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U.S. Commercial Services Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies159
  • 7D0.9%
  • 3M8.0%
  • 1Y-3.0%
  • YTD4.4%

Over the last 7 days, the Commercial Services industry has remained flat. Furthermore, the industry has been flat for the past year as well. 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
Fri, 06 Feb 2026US$477.3bUS$149.5bUS$12.6b25.8x37.9x3.2x
Sun, 04 Jan 2026US$455.2bUS$149.1bUS$12.3b24.2x37x3.1x
Tue, 02 Dec 2025US$460.6bUS$151.9bUS$12.4b22.8x37.3x3x
Thu, 30 Oct 2025US$458.2bUS$144.8bUS$12.1b23.2x38x3.2x
Sat, 27 Sep 2025US$479.1bUS$146.7bUS$11.8b27.9x40.6x3.3x
Mon, 25 Aug 2025US$508.4bUS$147.4bUS$11.7b31.9x43.3x3.4x
Wed, 23 Jul 2025US$498.5bUS$145.4bUS$11.3b25.5x44.3x3.4x
Fri, 20 Jun 2025US$504.5bUS$145.1bUS$11.3b25.4x44.7x3.5x
Sun, 18 May 2025US$524.8bUS$145.4bUS$11.0b26.1x47.8x3.6x
Tue, 15 Apr 2025US$501.5bUS$145.4bUS$10.9b27.1x45.9x3.4x
Thu, 13 Mar 2025US$483.6bUS$145.4bUS$10.9b28.5x44.5x3.3x
Sat, 08 Feb 2025US$502.0bUS$150.1bUS$11.6b32.9x43.3x3.3x
Mon, 06 Jan 2025US$474.1bUS$149.5bUS$11.6b31.1x41x3.2x
Wed, 04 Dec 2024US$522.8bUS$149.1bUS$11.6b33.1x45x3.5x
Fri, 01 Nov 2024US$485.2bUS$152.3bUS$11.5b27.2x42.1x3.2x
Sun, 29 Sep 2024US$484.6bUS$151.0bUS$10.4b27.3x46.5x3.2x
Tue, 27 Aug 2024US$492.0bUS$150.9bUS$10.4b30.1x47.2x3.3x
Thu, 25 Jul 2024US$482.6bUS$150.2bUS$10.0b27.6x48.3x3.2x
Sat, 22 Jun 2024US$464.3bUS$150.1bUS$9.8b26.1x47.2x3.1x
Mon, 20 May 2024US$459.3bUS$149.3bUS$10.2b28.4x45.1x3.1x
Wed, 17 Apr 2024US$447.8bUS$149.1bUS$9.5b26.8x47.1x3x
Fri, 15 Mar 2024US$448.8bUS$149.1bUS$9.5b27.8x47.4x3x
Sun, 11 Feb 2024US$418.5bUS$147.2bUS$9.3b26.9x44.8x2.8x
Tue, 09 Jan 2024US$401.3bUS$150.3bUS$9.8b26x41x2.7x
Thu, 07 Dec 2023US$395.2bUS$150.1bUS$9.7b26.7x40.9x2.6x
Sat, 04 Nov 2023US$376.9bUS$148.9bUS$9.4b25x40x2.5x
Mon, 02 Oct 2023US$341.2bUS$140.0bUS$9.2b23.7x37.1x2.4x
Wed, 30 Aug 2023US$353.7bUS$139.7bUS$9.1b24.8x39x2.5x
Fri, 28 Jul 2023US$365.8bUS$137.0bUS$9.0b24.7x40.8x2.7x
Sun, 25 Jun 2023US$354.6bUS$136.8bUS$7.1b24.8x49.8x2.6x
Tue, 23 May 2023US$349.1bUS$136.9bUS$7.1b25.3x49.3x2.6x
Thu, 20 Apr 2023US$338.9bUS$134.6bUS$7.6b24.1x44.7x2.5x
Sat, 18 Mar 2023US$314.6bUS$133.9bUS$8.0b19.8x39.5x2.3x
Mon, 13 Feb 2023US$321.7bUS$132.2bUS$7.9b23x40.6x2.4x
Price to Earnings Ratio

40.6x


Total Market Cap: US$321.7bTotal Earnings: US$7.9bTotal Revenue: US$132.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 43.3x202420252026
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 37.5x which is lower than its 3-year average PE of 43.3x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Commercial Services industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 4.2% 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-2.98%
Industrials0.79%
Commercial Services0.87%
Office Services and Supplies6.23%
Commercial Printing5.96%
Environmental and Facilities Services0.94%
Diversified Support Services0.065%
Security and Alarm Services-0.76%
Industry PE
  • Investors are most optimistic about the Environmental and Facilities Services industry, which is trading close to its 3-year average PE ratio of 40.3x.
    • Analysts are expecting annual earnings growth of 13.4%, which is higher than its past year's earnings growth of 6.9% per year.
  • Investors are most pessimistic about the Security and Alarm Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Security and Alarm Services industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Diversified Support 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$194.122.4%
+US$1.8b		-5.0%PE41x
WM Waste ManagementUS$226.601.6%
+US$1.4b		0.7%PE33.7x
RSG Republic ServicesUS$218.721.8%
+US$1.2b		-1.3%PE32.1x
ROL RollinsUS$64.472.3%
+US$692.9m		28.3%PE60.1x
TTEK Tetra TechUS$40.706.5%
+US$632.8m		20.5%PE30.2x

