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U.S. Consumer Services Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies97
  • 7D-0.3%
  • 3M-16.6%
  • 1Y-15.1%
  • YTD-11.5%

Over the last 7 days, the Consumer Services industry has dropped 1.5%, driven by SuperX AI Technology declining 52%. Meanwhile, McGraw Hill actually outperformed within the industry, gaining 11% in the last week. However, the industry is down 15% over the past year. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Nov 2025US$103.1bUS$60.3bUS$4.1b15.9x25.2x1.7x
Fri, 24 Oct 2025US$124.2bUS$57.3bUS$4.7b19.3x26.6x2.2x
Sun, 21 Sep 2025US$117.1bUS$53.8bUS$4.9b19.8x24x2.2x
Tue, 19 Aug 2025US$109.3bUS$52.2bUS$4.8b19.7x22.7x2.1x
Thu, 17 Jul 2025US$107.6bUS$50.6bUS$2.9b19.3x37.4x2.1x
Sat, 14 Jun 2025US$113.5bUS$50.6bUS$2.9b19.3x39.4x2.2x
Mon, 12 May 2025US$115.5bUS$50.6bUS$2.8b18.9x40.7x2.3x
Wed, 09 Apr 2025US$96.3bUS$48.1bUS$2.9b17.4x33.3x2x
Fri, 07 Mar 2025US$104.8bUS$48.3bUS$2.9b19.4x35.8x2.2x
Sun, 02 Feb 2025US$108.3bUS$48.1bUS$1.7b19.4x63.2x2.3x
Tue, 31 Dec 2024US$102.3bUS$47.5bUS$1.6b19.6x64.1x2.2x
Thu, 28 Nov 2024US$106.7bUS$47.6bUS$1.6b19.8x65.1x2.2x
Sat, 26 Oct 2024US$97.2bUS$47.2bUS$1.6b19.8x60.6x2.1x
Mon, 23 Sep 2024US$93.0bUS$43.9bUS$1.3b20.6x68.9x2.1x
Wed, 21 Aug 2024US$92.5bUS$46.5bUS$1.5b20x63.5x2x
Fri, 19 Jul 2024US$93.3bUS$46.1bUS$1.8b20.7x52.8x2x
Sun, 16 Jun 2024US$90.0bUS$46.0bUS$1.8b19.2x50.7x2x
Tue, 14 May 2024US$95.7bUS$43.8bUS$1.7b20.2x55.7x2.2x
Thu, 11 Apr 2024US$94.8bUS$42.4bUS$1.2b19.4x80.8x2.2x
Sat, 09 Mar 2024US$95.5bUS$42.7bUS$1.1b18.6x88.2x2.2x
Mon, 05 Feb 2024US$108.8bUS$48.0bUS$1.1b20.4x100.7x2.3x
Wed, 03 Jan 2024US$109.3bUS$47.6bUS$957.2m21.2x114.2x2.3x
Fri, 01 Dec 2023US$106.7bUS$47.6bUS$960.5m20.8x111x2.2x
Sun, 29 Oct 2023US$91.3bUS$45.2bUS$792.4m18.2x115.2x2x
Tue, 26 Sep 2023US$91.0bUS$44.6bUS$666.6m18.2x136.6x2x
Thu, 24 Aug 2023US$93.1bUS$44.2bUS$642.2m18.7x144.9x2.1x
Sat, 22 Jul 2023US$92.3bUS$43.1bUS$231.8m23.8x398x2.1x
Mon, 19 Jun 2023US$89.5bUS$42.9bUS$309.3m23.2x289.5x2.1x
Wed, 17 May 2023US$86.5bUS$42.8bUS$377.9m24x228.8x2x
Fri, 14 Apr 2023US$89.8bUS$43.2b-US$148,980,736.0023.8x-602.8x2.1x
Sun, 12 Mar 2023US$88.3bUS$43.4b-US$246,104,086.0026.2x-358.9x2x
Tue, 07 Feb 2023US$83.2bUS$41.0b-US$218,271,891.0019.9x-381x2x
Thu, 05 Jan 2023US$77.6bUS$41.3b-US$1,216,148,383.0020.3x-63.8x1.9x
Sat, 03 Dec 2022US$78.2bUS$41.3b-US$1,251,873,378.0018.5x-62.4x1.9x
Price to Earnings Ratio

