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U.S. Commercial Services Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies162
  • 7D-0.2%
  • 3M7.2%
  • 1Y-9.1%
  • YTD0.4%

Last week, the Commercial Services industry hasn't moved much but Republic Services is up 3.6% in that time. As for the longer term, the industry has declined 9.9% in the last year. 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
Wed, 12 Aug 2026US$456.2bUS$154.6bUS$13.7b19.3x33.3x3x
Fri, 10 Jul 2026US$454.0bUS$151.9bUS$13.3b20.5x34x3x
Sun, 07 Jun 2026US$434.7bUS$152.5bUS$13.2b20.6x33x2.9x
Tue, 05 May 2026US$446.0bUS$150.6bUS$13.2b21.5x33.8x3x
Thu, 02 Apr 2026US$441.6bUS$150.1bUS$12.9b22x34.1x2.9x
Sat, 28 Feb 2026US$470.9bUS$145.3bUS$12.7b25.7x37.1x3.2x
Mon, 26 Jan 2026US$479.7bUS$149.2bUS$12.3b26.2x39x3.2x
Wed, 24 Dec 2025US$464.2bUS$149.1bUS$12.3b24x37.7x3.1x
Fri, 21 Nov 2025US$455.3bUS$151.9bUS$12.3b22x37x3x
Sun, 19 Oct 2025US$479.7bUS$144.3bUS$12.2b26.7x39.3x3.3x
Tue, 16 Sep 2025US$488.3bUS$146.4bUS$11.8b25.6x41.4x3.3x
Thu, 14 Aug 2025US$509.8bUS$147.4bUS$11.8b30.7x43.3x3.5x
Sat, 12 Jul 2025US$500.2bUS$145.2bUS$11.2b29x44.6x3.4x
Mon, 09 Jun 2025US$516.2bUS$145.1bUS$11.3b25.4x45.7x3.6x
Wed, 07 May 2025US$517.3bUS$145.1bUS$11.1b27.9x46.7x3.6x
Fri, 04 Apr 2025US$506.8bUS$145.5bUS$11.0b30.1x46.3x3.5x
Sun, 02 Mar 2025US$502.6bUS$146.3bUS$11.0b29.7x45.5x3.4x
Tue, 28 Jan 2025US$491.0bUS$149.6bUS$11.6b31.8x42.4x3.3x
Thu, 26 Dec 2024US$480.8bUS$149.4bUS$11.6b31.4x41.5x3.2x
Sat, 23 Nov 2024US$512.2bUS$149.4bUS$11.6b32.3x44.1x3.4x
Mon, 21 Oct 2024US$501.3bUS$151.0bUS$10.4b27.8x48.1x3.3x
Wed, 18 Sep 2024US$490.1bUS$151.0bUS$10.3b26.9x47.6x3.2x
Fri, 16 Aug 2024US$477.1bUS$150.9bUS$10.4b28.4x45.8x3.2x
Sun, 14 Jul 2024US$476.3bUS$150.1bUS$9.9b28x48x3.2x
Tue, 11 Jun 2024US$454.2bUS$150.1bUS$9.8b25.3x46.3x3x
Thu, 09 May 2024US$459.0bUS$150.3bUS$10.0b27.7x45.7x3.1x
Sat, 06 Apr 2024US$451.7bUS$149.2bUS$9.5b27.7x47.3x3x
Mon, 04 Mar 2024US$440.0bUS$149.2bUS$9.4b26.3x46.7x2.9x
Wed, 31 Jan 2024US$417.5bUS$151.2bUS$9.8b26.2x42.6x2.8x
Fri, 29 Dec 2023US$413.8bUS$150.2bUS$9.8b26.4x42.3x2.8x
Sun, 26 Nov 2023US$393.1bUS$150.0bUS$9.6b25.4x41x2.6x
Tue, 24 Oct 2023US$360.4bUS$147.9bUS$10.2b24.2x35.3x2.4x
Thu, 21 Sep 2023US$355.8bUS$140.0bUS$9.2b26.7x38.8x2.5x
Sat, 19 Aug 2023US$348.5bUS$139.7bUS$9.1b25.1x38.3x2.5x
Price to Earnings Ratio

