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U.S. Commercial Services Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies156
  • 7D-3.0%
  • 3M-12.6%
  • 1Y-18.0%
  • YTD-7.1%

Over the last 7 days, the Commercial Services industry has dropped 3.0%, driven by Rollins declining 13%. Meanwhile, OPENLANE actually outperformed within the industry, gaining 7.9% in the last week. The industry has fallen 18% in the last 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
Wed, 03 Jun 2026US$423.9bUS$152.3bUS$13.2b21.4x32.2x2.8x
Fri, 01 May 2026US$448.8bUS$150.6bUS$13.2b22x34.1x3x
Sun, 29 Mar 2026US$432.2bUS$150.0bUS$12.9b22x33.4x2.9x
Tue, 24 Feb 2026US$472.1bUS$150.2bUS$12.9b24.6x36.6x3.1x
Thu, 22 Jan 2026US$471.1bUS$149.2bUS$12.3b26.6x38.3x3.2x
Sat, 20 Dec 2025US$462.0bUS$149.1bUS$12.3b22.9x37.5x3.1x
Mon, 17 Nov 2025US$450.2bUS$151.9bUS$12.3b23.9x36.5x3x
Wed, 15 Oct 2025US$482.5bUS$144.3bUS$12.2b27.4x39.6x3.3x
Fri, 12 Sep 2025US$486.0bUS$146.4bUS$11.8b25.9x41.3x3.3x
Sun, 10 Aug 2025US$510.0bUS$147.4bUS$11.8b28.1x43.3x3.5x
Tue, 08 Jul 2025US$504.8bUS$145.2bUS$11.2b26x45x3.5x
Thu, 05 Jun 2025US$520.8bUS$145.0bUS$11.3b25.1x46.1x3.6x
Sat, 03 May 2025US$512.7bUS$145.0bUS$11.1b27.7x46.3x3.5x
Mon, 31 Mar 2025US$495.1bUS$145.5bUS$10.9b32.3x45.3x3.4x
Wed, 26 Feb 2025US$502.4bUS$151.3bUS$11.2b29.4x44.8x3.3x
Fri, 24 Jan 2025US$494.8bUS$149.6bUS$11.6b31.8x42.8x3.3x
Sun, 22 Dec 2024US$479.6bUS$149.4bUS$11.6b31.6x41.4x3.2x
Tue, 19 Nov 2024US$502.0bUS$149.3bUS$11.8b28.7x42.7x3.4x
Thu, 17 Oct 2024US$500.8bUS$151.0bUS$10.4b26.6x48x3.3x
Sat, 14 Sep 2024US$488.1bUS$151.0bUS$10.3b26.5x47.4x3.2x
Mon, 12 Aug 2024US$473.1bUS$150.9bUS$10.5b26.7x45.3x3.1x
Wed, 10 Jul 2024US$468.1bUS$150.1bUS$9.9b25.4x47.2x3.1x
Fri, 07 Jun 2024US$457.0bUS$150.1bUS$9.8b25.8x46.5x3x
Sun, 05 May 2024US$451.9bUS$150.2bUS$10.0b27.1x45.2x3x
Tue, 02 Apr 2024US$463.8bUS$149.2bUS$9.5b28x48.6x3.1x
Thu, 29 Feb 2024US$439.4bUS$149.9bUS$9.4b27.2x46.7x2.9x
Sat, 27 Jan 2024US$413.6bUS$150.5bUS$9.8b25.8x42.2x2.7x
Mon, 25 Dec 2023US$410.6bUS$150.2bUS$9.8b27.4x42x2.7x
Wed, 22 Nov 2023US$389.5bUS$150.0bUS$9.6b25.8x40.5x2.6x
Fri, 20 Oct 2023US$363.3bUS$147.8bUS$10.2b24.9x35.6x2.5x
Sun, 17 Sep 2023US$356.2bUS$140.0bUS$9.2b27.5x38.8x2.5x
Tue, 15 Aug 2023US$357.0bUS$139.7bUS$9.1b24.8x39.1x2.6x
Thu, 13 Jul 2023US$362.3bUS$136.8bUS$9.0b26.8x40.4x2.6x
Sat, 10 Jun 2023US$350.8bUS$136.8bUS$7.1b27.2x49.4x2.6x
Price to Earnings Ratio

