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U.S. Commercial Services Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies166
  • 7D1.0%
  • 3M3.5%
  • 1Y-7.6%
  • YTD0.6%

The Commercial Services industry is up 1.0% in the last week, with Cintas up 8.7%. However, the industry is down 7.6% over the past year. 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
Thu, 23 Jul 2026US$466.7bUS$152.1bUS$13.4b21.9x34.8x3.1x
Sat, 20 Jun 2026US$428.1bUS$152.5bUS$13.1b21.8x32.6x2.8x
Mon, 18 May 2026US$434.4bUS$152.2bUS$13.3b21.8x32.7x2.9x
Wed, 15 Apr 2026US$449.1bUS$150.1bUS$13.0b23.3x34.6x3x
Fri, 13 Mar 2026US$468.1bUS$150.7bUS$12.8b22.6x36.5x3.1x
Sun, 08 Feb 2026US$481.3bUS$149.5bUS$12.6b26.1x38.1x3.2x
Tue, 06 Jan 2026US$459.4bUS$149.1bUS$12.3b25x37.3x3.1x
Thu, 04 Dec 2025US$458.0bUS$152.0bUS$12.3b23x37.1x3x
Sat, 01 Nov 2025US$445.4bUS$145.6bUS$12.1b22.3x36.9x3.1x
Mon, 29 Sep 2025US$482.5bUS$146.7bUS$11.8b28x40.9x3.3x
Wed, 27 Aug 2025US$500.8bUS$147.4bUS$11.7b29.8x42.6x3.4x
Fri, 25 Jul 2025US$503.8bUS$145.7bUS$11.3b29.8x44.8x3.5x
Sun, 22 Jun 2025US$504.5bUS$145.1bUS$11.3b25.3x44.7x3.5x
Tue, 20 May 2025US$524.7bUS$145.3bUS$11.1b25.8x47.2x3.6x
Thu, 17 Apr 2025US$505.4bUS$145.4bUS$10.9b28.2x46.3x3.5x
Sat, 15 Mar 2025US$476.8bUS$145.4bUS$10.9b28.9x43.8x3.3x
Mon, 10 Feb 2025US$500.1bUS$150.1bUS$11.6b32.9x43.1x3.3x
Wed, 08 Jan 2025US$472.9bUS$149.5bUS$11.6b31.5x40.9x3.2x
Fri, 06 Dec 2024US$525.2bUS$149.1bUS$11.6b32.1x45.2x3.5x
Sun, 03 Nov 2024US$485.0bUS$152.3bUS$11.5b27.4x42.1x3.2x
Tue, 01 Oct 2024US$484.6bUS$151.0bUS$10.4b26.9x46.5x3.2x
Thu, 29 Aug 2024US$492.0bUS$150.9bUS$10.4b30x47.2x3.3x
Sat, 27 Jul 2024US$464.5bUS$151.3bUS$10.3b27.7x45x3.1x
Mon, 24 Jun 2024US$465.3bUS$150.1bUS$9.8b25.4x47.3x3.1x
Wed, 22 May 2024US$458.8bUS$149.3bUS$10.1b27.3x45.4x3.1x
Fri, 19 Apr 2024US$444.1bUS$149.2bUS$9.5b26.7x46.7x3x
Sun, 17 Mar 2024US$448.3bUS$149.1bUS$9.5b28.1x47.4x3x
Tue, 13 Feb 2024US$417.4bUS$147.2bUS$9.3b27.4x44.7x2.8x
Thu, 11 Jan 2024US$403.8bUS$150.3bUS$9.8b25.2x41.3x2.7x
Sat, 09 Dec 2023US$395.0bUS$150.1bUS$9.7b26.7x40.8x2.6x
Mon, 06 Nov 2023US$376.9bUS$148.7bUS$9.4b25x40x2.5x
Wed, 04 Oct 2023US$340.4bUS$140.0bUS$9.2b23.8x36.9x2.4x
Fri, 01 Sep 2023US$352.7bUS$139.8bUS$9.0b26.2x39.1x2.5x
Sun, 30 Jul 2023US$359.5bUS$137.2bUS$9.0b24.6x40.1x2.6x
Price to Earnings Ratio

