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U.S. Commercial Services Industry Analysis

UpdatedJul 13, 2026
DataAggregated Company Financials
Companies159
  • 7D0.7%
  • 3M1.0%
  • 1Y-9.5%
  • YTD-0.9%

The Commercial Services industry has been flat over the last week, but Copart has lost 5.9%. As for the longer term, the industry has declined 9.5% 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
Mon, 13 Jul 2026US$452.8bUS$151.9bUS$13.3b21.2x34x3x
Wed, 10 Jun 2026US$426.9bUS$152.5bUS$13.2b21.4x32.4x2.8x
Fri, 08 May 2026US$437.8bUS$146.5bUS$13.0b20.7x33.7x3x
Sun, 05 Apr 2026US$450.9bUS$150.1bUS$13.0b23x34.8x3x
Tue, 03 Mar 2026US$478.2bUS$145.3bUS$12.7b25.7x37.7x3.3x
Thu, 29 Jan 2026US$479.1bUS$149.2bUS$12.3b25.9x38.9x3.2x
Sat, 27 Dec 2025US$465.2bUS$149.1bUS$12.3b24x37.7x3.1x
Mon, 24 Nov 2025US$458.0bUS$151.9bUS$12.4b22.3x37.1x3x
Wed, 22 Oct 2025US$483.9bUS$144.3bUS$12.2b27.4x39.7x3.4x
Fri, 19 Sep 2025US$481.9bUS$146.4bUS$11.8b24.9x40.9x3.3x
Sun, 17 Aug 2025US$502.2bUS$147.4bUS$11.7b29.8x42.8x3.4x
Tue, 15 Jul 2025US$499.9bUS$145.2bUS$11.2b28.6x44.6x3.4x
Thu, 12 Jun 2025US$511.4bUS$145.1bUS$11.3b26x45.3x3.5x
Sat, 10 May 2025US$520.3bUS$145.3bUS$11.0b27.2x47.3x3.6x
Mon, 07 Apr 2025US$478.0bUS$145.5bUS$11.0b29.3x43.6x3.3x
Wed, 05 Mar 2025US$502.8bUS$146.4bUS$11.0b28.9x45.6x3.4x
Fri, 31 Jan 2025US$491.5bUS$150.4bUS$11.6b32.2x42.4x3.3x
Sun, 29 Dec 2024US$476.3bUS$149.5bUS$11.6b31x41.2x3.2x
Tue, 26 Nov 2024US$521.4bUS$149.1bUS$11.6b33.1x44.9x3.5x
Thu, 24 Oct 2024US$496.3bUS$151.1bUS$10.5b25.9x47.4x3.3x
Sat, 21 Sep 2024US$487.7bUS$151.0bUS$10.3b26.7x47.3x3.2x
Mon, 19 Aug 2024US$479.1bUS$150.9bUS$10.4b31x46x3.2x
Wed, 17 Jul 2024US$476.5bUS$150.1bUS$9.9b28.7x48x3.2x
Fri, 14 Jun 2024US$455.4bUS$150.1bUS$9.8b25.1x46.4x3x
Sun, 12 May 2024US$460.9bUS$150.9bUS$10.1b27.1x45.5x3.1x
Tue, 09 Apr 2024US$455.4bUS$149.2bUS$9.5b28.1x47.7x3.1x
Thu, 07 Mar 2024US$441.3bUS$149.2bUS$9.4b27.3x47x3x
Sat, 03 Feb 2024US$421.7bUS$150.7bUS$9.7b25.6x43.3x2.8x
Mon, 01 Jan 2024US$413.8bUS$150.3bUS$9.8b26.1x42.3x2.8x
Wed, 29 Nov 2023US$393.6bUS$150.0bUS$9.6b25.6x41x2.6x
Fri, 27 Oct 2023US$361.8bUS$148.4bUS$10.2b23.9x35.3x2.4x
Sun, 24 Sep 2023US$348.2bUS$140.0bUS$9.2b26.4x37.9x2.5x
Tue, 22 Aug 2023US$350.3bUS$139.7bUS$9.1b24.3x38.7x2.5x
Thu, 20 Jul 2023US$364.6bUS$136.9bUS$9.0b27.4x40.5x2.7x
Price to Earnings Ratio

40.5x


Total Market Cap: US$364.6bTotal Earnings: US$9.0bTotal Revenue: US$136.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 41.8x202420252026
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 34.0x which is lower than its 3-year average PE of 41.8x.
  • 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 Market0.11%
Industrials-2.10%
Commercial Services0.65%
Environmental and Facilities Services1.91%
Security and Alarm Services1.77%
Commercial Printing-1.31%
Diversified Support Services-1.64%
Office Services and Supplies-2.33%
Industry PE
  • Investors are most optimistic about the Environmental and Facilities Services industry even though it's trading below its 3-year average PE ratio of 40.3x.
    • Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings growth of 7.7% per year.
  • Investors are most pessimistic about the Commercial Printing industry, which is trading below its 3-year average of 32.5x.
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
WM Waste ManagementUS$236.713.4%
+US$3.1b		3.2%PE34x
RSG Republic ServicesUS$223.384.1%
+US$2.7b		-8.5%PE31.7x
CTAS CintasUS$183.753.1%
+US$2.2b		-15.3%PE38.1x
ROL RollinsUS$44.925.1%
+US$1.1b		-19.4%PE40.9x
WCN Waste ConnectionsUS$171.172.1%
+US$902.0m		-7.2%PE41.2x

