Bright Horizons Family Solutions Inc. Just Recorded A 25% EPS Beat: Here's What Analysts Are Forecasting Next
Aug 09
U.S. Consumer Services Industry Analysis
UpdatedAug 10, 2024
DataAggregated Company Financials
Companies82
- 7D2.5%
- 3M-6.4%
- 1Y15.5%
- YTD-4.5%
Over the last 7 days, the Consumer Services industry has risen 1.6%, driven by gains in New Oriental Education & Technology Group and Duolingo of 12% and 16%, respectively. During this same period, the Grand Canyon Education underperformed, falling 5.5%. This takes the industry's 12 month performance to a gain of 16%. Looking forward, earnings are forecast to grow by 30% annually.
Industry Valuation and Performance
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 10 Aug 2024 | US$90.2b | US$47.3b | US$1.1b | 19.7x | 80.3x | 1.9x |
| Mon, 08 Jul 2024 | US$91.1b | US$46.0b | US$1.8b | 19.4x | 51.6x | 2x |
| Wed, 05 Jun 2024 | US$93.2b | US$46.5b | US$1.8b | 22.2x | 52.4x | 2x |
| Fri, 03 May 2024 | US$91.0b | US$43.6b | US$1.6b | 19.4x | 56.7x | 2.1x |
| Sun, 31 Mar 2024 | US$94.9b | US$42.5b | US$1.1b | 19.6x | 86x | 2.2x |
| Tue, 27 Feb 2024 | US$96.4b | US$44.0b | US$1.1b | 22.4x | 86.2x | 2.2x |
| Thu, 25 Jan 2024 | US$108.2b | US$47.8b | US$1.0b | 22.2x | 107.2x | 2.3x |
| Sat, 23 Dec 2023 | US$111.0b | US$47.6b | US$963.0m | 21.7x | 115.2x | 2.3x |
| Mon, 20 Nov 2023 | US$102.0b | US$47.2b | US$829.6m | 20.7x | 122.9x | 2.2x |
| Wed, 18 Oct 2023 | US$95.0b | US$44.6b | US$617.0m | 18.4x | 154x | 2.1x |
| Fri, 15 Sep 2023 | US$93.8b | US$44.6b | US$631.9m | 19x | 148.5x | 2.1x |
| Sun, 13 Aug 2023 | US$93.8b | US$44.2b | US$638.5m | 18.5x | 146.9x | 2.1x |
| Tue, 11 Jul 2023 | US$90.7b | US$43.1b | US$231.5m | 23.9x | 391.7x | 2.1x |
| Thu, 08 Jun 2023 | US$89.3b | US$42.9b | US$328.6m | 24.2x | 271.7x | 2.1x |
| Sat, 06 May 2023 | US$86.1b | US$42.7b | US$332.1m | 25.5x | 259.3x | 2x |
| Mon, 03 Apr 2023 | US$90.0b | US$43.2b | -US$148,183,174.00 | 26.8x | -607.1x | 2.1x |
| Wed, 01 Mar 2023 | US$86.2b | US$41.6b | -US$249,403,543.00 | 22.6x | -345.8x | 2.1x |
| Fri, 27 Jan 2023 | US$83.0b | US$41.0b | -US$273,545,968.00 | 20.5x | -303.4x | 2x |
| Sun, 25 Dec 2022 | US$77.8b | US$41.3b | -US$1,203,154,327.00 | 19.8x | -64.6x | 1.9x |
| Tue, 22 Nov 2022 | US$75.9b | US$41.4b | -US$1,425,951,067.00 | 17.1x | -53.2x | 1.8x |
| Thu, 20 Oct 2022 | US$79.0b | US$46.3b | -US$1,910,710,519.00 | 15.2x | -41.3x | 1.7x |
| Sat, 17 Sep 2022 | US$83.5b | US$46.3b | -US$1,929,599,441.00 | 17.1x | -43.3x | 1.8x |
| Mon, 15 Aug 2022 | US$87.9b | US$46.6b | -US$2,073,843,432.00 | 20.6x | -42.4x | 1.9x |
| Wed, 13 Jul 2022 | US$75.2b | US$44.1b | -US$2,601,669,216.00 | 18.5x | -28.9x | 1.7x |
| Fri, 10 Jun 2022 | US$75.6b | US$44.4b | -US$2,650,063,381.00 | 18.1x | -28.5x | 1.7x |
| Sun, 08 May 2022 | US$78.6b | US$45.8b | -US$2,869,585,933.00 | 17.4x | -27.4x | 1.7x |
| Tue, 05 Apr 2022 | US$90.3b | US$46.6b | -US$2,936,700,359.00 | 20.2x | -30.8x | 1.9x |
| Thu, 03 Mar 2022 | US$76.1b | US$41.0b | -US$2,925,153,211.00 | 20x | -26x | 1.9x |
| Sat, 29 Jan 2022 | US$73.1b | US$40.6b | -US$1,993,637,109.00 | 17.1x | -36.7x | 1.8x |
| Mon, 27 Dec 2021 | US$85.8b | US$40.2b | -US$1,617,069,010.00 | 22.1x | -53.1x | 2.1x |
| Wed, 24 Nov 2021 | US$88.1b | US$40.9b | -US$1,518,758,945.00 | 21.4x | -58x | 2.2x |
| Fri, 22 Oct 2021 | US$104.1b | US$42.4b | -US$605,344,419.00 | 15.1x | -171.9x | 2.5x |
| Sun, 19 Sep 2021 | US$108.6b | US$41.7b | -US$442,417,684.00 | 14.7x | -245.5x | 2.6x |
| Tue, 17 Aug 2021 | US$102.3b | US$48.8b | US$125.5m | 15.8x | 815x | 2.1x |
Price to Earnings Ratio
815x
Current Industry PE
- Investors are optimistic on the American Consumer Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 77.5x which is higher than its 3-year average PE of 33.1x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have grown 109% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 0.13% | |
| Consumer Discretionary | -0.052% | |
| Consumer Services | 2.48% | |
| Education Services | 3.12% | |
| Specialized Consumer Services | 1.13% | |
Industry PE
- Investors are most optimistic about the Education Services industry which is trading above its 3-year average PE ratio of 56.9x.
- Analysts are expecting annual earnings growth of 27.6%, which is lower than the prior year's growth of 58.4% per year.
- Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 55.0x.
Forecasted Growth
- Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 36% over the next 5 years.
- This is better than its past earnings decline of 6.1% per year.
- In contrast, the Education Services industry is expected to see its earnings grow by 28% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EDU New Oriental Education & Technology Group | US$67.25 | 12.2% +US$1.2b | 27.4% | PE36x | |
| DUOL Duolingo | US$187.38 | 15.7% +US$1.2b | 35.0% | PE123.2x | |
| LRN Stride | US$81.99 | 11.9% +US$374.8m | 107.1% | PE17.1x | |
| TAL TAL Education Group | US$9.06 | 7.0% +US$357.3m | 32.3% | PE103.8x | |
| ADT ADT | US$7.22 | 4.2% +US$261.8m | 10.2% | PE1177.4x |
