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U.S. Consumer Services Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies89
  • 7D0.3%
  • 3M-1.5%
  • 1Y-26.9%
  • YTD-8.2%

Last week, the Consumer Services industry hasn't moved much but Stride is up 11% in that time. As for the longer term, the industry has declined 27% in the last year. 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
Fri, 05 Jun 2026US$88.5bUS$56.6bUS$5.5b16.2x16.2x1.6x
Sun, 03 May 2026US$97.0bUS$59.1bUS$5.5b16.5x17.5x1.6x
Tue, 31 Mar 2026US$94.3bUS$58.5bUS$5.2b17.9x18x1.6x
Thu, 26 Feb 2026US$96.9bUS$58.3bUS$5.3b17.5x18.3x1.7x
Sat, 24 Jan 2026US$103.2bUS$57.9bUS$5.5b17.3x18.8x1.8x
Mon, 22 Dec 2025US$102.4bUS$57.9bUS$5.5b16.8x18.5x1.8x
Wed, 19 Nov 2025US$104.2bUS$60.4bUS$4.1b14.3x25.6x1.7x
Fri, 17 Oct 2025US$122.5bUS$57.3bUS$4.7b17.5x26.3x2.1x
Sun, 14 Sep 2025US$112.2bUS$52.0bUS$5.0b18.9x22.5x2.2x
Tue, 12 Aug 2025US$108.8bUS$51.4bUS$3.7b18.6x29.4x2.1x
Thu, 10 Jul 2025US$109.2bUS$50.6bUS$2.9b19.2x38x2.2x
Sat, 07 Jun 2025US$115.8bUS$50.7bUS$2.9b19.9x40.4x2.3x
Mon, 05 May 2025US$112.7bUS$50.4bUS$2.8b20.6x40.5x2.2x
Wed, 02 Apr 2025US$103.1bUS$48.1bUS$2.9b18.3x35.6x2.1x
Fri, 28 Feb 2025US$110.2bUS$48.3bUS$2.9b18.9x37.6x2.3x
Sun, 26 Jan 2025US$103.9bUS$47.9bUS$1.6b21.3x63x2.2x
Tue, 24 Dec 2024US$101.8bUS$47.7bUS$1.6b19.1x63.8x2.1x
Thu, 21 Nov 2024US$101.2bUS$47.6bUS$1.7b18.7x59.8x2.1x
Sat, 19 Oct 2024US$97.0bUS$46.5bUS$1.4b20x67.3x2.1x
Mon, 16 Sep 2024US$89.6bUS$43.9bUS$1.4b19.9x66.2x2x
Wed, 14 Aug 2024US$89.8bUS$46.4bUS$1.4b20x62.3x1.9x
Fri, 12 Jul 2024US$90.0bUS$46.1bUS$1.8b19.9x50.9x2x
Sun, 09 Jun 2024US$91.0bUS$46.4bUS$1.8b20.2x50.9x2x
Tue, 07 May 2024US$97.0bUS$43.7bUS$1.6b20.1x59.5x2.2x
Thu, 04 Apr 2024US$93.6bUS$42.5bUS$1.1b19.6x84.4x2.2x
Sat, 02 Mar 2024US$99.8bUS$42.7bUS$1.0b19.4x95.8x2.3x
Mon, 29 Jan 2024US$110.7bUS$48.0bUS$1.0b21.9x106.8x2.3x
Wed, 27 Dec 2023US$111.0bUS$47.6bUS$958.9m21.8x115.8x2.3x
Fri, 24 Nov 2023US$101.7bUS$47.2bUS$829.5m21x122.6x2.2x
Sun, 22 Oct 2023US$92.2bUS$44.6bUS$616.0m17.9x149.7x2.1x
Tue, 19 Sep 2023US$93.6bUS$44.6bUS$668.5m18.8x140.1x2.1x
Thu, 17 Aug 2023US$91.2bUS$44.2bUS$652.0m18.8x139.9x2.1x
Sat, 15 Jul 2023US$91.6bUS$43.1bUS$230.3m23.1x398x2.1x
Mon, 12 Jun 2023US$88.4bUS$42.9bUS$329.5m23.2x268.3x2.1x
Price to Earnings Ratio

