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U.S. Commercial Services Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies155
  • 7D1.1%
  • 3M-6.8%
  • 1Y-14.2%
  • YTD-5.3%

Over the last 7 days, the Commercial Services industry has risen 1.9%, driven by gains in RB Global and Republic Services of 5.6% and 1.5%, respectively. However, the industry is down 14% over the past year. 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
Tue, 16 Jun 2026US$434.9bUS$152.5bUS$13.2b21.6x33x2.9x
Thu, 14 May 2026US$431.4bUS$152.2bUS$13.3b21.7x32.4x2.8x
Sat, 11 Apr 2026US$449.8bUS$150.1bUS$13.0b23.2x34.7x3x
Mon, 09 Mar 2026US$482.4bUS$150.6bUS$12.9b24.6x37.5x3.2x
Wed, 04 Feb 2026US$474.3bUS$149.4bUS$12.6b26.3x37.8x3.2x
Fri, 02 Jan 2026US$459.4bUS$149.1bUS$12.3b24.4x37.3x3.1x
Sun, 30 Nov 2025US$460.6bUS$151.9bUS$12.4b22.6x37.3x3x
Tue, 28 Oct 2025US$512.6bUS$144.4bUS$12.2b26.7x42.1x3.5x
Thu, 25 Sep 2025US$479.7bUS$146.5bUS$11.8b26.5x40.7x3.3x
Sat, 23 Aug 2025US$506.0bUS$147.4bUS$11.7b30.3x43.1x3.4x
Mon, 21 Jul 2025US$501.3bUS$145.4bUS$11.3b26.9x44.5x3.4x
Wed, 18 Jun 2025US$507.9bUS$145.1bUS$11.3b25.5x45x3.5x
Fri, 16 May 2025US$510.3bUS$145.4bUS$11.0b25.5x46.5x3.5x
Sun, 13 Apr 2025US$501.5bUS$145.5bUS$10.9b26.8x45.8x3.4x
Tue, 11 Mar 2025US$494.2bUS$146.4bUS$11.0b29.8x44.8x3.4x
Thu, 06 Feb 2025US$497.3bUS$150.1bUS$11.6b32.9x42.9x3.3x
Sat, 04 Jan 2025US$469.7bUS$149.5bUS$11.6b31.1x40.6x3.1x
Mon, 02 Dec 2024US$528.7bUS$149.1bUS$11.6b33.2x45.5x3.5x
Wed, 30 Oct 2024US$488.1bUS$151.8bUS$10.6b26.1x45.8x3.2x
Fri, 27 Sep 2024US$491.2bUS$151.0bUS$10.4b27.1x47.1x3.3x
Sun, 25 Aug 2024US$491.5bUS$150.9bUS$10.4b30x47.2x3.3x
Tue, 23 Jul 2024US$482.4bUS$150.2bUS$10.0b27.1x48.3x3.2x
Thu, 20 Jun 2024US$465.9bUS$150.1bUS$9.8b26.1x47.4x3.1x
Sat, 18 May 2024US$459.7bUS$149.3bUS$10.2b28.4x45.2x3.1x
Mon, 15 Apr 2024US$450.1bUS$149.1bUS$9.5b26.8x47.3x3x
Wed, 13 Mar 2024US$444.5bUS$149.1bUS$9.5b27.1x47x3x
Fri, 09 Feb 2024US$417.9bUS$147.1bUS$9.4b26.8x44.7x2.8x
Sun, 07 Jan 2024US$401.3bUS$150.3bUS$9.8b25.3x41x2.7x
Tue, 05 Dec 2023US$399.0bUS$150.1bUS$9.7b26.4x41.3x2.7x
Thu, 02 Nov 2023US$364.6bUS$148.6bUS$9.4b25.1x38.8x2.5x
Sat, 30 Sep 2023US$344.7bUS$140.0bUS$9.2b24.9x37.5x2.5x
Mon, 28 Aug 2023US$350.9bUS$139.7bUS$9.1b24x38.7x2.5x
Wed, 26 Jul 2023US$370.1bUS$136.9bUS$9.0b26.5x41.1x2.7x
Fri, 23 Jun 2023US$357.1bUS$136.8bUS$7.1b25.2x50.1x2.6x
Price to Earnings Ratio

50.1x


Total Market Cap: US$357.1bTotal Earnings: US$7.1bTotal Revenue: US$136.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 42.2x202420252026
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 33.0x which is lower than its 3-year average PE of 42.2x.
  • 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 Market2.20%
Industrials2.53%
Commercial Services1.14%
Commercial Printing7.72%
Security and Alarm Services4.88%
Office Services and Supplies2.97%
Diversified Support Services1.18%
Environmental and Facilities Services0.76%
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 51.5x.
    • Analysts are expecting annual earnings growth of 15.4%, 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
RBA RB GlobalUS$110.415.6%
+US$1.1b		3.5%PE50.9x
RSG Republic ServicesUS$208.091.5%
+US$972.2m		-16.3%PE29.5x
CTAS CintasUS$174.740.6%
+US$438.1m		-21.5%PE36.2x
BRC BradyUS$84.5712.3%
+US$437.7m		24.7%PE19.1x
WCN Waste ConnectionsUS$154.980.8%
+US$322.7m		-17.2%PE37.3x