-62.4x


Total Market Cap: US$78.2bTotal Earnings: -US$1,251,873,378.00Total Revenue: US$41.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 57.5x202320242025
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 25.2x which is lower than its 3-year average PE of 57.5x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
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 13% 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 Market2.41%
Consumer Discretionary3.37%
Consumer Services-0.26%
Specialized Consumer Services1.44%
Education Services-1.20%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry even though it's trading below its 3-year average PE ratio of 40.4x.
    • Analysts are expecting annual earnings growth of 21.8%, which is lower than the prior year's growth of 24.3% per year.
  • Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 94.3x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 22% 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 17% 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
MH McGraw HillUS$17.9910.8%
+US$334.3m		n/aPS1.6x
FTDR FrontdoorUS$53.949.0%
+US$322.3m		-8.0%PE14.8x
BFAM Bright Horizons Family SolutionsUS$101.932.2%
+US$126.7m		-11.4%PE28.8x
GHC Graham HoldingsUS$1.09k2.5%
+US$115.5m		13.7%PE6.5x
MCW Mister Car WashUS$5.315.3%
+US$86.8m		-34.3%PE18.9x

Latest News

SUPX
US$21.95
SuperX AI Technology
7D
-52.2%
1Y
369.0%
BFAM
US$101.93
Bright Horizons Family Solutions
7D
2.2%
1Y
-11.4%

BFAM: Future Back-Up Care Revenue Will Unlock Significant Share Gains

Analysts have raised their price target for Bright Horizons Family Solutions from $129.44 to $150.00. This upward revision reflects optimism about the company's back-up care growth potential and a belief that the stock is currently undervalued.
UTI
US$22.45
Universal Technical Institute
7D
-22.5%
1Y
-13.5%
LOPE
US$155.23
Grand Canyon Education
7D
-5.4%
1Y
-6.9%

Grand Canyon Education, Inc. (NASDAQ:LOPE) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

Nov 21
Grand Canyon Education, Inc. (NASDAQ:LOPE) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
EDU
US$50.66
New Oriental Education & Technology Group
7D
-5.2%
1Y
-13.5%

EDU: Accelerating Revenue And Expanding Margins Will Sustain Strong Earnings Momentum

Analysts have modestly increased their price target for New Oriental Education & Technology Group, raising it by approximately $0.72 to $64.49. They cite improved revenue growth, resilient domestic operations, and expanding margins as factors supporting their outlook.
FTDR
US$53.94
Frontdoor
7D
9.0%
1Y
-8.0%
HRB
US$41.94
H&R Block
7D
-5.7%
1Y
-29.6%
OSW
US$20.77
OneSpaWorld Holdings
7D
3.5%
1Y
7.6%

OSW: Future Revenue Guidance Will Sustain Bullish Momentum Into 2025

Narrative Update on OneSpaWorld Holdings Analysts have raised their price target for OneSpaWorld Holdings by $0.50 to $26.50. This update reflects revised forecasts that consider modest adjustments in discount rates, profit margin expectations, and valuation multiples.
GHC
US$1,089.00
Graham Holdings
7D
2.5%
1Y
13.7%
TAL
US$11.00
TAL Education Group
7D
-2.0%
1Y
8.9%

TAL: Share Buyback Completion Will Drive Further Upside Momentum

Analysts have slightly increased their price target for TAL Education Group. The fair value estimate has been raised from $13.96 to $14.48 based on modest improvements in profit margins and revenue growth forecasts.
MCW
US$5.31
Mister Car Wash
7D
5.3%
1Y
-34.3%

MCW: Recovery Potential Will Depend On Membership Trends Stabilizing In 2025

The analyst price target for Mister Car Wash has been lowered from $8 to $6, as analysts cite ongoing sluggish comparable trends and a sustained decline in membership per store. Analyst Commentary Analyst perspectives on Mister Car Wash have shifted as recent trends reflect both growth challenges and valuation reassessments.
MH
US$17.99
McGraw Hill
7D
10.8%
1Y
n/a
SCI
US$78.11
Service Corporation International
7D
-1.9%
1Y
-11.5%

SCI: Dividend Increase and Share Buyback Will Drive Further Upside

Analysts have increased their price target for Service Corporation International from $93.80 to $95.40. This change is attributed to modest improvements in projected revenue growth, profit margin, and fair value estimates.
ADT
US$8.07
ADT
7D
1.3%
1Y
4.9%

ADT (NYSE:ADT) Will Pay A Dividend Of $0.055

Nov 07
ADT (NYSE:ADT) Will Pay A Dividend Of $0.055
ATGE
US$89.61
Adtalem Global Education
7D
-6.4%
1Y
-2.0%
DRVN
US$14.46
Driven Brands Holdings
7D
3.1%
1Y
-14.2%