.6%
1Y
10.3%

Health Care Workforce Shortages And Flexible Learning Will Support Stronger Long Term Outcomes

Catalysts About Covista Covista focuses on large scale health care education programs serving nursing, medical, veterinary and allied health students across the United States. What are the underlying business or industry changes driving this perspective?
DUOL
US$96.19
Duolingo
7D
-3.0%
1Y
-71.5%
DAO
US$9.59
Youdao
7D
-7.0%
1Y
19.7%

DAO: Citi Upgrade Will Expose Fragile Profitability Assumptions Going Forward

Analysts raised their price target on Youdao to $5.72 from $5.72, citing updated assumptions around revenue growth, profit margins and a slightly lower discount rate following recent research, including the latest upgrade at Citi. Analyst Commentary Citi highlighted updated assumptions around revenue, margins and discount rate in its recent work on Youdao, but not all commentary in the market is uniformly optimistic.
KLC
US$2.40
KinderCare Learning Companies
7D
11.1%
1Y
-81.2%
ADT
US$6.55
ADT
7D
-0.9%
1Y
-21.8%

ADT: Future Cash Focus And Buybacks Will Support Long-Term Upside

Narrative Update on ADT The updated analyst target for ADT has shifted lower by about $0.70 per share, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in mixed quarterly results, muted 2026 guidance, and a gradual path to any potential improvement in fundamentals. Analyst Commentary Recent research updates on ADT highlight a split view, with some analysts still seeing long-term upside potential and others focusing on execution challenges and muted guidance.
SUPX
US$7.60
SuperX AI Technology
7D
-19.2%
1Y
-29.7%