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U.S. Consumer Services Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies88
  • 7D0.2%
  • 3M7.3%
  • 1Y-10.6%
  • YTD2.3%

Last week, the Consumer Services industry hasn't moved much but Frontdoor is up 20% in that time. As for the longer term, the industry has declined 11% in the last year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Aug 2026US$96.4bUS$57.6bUS$4.9b14.5x19.6x1.7x
Wed, 08 Jul 2026US$95.6bUS$56.7bUS$5.4b16.8x17.7x1.7x
Fri, 05 Jun 2026US$88.5bUS$56.6bUS$5.5b16.2x16.2x1.6x
Sun, 03 May 2026US$97.0bUS$59.1bUS$5.5b16.5x17.5x1.6x
Tue, 31 Mar 2026US$94.3bUS$58.5bUS$5.2b17.9x18x1.6x
Thu, 26 Feb 2026US$96.9bUS$58.3bUS$5.3b17.5x18.3x1.7x
Sat, 24 Jan 2026US$103.2bUS$57.9bUS$5.5b17.3x18.8x1.8x
Mon, 22 Dec 2025US$102.4bUS$57.9bUS$5.5b16.8x18.5x1.8x
Wed, 19 Nov 2025US$104.2bUS$60.4bUS$4.1b14.3x25.6x1.7x
Fri, 17 Oct 2025US$122.5bUS$57.3bUS$4.7b17.5x26.3x2.1x
Sun, 14 Sep 2025US$112.2bUS$52.0bUS$5.0b18.9x22.5x2.2x
Tue, 12 Aug 2025US$108.8bUS$51.4bUS$3.7b18.6x29.4x2.1x
Thu, 10 Jul 2025US$109.2bUS$50.6bUS$2.9b19.2x38x2.2x
Sat, 07 Jun 2025US$115.8bUS$50.7bUS$2.9b19.9x40.4x2.3x
Mon, 05 May 2025US$112.7bUS$50.4bUS$2.8b20.6x40.5x2.2x
Wed, 02 Apr 2025US$103.1bUS$48.1bUS$2.9b18.3x35.6x2.1x
Fri, 28 Feb 2025US$110.2bUS$48.3bUS$2.9b18.9x37.6x2.3x
Sun, 26 Jan 2025US$103.9bUS$47.9bUS$1.6b21.3x63x2.2x
Tue, 24 Dec 2024US$101.8bUS$47.7bUS$1.6b19.1x63.8x2.1x
Thu, 21 Nov 2024US$101.2bUS$47.6bUS$1.7b18.7x59.8x2.1x
Sat, 19 Oct 2024US$97.0bUS$46.5bUS$1.4b20x67.3x2.1x
Mon, 16 Sep 2024US$89.6bUS$43.9bUS$1.4b19.9x66.2x2x
Wed, 14 Aug 2024US$89.8bUS$46.4bUS$1.4b20x62.3x1.9x
Fri, 12 Jul 2024US$90.0bUS$46.1bUS$1.8b19.9x50.9x2x
Sun, 09 Jun 2024US$91.0bUS$46.4bUS$1.8b20.2x50.9x2x
Tue, 07 May 2024US$97.0bUS$43.7bUS$1.6b20.1x59.5x2.2x
Thu, 04 Apr 2024US$93.6bUS$42.5bUS$1.1b19.6x84.4x2.2x
Sat, 02 Mar 2024US$99.8bUS$42.7bUS$1.0b19.4x95.8x2.3x
Mon, 29 Jan 2024US$110.7bUS$48.0bUS$1.0b21.9x106.8x2.3x
Wed, 27 Dec 2023US$111.0bUS$47.6bUS$958.9m21.8x115.8x2.3x
Fri, 24 Nov 2023US$101.7bUS$47.2bUS$829.5m21x122.6x2.2x
Sun, 22 Oct 2023US$92.2bUS$44.6bUS$616.0m17.9x149.7x2.1x
Tue, 19 Sep 2023US$93.6bUS$44.6bUS$668.5m18.8x140.1x2.1x
Thu, 17 Aug 2023US$91.2bUS$44.2bUS$652.0m18.8x139.9x2.1x
Price to Earnings Ratio

139.9x


Total Market Cap: US$91.2bTotal Earnings: US$652.0mTotal Revenue: US$44.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Services Industry Price to Earnings3Y Average 56.9x202420252026
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 19.6x which is lower than its 3-year average PE of 56.9x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 96% per year over the last three years.
  • Revenues for these companies have grown 9.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market2.74%
Consumer Discretionary0.47%
Consumer Services0.17%
Specialized Consumer Services1.24%
Education Services-0.37%
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 31.5x.
    • Analysts are expecting annual earnings growth of 13.6%, which is higher than its past year's earnings growth of 0.5% per year.
  • Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 120x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings growth rate of 0.5% per year.
  • In contrast, the Education 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
FTDR FrontdoorUS$83.9110.4%
+US$443.7m		49.7%PE21.1x
DAO YoudaoUS$18.1411.5%
+US$225.6m		106.4%PE213.4x
TAL TAL Education GroupUS$12.382.5%
+US$166.4m		11.7%PE7.6x
HRB H&R BlockUS$46.192.2%
+US$126.8m		-15.2%PE7.9x
LAUR Laureate EducationUS$38.341.9%
+US$97.8m		49.6%PE16.4x

