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

U.S. Commercial Services Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies166
  • 7D1.0%
  • 3M3.5%
  • 1Y-7.6%
  • YTD0.6%

Over the last 7 days, the Commercial Services industry has risen 1.0%, driven by gains from Cintas of 8.7%. However, the industry is down 7.6% over the past year. 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
Wed, 22 Jul 2026US$466.7bUS$152.1bUS$13.4b21.9x34.8x3.1x
Fri, 19 Jun 2026US$426.7bUS$152.5bUS$13.1b21.8x32.5x2.8x
Sun, 17 May 2026US$434.4bUS$152.2bUS$13.3b21.5x32.7x2.9x
Tue, 14 Apr 2026US$446.8bUS$150.1bUS$13.0b23x34.4x3x
Thu, 12 Mar 2026US$467.3bUS$150.7bUS$12.8b23.2x36.4x3.1x
Sat, 07 Feb 2026US$477.6bUS$149.5bUS$12.6b26.1x37.9x3.2x
Mon, 05 Jan 2026US$455.2bUS$149.1bUS$12.3b24.2x37x3.1x
Wed, 03 Dec 2025US$456.2bUS$152.0bUS$12.3b22.9x36.9x3x
Fri, 31 Oct 2025US$442.8bUS$145.5bUS$12.1b22.3x36.6x3x
Sun, 28 Sep 2025US$482.5bUS$146.7bUS$11.8b28x40.9x3.3x
Tue, 26 Aug 2025US$504.3bUS$147.4bUS$11.7b31.2x42.9x3.4x
Thu, 24 Jul 2025US$501.6bUS$145.4bUS$11.3b27.3x44.6x3.5x
Sat, 21 Jun 2025US$504.5bUS$145.1bUS$11.3b25.3x44.7x3.5x
Mon, 19 May 2025US$524.8bUS$145.4bUS$11.0b26.1x47.8x3.6x
Wed, 16 Apr 2025US$506.0bUS$145.4bUS$10.9b29x46.3x3.5x
Fri, 14 Mar 2025US$479.7bUS$145.4bUS$10.9b28.6x44.2x3.3x
Sun, 09 Feb 2025US$500.1bUS$150.1bUS$11.6b32.9x43.1x3.3x
Tue, 07 Jan 2025US$474.1bUS$149.5bUS$11.6b31.1x41x3.2x
Thu, 05 Dec 2024US$522.9bUS$149.1bUS$11.6b33x45x3.5x
Sat, 02 Nov 2024US$485.1bUS$152.3bUS$11.5b27.4x42.2x3.2x
Mon, 30 Sep 2024US$484.6bUS$151.0bUS$10.4b27.3x46.5x3.2x
Wed, 28 Aug 2024US$491.9bUS$150.9bUS$10.4b30.6x47.2x3.3x
Fri, 26 Jul 2024US$478.4bUS$151.2bUS$10.2b27.8x46.8x3.2x
Sun, 23 Jun 2024US$465.3bUS$150.1bUS$9.8b25.4x47.3x3.1x
Tue, 21 May 2024US$459.3bUS$149.3bUS$10.2b28.3x45.1x3.1x
Thu, 18 Apr 2024US$446.8bUS$149.1bUS$9.5b27.4x47x3x
Sat, 16 Mar 2024US$448.0bUS$149.1bUS$9.5b28.1x47.4x3x
Mon, 12 Feb 2024US$418.5bUS$147.2bUS$9.3b26.9x44.8x2.8x
Wed, 10 Jan 2024US$403.7bUS$150.3bUS$9.8b25.2x41.3x2.7x
Fri, 08 Dec 2023US$395.2bUS$150.1bUS$9.7b26.7x40.9x2.6x
Sun, 05 Nov 2023US$376.9bUS$148.7bUS$9.4b25x40x2.5x
Tue, 03 Oct 2023US$341.2bUS$140.0bUS$9.2b23.9x37x2.4x
Thu, 31 Aug 2023US$355.2bUS$139.8bUS$9.0b26.5x39.3x2.5x
Sat, 29 Jul 2023US$359.5bUS$137.2bUS$9.0b24.6x40.1x2.6x
Price to Earnings Ratio

40.1x


Total Market Cap: US$359.5bTotal Earnings: US$9.0bTotal Revenue: US$137.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 41.8x202420252026
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 34.8x which is lower than its 3-year average PE of 41.8x.
  • The industry is trading close to its 3-year average PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Commercial Services industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 3.5% 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 Market-0.68%
Industrials-0.88%
Commercial Services1.03%
Security and Alarm Services7.20%
Diversified Support Services5.08%
Commercial Printing3.61%
Office Services and Supplies1.50%
Environmental and Facilities Services-1.17%
Industry PE
  • Investors are most optimistic about the Diversified Support Services industry even though it's trading below its 3-year average PE ratio of 49.2x.
    • Analysts are expecting annual earnings growth of 15.7%, which is higher than its past year's earnings growth of 5.0% per year.
  • Investors are most pessimistic about the Commercial Printing industry, which is trading below its 3-year average of 32.5x.
Forecasted Growth
  • Analysts are most optimistic on the Office Services and Supplies industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Environmental and Facilities 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$200.418.7%
+US$6.4b		-8.8%PE40.1x
BCO Brink'sUS$123.1912.9%
+US$579.4m		31.0%PE28.1x
UNF UniFirstUS$289.485.2%
+US$257.2m		66.7%PE45.2x
RBA RB GlobalUS$110.531.3%
+US$255.2m		3.0%PE51x
GEO GEO GroupUS$31.234.9%
+US$190.2m		31.9%PE15x

