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U.S. Consumer Services Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies99
  • 7D-2.9%
  • 3M-14.8%
  • 1Y-12.0%
  • YTD0.9%

Over the last 7 days, the Consumer Services industry has dropped 2.9%, driven by a pullback from Duolingo of 15%. However, the industry is down 12% 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, 19 Jan 2026US$102.0bUS$57.9bUS$5.5b16.9x18.5x1.8x
Wed, 17 Dec 2025US$102.3bUS$58.1bUS$5.4b16.5x18.9x1.8x
Fri, 14 Nov 2025US$110.0bUS$60.4bUS$5.3b15.2x20.7x1.8x
Sun, 12 Oct 2025US$118.2bUS$57.3bUS$4.7b17x25.4x2.1x
Tue, 09 Sep 2025US$107.4bUS$52.0bUS$5.0b19.5x21.6x2.1x
Thu, 07 Aug 2025US$105.0bUS$51.2bUS$3.1b17.9x34.2x2x
Sat, 05 Jul 2025US$110.2bUS$50.6bUS$2.9b19.6x38.3x2.2x
Mon, 02 Jun 2025US$116.3bUS$50.6bUS$2.9b20.3x40.6x2.3x
Wed, 30 Apr 2025US$103.5bUS$48.4bUS$2.9b20x36.2x2.1x
Fri, 28 Mar 2025US$104.5bUS$48.2bUS$2.9b18.6x36.5x2.2x
Sun, 23 Feb 2025US$110.4bUS$48.4bUS$1.9b21.6x59.2x2.3x
Tue, 21 Jan 2025US$105.3bUS$47.5bUS$1.6b21.6x65.8x2.2x
Thu, 19 Dec 2024US$104.2bUS$47.6bUS$1.6b18.8x65.6x2.2x
Sat, 16 Nov 2024US$100.6bUS$47.6bUS$1.7b18.7x59.7x2.1x
Mon, 14 Oct 2024US$99.3bUS$46.5bUS$1.4b18.4x69.8x2.1x
Wed, 11 Sep 2024US$87.8bUS$43.9bUS$1.4b19.1x62.2x2x
Fri, 09 Aug 2024US$88.8bUS$47.3bUS$1.1b19.6x77.5x1.9x
Sun, 07 Jul 2024US$91.1bUS$46.0bUS$1.8b19.4x51.6x2x
Tue, 04 Jun 2024US$93.0bUS$46.5bUS$1.8b22.3x52.2x2x
Thu, 02 May 2024US$90.8bUS$43.5bUS$1.6b19.6x56.8x2.1x
Sat, 30 Mar 2024US$94.9bUS$42.7bUS$1.1b19.6x89.2x2.2x
Mon, 26 Feb 2024US$96.1bUS$44.0bUS$1.1b22.5x85.9x2.2x
Wed, 24 Jan 2024US$107.4bUS$47.5bUS$963.5m22.4x111.4x2.3x
Fri, 22 Dec 2023US$110.4bUS$47.6bUS$962.3m21.6x114.8x2.3x
Sun, 19 Nov 2023US$101.3bUS$47.2bUS$829.6m20.7x122.1x2.1x
Tue, 17 Oct 2023US$94.3bUS$44.6bUS$616.9m18.2x152.8x2.1x
Thu, 14 Sep 2023US$93.8bUS$44.5bUS$631.1m18.7x148.7x2.1x
Sat, 12 Aug 2023US$93.8bUS$44.2bUS$638.5m18.5x146.9x2.1x
Mon, 10 Jul 2023US$89.5bUS$43.1bUS$231.6m23.7x386.6x2.1x
Wed, 07 Jun 2023US$89.3bUS$42.9bUS$328.7m24.3x271.7x2.1x
Fri, 05 May 2023US$84.2bUS$42.7bUS$337.5m25.1x249.5x2x
Sun, 02 Apr 2023US$90.0bUS$43.2b-US$148,575,123.0026.8x-605.4x2.1x
Tue, 28 Feb 2023US$86.6bUS$41.5b-US$417,215,355.0020.4x-207.7x2.1x
Thu, 26 Jan 2023US$82.5bUS$41.0b-US$273,805,423.0020.5x-301.3x2x
Price to Earnings Ratio

