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U.S. Commercial Services Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies161
  • 7D-0.8%
  • 3M3.0%
  • 1Y-8.2%
  • YTD-0.2%

Last week, the Commercial Services industry hasn't moved much but Copart is up 6.8% in that time. Unfortunately though, the industry is down 8.2% over the past 12 months. 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
Mon, 17 Aug 2026US$454.3bUS$154.5bUS$13.7b17.8x33.2x2.9x
Wed, 15 Jul 2026US$457.3bUS$151.9bUS$13.3b20.8x34.3x3x
Fri, 12 Jun 2026US$439.1bUS$152.5bUS$13.2b21.2x33.3x2.9x
Sun, 10 May 2026US$438.7bUS$152.2bUS$13.3b22.3x33.1x2.9x
Tue, 07 Apr 2026US$450.9bUS$150.1bUS$13.0b23x34.8x3x
Thu, 05 Mar 2026US$484.2bUS$150.6bUS$12.9b25.4x37.6x3.2x
Sat, 31 Jan 2026US$472.4bUS$149.4bUS$12.6b26.9x37.6x3.2x
Mon, 29 Dec 2025US$465.3bUS$149.1bUS$12.3b24x37.7x3.1x
Wed, 26 Nov 2025US$454.9bUS$151.9bUS$12.4b22.6x36.8x3x
Fri, 24 Oct 2025US$487.0bUS$144.4bUS$12.2b27.1x40x3.4x
Sun, 21 Sep 2025US$481.8bUS$146.4bUS$11.8b26.5x40.9x3.3x
Tue, 19 Aug 2025US$501.3bUS$147.4bUS$11.7b29.8x42.7x3.4x
Thu, 17 Jul 2025US$496.1bUS$145.2bUS$11.2b27.7x44.2x3.4x
Sat, 14 Jun 2025US$514.8bUS$145.1bUS$11.3b25.8x45.6x3.5x
Mon, 12 May 2025US$519.5bUS$145.3bUS$11.0b27.2x47.2x3.6x
Wed, 09 Apr 2025US$471.4bUS$145.4bUS$10.9b28.4x43.1x3.2x
Fri, 07 Mar 2025US$496.3bUS$146.4bUS$11.0b29.3x45x3.4x
Sun, 02 Feb 2025US$498.8bUS$150.4bUS$11.6b31.8x43x3.3x
Tue, 31 Dec 2024US$476.3bUS$149.5bUS$11.6b31.3x41.2x3.2x
Thu, 28 Nov 2024US$529.7bUS$149.1bUS$11.6b33.1x45.6x3.6x
Sat, 26 Oct 2024US$488.3bUS$151.5bUS$10.6b25.9x46.2x3.2x
Mon, 23 Sep 2024US$486.6bUS$151.0bUS$10.3b26.7x47.2x3.2x
Wed, 21 Aug 2024US$483.1bUS$150.9bUS$10.5b29.6x46.2x3.2x
Fri, 19 Jul 2024US$482.4bUS$150.1bUS$9.9b27.3x48.6x3.2x
Sun, 16 Jun 2024US$457.1bUS$150.1bUS$9.8b24.9x46.5x3x
Tue, 14 May 2024US$458.4bUS$150.9bUS$10.1b27.9x45.2x3x
Thu, 11 Apr 2024US$457.3bUS$149.1bUS$9.5b26.3x48x3.1x
Sat, 09 Mar 2024US$444.4bUS$149.3bUS$9.5b27.3x47x3x
Mon, 05 Feb 2024US$421.7bUS$150.7bUS$9.7b25.6x43.3x2.8x
Wed, 03 Jan 2024US$410.2bUS$150.2bUS$9.8b25.5x42x2.7x
Fri, 01 Dec 2023US$390.7bUS$150.1bUS$9.7b25.5x40.4x2.6x
Sun, 29 Oct 2023US$358.3bUS$148.6bUS$10.3b23.6x34.7x2.4x
Tue, 26 Sep 2023US$349.1bUS$140.0bUS$9.2b25.8x38x2.5x
Thu, 24 Aug 2023US$352.4bUS$139.7bUS$9.1b25x38.9x2.5x
Price to Earnings Ratio