Latest News

MSA
US$187.16
MSA Safety
7D
5.0%
1Y
12.5%
CPRT
US$39.88
Copart
7D
-1.0%
1Y
-32.6%

CPRT: Digital Auction Strength Will Offset Insurance Volume And Share Loss Headwinds

Narrative Update Analysts have modestly reset Copart's outlook, with Street price targets now ranging from approximately $33 to $52. They are factoring in ongoing insurance headwinds and the potential impact of share loss risk on future insurance volumes.
VLTO
US$90.79
Veralto
7D
-8.0%
1Y
-7.8%
ACVA
US$7.05
ACV Auctions
7D
-10.5%
1Y
-66.4%
CMPR
US$73.58
Cimpress
7D
-5.7%
1Y
27.5%

CMPR: Q1 Beat And Improved Margins Will Support Constructive Medium-Term Outlook

Cimpress' analyst price target has been lifted from US$86.50 to US$91.50 as analysts factor in updated revenue growth, profit margin and P/E assumptions supported by recent Street research that cited higher long term revenue and adjusted EBITDA estimates following a fiscal Q1 beat. Analyst Commentary Recent research updates show analysts revisiting their models for Cimpress after the fiscal Q1 results, with both valuation and earnings assumptions being refreshed.
ROL
US$64.47
Rollins
7D
2.3%
1Y
28.3%

ROL: Elevated P/E Expectations Will Face Pressure From Execution Risk

Analysts have nudged their price target on Rollins higher, citing slightly stronger assumptions for fair value to about $50.70 and small upward adjustments to revenue, profit margin, and future P/E expectations. Analyst Commentary Recent research has highlighted a mixed tone around Rollins, with some cautious voices balancing out the higher fair value assumptions and price targets.
CTAS
US$194.12
Cintas
7D
2.4%
1Y
-5.0%

Cintas (NASDAQ:CTAS) Could Easily Take On More Debt

Feb 02
Cintas (NASDAQ:CTAS) Could Easily Take On More Debt
GEO
US$15.48
GEO Group
7D
-5.3%
1Y
-43.8%

GEO: Upcoming Contracts And Monitoring Programs Will Underpin 2026 Earnings Profile

Analysts have trimmed their price target on GEO Group to US$37 from US$50, citing revised growth estimates and a softer profit outlook, even as they continue to highlight potential revenue from upcoming contracts and monitoring programs. Analyst Commentary Bullish analysts are framing the lower US$37 price target as a reset rather than a reversal in their view on GEO Group.
TTEK
US$40.70
Tetra Tech
7D
6.5%
1Y
20.5%
OPLN
US$28.86
OPENLANE
7D
-4.3%
1Y
38.5%
HNI
US$51.38
HNI
7D
8.6%
1Y
5.1%

HNI: Manufacturing Consolidation And Merger Synergies Will Support Future Upside Potential

Analysts have maintained their HNI fair value estimate at $70.75, with only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall view on the stock's valuation is essentially unchanged.
WM
US$226.60
Waste Management
7D
1.6%
1Y
0.7%
UNF
US$202.54
UniFirst
7D
-3.3%
1Y
-9.4%

UNF: Future Outlook Will Reflect Overvaluation Risk From Proposed US$5b Cash Acquisition

Analysts are keeping UniFirst's fair value estimate steady at US$183, with only minimal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This suggests their price target and underlying thesis are essentially unchanged.
RSG
US$218.72
Republic Services
7D
1.8%
1Y
-1.3%

RSG: Renewable Gas Projects And Buybacks Will Support Future Upside

Analysts have nudged their price target on Republic Services down by about US$1 to roughly US$244, reflecting slightly softer assumptions for revenue growth and profit margins, along with a modestly higher future P/E multiple. What's in the News Ameresco and Republic Services brought a renewable natural gas facility at the Upper Rock Island County Landfill in East Moline, Illinois into operation, designed to process 2,000 standard cubic feet per minute of landfill gas into pipeline quality RNG and produce more than 500,000 Dekatherms each year, with the project framed as supporting Illinois clean energy goals and Republic Services biogas reuse target.
WCN
US$169.18
Waste Connections
7D
1.2%
1Y
-10.6%

WCN: Future Returns Will Be Driven By Compounding M&A Despite Chiquita Remediation Uncertainty

Narrative Update on Waste Connections Analysts have trimmed their average price target on Waste Connections by about $1. This reflects slightly higher discount rate assumptions, marginally lower revenue growth and profit margin expectations, and a modestly lower future P/E multiple, in line with recent target reductions from several firms.
ROMA
US$2.33
Roma Green Finance
7D
-37.7%
1Y
241.2%