268.3x


Total Market Cap: US$88.4bTotal Earnings: US$329.5mTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 74.4x202420252026
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 74.4x.
  • The 3-year average PS ratio of 2.1x 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 155% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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-0.11%
Consumer Discretionary-4.28%
Consumer Services0.32%
Education Services2.44%
Specialized Consumer Services-3.99%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 14.9%, 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 34.1x.
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 8.5% 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
LRN StrideUS$101.9910.9%
+US$419.8m		-29.5%PE13.9x
UTI Universal Technical InstituteUS$44.9015.0%
+US$323.2m		28.2%PE57.9x
JDZG JIADEUS$50.0019.6%
+US$195.0m		-92.7%PS71.6x
LAUR Laureate EducationUS$33.553.2%
+US$147.0m		50.7%PE16.8x
CVSA CovistaUS$124.452.7%
+US$113.0m		-2.7%PE17x

Latest News

UTI
US$44.90
Universal Technical Institute
7D
15.0%
1Y
28.2%
ADT
US$6.74
ADT
7D
-1.0%
1Y
-18.3%
LINC
US$50.60
Lincoln Educational Services
7D
6.3%
1Y
124.2%
Narrative Update • Jun 04

LINC: Raised 2026 Guidance And Higher Future P/E Will Support Upside

Analysts have raised their price target for Lincoln Educational Services to $57.40 from $44.80, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News Lincoln Educational Services raised its fiscal 2026 revenue guidance to a range of $590 million to $600 million, compared with prior guidance of $580 million to $590 million.
FTDR
US$63.21
Frontdoor
7D
1.8%
1Y
11.0%
CVSA
US$124.45
Covista
7D
2.7%
1Y
-2.7%
Seeking Alpha • Jun 03

Covista: Healthcare Education Growth At A Fair Price

Summary Covista (CVSA) is rated Hold, reflecting strong healthcare education positioning but a valuation that prices in much of its growth story. CVSA's enrollment growth, AI-enabled offerings, and robust cash flow support its strategic pivot, yet it trades near peer medians on key valuation multiples. Regulatory risks tied to Title IV funding and ongoing lawsuits warrant a risk premium, tempering the case for aggressive buying at current levels. Peers like PRDO offer lower multiples and stronger cash conversion, while LOPE commands a premium for a cleaner balance sheet and superior cash generation. Read the full article on Seeking Alpha
SCI
US$69.81
Service Corporation International
7D
-8.5%
1Y
-10.8%
Narrative Update • Jun 03

SCI: Governance Updates And Dividend Commitments Will Support Future Upside

Analysts have reduced their price target on Service Corporation International by $2 to reflect updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Recent commentary highlighted sluggish trends in Service Corporation International’s funeral services business, pointing to slower than expected customer adoption of its solutions and raising questions about the pace of its core operating performance.
LRN
US$101.99
Stride
7D
10.9%
1Y
-29.5%
Narrative Update • Jun 03

LRN: Increased 2026 Marketing Spend Will Support Higher Future Earnings Multiple

Analysts have kept their price target for Stride steady at $113.50. This reflects largely unchanged assumptions around fair value, revenue growth, profit margins, and future P/E, with only minor tweaks to the discount rate input.
JDZG
US$50.00
JIADE
7D
19.6%
1Y
-92.7%
DRVN
US$12.89
Driven Brands Holdings
7D
-9.2%
1Y
-26.6%
CSV
US$37.55
Carriage Services
7D
-11.6%
1Y
-15.8%
HRB
US$37.47
H&R Block
7D
-2.2%
1Y
-35.1%
LAUR
US$33.55
Laureate Education
7D
3.2%
1Y
50.7%
GHC
US$1,115.99
Graham Holdings
7D
-0.7%
1Y
16.6%
LLYV.K
US$91.53
Liberty Live Holdings
7D
-6.6%
1Y
18.4%
MATW
US$25.51
Matthews International
7D
-5.8%
1Y
15.1%
Analysis Article • May 11

Matthews International's (NASDAQ:MATW) Profits Appear To Have Quality Issues

Matthews International Corporation's ( NASDAQ:MATW ) robust recent earnings didn't do much to move the stock. However...
NTCL
US$2.11
NetClass Technology
7D
161.9%
1Y
-30.8%