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U.S. Consumer Services Industry Analysis

UpdatedJan 22, 2026
DataAggregated Company Financials
Companies99
  • 7D-0.8%
  • 3M-16.2%
  • 1Y-9.0%
  • YTD0.9%

Over the last 7 days, the Consumer Services industry has remained flat, although notably Adtalem Global Education gained 6.0%. As for the longer term, the industry has declined 9.0% in the last year. 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
Thu, 22 Jan 2026US$100.5bUS$57.9bUS$5.5b16.9x18.3x1.7x
Sat, 20 Dec 2025US$102.8bUS$57.9bUS$5.5b16.8x18.6x1.8x
Mon, 17 Nov 2025US$107.1bUS$60.4bUS$4.1b16x26.3x1.8x
Wed, 15 Oct 2025US$120.0bUS$57.3bUS$4.7b17.3x25.7x2.1x
Fri, 12 Sep 2025US$109.3bUS$52.0bUS$5.0b19.9x21.9x2.1x
Sun, 10 Aug 2025US$108.7bUS$51.4bUS$3.7b18.7x29.4x2.1x
Tue, 08 Jul 2025US$110.2bUS$50.6bUS$2.9b19.5x38.3x2.2x
Thu, 05 Jun 2025US$116.0bUS$50.6bUS$2.9b19.8x40.5x2.3x
Sat, 03 May 2025US$105.8bUS$50.4bUS$2.8b20.6x38x2.1x
Mon, 31 Mar 2025US$103.3bUS$48.1bUS$2.9b18.5x35.7x2.1x
Wed, 26 Feb 2025US$109.1bUS$48.3bUS$1.8b20.5x59x2.3x
Fri, 24 Jan 2025US$102.0bUS$47.9bUS$1.6b20.5x61.8x2.1x
Sun, 22 Dec 2024US$101.8bUS$47.7bUS$1.6b19.7x63.7x2.1x
Tue, 19 Nov 2024US$99.8bUS$47.6bUS$1.7b18.7x59x2.1x
Thu, 17 Oct 2024US$97.0bUS$46.5bUS$1.4b20.4x68.2x2.1x
Sat, 14 Sep 2024US$89.1bUS$43.9bUS$1.4b19.9x65.9x2x
Mon, 12 Aug 2024US$90.3bUS$46.4bUS$1.4b19.7x62.7x1.9x
Wed, 10 Jul 2024US$91.1bUS$46.0bUS$1.8b19.3x51.5x2x
Fri, 07 Jun 2024US$92.4bUS$46.5bUS$1.8b21.3x51.9x2x
Sun, 05 May 2024US$95.7bUS$43.7bUS$1.6b19.8x58.7x2.2x
Tue, 02 Apr 2024US$94.9bUS$42.5bUS$1.1b19.7x85.6x2.2x
Thu, 29 Feb 2024US$96.2bUS$43.8bUS$1.1b19.5x89x2.2x
Sat, 27 Jan 2024US$111.1bUS$48.0bUS$1.0b21.9x107.1x2.3x
Mon, 25 Dec 2023US$111.0bUS$47.6bUS$958.2m21.8x115.8x2.3x
Wed, 22 Nov 2023US$102.0bUS$47.2bUS$829.4m20.7x122.9x2.2x
Fri, 20 Oct 2023US$92.6bUS$44.6bUS$616.8m17.9x150.2x2.1x
Sun, 17 Sep 2023US$93.4bUS$44.6bUS$667.9m18.7x139.8x2.1x
Tue, 15 Aug 2023US$93.1bUS$44.2bUS$638.0m18.3x145.8x2.1x
Thu, 13 Jul 2023US$92.3bUS$43.1bUS$230.8m23.5x400.1x2.1x
Sat, 10 Jun 2023US$88.4bUS$42.9bUS$329.5m23.2x268.3x2.1x
Mon, 08 May 2023US$86.1bUS$42.7bUS$332.1m25.5x259.3x2x
Wed, 05 Apr 2023US$89.5bUS$43.2b-US$147,530,786.0025.9x-606.7x2.1x
Fri, 03 Mar 2023US$89.1bUS$41.7b-US$274,067,230.0027.3x-325.3x2.1x
Sun, 29 Jan 2023US$83.8bUS$41.0b-US$274,072,541.0020.3x-305.9x2x
Price to Earnings Ratio

-305.9x


Total Market Cap: US$83.8bTotal Earnings: -US$274,072,541.00Total Revenue: US$41.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 62.6x202420252026
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 18.3x which is lower than its 3-year average PE of 62.6x.
  • 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 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-0.93%
Consumer Discretionary-1.54%
Consumer Services-0.84%
Specialized Consumer Services-0.63%
Education Services-0.95%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 96.9x.
    • 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 38.5x.
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
ATGE Adtalem Global EducationUS$121.596.0%
+US$240.8m		22.1%PE17.1x
GHC Graham HoldingsUS$1.19k3.8%
+US$191.4m		31.5%PE7.2x
SCI Service Corporation InternationalUS$81.711.4%
+US$162.6m		6.1%PE21.4x
LAUR Laureate EducationUS$35.973.2%
+US$162.1m		91.8%PE26.1x
PRDO Perdoceo EducationUS$32.404.6%
+US$92.0m		16.5%PE13.4x

Latest News

ADT
US$8.08
ADT
7D
-2.1%
1Y
11.1%

The Return Trends At ADT (NYSE:ADT) Look Promising

Jan 22
The Return Trends At ADT (NYSE:ADT) Look Promising
SCI
US$81.71
Service Corporation International
7D
1.4%
1Y
6.1%
UTI
US$28.15
Universal Technical Institute
7D
5.9%
1Y
6.1%
HRB
US$40.52
H&R Block
7D
-3.5%
1Y
-23.9%
LAUR
US$35.97
Laureate Education
7D
3.2%
1Y
91.8%
EDU
US$54.92
New Oriental Education & Technology Group
7D
-3.1%
1Y
19.1%

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

Analysts have lifted their price target on New Oriental Education & Technology Group to $68 from $60, citing faster revenue growth, expanding margins, and what they view as a return to more predictable earnings compounding. Analyst Commentary Bullish Takeaways Bullish analysts point to faster revenue growth in fiscal Q1 as a key support for the higher US$68 price target, suggesting the business is executing well against its current model.
GHC
US$1,193.76
Graham Holdings
7D
3.8%
1Y
31.5%
TAL
US$10.79
TAL Education Group
7D
-7.0%
1Y
18.2%

TAL: Share Repurchases Will Support Higher Future Returns

Analysts have nudged their price target on TAL Education Group slightly lower to about US$17.70, citing updated assumptions that include modestly higher revenue growth, a small improvement in profit margins, and a somewhat lower future P/E multiple. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for US$134.7 million, equal to 0.69% of its shares (company filing).
DUOL
US$146.81
Duolingo
7D
-6.1%
1Y
-56.3%
LOPE
US$180.48
Grand Canyon Education
7D
1.8%
1Y
5.2%
PXED
US$30.50
Phoenix Education Partners
7D
7.4%
1Y
n/a
DAO
US$11.27
Youdao
7D
-12.0%
1Y
64.0%

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$93.13
Bright Horizons Family Solutions
7D
-3.9%
1Y
-20.0%

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.
PRDO
US$32.40
Perdoceo Education
7D
4.6%
1Y
16.5%
ATGE
US$121.59
Adtalem Global Education
7D
6.0%
1Y
22.1%
LLYV.K
US$81.58
Liberty Live Holdings
7D
-3.6%
1Y
14.3%