40.1x


Total Market Cap: US$359.5bTotal Earnings: US$9.0bTotal Revenue: US$137.2bTotal 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 34.8x 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 Market-0.68%
Industrials-0.88%
Commercial Services1.03%
Security and Alarm Services7.20%
Diversified Support Services5.08%
Commercial Printing3.61%
Office Services and Supplies1.50%
Environmental and Facilities Services-1.17%
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 49.2x.
    • Analysts are expecting annual earnings growth of 15.7%, 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 32.5x.
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 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$201.364.7%
+US$3.6b		-9.0%PE40.3x
WM Waste ManagementUS$236.381.5%
+US$1.4b		3.6%PE34x
BCO Brink'sUS$122.739.7%
+US$446.8m		30.1%PE28x
GEO GEO GroupUS$31.345.1%
+US$199.4m		32.4%PE15x
UNF UniFirstUS$290.503.3%
+US$167.1m		65.0%PE45.4x

Latest News

WM
US$236.38
Waste Management
7D
1.5%
1Y
3.6%
CXW
US$32.18
CoreCivic
7D
3.5%
1Y
62.4%
Seeking Alpha • 15h

CoreCivic: Reassuring Asset Sales, But The Dividend Is Still Missing

Summary CoreCivic has rallied ~400% since 2020, validating its post-REIT strategy and balance sheet repair. Q1 revenue surged 26% to $614.7M, with adjusted EBITDA up 36% and occupancy gains driven by increased ICE demand and facility reactivations. Recent $1.5B asset sales validated real estate values and will significantly deleverage CXW, reducing pro forma net debt to ~$245M. I remain neutral as the current price reflects favorable demand, no dividend has been reinstated, and future capital allocation remains uncertain. Read the full article on Seeking Alpha
MSA
US$171.83
MSA Safety
7D
1.7%
1Y
-3.2%
ROL
US$43.47
Rollins
7D
-0.7%
1Y
-21.2%
Narrative Update • Jul 21

ROL: Core Pest Control Strength And Q2 Update Will Support Future Margin Upside

Rollins' analyst price target has been reset lower, with the updated fair value estimate moving from about $62.94 to $58.88 as analysts factor in softer non-recurring and ancillary revenue trends, near term organic growth pressures compared with Rentokil, and reduced confidence in margin expansion following the CFO departure. Analyst Commentary Recent research on Rollins points to a more balanced setup, with analysts adjusting price targets lower while reassessing how near term growth, margins, and valuation line up with expectations.
RBA
US$110.51
RB Global
7D
-0.7%
1Y
1.9%
CTAS
US$201.36
Cintas
7D
4.7%
1Y
-9.0%
BCO
US$122.73
Brink's
7D
9.7%
1Y
30.1%
UNF
US$290.50
UniFirst
7D
3.3%
1Y
65.0%
CLH
US$306.27
Clean Harbors
7D
1.0%
1Y
33.2%
CPRT
US$27.17
Copart
7D
-0.4%
1Y
-42.0%
New Narrative • Jul 15

Copart’s Share Price Fell. Its Moat Did Not.

The market is treating Copart like a broken growth stock. I think it may be pricing a temporary slowdown as permanent decline.
GEO
US$31.34
GEO Group
7D
5.1%
1Y
32.4%
CWST
US$90.43
Casella Waste Systems
7D
-6.1%
1Y
-16.2%
CMPR
US$98.10
Cimpress
7D
-4.8%
1Y
101.1%
OPLN
US$39.65
OPENLANE
7D
-3.7%
1Y
56.2%
WCN
US$167.90
Waste Connections
7D
-1.3%
1Y
-9.0%
RSG
US$216.52
Republic Services
7D
-0.4%
1Y
-11.0%
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