Latest News

VLTO
US$90.18
Veralto
7D
-1.9%
1Y
-12.1%
ACVA
US$7.93
ACV Auctions
7D
9.7%
1Y
-47.4%
ROL
US$43.86
Rollins
7D
-1.0%
1Y
-21.0%
Narrative Update • Jul 21

ROL: Core Pest Control Strength And Q2 Update Will Support Future Margin Upside

Rollins' analyst price target has been reset lower, with the updated fair value estimate moving from about $62.94 to $58.88 as analysts factor in softer non-recurring and ancillary revenue trends, near term organic growth pressures compared with Rentokil, and reduced confidence in margin expansion following the CFO departure. Analyst Commentary Recent research on Rollins points to a more balanced setup, with analysts adjusting price targets lower while reassessing how near term growth, margins, and valuation line up with expectations.
RBA
US$110.53
RB Global
7D
1.3%
1Y
3.0%
WM
US$233.18
Waste Management
7D
-0.5%
1Y
2.7%
Seeking Alpha • Jul 18

Waste Management: I'm Bullish, Despite Its Recent Underperformance

Summary Waste Management, Inc.'s stock has been docile during the past year, which is exactly why it has drawn my attention. I think Waste Management's common shares might rediscover form when (or if) the market's emphasis on tech leadership vanishes. Fundamentally, I can see a scenario where the company focuses on efficiency gains. I think the big roll-up story is nearing its end, but financials show clear improvements in efficiency. The company's participation in renewable natural gas might be a hidden asset with future upside potential. Multiples and technical levels don't scream bargain, but I think this is a steady compounder, especially if paired with a rules-based DCA strategy. Read the full article on Seeking Alpha
TTEK
US$30.51
Tetra Tech
7D
-1.9%
1Y
-19.9%
CTAS
US$200.41
Cintas
7D
8.7%
1Y
-8.8%
BCO
US$123.19
Brink's
7D
12.9%
1Y
31.0%
UNF
US$289.48
UniFirst
7D
5.2%
1Y
66.7%
CPRT
US$27.17
Copart
7D
-1.3%
1Y
-41.4%
New Narrative • Jul 15

Copart’s Share Price Fell. Its Moat Did Not.

The market is treating Copart like a broken growth stock. I think it may be pricing a temporary slowdown as permanent decline.
GEO
US$31.23
GEO Group
7D
4.9%
1Y
31.9%
CWST
US$90.54
Casella Waste Systems
7D
-6.1%
1Y
-16.5%
BRC
US$93.82
Brady
7D
3.9%
1Y
36.5%
Seeking Alpha • Jul 08

Brady: More Info And Confidence On The Honeywell Deal

Summary Brady is executing a transformative $1.4B acquisition of Honeywell's productivity solutions, expected to boost sales by 70%. Pro forma earnings are projected to exceed $6 per share, with shares now trading at 15x forward earnings and leverage in the mid-2s. Management guides for $25M in synergies by year three, with initial accretion of $0.80 per share and credible deleveraging prospects. I remain upbeat on Brady's valuation and roadmap while maintaining some caution regarding the acquired segment's organic growth profile. Read the full article on Seeking Alpha
WCN
US$168.43
Waste Connections
7D
-0.7%
1Y
-8.8%
RSG
US$214.63
Republic Services
7D
-2.5%
1Y
-11.4%
Seeking Alpha • Jul 03

Republic Services: It's A Garbage Company, Literally, And I Love It

Summary Republic Services is a proven compounder with high barriers to entry, stable fundamentals, and strong pricing power in the essential waste management industry. I rate RSG a Buy, expecting an 8% forward shareholder return, supported by robust margins, decade-high ROIC, and consistent earnings growth. RSG’s defensive, non-discretionary business model offers portfolio balance, low volatility, and resilience against economic cycles and AI-driven market regimes. Valuation is slightly above historical averages, but improved operating metrics, reliable cash flow, and a 22-year dividend growth streak justify continued confidence. Read the full article on Seeking Alpha
VSTS
US$16.01
Vestis
7D
7.4%
1Y
158.6%
Narrative Update • Jul 03

VSTS: Q4 Organic Inflection And EBITDA Execution Are Expected To Support Sentiment

Vestis' analyst fair value estimate has been lifted from $14.00 to $15.00, reflecting updated views from analysts, who have broadly raised their price targets and point to improving revenue growth, margins, and outlook commentary as key supports for the higher number. Analyst Commentary Recent Street research on Vestis shows a cluster of higher price targets and one key upgrade, which together help explain why analysts are more comfortable with a higher fair value range for the stock.