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U.S. Commercial Services Industry Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies159
  • 7D1.5%
  • 3M0.4%
  • 1Y-10.2%
  • YTD-0.7%

In the last week, the Commercial Services industry is up 1.5%, with Cintas up 5.5%. In the past year, the industry is down 10%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the U.S. Commercial Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Jul 2026US$452.8bUS$151.9bUS$13.3b20.7x33.9x3x
Mon, 01 Jun 2026US$423.9bUS$152.3bUS$13.2b21.4x32.2x2.8x
Wed, 29 Apr 2026US$445.5bUS$150.4bUS$13.0b22.4x34.4x3x
Fri, 27 Mar 2026US$442.5bUS$150.0bUS$12.9b22.6x34.2x2.9x
Sun, 22 Feb 2026US$472.1bUS$150.2bUS$12.9b24.8x36.6x3.1x
Tue, 20 Jan 2026US$475.0bUS$149.2bUS$12.3b26x38.6x3.2x
Thu, 18 Dec 2025US$461.6bUS$148.8bUS$12.2b24.4x37.7x3.1x
Sat, 15 Nov 2025US$447.2bUS$150.6bUS$12.4b25.6x36.2x3x
Mon, 13 Oct 2025US$483.9bUS$144.3bUS$12.2b27.2x39.7x3.4x
Wed, 10 Sep 2025US$487.5bUS$146.4bUS$11.8b25.7x41.4x3.3x
Fri, 08 Aug 2025US$508.8bUS$147.4bUS$11.7b29.3x43.6x3.5x
Sun, 06 Jul 2025US$504.8bUS$145.2bUS$11.2b26.7x45x3.5x
Tue, 03 Jun 2025US$521.7bUS$145.0bUS$11.3b24.6x46.2x3.6x
Thu, 01 May 2025US$511.8bUS$146.8bUS$10.9b27.2x46.8x3.5x
Sat, 29 Mar 2025US$500.6bUS$145.5bUS$10.9b31.2x45.7x3.4x
Mon, 24 Feb 2025US$501.0bUS$151.3bUS$11.6b29.2x43.3x3.3x
Wed, 22 Jan 2025US$494.2bUS$149.6bUS$11.6b33.3x42.7x3.3x
Fri, 20 Dec 2024US$486.6bUS$149.2bUS$11.5b31.1x42.2x3.3x
Sun, 17 Nov 2024US$501.9bUS$149.3bUS$11.8b29.2x42.7x3.4x
Tue, 15 Oct 2024US$497.5bUS$151.0bUS$10.4b25.9x47.7x3.3x
Thu, 12 Sep 2024US$485.5bUS$151.0bUS$10.3b25.7x47.1x3.2x
Sat, 10 Aug 2024US$472.2bUS$150.8bUS$10.4b28.3x45.2x3.1x
Mon, 08 Jul 2024US$467.1bUS$150.1bUS$9.9b26.3x47.1x3.1x
Wed, 05 Jun 2024US$450.1bUS$150.1bUS$9.8b26.4x45.8x3x
Fri, 03 May 2024US$447.9bUS$150.3bUS$10.0b27.4x44.8x3x
Sun, 31 Mar 2024US$463.8bUS$149.2bUS$9.5b28.9x48.6x3.1x
Tue, 27 Feb 2024US$439.3bUS$148.7bUS$9.3b28.4x47.4x3x
Thu, 25 Jan 2024US$416.3bUS$150.3bUS$9.8b26.4x42.6x2.8x
Sat, 23 Dec 2023US$410.5bUS$150.2bUS$9.8b26.4x42x2.7x
Mon, 20 Nov 2023US$389.5bUS$150.0bUS$9.6b25.6x40.5x2.6x
Wed, 18 Oct 2023US$375.9bUS$147.8bUS$10.2b25.1x36.8x2.5x
Fri, 15 Sep 2023US$355.8bUS$139.9bUS$9.1b26.1x39.2x2.5x
Sun, 13 Aug 2023US$355.4bUS$139.6bUS$8.9b24x40.1x2.5x
Tue, 11 Jul 2023US$362.0bUS$136.8bUS$9.0b26.3x40.4x2.6x
Price to Earnings Ratio

40.4x


Total Market Cap: US$362.0bTotal Earnings: US$9.0bTotal Revenue: US$136.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 41.9x202420252026
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 33.9x which is lower than its 3-year average PE of 41.9x.
  • 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 14% per year over the last three years.
  • Revenues for these companies have grown 3.5% 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 Market1.63%
Industrials-0.14%
Commercial Services1.49%
Security and Alarm Services3.47%
Diversified Support Services2.05%
Office Services and Supplies1.90%
Commercial Printing1.35%
Environmental and Facilities Services1.13%
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 49.4x.
    • Analysts are expecting annual earnings growth of 15.9%, 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 23% over the next 5 years.
  • This is better than its past earnings growth rate of 12% 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$181.375.5%
+US$3.8b		-17.3%PE37.6x
WM Waste ManagementUS$230.402.2%
+US$2.0b		1.5%PE33.1x
VLTO VeraltoUS$92.553.1%
+US$690.1m		-10.8%PE23.5x
BCO Brink'sUS$101.507.9%
+US$305.1m		7.5%PE23.1x
RSG Republic ServicesUS$217.340.4%
+US$292.3m		-9.9%PE30.8x

