Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Commercial Services Industry Analysis

UpdatedJul 08, 2026
DataAggregated Company Financials
Companies159
  • 7D4.1%
  • 3M2.0%
  • 1Y-8.2%
  • YTD0.4%

The Commercial Services industry is up 4.1% in the last week, with Waste Management up 6.4%. In contrast, the industry has lost 8.2% in the last 12 months. 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, 08 Jul 2026US$449.4bUS$151.9bUS$13.3b20.6x33.7x3x
Fri, 05 Jun 2026US$426.1bUS$152.3bUS$13.2b20.7x32.4x2.8x
Sun, 03 May 2026US$446.0bUS$150.6bUS$13.2b22.1x33.8x3x
Tue, 31 Mar 2026US$432.2bUS$150.0bUS$12.9b22.1x33.4x2.9x
Thu, 26 Feb 2026US$467.3bUS$150.2bUS$12.9b24.8x36.2x3.1x
Sat, 24 Jan 2026US$480.2bUS$149.2bUS$12.3b26.2x39x3.2x
Mon, 22 Dec 2025US$459.2bUS$149.1bUS$12.3b22.9x37.2x3.1x
Wed, 19 Nov 2025US$446.9bUS$151.9bUS$12.3b22x36.2x2.9x
Fri, 17 Oct 2025US$479.9bUS$144.3bUS$12.2b26.3x39.4x3.3x
Sun, 14 Sep 2025US$488.3bUS$146.4bUS$11.8b25.7x41.4x3.3x
Tue, 12 Aug 2025US$510.0bUS$147.4bUS$11.8b29.8x43.3x3.5x
Thu, 10 Jul 2025US$499.4bUS$145.2bUS$11.2b28.9x44.5x3.4x
Sat, 07 Jun 2025US$516.9bUS$145.1bUS$11.3b25.4x45.8x3.6x
Mon, 05 May 2025US$517.3bUS$145.0bUS$11.1b27.7x46.7x3.6x
Wed, 02 Apr 2025US$501.5bUS$145.5bUS$11.0b30.3x45.8x3.4x
Fri, 28 Feb 2025US$497.1bUS$146.3bUS$11.1b29.9x44.8x3.4x
Sun, 26 Jan 2025US$490.0bUS$149.6bUS$11.6b31.5x42.3x3.3x
Tue, 24 Dec 2024US$479.6bUS$149.4bUS$11.6b30.7x41.4x3.2x
Thu, 21 Nov 2024US$505.4bUS$149.3bUS$11.8b31.1x43x3.4x
Sat, 19 Oct 2024US$501.1bUS$151.0bUS$10.4b27.8x48.1x3.3x
Mon, 16 Sep 2024US$491.1bUS$151.0bUS$10.3b26.5x47.7x3.3x
Wed, 14 Aug 2024US$470.6bUS$150.9bUS$10.4b26.8x45.3x3.1x
Fri, 12 Jul 2024US$468.7bUS$150.1bUS$9.9b26.6x47.3x3.1x
Sun, 09 Jun 2024US$451.3bUS$150.1bUS$9.8b25.5x46x3x
Tue, 07 May 2024US$457.6bUS$150.2bUS$10.0b27.3x45.7x3x
Thu, 04 Apr 2024US$458.3bUS$149.2bUS$9.5b27.6x48x3.1x
Sat, 02 Mar 2024US$439.7bUS$158.9bUS$9.6b26.4x46x2.8x
Mon, 29 Jan 2024US$414.0bUS$150.5bUS$9.8b25.8x42.3x2.8x
Wed, 27 Dec 2023US$410.6bUS$150.3bUS$9.8b27.6x42x2.7x
Fri, 24 Nov 2023US$390.4bUS$150.0bUS$9.6b25.5x40.6x2.6x
Sun, 22 Oct 2023US$361.0bUS$147.8bUS$10.2b24.8x35.4x2.4x
Tue, 19 Sep 2023US$356.6bUS$140.0bUS$9.2b27.5x38.9x2.5x
Thu, 17 Aug 2023US$353.4bUS$139.7bUS$9.1b24.9x38.8x2.5x
Sat, 15 Jul 2023US$365.0bUS$136.9bUS$9.0b26.9x40.6x2.7x
Price to Earnings Ratio

40.6x


Total Market Cap: US$365.0bTotal 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 41.9x202420252026
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 33.7x 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 Market-0.65%
Industrials-2.96%
Commercial Services4.05%
Environmental and Facilities Services4.67%
Diversified Support Services3.87%
Security and Alarm Services1.68%
Commercial Printing0.16%
Office Services and Supplies-2.08%
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 16.1%, 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 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$237.216.4%
+US$5.8b		5.5%PE34.1x
CTAS CintasUS$181.836.9%
+US$4.7b		-15.5%PE37.7x
RSG Republic ServicesUS$222.464.4%
+US$2.9b		-7.0%PE31.6x
WCN Waste ConnectionsUS$172.933.7%
+US$1.6b		-4.6%PE41.7x
VLTO VeraltoUS$93.105.0%
+US$1.1b		-9.0%PE23.6x

Latest News

WCN
US$172.93
Waste Connections
7D
3.7%
1Y
-4.6%
RBA
US$113.29
RB Global
7D
-2.7%
1Y
8.2%
CXW
US$29.30
CoreCivic
7D
-3.6%
1Y
32.8%
ROL
US$43.62
Rollins
7D
4.5%
1Y
-21.4%
Narrative Update • Jul 07

ROL: Earnings Setup And Leadership Shift Will Test Premium P/E Resilience

Rollins' analyst price target has been revised from $50 to $46 as analysts weigh slightly lower margin assumptions, a modestly higher discount rate, and recent sector commentary that highlights improving growth at competitor Rentokil, along with mixed views on Rollins' near term organic growth and profitability trajectory. Analyst Commentary Recent research on Rollins reflects a more cautious tone, with several bearish analysts reassessing expectations for organic growth, profitability, and valuation, while also factoring in competitive signals from peers.
TTEK
US$30.93
Tetra Tech
7D
7.1%
1Y
-15.0%
CTAS
US$181.83
Cintas
7D
6.9%
1Y
-15.5%
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$222.46
Republic Services
7D
4.4%
1Y
-7.0%
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
TILE
US$33.64
Interface
7D
-6.1%
1Y
55.4%
MSA
US$170.34
MSA Safety
7D
-2.4%
1Y
-2.3%
Seeking Alpha • Jul 02

MasTec: Keeping The Energy Flowing

Summary MasTec remains a buy, benefiting from surging AI-driven data center and power infrastructure capex, with backlog growth nearing 30%. MTZ’s Clean Energy and Power Delivery segments drive accelerated backlog and margin expansion, leveraging scale and execution expertise. Consensus projects EBITDA and earnings growth outpacing revenue through 2029, supporting elevated valuation multiples and a $466 YE27 price target. Risks include heavy dependence on data center capex, execution challenges, and intensifying sector competition, but robust EPS and FCF growth underpin the thesis. Read the full article on Seeking Alpha
CPRT
US$29.27
Copart
7D
3.8%
1Y
-39.7%
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$17.04
Pitney Bowes
7D
-2.7%
1Y
54.5%
CMPR
US$96.24
Cimpress
7D
-5.4%
1Y
101.4%
VLTO
US$93.10
Veralto
7D
5.0%
1Y
-9.0%
WM
US$237.21
Waste Management
7D
6.4%
1Y
5.5%
GEO
US$29.03
GEO Group
7D
-1.8%
1Y
12.3%
OIO
US$2.21
OIO Group
7D
-10.9%
1Y
-73.8%