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U.S. Consumer Services Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies94
  • 7D-0.9%
  • 3M-7.1%
  • 1Y-13.5%
  • YTD-5.8%

Over the last 7 days, the Consumer Services industry has remained flat, although notably TAL Education Group gained 4.1%. Unfortunately though, the industry is down 14% over the past 12 months. 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
Tue, 17 Mar 2026US$93.7bUS$58.5bUS$5.3b17.7x17.8x1.6x
Thu, 12 Feb 2026US$101.0bUS$58.0bUS$5.6b17.4x18x1.7x
Sat, 10 Jan 2026US$104.6bUS$57.9bUS$5.5b17.1x18.9x1.8x
Mon, 08 Dec 2025US$101.4bUS$58.4bUS$5.5b16.2x18.4x1.7x
Wed, 05 Nov 2025US$112.9bUS$58.1bUS$5.0b18.3x22.8x1.9x
Fri, 03 Oct 2025US$121.9bUS$56.3bUS$4.5b18.3x26.9x2.2x
Sun, 31 Aug 2025US$108.7bUS$52.0bUS$5.0b20.2x21.9x2.1x
Tue, 29 Jul 2025US$105.7bUS$50.7bUS$2.9b18.6x36.1x2.1x
Thu, 26 Jun 2025US$113.1bUS$50.6bUS$2.9b19.8x39.3x2.2x
Sat, 24 May 2025US$115.5bUS$50.6bUS$2.9b19.4x40.3x2.3x
Mon, 21 Apr 2025US$99.0bUS$48.1bUS$2.9b19x34.5x2.1x
Wed, 19 Mar 2025US$102.9bUS$48.3bUS$3.0b18.5x33.9x2.1x
Fri, 14 Feb 2025US$111.3bUS$48.2bUS$1.7b20.8x63.6x2.3x
Sun, 12 Jan 2025US$100.8bUS$47.5bUS$1.6b20.5x63x2.1x
Tue, 10 Dec 2024US$107.3bUS$47.6bUS$1.6b19.3x67.9x2.3x
Thu, 07 Nov 2024US$101.1bUS$47.5bUS$1.8b19.7x54.8x2.1x
Sat, 05 Oct 2024US$97.3bUS$44.0bUS$1.4b18.4x71x2.2x
Mon, 02 Sep 2024US$91.6bUS$46.7bUS$1.5b21.4x62.3x2x
Wed, 31 Jul 2024US$94.2bUS$46.1bUS$1.8b22.2x53.1x2x
Fri, 28 Jun 2024US$91.2bUS$46.0bUS$1.8b19.9x51.4x2x
Sun, 26 May 2024US$93.3bUS$46.5bUS$1.8b22.3x52.4x2x
Tue, 23 Apr 2024US$90.0bUS$42.3bUS$1.2b18.8x75.6x2.1x
Thu, 21 Mar 2024US$95.7bUS$42.7bUS$1.1b18.8x88.8x2.2x
Sat, 17 Feb 2024US$98.0bUS$43.9bUS$1.1b22.9x92.5x2.2x
Mon, 15 Jan 2024US$109.8bUS$47.6bUS$960.0m21.6x114.4x2.3x
Wed, 13 Dec 2023US$111.0bUS$47.5bUS$938.3m22.4x118.3x2.3x
Fri, 10 Nov 2023US$97.3bUS$45.6bUS$698.9m20.8x139.2x2.1x
Sun, 08 Oct 2023US$93.0bUS$44.6bUS$617.6m17.9x150.6x2.1x
Tue, 05 Sep 2023US$96.0bUS$44.5bUS$632.8m19.6x151.7x2.2x
Thu, 03 Aug 2023US$94.8bUS$44.0bUS$601.1m23.5x157.8x2.2x
Sat, 01 Jul 2023US$87.6bUS$42.8bUS$239.5m23.9x365.9x2x
Mon, 29 May 2023US$85.8bUS$42.8bUS$371.0m23.8x231.4x2x
Wed, 26 Apr 2023US$88.7bUS$43.3bUS$34.5m23x2570.4x2x
Fri, 24 Mar 2023US$87.2bUS$43.3b-US$140,440,088.0022.3x-621.1x2x
Price to Earnings Ratio

-621.1x


Total Market Cap: US$87.2bTotal Earnings: -US$140,440,088.00Total Revenue: US$43.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 79.5x202420252026
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 17.8x which is lower than its 3-year average PE of 79.5x.
  • 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-2.40%
Consumer Discretionary-2.62%
Consumer Services-0.93%
Education Services-0.18%
Specialized Consumer Services-2.35%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 101x.
    • Analysts are expecting annual earnings growth of 16.0%, 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 36.5x.
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
TAL TAL Education GroupUS$11.184.1%
+US$267.7m		-21.9%PE24.4x
APEI American Public EducationUS$55.3420.7%
+US$187.8m		147.3%PE40.2x
EDU New Oriental Education & Technology GroupUS$54.302.1%
+US$179.8m		6.9%PE22.7x
DUOL DuolingoUS$101.951.5%
+US$71.8m		-65.3%PE11.6x
CVSA CovistaUS$105.071.9%
+US$66.9m		7.9%PE14.3x