Latest News

ROL
US$44.92
Rollins
7D
5.1%
1Y
-19.4%
Seeking Alpha • 1h

Rollins: Bugs Over Bytes In A World Obsessed With AI

Summary Rollins offers a resilient, recession-proof business with consistent revenue, strong pricing power, and high recurring demand for pest control services. Despite a 31% stock decline, ROL’s fundamentals remain robust, driven by recurring service plans and disciplined acquisition-led growth. Current concerns include CFO resignation, margin compression from inflation, and elevated acquisition costs due to higher interest rates. I initiated a position after the crash, valuing ROL’s stability, family ownership, and willingness to average down despite a 40x P/E ratio. Read the full article on Seeking Alpha
TILE
US$32.30
Interface
7D
-7.2%
1Y
51.3%
PBI
US$18.13
Pitney Bowes
7D
7.9%
1Y
49.8%
Narrative Update • Jul 10

PBI: Lower Funding Costs Will Support Future Upside Potential

Pitney Bowes' analyst fair value estimate has been raised from $17.00 to $20.00 as analysts cite a lower assessed cost of capital, updated views on long term revenue and margin profiles, and a somewhat higher assumed future P/E multiple following recent research and credit developments. Analyst Commentary Recent research on Pitney Bowes points to a more constructive tone, with several bullish analysts adjusting fair value and price targets higher and highlighting company specific catalysts tied to capital structure, pricing changes in mail services, and early signs of operational progress.
CPRT
US$27.45
Copart
7D
-6.1%
1Y
-41.8%
MSA
US$168.56
MSA Safety
7D
-2.1%
1Y
-2.7%
CLH
US$303.64
Clean Harbors
7D
3.1%
1Y
31.1%
OPLN
US$39.53
OPENLANE
7D
-3.9%
1Y
57.1%
BRC
US$90.40
Brady
7D
-2.0%
1Y
30.6%
Seeking Alpha • Jul 08

Brady: More Info And Confidence On The Honeywell Deal

Summary Brady is executing a transformative $1.4B acquisition of Honeywell's productivity solutions, expected to boost sales by 70%. Pro forma earnings are projected to exceed $6 per share, with shares now trading at 15x forward earnings and leverage in the mid-2s. Management guides for $25M in synergies by year three, with initial accretion of $0.80 per share and credible deleveraging prospects. I remain upbeat on Brady's valuation and roadmap while maintaining some caution regarding the acquired segment's organic growth profile. Read the full article on Seeking Alpha
WCN
US$171.17
Waste Connections
7D
2.1%
1Y
-7.2%
RBA
US$108.78
RB Global
7D
-4.7%
1Y
-0.8%
ACVA
US$6.81
ACV Auctions
7D
-8.3%
1Y
-58.3%
Narrative Update • Jul 07

ACVA: Rich Multiple And Slowing Assumptions Will Restrain Future Upside

Analysts have trimmed their 12 month price target on ACV Auctions from $7.00 to $5.60, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for ACV Auctions ACV Auctions Inc.
CTAS
US$183.75
Cintas
7D
3.1%
1Y
-15.3%
Seeking Alpha • Jul 06

Cintas Stock: A Rare Buy-The-Dip Opportunity

Summary Cintas has increased its dividend for 43 consecutive years. That easily qualifies it for its status as an esteemed Dividend Aristocrat. Cintas grew its revenue from $4.8 billion in FY 2016 to $10.3 billion in FY 2025. That’s a compound annual growth rate of 8.9%. Cintas has a great financial position. Its long-term debt/equity ratio is 0.5, while the interest coverage ratio is over 20. Read the full article on Seeking Alpha
RSG
US$223.38
Republic Services
7D
4.1%
1Y
-8.5%
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
VSTS
US$14.74
Vestis
7D
8.5%
1Y
148.1%
Narrative Update • Jul 03

VSTS: Q4 Organic Inflection And EBITDA Execution Are Expected To Support Sentiment

Vestis' analyst fair value estimate has been lifted from $14.00 to $15.00, reflecting updated views from analysts, who have broadly raised their price targets and point to improving revenue growth, margins, and outlook commentary as key supports for the higher number. Analyst Commentary Recent Street research on Vestis shows a cluster of higher price targets and one key upgrade, which together help explain why analysts are more comfortable with a higher fair value range for the stock.
WM
US$236.71
Waste Management
7D
3.4%
1Y
3.2%
HNI
US$39.71
HNI
7D
-4.0%
1Y
-23.8%