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U.S. Consumer Services Industry Analysis

UpdatedSep 29, 2025
DataAggregated Company Financials
Companies87
  • 7D1.4%
  • 3M1.3%
  • 1Y14.0%
  • YTD8.1%

The Consumer Services industry is up 2.7% in the last week, with Duolingo up 12%. In the same time, StubHub Holdings was down 8.7%. This means that the industry has gained 15% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Sep 2025US$120.0bUS$53.8bUS$4.9b19.2x24.7x2.2x
Wed, 27 Aug 2025US$110.3bUS$52.2bUS$4.8b20.5x22.8x2.1x
Fri, 25 Jul 2025US$105.7bUS$50.6bUS$2.9b18.8x36.8x2.1x
Sun, 22 Jun 2025US$112.9bUS$50.6bUS$2.9b19.6x39.2x2.2x
Tue, 20 May 2025US$118.3bUS$50.6bUS$2.9b20.1x41x2.3x
Thu, 17 Apr 2025US$100.1bUS$48.1bUS$2.9b18.8x34.8x2.1x
Sat, 15 Mar 2025US$98.3bUS$48.3bUS$3.0b18.1x32.4x2x
Mon, 10 Feb 2025US$110.3bUS$48.1bUS$1.7b19.8x63.6x2.3x
Wed, 08 Jan 2025US$102.8bUS$47.5bUS$1.6b20.6x64.2x2.2x
Fri, 06 Dec 2024US$108.7bUS$47.6bUS$1.6b20x68.8x2.3x
Sun, 03 Nov 2024US$100.0bUS$47.4bUS$1.8b18.4x55.6x2.1x
Tue, 01 Oct 2024US$96.9bUS$44.0bUS$1.4b19x70.7x2.2x
Thu, 29 Aug 2024US$92.2bUS$46.6bUS$1.4b22.2x66.1x2x
Sat, 27 Jul 2024US$92.4bUS$46.1bUS$1.8b21.5x52x2x
Mon, 24 Jun 2024US$89.8bUS$46.0bUS$1.8b20x50.6x2x
Wed, 22 May 2024US$94.0bUS$43.8bUS$1.8b21.3x53.1x2.1x
Fri, 19 Apr 2024US$90.6bUS$42.3bUS$1.2b18.9x77x2.1x
Sun, 17 Mar 2024US$94.8bUS$42.6bUS$1.1b19.1x89.1x2.2x
Tue, 13 Feb 2024US$98.1bUS$43.8bUS$1.0b23.9x97.1x2.2x
Thu, 11 Jan 2024US$108.4bUS$47.6bUS$959.4m20.5x113x2.3x
Sat, 09 Dec 2023US$108.5bUS$47.5bUS$950.8m22.1x114.1x2.3x
Mon, 06 Nov 2023US$96.7bUS$45.5bUS$675.4m20.6x143.1x2.1x
Wed, 04 Oct 2023US$92.6bUS$44.6bUS$619.0m17.8x149.6x2.1x
Fri, 01 Sep 2023US$94.1bUS$44.5bUS$644.9m19.6x146x2.1x
Sun, 30 Jul 2023US$93.7bUS$43.6bUS$465.4m24.9x201.3x2.1x
Tue, 27 Jun 2023US$85.6bUS$42.9bUS$236.9m23.1x361.3x2x
Thu, 25 May 2023US$86.5bUS$42.8bUS$380.1m24.1x227.7x2x
Sat, 22 Apr 2023US$90.5bUS$43.3bUS$38.2m23.6x2366.5x2.1x
Mon, 20 Mar 2023US$86.4bUS$43.3b-US$134,388,604.0024x-643.2x2x
Wed, 15 Feb 2023US$91.4bUS$41.0b-US$270,729,633.0022x-337.6x2.2x
Fri, 13 Jan 2023US$81.8bUS$41.4b-US$1,229,879,337.0019.1x-66.5x2x
Sun, 11 Dec 2022US$76.7bUS$41.3b-US$1,190,918,842.0017.8x-64.4x1.9x
Tue, 08 Nov 2022US$74.8bUS$41.3b-US$1,386,183,056.0016.1x-54x1.8x
Thu, 06 Oct 2022US$82.0bUS$46.3b-US$1,924,038,660.0014.9x-42.6x1.8x
Price to Earnings Ratio

