Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Commercial Services Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies159
  • 7D2.0%
  • 3M2.6%
  • 1Y-1.8%
  • YTD3.9%

Over the last 7 days, the Commercial Services industry has risen 2.0%, driven by gains from Cintas of 2.8%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Jan 2026US$471.3bUS$149.2bUS$12.3b26x38.3x3.2x
Sun, 14 Dec 2025US$458.7bUS$148.8bUS$12.2b24.6x37.5x3.1x
Tue, 11 Nov 2025US$443.5bUS$150.3bUS$12.4b22.4x35.7x3x
Thu, 09 Oct 2025US$491.5bUS$144.3bUS$12.2b28.2x40.3x3.4x
Sat, 06 Sep 2025US$498.1bUS$146.4bUS$11.8b26.6x42.3x3.4x
Mon, 04 Aug 2025US$499.7bUS$147.2bUS$11.6b27.3x43.2x3.4x
Wed, 02 Jul 2025US$504.2bUS$145.2bUS$11.2b24.9x45x3.5x
Fri, 30 May 2025US$519.1bUS$145.4bUS$11.1b24.9x46.6x3.6x
Sun, 27 Apr 2025US$506.8bUS$145.8bUS$10.9b28.6x46.6x3.5x
Tue, 25 Mar 2025US$485.4bUS$145.4bUS$10.9b29.8x44.6x3.3x
Thu, 20 Feb 2025US$505.9bUS$150.7bUS$11.4b31.6x44.5x3.4x
Sat, 18 Jan 2025US$492.6bUS$149.5bUS$11.6b33.4x42.6x3.3x
Mon, 16 Dec 2024US$503.8bUS$149.1bUS$11.6b32x43.4x3.4x
Wed, 13 Nov 2024US$515.9bUS$149.9bUS$11.8b28.8x43.7x3.4x
Fri, 11 Oct 2024US$498.0bUS$151.0bUS$10.4b25.7x47.8x3.3x
Sun, 08 Sep 2024US$477.7bUS$151.0bUS$10.3b27.2x46.4x3.2x
Tue, 06 Aug 2024US$474.7bUS$151.5bUS$10.2b25.4x46.6x3.1x
Thu, 04 Jul 2024US$465.9bUS$150.1bUS$9.9b26.3x47x3.1x
Sat, 01 Jun 2024US$449.2bUS$150.1bUS$9.8b27x45.8x3x
Mon, 29 Apr 2024US$453.5bUS$149.8bUS$9.7b27.2x46.8x3x
Wed, 27 Mar 2024US$454.9bUS$149.0bUS$9.5b28.3x48.1x3.1x
Fri, 23 Feb 2024US$427.3bUS$147.9bUS$9.4b27.9x45.6x2.9x
Sun, 21 Jan 2024US$408.9bUS$150.3bUS$9.8b26x41.8x2.7x
Tue, 19 Dec 2023US$402.5bUS$150.2bUS$9.7b26.4x41.6x2.7x
Thu, 16 Nov 2023US$390.3bUS$149.5bUS$9.4b27.3x41.6x2.6x
Sat, 14 Oct 2023US$351.0bUS$140.0bUS$9.2b25.9x38.1x2.5x
Mon, 11 Sep 2023US$349.1bUS$139.9bUS$9.1b25.2x38.4x2.5x
Wed, 09 Aug 2023US$353.7bUS$139.3bUS$8.9b24.4x39.6x2.5x
Fri, 07 Jul 2023US$360.1bUS$136.8bUS$9.0b26.2x40.2x2.6x
Sun, 04 Jun 2023US$350.8bUS$136.7bUS$7.1b23x49.4x2.6x
Tue, 02 May 2023US$342.2bUS$135.9bUS$7.7b21.7x44.4x2.5x
Thu, 30 Mar 2023US$328.8bUS$134.3bUS$7.7b23.7x42.9x2.4x
Sat, 25 Feb 2023US$317.9bUS$133.4bUS$8.3b21.7x38.2x2.4x
Mon, 23 Jan 2023US$312.7bUS$131.4bUS$7.6b21.7x40.9x2.4x
Price to Earnings Ratio

40.9x


Total Market Cap: US$312.7bTotal Earnings: US$7.6bTotal Revenue: US$131.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 43.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Commercial 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 38.3x which is lower than its 3-year average PE of 43.3x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Commercial Services industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 4.3% 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. Industrials industry?