-301.3x


Total Market Cap: US$82.5bTotal Earnings: -US$273,805,423.00Total Revenue: US$41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 61.8x202420252026
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 18.5x which is lower than its 3-year average PE of 61.6x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
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 12% 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-0.29%
Consumer Discretionary-2.23%
Consumer Services-2.89%
Specialized Consumer Services-0.80%
Education Services-3.94%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 96.7x.
    • Analysts are expecting annual earnings growth of 17.6%, which is lower than the prior year's growth of 27.3% per year.
  • Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 38.6x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Education Services industry is expected to see its earnings grow by 18% 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$82.972.7%
+US$302.8m		7.9%PE21.8x
LLYV.K Liberty Live HoldingsUS$84.002.4%
+US$180.9m		19.5%PS687.7x
ATGE Adtalem Global EducationUS$116.852.9%
+US$114.5m		19.0%PE16.5x
LOPE Grand Canyon EducationUS$178.291.1%
+US$51.9m		4.9%PE23.3x
ADT ADTUS$8.250.6%
+US$40.7m		13.5%PE10.3x

Latest News

DUOL
US$150.16
Duolingo
7D
-15.0%
1Y
-57.2%
COUR
US$6.29
Coursera
7D
-13.7%
1Y
-26.1%
LOPE
US$178.29
Grand Canyon Education
7D
1.1%
1Y
4.9%
OSW
US$19.72
OneSpaWorld Holdings
7D
-11.4%
1Y
0.7%
SCI
US$82.97
Service Corporation International
7D
2.7%
1Y
7.9%

SCI: Dividend Increases And Buybacks Will Support Attractive Future Upside Potential

Analysts have maintained their target for Service Corporation International broadly in line with prior estimates, making a modest adjustment that reflects slightly updated assumptions for the discount rate, long-term revenue growth, profit margin and future P/E, rather than a major change in outlook. What's in the News Board approved a new quarterly cash dividend of $0.34 per share, which the company states is a 6.3% increase from the prior $0.32 per share dividend.
TAL
US$11.05
TAL Education Group
7D
-9.9%
1Y
12.0%
LFS
US$4.00
Leifras
7D
59.4%
1Y
n/a
LINC
US$26.08
Lincoln Educational Services
7D
4.7%
1Y
64.2%

Calculating The Intrinsic Value Of Lincoln Educational Services Corporation (NASDAQ:LINC)

Jan 10
Calculating The Intrinsic Value Of Lincoln Educational Services Corporation (NASDAQ:LINC)
MH
US$14.50
McGraw Hill
7D
-8.6%
1Y
n/a
HRB
US$42.05
H&R Block
7D
-6.7%
1Y
-23.8%
DAO
US$12.01
Youdao
7D
1.9%
1Y
69.6%

DAO: Completed Buyback And Extension Will Support Further Share Upside Potential

Analysts have reaffirmed their price target on Youdao at US$16.30, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Youdao reported no share repurchases, with 0 shares bought back for US$0, while confirming that it has completed repurchasing 7,500,000 shares, or 6.19%, for US$33.8 million under the buyback first announced on November 17, 2022 (Key Developments).
BFAM
US$96.23
Bright Horizons Family Solutions
7D
-6.1%
1Y
-18.1%

BFAM: Share Repurchases And 2025 Outlook Will Support Further Upside Potential

Analysts have maintained their fair value estimate for Bright Horizons Family Solutions at about US$128.78, making only minor adjustments to assumptions such as the discount rate and future P/E. This reflects a largely unchanged view of the company’s long term outlook.
EDU
US$55.19
New Oriental Education & Technology Group
7D
-7.6%
1Y
-9.3%

EDU: Margin Expansion And Buybacks Will Support High Visibility Earnings Compounding

Analysts have raised their 12 month price target for New Oriental Education & Technology Group to about US$68 from around US$60, citing faster fiscal Q1 revenue growth, margin expansion, and what they view as strong visibility on the company compounding earnings. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher 12 month price target of about US$68 as a reflection of improved confidence in the company execution and earnings power.
ATGE
US$116.85
Adtalem Global Education
7D
2.9%
1Y
19.0%
ADT
US$8.25
ADT
7D
0.6%
1Y
13.5%

Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?

Jan 04
Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?
LLYV.K
US$84.00
Liberty Live Holdings
7D
2.4%
1Y
19.5%