Narrative Update • Apr 23

Last week, the Office Services and Supplies industry hasn't moved much but Interface is up 11% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 24% per annum.
Has the U.S. Office Services and Supplies Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 May 2026 | US$13.1b | US$13.0b | US$400.1m | 18.5x | 32.8x | 1x |
| Wed, 08 Apr 2026 | US$12.4b | US$12.2b | US$395.3m | 18.7x | 31.3x | 1x |
| Fri, 06 Mar 2026 | US$14.9b | US$12.1b | US$414.2m | 20.5x | 36x | 1.2x |
| Sun, 01 Feb 2026 | US$14.8b | US$11.8b | US$500.0m | 20.1x | 29.6x | 1.3x |
| Tue, 30 Dec 2025 | US$12.5b | US$11.8b | US$499.9m | 14.7x | 25x | 1.1x |
| Thu, 27 Nov 2025 | US$13.9b | US$15.2b | US$644.1m | 14.3x | 21.5x | 0.9x |
| Sat, 25 Oct 2025 | US$14.7b | US$15.3b | US$724.7m | 15.1x | 20.3x | 1x |
| Mon, 22 Sep 2025 | US$15.2b | US$15.2b | US$730.9m | 16.1x | 20.8x | 1x |
| Wed, 20 Aug 2025 | US$15.0b | US$15.2b | US$749.9m | 14.5x | 20x | 1x |
| Fri, 18 Jul 2025 | US$14.3b | US$15.1b | US$596.8m | 15.1x | 23.9x | 0.9x |
| Sun, 15 Jun 2025 | US$13.4b | US$15.0b | US$661.2m | 14.2x | 20.3x | 0.9x |
| Tue, 13 May 2025 | US$13.5b | US$15.0b | US$662.6m | 14.3x | 20.3x | 0.9x |
| Thu, 10 Apr 2025 | US$11.8b | US$15.0b | US$684.9m | 14.5x | 17.3x | 0.8x |
| Sat, 08 Mar 2025 | US$13.7b | US$15.0b | US$714.6m | 14.5x | 19.1x | 0.9x |
| Mon, 03 Feb 2025 | US$14.9b | US$15.1b | US$589.6m | 18.1x | 25.3x | 1x |
| Wed, 01 Jan 2025 | US$15.1b | US$15.1b | US$589.6m | 18.3x | 25.6x | 1x |
| Fri, 29 Nov 2024 | US$16.4b | US$15.1b | US$602.0m | 20x | 27.3x | 1.1x |
| Sun, 27 Oct 2024 | US$15.1b | US$15.4b | US$553.5m | 18.2x | 27.2x | 1x |
| Tue, 24 Sep 2024 | US$15.8b | US$15.4b | US$553.4m | 16.9x | 28.5x | 1x |
| Thu, 22 Aug 2024 | US$15.8b | US$15.5b | US$534.3m | 16.2x | 29.5x | 1x |
| Sat, 20 Jul 2024 | US$16.2b | US$15.4b | US$618.3m | 17.6x | 26.2x | 1.1x |
| Mon, 17 Jun 2024 | US$14.9b | US$15.5b | US$595.6m | 14.7x | 24.9x | 1x |
| Wed, 15 May 2024 | US$15.7b | US$15.5b | US$594.5m | 15.9x | 26.4x | 1x |
| Fri, 12 Apr 2024 | US$15.6b | US$15.4b | US$362.0m | 17.7x | 43.1x | 1x |
| Sun, 10 Mar 2024 | US$15.6b | US$15.5b | US$331.7m | 18.8x | 47.2x | 1x |
| Tue, 06 Feb 2024 | US$14.3b | US$15.4b | US$310.1m | 19.6x | 46.1x | 0.9x |
| Thu, 04 Jan 2024 | US$14.7b | US$16.0b | US$276.1m | 23x | 53.2x | 0.9x |
| Sat, 02 Dec 2023 | US$14.4b | US$16.1b | US$237.7m | 23.9x | 60.8x | 0.9x |
| Mon, 30 Oct 2023 | US$12.8b | US$16.1b | US$175.0m | 21.9x | 73x | 0.8x |
| Wed, 27 Sep 2023 | US$12.8b | US$16.2b | US$161.7m | 22.7x | 79.2x | 0.8x |
| Fri, 25 Aug 2023 | US$13.1b | US$16.2b | US$149.2m | 20.9x | 87.8x | 0.8x |
| Sun, 23 Jul 2023 | US$12.5b | US$16.2b | US$220.7m | 19.3x | 56.6x | 0.8x |
| Tue, 20 Jun 2023 | US$11.8b | US$16.3b | US$228.3m | 17.3x | 51.5x | 0.7x |
| Thu, 18 May 2023 | US$11.0b | US$16.3b | US$224.5m | 19x | 48.8x | 0.7x |
48.8x
How does U.S. Office Services and Supplies compare with similar industries?
| US Market | 2.25% | |
| Industrials | 0.49% | |
| Commercial Services | -2.74% | |
| Office Services and Supplies | -0.0092% | |
| Security and Alarm Services | 2.85% | |
| Diversified Support Services | 0.15% | |
| Environmental and Facilities Services | -4.30% | |
| Commercial Printing | -7.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TILE Interface | US$29.66 | 11.2% +US$174.1m | 41.7% | PE13.7x | |
| MSA MSA Safety | US$169.94 | 2.8% +US$152.5m | 5.2% | PE22.6x | |
| MLKN MillerKnoll | US$16.32 | 5.4% +US$56.8m | -8.6% | PE103.3x | |
| CIX CompX International | US$23.75 | 2.3% +US$6.7m | -8.2% | PE14.5x | |
| ACCO ACCO Brands | US$4.04 | 1.0% +US$3.7m | 4.1% | PE5x |