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

U.S. Commercial Services Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies155
  • 7D0.6%
  • 3M-6.1%
  • 1Y-14.6%
  • YTD-4.4%

In the last week, Commercial Services has been flat. Unfortunately though, the industry is down 15% over the past 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
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
Sat, 22 Jul 2023US$370.1bUS$136.9bUS$9.0b26.7x41.1x2.7x
Mon, 19 Jun 2023US$356.0bUS$136.8bUS$7.1b25.7x50.1x2.6x
Price to Earnings Ratio

50.1x


Total Market Cap: US$356.0bTotal 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 33.3x 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 Market-2.36%
Industrials-0.96%
Commercial Services0.60%
Security and Alarm Services8.38%
Office Services and Supplies2.37%
Diversified Support Services1.22%
Environmental and Facilities Services0.086%
Commercial Printing-5.65%
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 51.9x.
    • Analysts are expecting annual earnings growth of 15.2%, 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 32.7x.
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
CTAS CintasUS$181.881.1%
+US$768.2m		-18.6%PE37.7x
GEO GEO GroupUS$28.6213.8%
+US$455.1m		7.9%PE13.7x
CWST Casella Waste SystemsUS$89.767.3%
+US$388.7m		-24.2%PE799.4x
WCN Waste ConnectionsUS$155.471.0%
+US$386.2m		-18.8%PE37.5x
CXW CoreCivicUS$26.8516.4%
+US$374.8m		25.0%PE20.5x

Latest News

TTEK
US$27.92
Tetra Tech
7D
-0.2%
1Y
-23.0%
WCN
US$155.47
Waste Connections
7D
1.0%
1Y
-18.8%
CMPR
US$90.51
Cimpress
7D
-6.7%
1Y
99.8%
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.
BRC
US$81.17
Brady
7D
-8.9%
1Y
16.8%
ONT
US$17.05
Onterris
7D
-2.5%
1Y
-27.3%
GEO
US$28.62
GEO Group
7D
13.8%
1Y
7.9%
ABM
US$46.16
ABM Industries
7D
15.7%
1Y
-0.3%
CXW
US$26.85
CoreCivic
7D
16.4%
1Y
25.0%
WM
US$218.79
Waste Management
7D
-0.1%
1Y
-7.7%
CTAS
US$181.88
Cintas
7D
1.1%
1Y
-18.6%
Narrative Update • Jun 06

CTAS: UniFirst Synergies And Raised Guidance Are Expected To Support Upside

Analysts have trimmed their average price target for Cintas by a few dollars to reflect recent downward revisions from several firms, even as some highlight potential earnings benefits from the UniFirst deal over time. Analyst Commentary Bullish Takeaways Bullish analysts point to the UniFirst acquisition as a key potential earnings driver, expecting cost and revenue synergies to add several percentage points to growth over the coming four years.
ROL
US$47.05
Rollins
7D
1.2%
1Y
-17.9%
Narrative Update • Jun 05

ROL: Acquisition Track Record And CFO Transition Will Support Future Upside

Analysts trimmed their price expectations for Rollins, with the target easing by about $1 in light of reduced confidence in the company's margin improvement path following the recent CFO change and mixed views on the achievability of prior incremental EBITDA goals. Analyst Commentary Recent research on Rollins shows a split view, with some analysts focusing on execution risks around profitability targets and leadership changes, while others see support for the stock from prior target increases and neutral initiations.
VLTO
US$82.64
Veralto
7D
-2.5%
1Y
-16.3%
CPRT
US$31.06
Copart
7D
0.9%
1Y
-37.9%
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.
MSA
US$159.49
MSA Safety
7D
-1.3%
1Y
-3.2%
Narrative Update • Jun 03

MSA: Connected Fire Safety And Capital Returns Will Drive Future Compounding

Analysts have trimmed their average price targets on MSA Safety by a combined $39, citing updated views reflected in recent $29 and $10 target reductions. This reinforces a more measured stance around the stock's current valuation and growth assumptions.
CWST
US$89.76
Casella Waste Systems
7D
7.3%
1Y
-24.2%
Narrative Update • Jun 01

CWST: Pricing Power And RNG Projects Will Shape Future Upside Potential

Narrative Update: Casella Waste Systems The updated analyst price target for Casella Waste Systems holds steady at $112, reflecting analysts' views that the company's pricing algorithm and potential for sustained EBITDA growth support the current fair value. Some firms have recently adjusted individual targets, such as UBS moving from $140 to $130, while others, including Goldman Sachs and Barclays, have maintained positive ratings.
BEEP
US$1.78
Mobile Infrastructure
7D
-16.4%
1Y
-53.5%