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U.S. Commercial Services Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies156
  • 7D-1.0%
  • 3M-2.7%
  • 1Y-15.0%
  • YTD-5.5%

Over the last 7 days, the Commercial Services industry has dropped 1.0%, driven by a pullback from Cintas of 4.5%. Overall the industry is down 15% in 12 months. Looking forward, 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, 24 Jun 2026US$424.8bUS$152.5bUS$13.1b21.6x32.3x2.8x
Fri, 22 May 2026US$439.7bUS$152.2bUS$13.3b22.1x33.1x2.9x
Sun, 19 Apr 2026US$447.0bUS$150.1bUS$13.0b23.5x34.5x3x
Tue, 17 Mar 2026US$463.5bUS$149.8bUS$12.9b22.6x36x3.1x
Thu, 12 Feb 2026US$488.1bUS$149.5bUS$12.6b25.1x38.7x3.3x
Sat, 10 Jan 2026US$463.6bUS$149.2bUS$12.3b26.6x37.7x3.1x
Mon, 08 Dec 2025US$459.5bUS$152.1bUS$12.3b23.1x37.2x3x
Wed, 05 Nov 2025US$440.0bUS$145.7bUS$12.1b22.4x36.4x3x
Fri, 03 Oct 2025US$491.6bUS$144.3bUS$12.2b29.6x40.3x3.4x
Sun, 31 Aug 2025US$502.1bUS$147.4bUS$11.7b29.5x42.7x3.4x
Tue, 29 Jul 2025US$508.7bUS$145.7bUS$11.3b28.7x45.1x3.5x
Thu, 26 Jun 2025US$510.4bUS$145.1bUS$11.3b26x45.2x3.5x
Sat, 24 May 2025US$523.8bUS$145.4bUS$11.1b25x47x3.6x
Mon, 21 Apr 2025US$503.2bUS$145.4bUS$10.9b27.9x46.1x3.5x
Wed, 19 Mar 2025US$489.2bUS$145.4bUS$10.9b30x45x3.4x
Fri, 14 Feb 2025US$503.4bUS$150.4bUS$11.3b31.8x44.6x3.3x
Sun, 12 Jan 2025US$478.1bUS$149.5bUS$11.6b32x41.3x3.2x
Tue, 10 Dec 2024US$521.5bUS$149.1bUS$11.6b31.8x44.9x3.5x
Thu, 07 Nov 2024US$488.1bUS$149.7bUS$11.5b28.7x42.5x3.3x
Sat, 05 Oct 2024US$487.6bUS$151.0bUS$10.4b26.2x46.8x3.2x
Mon, 02 Sep 2024US$496.1bUS$150.9bUS$10.4b29.6x47.7x3.3x
Wed, 31 Jul 2024US$470.0bUS$151.3bUS$10.3b28.2x45.6x3.1x
Fri, 28 Jun 2024US$468.4bUS$150.1bUS$9.9b26.2x47.5x3.1x
Sun, 26 May 2024US$458.4bUS$149.2bUS$10.0b26.7x45.7x3.1x
Tue, 23 Apr 2024US$445.6bUS$149.2bUS$9.5b27.3x46.9x3x
Thu, 21 Mar 2024US$451.9bUS$149.1bUS$9.5b29x47.8x3x
Sat, 17 Feb 2024US$428.3bUS$147.8bUS$9.3b28.8x45.9x2.9x
Mon, 15 Jan 2024US$407.8bUS$150.3bUS$9.8b25.8x41.7x2.7x
Wed, 13 Dec 2023US$403.4bUS$150.1bUS$9.7b26.2x41.7x2.7x
Fri, 10 Nov 2023US$378.4bUS$148.9bUS$9.4b23.8x40.3x2.5x
Sun, 08 Oct 2023US$345.6bUS$139.9bUS$9.2b25.7x37.5x2.5x
Tue, 05 Sep 2023US$354.8bUS$139.8bUS$9.0b26.4x39.3x2.5x
Thu, 03 Aug 2023US$359.1bUS$137.7bUS$9.2b24.8x39.1x2.6x
Sat, 01 Jul 2023US$369.2bUS$136.9bUS$7.1b27.1x51.8x2.7x
Price to Earnings Ratio

51.8x


Total Market Cap: US$369.2bTotal Earnings: US$7.1bTotal Revenue: US$136.9bTotal 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 32.3x 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 23% 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-2.31%
Industrials-0.71%
Commercial Services-1.04%
Security and Alarm Services1.90%
Office Services and Supplies1.43%
Commercial Printing1.41%
Environmental and Facilities Services-0.088%
Diversified Support Services-3.49%
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 50.5x.
    • Analysts are expecting annual earnings growth of 15.6%, 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 24% over the next 5 years.
  • This is better than its past earnings growth rate of 6.9% 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
WCN Waste ConnectionsUS$159.441.5%
+US$602.2m		-15.3%PE38.4x
CXW CoreCivicUS$29.736.6%
+US$182.9m		45.9%PE22.7x
GEO GEO GroupUS$29.964.6%
+US$174.4m		28.7%PE14.4x
VLTO VeraltoUS$84.600.7%
+US$152.3m		-15.7%PE21.4x
HNI HNIUS$34.254.5%
+US$105.1m		-28.8%PE2465.8x