49.4x


Total Market Cap: US$350.8bTotal 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 42.4x202420252026
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 32.2x which is lower than its 3-year average PE of 42.4x.
  • 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 3.6% 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 Market1.58%
Industrials1.37%
Commercial Services-3.02%
Commercial Printing-0.48%
Diversified Support Services-0.49%
Office Services and Supplies-0.72%
Security and Alarm Services-2.08%
Environmental and Facilities Services-4.46%
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 53.1x.
    • Analysts are expecting annual earnings growth of 15.3%, 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 23% over the next 5 years.
  • This is better than its past earnings growth rate of 1.4% 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$173.311.3%
+US$888.2m		-23.8%PE35.9x
OPLN OPENLANEUS$38.247.0%
+US$263.8m		62.0%PS2x
PBI Pitney BowesUS$16.727.8%
+US$163.9m		63.9%PE13.5x
VSTS VestisUS$12.808.6%
+US$133.4m		100.3%PS0.6x
GEO GEO GroupUS$23.383.1%
+US$91.8m		-13.2%PE11.2x

Latest News

CPRT
US$30.86
Copart
7D
-7.2%
1Y
-39.5%
ROL
US$45.04
Rollins
7D
-15.3%
1Y
-22.8%
MSA
US$163.27
MSA Safety
7D
-5.7%
1Y
-1.2%
PBI
US$16.72
Pitney Bowes
7D
7.8%
1Y
63.9%
WCN
US$149.09
Waste Connections
7D
-3.0%
1Y
-22.9%
Narrative Update • Jun 01

WCN: Future Returns Will Depend On Premium P/E And Quality EBITDA Profile

The analyst price target for Waste Connections has moved from $199.16 to $204.32 as analysts cite updated assumptions around slightly higher revenue growth, a modestly lower discount rate, and a slightly higher future P/E multiple, supported by a series of recent target increases across the Street. Analyst Commentary Bullish Takeaways Bullish analysts are lifting targets by increments of US$2 to US$15, which signals higher assumed value on the company’s ability to execute on its current business model.
VLTO
US$82.43
Veralto
7D
-4.2%
1Y
-17.9%
Narrative Update • May 29

VLTO: Share Repurchases And Mixed Research Views Will Support Future Upside

Analysts have slightly trimmed their average fair value estimate for Veralto to about $108.06. The change reflects a recent mix of modest price target increases and cuts, while still factoring in steady assumptions for revenue growth, profit margins, and future P/E.
CTAS
US$173.31
Cintas
7D
1.3%
1Y
-23.8%
Seeking Alpha • May 29

The Market Is Ignoring Cintas, And I Love It (Rating Upgrade)

Summary Cintas Corporation is a high-quality, wide-moat market leader in uniform and facility services, now trading at a fair valuation after a 24% drawdown. The planned UniFirst acquisition will boost CTAS's North American market share to ~50%, unlocking $375M in expected synergies over four years. CTAS continues to deliver exceptional margins (Q3 2026 gross margin: 51%), robust FCF, and strong capital returns, supporting 45 consecutive years of dividend growth. I am upgrading CTAS to a Buy, confident in its long-term outperformance and resilience, especially for multi-decade investors seeking durable value. Read the full article on Seeking Alpha
WM
US$211.93
Waste Management
7D
-1.6%
1Y
-11.8%
GEO
US$23.38
GEO Group
7D
3.1%
1Y
-13.2%
Narrative Update • May 28

GEO: ICE Detention Demand And Political Scrutiny Will Support Future Upside

Analysts have adjusted their price target for GEO Group to $29.50, with the change primarily reflecting minor updates to the discount rate and expected future P/E, rather than any major shift in the underlying fair value assumptions. What's in the News The House Oversight Committee opened an inquiry into Corey Lewandowski that mentions GEO Group in related reporting (NBC News).
RSG
US$201.67
Republic Services
7D
-2.6%
1Y
-21.4%
CLH
US$275.99
Clean Harbors
7D
-3.7%
1Y
21.8%
ACVA
US$6.32
ACV Auctions
7D
5.9%
1Y
-61.3%
Narrative Update • May 19

ACVA: Digital Wholesale Shift And Share Repurchases Should Support Future Upside

ACV Auctions' updated fair value estimate moves from $10.71 to $9.22 as analysts trim revenue growth and margin assumptions. Recent price target revisions, ranging from $7 to $16, reflect differing views on the timing and visibility of EBITDA recovery and the impact of ongoing investments.
OPLN
US$38.24
OPENLANE
7D
7.0%
1Y
62.0%
VSTS
US$12.80
Vestis
7D
8.6%
1Y
100.3%
Narrative Update • May 16

VSTS: Turnaround Progress And Q4 Organic Inflection Are Expected To Support Confidence

Analysts have lifted the central price target for Vestis to $14 from $10, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and forward P/E. These revisions align with a recent wave of higher Street price targets and an upgrade following the latest earnings and FY26 EBITDA outlook.
OIO
US$2.01
OIO Group
7D
10.4%
1Y
-72.1%
ROMA
US$7.62
Roma Green Finance
7D
10.4%
1Y
123.5%
Analysis Article • Apr 08

We're Not Very Worried About Roma Green Finance's (NASDAQ:ROMA) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...