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

U.S. Commercial Services Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies156
  • 7D4.2%
  • 3M3.1%
  • 1Y-11.0%
  • YTD-2.2%

The Commercial Services industry is up 4.2% in the last week, with Waste Management up 5.1%. In contrast, the industry has lost 11% in the last 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Jun 2026US$440.1bUS$152.5bUS$13.2b22.1x33.3x2.9x
Mon, 25 May 2026US$439.4bUS$152.3bUS$13.3b22.4x33x2.9x
Wed, 22 Apr 2026US$447.5bUS$150.1bUS$13.0b23.4x34.5x3x
Fri, 20 Mar 2026US$453.1bUS$149.6bUS$12.9b22.8x35.2x3x
Sun, 15 Feb 2026US$472.2bUS$150.0bUS$13.1b25.7x36x3.1x
Tue, 13 Jan 2026US$467.1bUS$149.2bUS$12.3b26.1x37.9x3.1x
Thu, 11 Dec 2025US$449.3bUS$148.8bUS$12.2b24.3x36.7x3x
Sat, 08 Nov 2025US$439.4bUS$150.3bUS$12.4b22.2x35.5x2.9x
Mon, 06 Oct 2025US$493.1bUS$144.3bUS$12.2b29.8x40.4x3.4x
Wed, 03 Sep 2025US$498.7bUS$146.2bUS$11.7b26.9x42.7x3.4x
Fri, 01 Aug 2025US$504.8bUS$147.1bUS$11.4b29.3x44.3x3.4x
Sun, 29 Jun 2025US$504.2bUS$145.2bUS$11.2b26.6x45x3.5x
Tue, 27 May 2025US$518.9bUS$145.4bUS$11.1b25x46.6x3.6x
Thu, 24 Apr 2025US$503.9bUS$145.5bUS$10.8b29.2x46.6x3.5x
Sat, 22 Mar 2025US$489.3bUS$145.4bUS$10.9b29.5x45x3.4x
Mon, 17 Feb 2025US$505.9bUS$150.7bUS$11.4b31.2x44.5x3.4x
Wed, 15 Jan 2025US$483.4bUS$149.6bUS$11.6b32.4x41.8x3.2x
Fri, 13 Dec 2024US$509.5bUS$149.1bUS$11.6b32.2x43.9x3.4x
Sun, 10 Nov 2024US$513.6bUS$149.9bUS$11.7b27.9x43.9x3.4x
Tue, 08 Oct 2024US$488.3bUS$151.0bUS$10.4b26.4x46.8x3.2x
Thu, 05 Sep 2024US$490.6bUS$150.9bUS$10.4b28.3x47.1x3.3x
Sat, 03 Aug 2024US$476.6bUS$151.5bUS$10.2b26.3x46.8x3.1x
Mon, 01 Jul 2024US$466.8bUS$150.1bUS$9.9b26.2x47.3x3.1x
Wed, 29 May 2024US$458.3bUS$149.2bUS$9.9b26.4x46.4x3.1x
Fri, 26 Apr 2024US$454.7bUS$149.7bUS$9.7b27.5x46.9x3x
Sun, 24 Mar 2024US$456.1bUS$149.1bUS$9.4b28.4x48.3x3.1x
Tue, 20 Feb 2024US$427.5bUS$147.8bUS$9.3b28.8x45.8x2.9x
Thu, 18 Jan 2024US$405.0bUS$150.3bUS$9.8b25.8x41.4x2.7x
Sat, 16 Dec 2023US$402.5bUS$150.2bUS$9.7b26.4x41.6x2.7x
Mon, 13 Nov 2023US$382.2bUS$149.5bUS$9.5b25.1x40.4x2.6x
Wed, 11 Oct 2023US$351.8bUS$140.0bUS$9.2b26.1x38.2x2.5x
Fri, 08 Sep 2023US$350.6bUS$139.8bUS$9.0b25.2x38.8x2.5x
Sun, 06 Aug 2023US$354.4bUS$138.6bUS$9.0b24.1x39.6x2.6x
Tue, 04 Jul 2023US$362.2bUS$136.8bUS$9.0b27.4x40.4x2.6x
Price to Earnings Ratio

40.4x


Total Market Cap: US$362.2bTotal Earnings: US$9.0bTotal Revenue: US$136.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 42x202420252026
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 33.3x which is lower than its 3-year average PE of 42.0x.
  • 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 3.7% 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-2.65%
Industrials-0.38%
Commercial Services4.20%
Office Services and Supplies7.57%
Commercial Printing5.71%
Environmental and Facilities Services5.24%
Diversified Support Services1.94%
Security and Alarm Services1.29%
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 50.2x.
    • 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 32.6x.
Forecasted Growth
  • Analysts are most optimistic on the Office Services and Supplies industry, expecting annual earnings growth of 23% 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
WM Waste ManagementUS$225.535.1%
+US$4.4b		-1.2%PE32.4x
WCN Waste ConnectionsUS$167.909.0%
+US$3.5b		-9.7%PE40.5x
RSG Republic ServicesUS$216.395.6%
+US$3.5b		-11.4%PE30.7x
VLTO VeraltoUS$89.746.8%
+US$1.4b		-11.2%PE22.7x
RBA RB GlobalUS$115.314.3%
+US$883.1m		9.1%PE53.2x