Latest News

DUOL
US$130.90
Duolingo
7D
-3.6%
1Y
-61.6%
Seeking Alpha • 7h

Duolingo: Great User Activity, But Monetization Is In Question Now (Downgrade)

Summary Duolingo is downgraded to "Neutral" as monetization lags strong user growth, raising concerns about near-term catalysts. DAUs grew 23% y/y to 58.7 million, but bookings growth slowed to 8% y/y, highlighting a disconnect between engagement and revenue. FY26 guidance was only modestly raised, with bookings expected at $1.285 billion (+10.9%) and adjusted EBITDA at $320 million (26.5% margin). Despite attractive 13–15x EV/EBITDA multiples, DUOL's risk/reward profile is less compelling amid slowing paid subscriber growth and macro headwinds. Read the full article on Seeking Alpha
PRDO
US$33.85
Perdoceo Education
7D
3.9%
1Y
9.5%
MATW
US$22.98
Matthews International
7D
-18.1%
1Y
-1.8%
New Narrative • Aug 09

Dry Battery Electrode Adoption And Memorialization Resilience Will Support Stronger Long-Term Outlook

Catalysts About Matthews International Matthews International operates across Memorialization products, Industrial Technologies including energy storage solutions, and a 40% equity interest in Propelis. What are the underlying business or industry changes driving this perspective?
DRVN
US$12.53
Driven Brands Holdings
7D
-14.0%
1Y
-24.3%
FTDR
US$83.91
Frontdoor
7D
10.4%
1Y
49.7%
Narrative Update • Aug 07

FTDR: Higher Long Term Profitability And Buybacks Will Support Fair Value

Frontdoor's analyst fair value estimate has moved from $74.20 to $98.00 as analysts point to higher long term revenue growth, stronger profit margins, and a slightly lower discount rate, in line with recent price target increases to between $91 and $105. Analyst Commentary Recent research on Frontdoor points to a cluster of higher price targets and updated earnings forecasts.
UTI
US$28.95
Universal Technical Institute
7D
-29.9%
1Y
12.4%
EDU
US$56.43
New Oriental Education & Technology Group
7D
-4.5%
1Y
23.8%
CVSA
US$128.71
Covista
7D
1.0%
1Y
7.1%
TAL
US$12.38
TAL Education Group
7D
2.5%
1Y
11.7%
Analysis Article • Aug 07

Statutory Earnings May Not Be The Best Way To Understand TAL Education Group's (NYSE:TAL) True Position

TAL Education Group ( NYSE:TAL ) recently released a strong earnings report, and the market responded by raising the...
LAUR
US$38.34
Laureate Education
7D
1.9%
1Y
49.6%
Narrative Update • Aug 07

LAUR: Raised Guidance And Ongoing Buybacks Will Support A Balanced Outlook

Analysts trimmed their price target on Laureate Education to $34.50 from $36.50, citing updated assumptions that reflect slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a reduced future P/E multiple. What’s in the News for Laureate Education Laureate Education reported financial results for the second quarter and first half of 2026, with revenue, operating income, and net income described as higher than the prior year period.
DAO
US$18.14
Youdao
7D
11.5%
1Y
106.4%
LOPE
US$152.53
Grand Canyon Education
7D
1.1%
1Y
-22.1%
Analysis Article • Aug 06

Investors Can Find Comfort In Grand Canyon Education's (NASDAQ:LOPE) Earnings Quality

Investors were disappointed with the weak earnings posted by Grand Canyon Education, Inc. ( NASDAQ:LOPE ). However, our...
ADT
US$7.64
ADT
7D
-3.0%
1Y
-8.7%
COUR
US$5.76
Coursera
7D
-2.4%
1Y
-50.6%
BFAM
US$72.48
Bright Horizons Family Solutions
7D
-5.0%
1Y
-38.3%
Narrative Update • Aug 05

BFAM: Buybacks And Backup Care Will Support Future Upside Potential

Bright Horizons Family Solutions' analyst fair value estimate has been reduced from $105.00 to $99.00 as analysts factor in lower near term growth expectations and recent price target trims toward $68 and $88, which highlight headwinds in certain segments alongside relative resilience in backup care. Analyst Commentary Recent research on Bright Horizons Family Solutions has sent mixed signals, yet there are clear pockets of optimism that investors should understand.
HRB
US$46.19
H&R Block
7D
2.2%
1Y
-15.2%
Narrative Update • Jul 29

HRB: Raised Guidance And Easing AI Fears Will Shape Measured Upside Potential

Analysts have lifted their fair value estimate for H&R Block from $39.50 to $42.00, citing recent estimate beats, guidance updates, easing concerns around AI risk, and expectations that the stock's P/E multiple could move closer to its historical average. They also continue to flag uncertainty around the timing and extent of any potential multiple recovery.