US Market0.31%
Industrials3.48%
Commercial Services1.98%
Office Services and Supplies5.51%
Diversified Support Services3.16%
Commercial Printing3.05%
Security and Alarm Services1.76%
Environmental and Facilities Services1.19%
Industry PE
  • Investors are most optimistic about the Environmental and Facilities Services industry, which is trading close to its 3-year average PE ratio of 40.2x.
    • Analysts are expecting annual earnings growth of 14.0%, which is higher than its past year's earnings decline of 2.9% per year.
  • Investors are most pessimistic about the Security and Alarm Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Security and Alarm Services industry, expecting annual earnings growth of 35% over the next 5 years.
  • However this is lower than its past earnings growth rate of 44% per year.
  • In contrast, the Diversified Support 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
CTAS CintasUS$195.582.8%
+US$2.1b		-1.2%PE41.3x
CPRT CopartUS$41.253.6%
+US$1.4b		-27.5%PE25x
CLH Clean HarborsUS$267.007.9%
+US$1.0b		11.6%PE36.7x
ROL RollinsUS$62.173.3%
+US$943.1m		28.7%PE58x
WM Waste ManagementUS$219.860.9%
+US$805.7m		4.2%PE34.5x

Latest News

MSA
US$183.03
MSA Safety
7D
6.6%
1Y
11.4%
WCN
US$167.63
Waste Connections
7D
-0.4%
1Y
-5.9%
MEG
US$23.61
Montrose Environmental Group
7D
-8.3%
1Y
6.0%
ROL
US$62.17
Rollins
7D
3.3%
1Y
28.7%
TTEK
US$37.17
Tetra Tech
7D
4.7%
1Y
-12.2%
RSG
US$210.79
Republic Services
7D
-0.5%
1Y
-0.5%

RSG: New Labor Deal Will Support Future Upside Potential

Analysts have slightly trimmed their price target on Republic Services to about US$245 from roughly US$247, citing small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News Ameresco and Republic Services brought a renewable natural gas facility at the Upper Rock Island County Landfill in Illinois into operation in December, designed to process 2,000 standard cubic feet per minute of landfill gas into pipeline-quality fuel and produce more than 500,000 Dekatherms of RNG each year, with an expected avoidance of more than 27,000 metric tons of CO2 emissions annually (Key Developments).
CTAS
US$195.58
Cintas
7D
2.8%
1Y
-1.2%

CTAS: High Quality Compounding And Buybacks Will Support Fairly Priced Shares

Analysts have slightly reduced their fair value estimate for Cintas to about US$214.56 from roughly US$214.88, reflecting updated expectations for revenue growth, profit margins, discount rate, and a lower assumed future P/E multiple, even as recent research points to the company as a high quality compounder with strong incremental returns on capital. Analyst Commentary Bullish Takeaways Bullish analysts describe Cintas as a high quality compounder, which they link to strong incremental returns on capital reported as north of 50%, supporting the view that the business has been efficient at reinvesting earnings.
RBA
US$111.72
RB Global
7D
3.6%
1Y
24.4%

RBA: Expanded Government And Latin American Contracts Will Support Stronger Outlook

Analysts have lifted their price target for RB Global by about US$1.50. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E.
WM
US$219.86
Waste Management
7D
0.9%
1Y
4.2%

WM: Buybacks And Rising Dividends Will Support Future Upside

Analysts have nudged their price target for Waste Management higher from US$246.52 to US$247.16, reflecting updated views that slightly adjust revenue growth expectations, profit margin assumptions and the future P/E multiple while keeping the overall valuation framework largely intact. What's in the News The Board of Directors authorized a new share repurchase program for up to US$3 billion of Waste Management, Inc.
CPRT
US$41.25
Copart
7D
3.6%
1Y
-27.5%

Copart, Inc.'s (NASDAQ:CPRT) Business Is Trailing The Market But Its Shares Aren't

Jan 08
Copart, Inc.'s (NASDAQ:CPRT) Business Is Trailing The Market But Its Shares Aren't
CLH
US$267.00
Clean Harbors
7D
7.9%
1Y
11.6%

CLH: PFAS Contracts And Buybacks Will Support Steady Long Term Outlook

Analysts have nudged their price target for Clean Harbors slightly higher to $250.12 per share, citing small adjustments to the discount rate, profit margin assumptions, and long-term P/E expectations as key drivers of the updated view. What's in the News Clean Harbors secured contracts worth $110 million over the next three years for PFAS water filtration work at Joint Base Pearl Harbor Hickam, expanding its use of regenerative carbon filtration and resin units that have been operating in Hawaii since 2022 (Key Developments).
PMEC
US$0.95
Primech Holdings
7D
-9.5%
1Y
41.6%
BTM
US$1.35
Bitcoin Depot
7D
-4.9%
1Y
-17.7%
OMEX
US$2.11
Odyssey Marine Exploration
7D
-8.3%
1Y
220.3%
VIRC
US$6.37
Virco Mfg
7D
-2.6%
1Y
-37.9%

Virco Mfg (NASDAQ:VIRC) Is Paying Out A Dividend Of $0.025

Dec 11
Virco Mfg (NASDAQ:VIRC) Is Paying Out A Dividend Of $0.025
CITR
US$7.41
General Enterprise Ventures
7D
-6.2%
1Y
30.0%