Latest News

WM
US$225.53
Waste Management
7D
5.1%
1Y
-1.2%
RBA
US$115.31
RB Global
7D
4.3%
1Y
9.1%
Seeking Alpha • Jun 26

RB Global: Marketplace Infrastructure With Economic Moats, This Is A Buy

Summary RB Global combines marketplace network effects, irreplaceable physical infrastructure, and valuable transaction data to create a unique ecosystem for salvaged vehicles and commercial assets. RBA posted strong Q1 results: 11% revenue growth, 13% EPS growth, and raised its 2026 outlook, supporting its quality EPS compounding profile. Rising vehicle complexity, repair cost inflation, and an aging U.S. vehicle fleet should support salvage volumes over time, while improving cycle times, enhancing value creation for RB Global clients. Read the full article on Seeking Alpha
TTEK
US$29.26
Tetra Tech
7D
6.9%
1Y
-17.9%
WCN
US$167.90
Waste Connections
7D
9.0%
1Y
-9.7%
BCO
US$94.09
Brink's
7D
-3.7%
1Y
5.6%
Narrative Update • Jun 24

BCO: Steady Cash Generation And Buybacks Will Support Fairly Valued Outlook

Analysts now view Brink's as fairly valued at $153.00 per share. This reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, while keeping the overall price target level steady.
RSG
US$216.39
Republic Services
7D
5.6%
1Y
-11.4%
Narrative Update • Jun 24

RSG: Organics Expansion And AI Recycling Investments Will Support Future Upside

Analysts kept their fair value estimate for Republic Services steady at about $243.58, but adjusted inputs such as a slightly lower discount rate and a marginally different future P/E assumption. This reflects fine-tuning of their models rather than a major shift in outlook.
VLTO
US$89.74
Veralto
7D
6.8%
1Y
-11.2%
ROL
US$43.27
Rollins
7D
-3.8%
1Y
-23.0%
Narrative Update • Jun 22

ROL: Acquisition Momentum And Leadership Transition Will Support Future Margin Upside

Analysts have lowered their average price target for Rollins to $52 from $70, reflecting increased caution after the CFO's resignation led some to question the company's earlier margin expansion ambitions. Analyst Commentary Recent research on Rollins reflects a split view, with some analysts focusing on execution risks around leadership changes and margin goals, while others highlight ongoing interest in the stock and adjust price targets accordingly.
CLH
US$301.65
Clean Harbors
7D
4.5%
1Y
30.6%
Analysis Article • Jun 18

Clean Harbors (CLH) Stock Could Be 11.8% Undervalued After Earnings Estimate Upgrade

Clean Harbors (CLH) is back on investors’ radar after a rank upgrade tied to a 5.2% rise in its full year earnings estimate, along with performance that has outpaced its sector and industry. See our latest analysis for Clean Harbors. Despite a recent pullback that left the 1 month share price return down 4.8% and the latest share price at $287.25, Clean Harbors still carries strong momentum when looking at its 1 year total shareholder return of 26.9% and 5 year total shareholder return of...
CITR
US$5.57
CitroTech
7D
-20.9%
1Y
-53.6%
OPLN
US$42.90
OPENLANE
7D
12.7%
1Y
79.4%
Narrative Update • Jun 17

OPLN: Estimate Upside And 2026 Guidance Will Drive Balanced Stock Outlook

Analysts have nudged their fair value estimate for OPENLANE to about $39.56 per share from $39, reflecting a series of higher price targets and rating upgrades that cite what they view as strong execution, capacity for longer-term expansion, and potential upside to earnings estimates. Analyst Commentary Recent Street research on OPENLANE centers on the view that the company is executing well in a mixed macro backdrop, with several firms adjusting ratings and price targets to reflect what they see as stronger fundamentals and earnings potential.
ROMA
US$7.28
Roma Green Finance
7D
-10.8%
1Y
150.2%
QH
US$5.51
Quhuo
7D
-51.3%
1Y
-99.8%
BEEP
US$1.49
Mobile Infrastructure
7D
-16.3%
1Y
-65.1%
OIO
US$2.01
OIO Group
7D
-12.2%
1Y
-81.1%
YOOV
US$0.41
Concorde International Group
7D
-21.3%
1Y
-95.7%