-42.6x


Total Market Cap: US$82.0bTotal Earnings: -US$1,924,038,660.00Total Revenue: US$46.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 53.6x202320242025
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 24.7x which is lower than its 3-year average PE of 53.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
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 5.1% 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-0.97%
Consumer Discretionary-0.67%
Consumer Services1.39%
Education Services2.14%
Specialized Consumer Services-0.065%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 91.9x.
    • Analysts are expecting annual earnings growth of 22.0%, which is lower than the prior year's growth of 33.8% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 41.3x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 22% over the next 5 years.
  • However this is lower than its past earnings growth rate of 34% per year.
  • 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
DUOL DuolingoUS$326.395.5%
+US$781.3m		15.7%PE127.6x
ATGE Adtalem Global EducationUS$152.186.2%
+US$317.1m		101.6%PE23.5x
LRN StrideUS$148.363.0%
+US$184.7m		73.9%PE22.2x
UTI Universal Technical InstituteUS$31.859.5%
+US$149.7m		95.9%PE27.5x
LOPE Grand Canyon EducationUS$216.942.3%
+US$138.1m		52.9%PE25.4x

Latest News

ATGE
US$152.18
Adtalem Global Education
7D
6.2%
1Y
101.6%

With EPS Growth And More, Adtalem Global Education (NYSE:ATGE) Makes An Interesting Case

Sep 27
With EPS Growth And More, Adtalem Global Education (NYSE:ATGE) Makes An Interesting Case
EDU
US$51.35
New Oriental Education & Technology Group
7D
-2.7%
1Y
-32.3%
HRB
US$49.95
H&R Block
7D
-0.4%
1Y
-21.4%
LRN
US$148.36
Stride
7D
3.0%
1Y
73.9%

Flexible Digital Education Will Unlock New Market Opportunities

The slight increase in Stride’s future P/E ratio indicates modestly stronger earnings expectations, contributing to the consensus analyst price target rising from $163.75 to $167.50. What's in the News Gallup-McKinley County Schools filed a lawsuit against Stride alleging fraud, enrollment inflation, staffing law violations, improper cost-cutting, special education non-compliance, and whistleblower suppression, leading to a sharp drop in graduation rates and test scores.
PRDO
US$37.00
Perdoceo Education
7D
3.1%
1Y
66.4%

Enrollment Trends And Student Support Technologies Will Shape Future Education

The upward revision in Perdoceo Education's price target appears driven by an increase in its future P/E multiple, with the analyst consensus fair value rising from $40.00 to $42.00. What's in the News The Board of Directors authorized a new share buyback plan of up to $75 million, valid until January 31, 2027; 1,799,571 shares (2.74%) have already been repurchased for $48.81 million under a previous plan.
DUOL
US$326.39
Duolingo
7D
5.5%
1Y
15.7%
STUB
US$16.86
StubHub Holdings
7D
-3.2%
1Y
n/a

StubHub Holdings: Ticket Platform Is On Sale Itself

Sep 19
SUPX
US$48.37
SuperX AI Technology
7D
-11.0%
1Y
956.1%
GHC
US$1,184.80
Graham Holdings
7D
2.0%
1Y
44.2%
LOPE
US$216.94
Grand Canyon Education
7D
2.3%
1Y
52.9%

Expanding Online And Hybrid Education Will Secure Future Market Momentum

The modest increase in Grand Canyon Education’s consensus price target reflects a slightly higher expected future P/E multiple, signaling improved earnings outlook and investor sentiment, with fair value now at $222.33. What's in the News The Supreme Court has allowed the Trump administration to proceed with mass layoffs at the Education Department, which could weaken the department and impact publicly traded education companies including Grand Canyon Education (LOPE).
ADT
US$8.81
ADT
7D
0.8%
1Y
21.9%
FCHL
US$0.65
Fitness Champs Holdings
7D
-90.7%
1Y
n/a
GOTU
US$3.21
Gaotu Techedu
7D
-8.3%
1Y
-18.1%
FTDR
US$66.96
Frontdoor
7D
-1.6%
1Y
39.5%
UTI
US$31.85
Universal Technical Institute
7D
9.5%
1Y
95.9%
BFAM
US$108.52
Bright Horizons Family Solutions
7D
-0.9%
1Y
-22.6%

Bright Horizons Family Solutions Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Aug 03
Bright Horizons Family Solutions Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year