38.3x


Total Market Cap: US$348.5bTotal 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 41.7x202420252026
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 33.5x which is lower than its 3-year average PE of 41.7x.
  • 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 Market0.091%
Industrials-0.25%
Commercial Services-0.23%
Security and Alarm Services2.14%
Office Services and Supplies1.91%
Environmental and Facilities Services1.03%
Diversified Support Services-2.84%
Commercial Printing-4.44%
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 15.3%, 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 32.3x.
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
RSG Republic ServicesUS$215.083.6%
+US$2.0b		-7.9%PE30.1x
CTAS CintasUS$205.280.8%
+US$652.3m		-8.1%PE41.2x
WM Waste ManagementUS$226.850.7%
+US$639.5m		-2.6%PE31.8x
CXW CoreCivicUS$33.9212.5%
+US$373.0m		63.9%PE26.2x
VLTO VeraltoUS$97.971.6%
+US$370.6m		-10.0%PE24.2x

Latest News

CXW
US$33.92
CoreCivic
7D
12.5%
1Y
63.9%
RBA
US$89.63
RB Global
7D
-19.3%
1Y
-23.1%
TILE
US$38.54
Interface
7D
11.4%
1Y
47.8%
Narrative Update • Aug 10

TILE: Q2 Beat And 2026 Outlook Will Test Margin Expansion Story

Analysts have raised the price target on Interface to $41 from $36, citing recent Q2 outperformance, a higher 2026 outlook, expectations for growth with expanding margins, and what they view as an attractive P/E multiple relative to their revised assumptions. Analyst Commentary on Interface Recent research on Interface points to a broadly constructive stance, with price targets raised following the Q2 beat and an updated 2026 outlook.
RSG
US$215.08
Republic Services
7D
3.6%
1Y
-7.9%
Seeking Alpha • Aug 08

Republic Services: A Good Quarter And More Attractive Valuation

Summary Republic Services is rated Buy, trading at a ~10% discount with an 11.3% expected CAGR over 3-5 years. Q2 2026 saw revenue and EPS beat expectations, driven by core pricing strength and steady customer retention. Management raised 2026 guidance and continues aggressive M&A, while AI initiatives are enhancing pricing and routing. Dividend growth remains robust with a 7% increase, reinforcing RSG’s appeal for long-term, income-focused investors. Read the full article on Seeking Alpha
WCN
US$166.85
Waste Connections
7D
0.8%
1Y
-11.0%
Narrative Update • Aug 08

WCN: Earnings Resilience Lawsuit Overhang And Cash Generation Will Shape Fairly Valued Shares

Analysts have raised the central fair value estimate for Waste Connections from $162.00 to about $170.89. This reflects updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples following recent price target increases across the Street.
CMPR
US$95.38
Cimpress
7D
-7.2%
1Y
63.3%
LQDT
US$41.78
Liquidity Services
7D
9.3%
1Y
67.2%
BV
US$11.30
BrightView Holdings
7D
-13.9%
1Y
-25.4%
PBI
US$16.54
Pitney Bowes
7D
-10.1%
1Y
43.3%
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.
OPLN
US$36.50
OPENLANE
7D
-8.9%
1Y
27.4%
Analysis Article • Aug 07

OPENLANE, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

OPENLANE, Inc. ( NYSE:OPLN ) investors will be delighted, with the company turning in some strong numbers with its...
ONT
US$16.41
Onterris
7D
-28.2%
1Y
-39.9%
Narrative Update • Aug 06

ONT: Board Review Will Unlock Future Upside For Environmental Services

Analysts have revised their price target on Onterris to $24.17 from $27.33, citing updated assumptions on revenue growth, profit margin potential, discount rate and future P/E levels. What’s in the News for Onterris On August 5, 2026, Onterris announced a Board led review of its business, portfolio, capital allocation, long range plan and potential corporate actions, including possible acquisition interest in the company and other transactions, with no set timetable and no assurance of any specific outcome.
WM
US$226.85
Waste Management
7D
0.7%
1Y
-2.6%
BCO
US$113.91
Brink's
7D
-3.4%
1Y
4.6%
CTAS
US$205.28
Cintas
7D
0.8%
1Y
-8.1%
ROL
US$37.01
Rollins
7D
-2.1%
1Y
-36.1%
Narrative Update • Aug 04

ROL: Residential Weakness And Leadership Turmoil Will Test Premium P/E Resilience

Rollins' analyst fair value estimate has moved from $46.00 to $32.00 as analysts factor in lower price targets, softer recent quarters, reduced revenue growth and margin assumptions, and a reset to the future P/E multiple following weaker Q2 results and increased uncertainty around residential trends and management transitions. Analyst Commentary Recent Street research on Rollins points to a more cautious stance as Q2 results, residential softness, and leadership changes filter through analyst models.
VLTO
US$97.97
Veralto
7D
1.6%
1Y
-10.0%
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...