Latest News

RSG
US$217.34
Republic Services
7D
0.4%
1Y
-9.9%
Seeking Alpha • Jul 03

Republic Services: It's A Garbage Company, Literally, And I Love It

Summary Republic Services is a proven compounder with high barriers to entry, stable fundamentals, and strong pricing power in the essential waste management industry. I rate RSG a Buy, expecting an 8% forward shareholder return, supported by robust margins, decade-high ROIC, and consistent earnings growth. RSG’s defensive, non-discretionary business model offers portfolio balance, low volatility, and resilience against economic cycles and AI-driven market regimes. Valuation is slightly above historical averages, but improved operating metrics, reliable cash flow, and a 22-year dividend growth streak justify continued confidence. Read the full article on Seeking Alpha
CTAS
US$181.37
Cintas
7D
5.5%
1Y
-17.3%
CWST
US$97.49
Casella Waste Systems
7D
3.3%
1Y
-14.0%
CPRT
US$30.01
Copart
7D
-1.8%
1Y
-39.2%
Seeking Alpha • Jul 01

Copart: Historically Cheap Following CEO 'Reverse Transition'

Summary Copart announces Jay Adair's return as CEO amid investor concerns over slowing growth. CPRT's moat remains strong, with dominant US and growing international salvage yard and auction operations, supported by a fortress balance sheet and high ROE. Buybacks have begun in earnest, with $1.6B repurchased in six months, but strategic direction—buybacks, dividends, or acquisitions—remains a key focus. Valuation hinges on growth resumption; if growth returns, a 60% upside is possible, while downside risk appears limited by cash flow and conservative management. Read the full article on Seeking Alpha
PBI
US$16.82
Pitney Bowes
7D
-7.2%
1Y
46.5%
WCN
US$168.82
Waste Connections
7D
0.5%
1Y
-6.6%
BCO
US$101.50
Brink's
7D
7.9%
1Y
7.5%
Seeking Alpha • Jun 30

Brink's Company: Institutional Selloffs, A Gift For Retail - Buying The Accretive Merger

Summary Brink's Company is rated a Strong Buy after a 30% selloff driven by institutional ideology, not business deterioration. The NCR Atleos acquisition is highly accretive, with modeled upside of 70–110% over 1–2 years if the merger closes. Should the merger fail, BCO offers a rapid 35% upside as institutions could re-enter, restoring pre-merger valuations. Key catalysts are the June 30 shareholder vote and deleveraging to 2–3x net debt/EBITDA, both likely to trigger institutional inflows. Read the full article on Seeking Alpha
RBA
US$112.81
RB Global
7D
-2.2%
1Y
6.8%
Narrative Update • Jun 30

RBA: Strong Q1 And AI Hype Will Mask Overvaluation Risk

Analysts have nudged their price target for RB Global up from $100.93 to $103.00 as small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions collectively support a slightly higher valuation. What’s in the News for RB Global RB Global reported Q1 revenue that was 11.4% higher year over year and 6.9% above analyst expectations, with earnings per share also ahead of estimates, according to recent earnings coverage.
TTEK
US$29.90
Tetra Tech
7D
2.2%
1Y
-18.3%
VLTO
US$92.55
Veralto
7D
3.1%
1Y
-10.8%
WM
US$230.40
Waste Management
7D
2.2%
1Y
1.5%
LQDT
US$38.36
Liquidity Services
7D
-1.9%
1Y
58.4%
CVEO
US$30.00
Civeo
7D
-11.3%
1Y
25.5%
Narrative Update • Jun 26

CVEO: Share Buybacks And Higher Margin Outlook Will Shape 2026 Performance

Analysts have raised their price target for Civeo from $28.00 to $35.50 as they incorporate updated assumptions regarding discount rates, profit margins and a revised future P/E multiple. What’s in the News for Civeo Civeo reported that, from January 1, 2026 to March 31, 2026, it repurchased 511,000 shares for $14.34 million, representing 4.47% of its shares under the current buyback program.
ABM
US$44.27
ABM Industries
7D
-2.6%
1Y
-7.6%
CLH
US$291.20
Clean Harbors
7D
-3.5%
1Y
24.4%
Analysis Article • Jun 18

Clean Harbors (CLH) Stock Could Be 11.8% Undervalued After Earnings Estimate Upgrade

Clean Harbors (CLH) is back on investors’ radar after a rank upgrade tied to a 5.2% rise in its full year earnings estimate, along with performance that has outpaced its sector and industry. See our latest analysis for Clean Harbors. Despite a recent pullback that left the 1 month share price return down 4.8% and the latest share price at $287.25, Clean Harbors still carries strong momentum when looking at its 1 year total shareholder return of 26.9% and 5 year total shareholder return of...
OPLN
US$40.60
OPENLANE
7D
-5.4%
1Y
57.4%
Narrative Update • Jun 17

OPLN: Estimate Upside And 2026 Guidance Will Drive Balanced Stock Outlook

Analysts have nudged their fair value estimate for OPENLANE to about $39.56 per share from $39, reflecting a series of higher price targets and rating upgrades that cite what they view as strong execution, capacity for longer-term expansion, and potential upside to earnings estimates. Analyst Commentary Recent Street research on OPENLANE centers on the view that the company is executing well in a mixed macro backdrop, with several firms adjusting ratings and price targets to reflect what they see as stronger fundamentals and earnings potential.