Latest News

BRC
US$84.57
Brady
7D
12.3%
1Y
24.7%
CTAS
US$174.74
Cintas
7D
0.6%
1Y
-21.5%
VLTO
US$82.68
Veralto
7D
-2.6%
1Y
-15.4%
Narrative Update • Jun 12

VLTO: Share Repurchases And Infrastructure Exposure Will Support Future Upside

Narrative Update: Veralto The updated analyst price target for Veralto reflects a modest revision, with recent $1 to $8 price target changes in both directions as analysts reassess the stock using largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Veralto shows a mix of higher and lower price targets, with analysts focusing on how the stock is pricing in its execution, growth profile, and risk level rather than changing their underlying frameworks.
CXW
US$27.77
CoreCivic
7D
12.3%
1Y
34.0%
WCN
US$154.98
Waste Connections
7D
0.8%
1Y
-17.2%
CMPR
US$83.33
Cimpress
7D
-10.7%
1Y
85.5%
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.
WM
US$216.94
Waste Management
7D
0.4%
1Y
-7.6%
CLH
US$284.03
Clean Harbors
7D
2.0%
1Y
25.3%
Narrative Update • Jun 07

CLH: 2026 Earnings Guidance Will Support A Higher Future Share Price

Analysts have nudged their Clean Harbors price target slightly higher to about $326, reflecting updated assumptions for modestly stronger revenue growth, a slightly higher profit margin, a marginally lower discount rate, and a minor adjustment to future P/E expectations. What's in the News Clean Harbors issued earnings guidance for the year ending December 31, 2026, projecting GAAP net income in a range of $421 million to $472 million.
BCO
US$100.55
Brink's
7D
-0.8%
1Y
17.1%
Narrative Update • Jun 06

BCO: Record Free Cash Flow Will Support Future Cash And Digital Service Mix

Analysts have kept Brink's fair value estimate steady at $153, with only small technical adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions guiding the refreshed price target narrative. What's in the News Brink's reported Q1 revenue growth of 10.3% year on year, supported by demand in its higher margin AMS, DRS, and global services segments.
CPRT
US$30.30
Copart
7D
-1.8%
1Y
-37.4%
Narrative Update • Jun 04

CPRT: International Expansion And Cash-Funded Buybacks Will Support Future Upside

Analysts have trimmed their price target on Copart to $45 from $47, citing refreshed assumptions that include a fair value estimate of $41.44, updated views on revenue growth and profit margin, and expectations for ongoing international momentum supported by a strong cash position. What's in the News Q3 2026 results: Copart reported consolidated revenue of US$1.24b, up 2.1% year over year, and earnings per share of US$0.43, which was US$0.02 above consensus estimates.
RSG
US$208.09
Republic Services
7D
1.5%
1Y
-16.3%
Narrative Update • Jun 04

RSG: Electric Fleets And AI Recycling Investments Will Support Future Upside

Analysts have maintained their price target for Republic Services at $243.58, citing only minimal shifts in the discount rate, revenue growth expectations, profit margin assumptions, and future P/E estimates that do not materially change their overall valuation view. What's in the News Q1 2026 results: Republic Services reported revenue of US$4.11b, up 2.6% year over year, adjusted EPS of US$1.70 that was 3.8% above consensus, and adjusted EBITDA margin of 32.1%, a 50 basis point expansion, supported by pricing, cost management and fuel recovery fees, despite lower volumes, commodity pressure and severe weather impacts.
RBA
US$110.41
RB Global
7D
5.6%
1Y
3.5%
Narrative Update • Jun 01

RBA: Share Repurchase And Acquisitions Will Support Future Shareholder Value

Analysts have raised their price target on RB Global by $4 to $150, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of this adjustment. What's in the News RB Global completed the acquisition of Big Iron Auction Company on May 18, 2026, expanding its presence in the U.S. agriculture market and adding agricultural equipment, real estate and rural asset capabilities to its marketplace offering.
LNZA
US$5.88
LanzaTech Global
7D
-19.0%
1Y
-80.5%
CVEO
US$33.31
Civeo
7D
-2.7%
1Y
48.9%
Seeking Alpha • May 21

Civeo: The Canadian FID Cohort As A Catalyst

Summary Civeo Corporation is positioned to benefit from a $1.5B Canadian project pipeline, with catalysts tied to LNG infrastructure FIDs in 2026. Q1 2026 results showed 20% YoY revenue growth and 78% YoY adjusted EBITDA growth, prompting a raised sales guidance floor to $675M. Scenario analysis suggests a 9–15% EBITDA uplift if key Canadian contracts are secured, supporting a Buy rating and potential valuation re-rating. CVEO's risks include FID delays beyond 2027, but options market activity and buyback expansion reinforce a constructive near-term outlook. Read the full article on Seeking Alpha
CITR
US$5.96
CitroTech
7D
-9.8%
1Y
-47.2%
ANPA
US$5.38
Rich Sparkle Holdings
7D
-10.6%
1Y
n/a