38.9x


Total Market Cap: US$352.4bTotal Earnings: US$9.1bTotal Revenue: US$139.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 41.6x202420252026
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 33.2x which is lower than its 3-year average PE of 41.6x.
  • 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 15% per year over the last three years.
  • Revenues for these companies have grown 3.4% 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 Market0.63%
Industrials0.58%
Commercial Services-0.78%
Security and Alarm Services1.59%
Environmental and Facilities Services-0.54%
Diversified Support Services-1.22%
Office Services and Supplies-1.91%
Commercial Printing-2.90%
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 49.0x.
    • Analysts are expecting annual earnings growth of 15.0%, 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 32.3x.
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 roughly in line with its past earnings growth rate.
  • In contrast, the Security and Alarm Services industry is expected to see its earnings grow by 9.0% 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
CPRT CopartUS$31.616.8%
+US$1.9b		-33.3%PE18.8x
CLH Clean HarborsUS$321.983.9%
+US$632.4m		32.8%PE38.7x
TTEK Tetra TechUS$36.514.2%
+US$376.4m		2.5%PE21.4x
ACVA ACV AuctionsUS$8.2713.9%
+US$171.5m		-28.6%PS1.8x
BCO Brink'sUS$114.273.4%
+US$154.9m		3.3%PE26x

Latest News

CLH
US$321.98
Clean Harbors
7D
3.9%
1Y
32.8%
ROL
US$36.20
Rollins
7D
-2.8%
1Y
-36.6%
Seeking Alpha • Aug 14

Rollins: The Selloff Has Created A Compelling Opportunity

Summary Rollins is reiterated as a Buy, with valuation and margin of safety improving amid recent share price declines. Despite near-term consumer weakness and margin pressures, ROL maintains robust M&A activity and expects >6% organic growth with margin improvement in H2. ROL’s strong balance sheet and financial flexibility position it to capitalize on macro weakness and pursue accretive acquisitions. Risks persist from ongoing macro headwinds, but long-term compounding potential and intrinsic value above current levels support the Buy thesis. Read the full article on Seeking Alpha
OPLN
US$35.50
OPENLANE
7D
-4.7%
1Y
25.3%
ACVA
US$8.27
ACV Auctions
7D
13.9%
1Y
-28.6%
Narrative Update • Aug 12

ACVA: Takeover Hopes Will Struggle To Offset Slowing Auction Momentum

Analysts raised their fair value estimate for ACV Auctions to $6.00 from $5.60 as they weighed the latest mix of higher sale expectations in recent research against more cautious views on growth and profitability. Analyst Commentary Recent research on ACV Auctions shows a split tape.
MSA
US$189.13
MSA Safety
7D
-2.1%
1Y
11.0%
RBA
US$84.26
RB Global
7D
-10.2%
1Y
-27.0%
LQDT
US$43.47
Liquidity Services
7D
6.3%
1Y
68.5%
PBI
US$16.42
Pitney Bowes
7D
-3.2%
1Y
47.8%
Narrative Update • Aug 07

PBI: Postal Pricing And Review Outcomes Will Shape Balanced Future Returns

The updated analyst price target for Pitney Bowes rises from $15.00 to $17.30 as analysts factor in stronger recent earnings trends, slightly steadier revenue expectations, firmer profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Pitney Bowes shows a mix of optimism around earnings trends and guidance alongside several areas where analysts remain cautious.
WM
US$224.55
Waste Management
7D
-0.9%
1Y
0.2%
CPRT
US$31.61
Copart
7D
6.8%
1Y
-33.3%
Narrative Update • Aug 06

CPRT: Digital Scale And Buybacks Will Support Earnings Power Ahead

Analysts have trimmed their fair value estimate for Copart from $65 to $55. This reflects a slightly higher discount rate, more cautious assumptions on revenue growth and profit margins, and a lower future P/E multiple influenced by recent price target reductions and mixed views on the company’s competitive position and earnings outlook.
BCO
US$114.27
Brink's
7D
3.4%
1Y
3.3%
TTEK
US$36.51
Tetra Tech
7D
4.2%
1Y
2.5%
Analysis Article • Aug 05

Tetra Tech, Inc. Just Beat EPS By 6.3%: Here's What Analysts Think Will Happen Next

Tetra Tech, Inc. ( NASDAQ:TTEK ) investors will be delighted, with the company turning in some strong numbers with its...
CTAS
US$199.52
Cintas
7D
-1.6%
1Y
-6.9%
BRC
US$94.14
Brady
7D
-2.3%
1Y
29.2%
VLTO
US$97.68
Veralto
7D
0.6%
1Y
-8.4%
Analysis Article • Aug 03

Veralto Corporation (NYSE:VLTO) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for Veralto Corporation ( NYSE:VLTO ) shareholders, because the company has just released its...
OIO
US$1.95
OIO Group
7D
19.6%
1Y
-76.2%