Latest News

TTEK
US$28.04
Tetra Tech
7D
-1.2%
1Y
-21.5%
WCN
US$159.44
Waste Connections
7D
1.5%
1Y
-15.3%
VLTO
US$84.60
Veralto
7D
0.7%
1Y
-15.7%
BRC
US$86.67
Brady
7D
2.1%
1Y
27.1%
ROL
US$44.64
Rollins
7D
-4.6%
1Y
-22.4%
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.
HNI
US$34.25
HNI
7D
4.5%
1Y
-28.8%
Narrative Update • Jun 22

HNI: Dividend Support And Margin Resilience Will Drive Future Earnings Upside

Analysts have reduced their HNI price target by $10 to $69, citing updated assumptions on discount rates, revenue growth and future P/E levels that point to a slightly more conservative valuation framework. What’s in the News for HNI HNI Corporation declared a quarterly dividend of $0.35 per share on its common stock, payable on June 10, 2026, to shareholders of record as of May 29, 2026.
BCO
US$96.65
Brink's
7D
-3.5%
1Y
9.1%
Seeking Alpha • Jun 22

The Brink's Company: Transformational Merger Seems To Be Disliked

Summary The Brink's Company faces investor skepticism after announcing a transformational $6.6 billion NCR Atleos merger, with shares down over 28% since February. Recent results show modest revenue growth (1.75% avg, 10% Q1), but GAAP profitability deteriorated; adjusted metrics improved slightly, aided by AMS/DRS expansion. BCO's leverage will rise significantly post-merger, with initial net leverage projected at 3.1x–3.4x EBITDA, raising integration and debt-servicing concerns. I see long-term upside from recurring, tech-enabled revenue and cost synergies, but await deal closure and integration clarity before considering a position. Read the full article on Seeking Alpha
CTAS
US$168.80
Cintas
7D
-4.5%
1Y
-24.4%
CXW
US$29.73
CoreCivic
7D
6.6%
1Y
45.9%
Analysis Article • Jun 21

CoreCivic (CXW) Stock Looks Rich After Its Recent Run But How Overvalued Is It

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GEO
US$29.96
GEO Group
7D
4.6%
1Y
28.7%
Analysis Article • Jun 20

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CPRT
US$29.60
Copart
7D
-3.7%
1Y
-39.2%
Analysis Article • Jun 20

Copart (CPRT) Stock Could Be 31% Overvalued After Fund Exit Over Weaker Fundamentals

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UNF
US$261.64
UniFirst
7D
-1.6%
1Y
39.0%
WM
US$218.84
Waste Management
7D
0.1%
1Y
-6.5%
Seeking Alpha • Jun 17

Waste Management: Shares Won't Make You Rich, But They Do Offer Opportunity

Summary Waste Management earns a reaffirmed "Buy" rating for its high quality, low-risk profile, and attractive relative valuation. WM delivered broad-based revenue and margin growth, driven primarily by price increases and efficiency improvements across core and ancillary operations. Renewable Energy and recycling segments are expanding rapidly, with targeted fixed-price sales growth of 70%–90% this year and significant cost reductions. WM’s capital returns are robust, with increased dividends and resumed share buybacks, while leverage remains moderate and growth prospects are solid. Read the full article on Seeking Alpha
PBI
US$17.05
Pitney Bowes
7D
-2.7%
1Y
62.5%
Analysis Article • Jun 16

Pitney Bowes (PBI) Stock Could Be 64% Below Fair Value After Fresh Analyst Attention

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RBA
US$108.46
RB Global
7D
-2.2%
1Y
2.7%
Narrative Update • Jun 16

RBA: Expanding Global Marketplaces And Contracts Will Support Stronger Outlook

Analysts have adjusted their price target for RB Global to $127.73 from $124.20. The revision reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
CMPR
US$87.83
Cimpress
7D
4.6%
1Y
91.1%
Narrative Update • Jun 10

CMPR: Share Repurchases And Margin Discipline Will Support Future Upside

Analysts have nudged their Cimpress price targets higher, with recent raises of $18 and $10 reflecting updated views on the stock’s risk profile and earnings potential that are broadly consistent with only small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as aligning with their updated view that the stock’s risk profile is better reflected in modestly adjusted discount rate and P/E assumptions.