Narrative Update • Sep 18

Over the last 7 days, the Diversified Support Services industry has dropped 2.7%, driven by a pullback from Copart of 7.7%. On the other hand Vestis is actually up 6.9%. Overall the industry is down 12% in 12 months. As for the next few years, earnings are expected to grow by 16% per annum.
Has the U.S. Diversified Support Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 21 Sep 2026 | US$137.5b | US$32.4b | US$4.0b | 18.3x | 34.7x | 4.2x |
| Wed, 19 Aug 2026 | US$140.1b | US$33.1b | US$4.0b | 18.8x | 34.9x | 4.2x |
| Fri, 17 Jul 2026 | US$139.2b | US$32.9b | US$3.9b | 25.3x | 36.1x | 4.2x |
| Sun, 14 Jun 2026 | US$133.9b | US$32.6b | US$3.8b | 32.1x | 34.8x | 4.1x |
| Tue, 12 May 2026 | US$133.0b | US$32.6b | US$3.8b | 33.7x | 35x | 4.1x |
| Thu, 09 Apr 2026 | US$130.6b | US$32.3b | US$3.8b | 33.3x | 34.8x | 4x |
| Sat, 07 Mar 2026 | US$151.0b | US$32.1b | US$3.8b | 24.6x | 40x | 4.7x |
| Mon, 02 Feb 2026 | US$149.1b | US$32.0b | US$4.0b | 30.6x | 37.4x | 4.7x |
| Wed, 31 Dec 2025 | US$146.0b | US$32.0b | US$4.0b | 28.9x | 36.5x | 4.6x |
| Fri, 28 Nov 2025 | US$140.6b | US$31.6b | US$4.0b | 25.9x | 35.5x | 4.4x |
| Sun, 26 Oct 2025 | US$149.8b | US$30.8b | US$3.9b | 31x | 38.4x | 4.9x |
| Tue, 23 Sep 2025 | US$161.5b | US$33.0b | US$3.5b | 30.5x | 45.8x | 4.9x |
| Thu, 21 Aug 2025 | US$172.4b | US$34.2b | US$3.5b | 31.1x | 49x | 5x |
| Sat, 19 Jul 2025 | US$172.0b | US$33.9b | US$3.5b | 36.9x | 48.4x | 5.1x |
| Mon, 16 Jun 2025 | US$173.8b | US$33.7b | US$3.5b | 35.4x | 49.5x | 5.2x |
| Wed, 14 May 2025 | US$185.5b | US$34.0b | US$3.3b | 39.8x | 55.7x | 5.5x |
| Fri, 11 Apr 2025 | US$174.4b | US$35.6b | US$3.2b | 39.4x | 53.7x | 4.9x |
| Sun, 09 Mar 2025 | US$172.0b | US$36.5b | US$3.3b | 48x | 52x | 4.7x |
| Tue, 04 Feb 2025 | US$174.3b | US$36.0b | US$3.5b | 50.2x | 49.4x | 4.8x |
| Thu, 02 Jan 2025 | US$165.4b | US$36.1b | US$3.5b | 46x | 46.8x | 4.6x |
| Sat, 30 Nov 2024 | US$191.4b | US$35.7b | US$3.5b | 48.4x | 54.9x | 5.4x |
| Mon, 28 Oct 2024 | US$167.5b | US$36.1b | US$2.8b | 34.9x | 59x | 4.6x |
| Wed, 25 Sep 2024 | US$166.3b | US$35.9b | US$2.7b | 36.3x | 61.1x | 4.6x |
| Fri, 23 Aug 2024 | US$162.7b | US$35.9b | US$2.7b | 41.8x | 60.2x | 4.5x |
| Sun, 21 Jul 2024 | US$158.7b | US$35.8b | US$2.6b | 34.6x | 61x | 4.4x |
| Tue, 18 Jun 2024 | US$152.3b | US$35.5b | US$2.5b | 32.3x | 60.6x | 4.3x |
| Thu, 16 May 2024 | US$152.7b | US$35.5b | US$2.5b | 29.4x | 61.7x | 4.3x |
| Sat, 13 Apr 2024 | US$153.6b | US$35.0b | US$2.4b | 28.7x | 63.5x | 4.4x |
| Mon, 11 Mar 2024 | US$148.3b | US$34.8b | US$2.4b | 28x | 63.1x | 4.3x |
| Wed, 07 Feb 2024 | US$140.3b | US$34.2b | US$2.3b | 27.7x | 60.2x | 4.1x |
| Fri, 05 Jan 2024 | US$138.0b | US$36.3b | US$2.6b | 27.3x | 52.5x | 3.8x |
| Sun, 03 Dec 2023 | US$139.8b | US$36.1b | US$2.6b | 27x | 54.4x | 3.9x |
| Tue, 31 Oct 2023 | US$124.8b | US$35.1b | US$3.1b | 25.7x | 40.2x | 3.6x |
| Thu, 28 Sep 2023 | US$121.2b | US$32.2b | US$3.0b | 26.9x | 40.9x | 3.8x |
40.9x
How does U.S. Diversified Support Services compare with similar industries?
| US Market | -0.10% | |
| Industrials | -0.66% | |
| Commercial Services | -2.86% | |
| Diversified Support Services | -2.75% | |
| Security and Alarm Services | 0.66% | |
| Office Services and Supplies | -1.08% | |
| Commercial Printing | -2.84% | |
| Environmental and Facilities Services | -3.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VSTS Vestis | US$14.23 | 10.1% +US$171.8m | 248.8% | PS0.7x | |
| ACVA ACV Auctions | US$10.48 | 0.7% +US$11.9m | 1.5% | PS2.2x | |
| CVEO Civeo | US$34.43 | 3.1% +US$10.5m | 50.8% | PS0.5x | |
| OMEX Odyssey Marine Exploration | US$0.75 | 6.7% +US$2.8m | -61.6% | PS240.3x | |
| SNTG Sentage Holdings | US$1.78 | 2.9% +US$140.3k | -46.4% | PS72.5x |