Narrative Update • Jun 12

The Consumer Services industry is up 2.4% in the last week, with Service Corporation International up 10%. In contrast, the industry has lost 22% in the last 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | US$91.1b | US$56.7b | US$5.6b | 16.4x | 16.4x | 1.6x |
| Wed, 13 May 2026 | US$93.5b | US$58.2b | US$5.6b | 16.4x | 16.8x | 1.6x |
| Fri, 10 Apr 2026 | US$97.0b | US$58.5b | US$5.2b | 18x | 18.6x | 1.7x |
| Sun, 08 Mar 2026 | US$94.6b | US$58.5b | US$5.3b | 17.7x | 17.9x | 1.6x |
| Tue, 03 Feb 2026 | US$102.2b | US$58.4b | US$5.6b | 16.2x | 18.2x | 1.8x |
| Thu, 01 Jan 2026 | US$101.8b | US$57.9b | US$5.5b | 16.6x | 18.4x | 1.8x |
| Sat, 29 Nov 2025 | US$105.3b | US$60.4b | US$4.1b | 15.9x | 25.5x | 1.7x |
| Mon, 27 Oct 2025 | US$124.9b | US$57.3b | US$4.7b | 18.9x | 26.7x | 2.2x |
| Wed, 24 Sep 2025 | US$118.9b | US$53.8b | US$4.9b | 20.5x | 24.5x | 2.2x |
| Fri, 22 Aug 2025 | US$109.7b | US$52.2b | US$4.8b | 20.5x | 22.8x | 2.1x |
| Sun, 20 Jul 2025 | US$107.3b | US$50.6b | US$2.9b | 19.2x | 37.3x | 2.1x |
| Tue, 17 Jun 2025 | US$112.3b | US$50.6b | US$2.9b | 19.6x | 39x | 2.2x |
| Thu, 15 May 2025 | US$117.2b | US$50.6b | US$2.9b | 19.9x | 41.1x | 2.3x |
| Sat, 12 Apr 2025 | US$97.7b | US$48.1b | US$2.9b | 18.5x | 33.9x | 2x |
| Mon, 10 Mar 2025 | US$102.9b | US$48.3b | US$2.9b | 20x | 35.2x | 2.1x |
| Wed, 05 Feb 2025 | US$108.0b | US$48.1b | US$1.7b | 19.6x | 63x | 2.2x |
| Fri, 03 Jan 2025 | US$102.6b | US$47.5b | US$1.6b | 20.7x | 64.2x | 2.2x |
| Sun, 01 Dec 2024 | US$106.2b | US$47.6b | US$1.6b | 19.9x | 64.8x | 2.2x |
| Tue, 29 Oct 2024 | US$97.3b | US$47.2b | US$1.6b | 20.1x | 60.6x | 2.1x |
| Thu, 26 Sep 2024 | US$94.0b | US$44.0b | US$1.3b | 20.6x | 69.7x | 2.1x |
| Sat, 24 Aug 2024 | US$92.1b | US$46.5b | US$1.5b | 20.6x | 63.2x | 2x |
| Mon, 22 Jul 2024 | US$92.5b | US$46.1b | US$1.8b | 20.7x | 52.4x | 2x |
| Wed, 19 Jun 2024 | US$90.5b | US$46.0b | US$1.8b | 18.7x | 51x | 2x |
| Fri, 17 May 2024 | US$95.6b | US$43.8b | US$1.7b | 19.9x | 55.6x | 2.2x |
| Sun, 14 Apr 2024 | US$94.6b | US$42.4b | US$1.2b | 19.2x | 80.7x | 2.2x |
| Tue, 12 Mar 2024 | US$95.9b | US$42.7b | US$1.1b | 18.2x | 88.4x | 2.2x |
| Thu, 08 Feb 2024 | US$92.1b | US$43.7b | US$1.0b | 22.7x | 91.7x | 2.1x |
| Sat, 06 Jan 2024 | US$109.3b | US$47.6b | US$960.6m | 20.6x | 113.8x | 2.3x |
| Mon, 04 Dec 2023 | US$108.3b | US$47.6b | US$958.3m | 21.6x | 113x | 2.3x |
| Wed, 01 Nov 2023 | US$91.6b | US$45.2b | US$522.0m | 18.5x | 175.4x | 2x |
| Fri, 29 Sep 2023 | US$93.0b | US$44.6b | US$661.2m | 18.7x | 140.6x | 2.1x |
| Sun, 27 Aug 2023 | US$92.9b | US$44.2b | US$644.0m | 18.7x | 144.3x | 2.1x |
| Tue, 25 Jul 2023 | US$92.8b | US$43.1b | US$232.7m | 24.5x | 398.6x | 2.1x |
| Thu, 22 Jun 2023 | US$86.9b | US$42.9b | US$311.2m | 24x | 279.3x | 2x |
279.3x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 0.87% | |
| Consumer Discretionary | 0.70% | |
| Consumer Services | 2.43% | |
| Specialized Consumer Services | 5.84% | |
| Education Services | 0.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCI Service Corporation International | US$76.92 | 10.4% +US$998.9m | -2.0% | PE19.8x | |
| LLYV.K Liberty Live Holdings | US$100.81 | 8.0% +US$686.4m | 37.6% | PS23.3x | |
| DUOL Duolingo | US$122.63 | 12.5% +US$633.7m | -74.4% | PE13.5x | |
| LAUR Laureate Education | US$36.76 | 8.7% +US$411.5m | 66.2% | PE18.4x | |
| FTDR Frontdoor | US$68.83 | 8.2% +US$364.5m | 22.0% | PE18.7x |