Latest News

OSW
US$20.79
OneSpaWorld Holdings
7D
2.0%
1Y
19.6%

OSW: AI Initiatives And Buybacks Will Support Future Upside

Narrative Update on OneSpaWorld Holdings Analysts have modestly raised their price target on OneSpaWorld Holdings to $26, citing recent discussions with management that highlighted steady demand resilience, confidence in the company’s operational moats, and potential upside from AI related initiatives. Analyst Commentary Recent research shows a mix of optimism and caution around OneSpaWorld Holdings, with analysts updating their price targets and stressing both the opportunities and the execution risks that sit behind them.
KLC
US$1.84
KinderCare Learning Companies
7D
-45.4%
1Y
-88.8%
LINC
US$37.27
Lincoln Educational Services
7D
2.9%
1Y
145.4%

LINC: Future Campus Expansion Will Be Weighed Against Modest Margin Expectations

Analysts have raised their price target for Lincoln Educational Services to $38.00, up from $37.20, reflecting updated assumptions around discount rate, revenue growth, profit margin, and a slightly higher future P/E multiple. What's in the News Issued earnings guidance for 2026, with expected revenue in the range of US$580 million to US$590 million, net income between US$20 million and US$23 million, and diluted EPS between US$0.64 and US$0.74 (company guidance).
CVSA
US$105.07
Covista
7D
1.9%
1Y
7.9%
APEI
US$55.34
American Public Education
7D
20.7%
1Y
147.3%
SCI
US$79.47
Service Corporation International
7D
-1.5%
1Y
0.3%
LOPE
US$162.79
Grand Canyon Education
7D
-2.2%
1Y
-4.0%

LOPE: Future Returns Will Rely On 2026 Service Revenue And EPS Guidance

Analysts have maintained their price target for Grand Canyon Education at $213, citing consistent views on fair value and only minor adjustments to the discount rate, long-term growth, margin, and P/E assumptions. What's in the News Issued 2026 full year guidance with expected Service revenue between US$1.17b and US$1.19b, Diluted EPS between US$9.55 and US$10.16, and an operating margin range of 27.5% to 28.8% (company guidance).
UTI
US$36.09
Universal Technical Institute
7D
2.6%
1Y
33.4%
LRN
US$82.97
Stride
7D
-2.7%
1Y
-32.0%

LRN: Future Earnings Multiple Will Rely On 2026 Guidance Execution

Analysts have trimmed their fair value estimate for Stride from about $111 to roughly $106, citing slightly more conservative assumptions on revenue growth, profit margins and the appropriate P/E multiple, while also acknowledging recent price target adjustments such as BMO Capital's $19 increase. Analyst Commentary Recent Street research on Stride includes a price target increase of $19 from BMO Capital.
LLYV.K
US$95.60
Liberty Live Holdings
7D
-4.9%
1Y
44.7%
FTDR
US$64.22
Frontdoor
7D
-3.2%
1Y
69.6%
DUOL
US$101.95
Duolingo
7D
1.5%
1Y
-65.3%

Duolingo: Billion Dollar Business Hiding in Plain Sight

Duolingo just crossed $1 billion in revenue and delivered a 367% surge in net earnings — yet the stock trades at a trailing P/E of just 11x. For a market-leading EdTech platform with 50 million daily active users, that’s a number you’d normally associate with a slow-moving industrial company, not one of the most recognisable consumer brands on the planet.
EDU
US$54.30
New Oriental Education & Technology Group
7D
2.1%
1Y
6.9%

EDU: Higher Margins And Buybacks Will Support Future Upside Potential

Analysts have raised their price target on New Oriental Education & Technology Group by $4.20, citing updated assumptions around revenue growth, margins and discount rates. These changes modestly adjust their P/E outlook while keeping fair value unchanged at $80.00.
TAL
US$11.18
TAL Education Group
7D
4.1%
1Y
-21.9%

TAL: Share Buyback And Margin Outlook Will Support Future Upside

Analysts have lifted their price target on TAL Education Group to $15.65 from $14.46, citing updated assumptions that include a higher fair value estimate, a slightly adjusted discount rate, moderated revenue growth expectations, improved profit margin forecasts, and a lower future P/E multiple referenced in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate as reflecting improved confidence in TAL Education Group's ability to execute on its current business mix, even with moderated revenue growth assumptions baked into the model.
GHC
US$1,055.63
Graham Holdings
7D
-2.0%
1Y
12.4%
SUPX
US$8.68
SuperX AI Technology
7D
-20.4%
1Y
33.5%