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U.S. Commercial Services Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies156
  • 7D2.1%
  • 3M-1.1%
  • 1Y-12.9%
  • YTD-3.5%

The Commercial Services industry has gained 3.5% in the last week and Waste Connections up 4.5%. During this same period, the Rollins underperformed, falling 6.5%. In the past year, the industry is down 13%. 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, 01 Jul 2026US$439.7bUS$151.9bUS$13.2b21.5x33.2x2.9x
Fri, 29 May 2026US$431.7bUS$152.3bUS$13.2b21.9x32.8x2.8x
Sun, 26 Apr 2026US$450.4bUS$150.4bUS$13.0b23.1x34.8x3x
Tue, 24 Mar 2026US$445.0bUS$149.6bUS$12.9b23.1x34.5x3x
Thu, 19 Feb 2026US$472.5bUS$150.0bUS$13.1b25.1x35.9x3.1x
Sat, 17 Jan 2026US$475.4bUS$149.2bUS$12.3b26x38.6x3.2x
Mon, 15 Dec 2025US$458.7bUS$148.8bUS$12.2b24.6x37.5x3.1x
Wed, 12 Nov 2025US$444.2bUS$150.3bUS$12.4b22.4x35.8x3x
Fri, 10 Oct 2025US$493.5bUS$144.3bUS$12.2b27.6x40.4x3.4x
Sun, 07 Sep 2025US$498.1bUS$146.4bUS$11.8b26.6x42.3x3.4x
Tue, 05 Aug 2025US$499.9bUS$147.2bUS$11.6b28.2x43.2x3.4x
Thu, 03 Jul 2025US$509.3bUS$145.2bUS$11.2b26.3x45.4x3.5x
Sat, 31 May 2025US$518.4bUS$145.4bUS$11.1b24.8x46.5x3.6x
Mon, 28 Apr 2025US$506.9bUS$145.8bUS$10.9b28.6x46.6x3.5x
Wed, 26 Mar 2025US$491.9bUS$145.4bUS$10.9b29.7x45.2x3.4x
Fri, 21 Feb 2025US$508.5bUS$151.1bUS$11.4b29.6x44.4x3.4x
Sun, 19 Jan 2025US$494.2bUS$149.5bUS$11.6b33.4x42.7x3.3x
Tue, 17 Dec 2024US$503.9bUS$149.1bUS$11.6b32x43.4x3.4x
Thu, 14 Nov 2024US$516.8bUS$149.9bUS$11.7b29.5x44.2x3.4x
Sat, 12 Oct 2024US$493.3bUS$151.0bUS$10.4b25.9x47.3x3.3x
Mon, 09 Sep 2024US$477.7bUS$151.0bUS$10.3b27.2x46.4x3.2x
Wed, 07 Aug 2024US$463.0bUS$151.5bUS$10.2b25.4x45.5x3.1x
Fri, 05 Jul 2024US$465.9bUS$150.1bUS$9.9b26.3x47x3.1x
Sun, 02 Jun 2024US$454.5bUS$150.1bUS$9.8b27x46.3x3x
Tue, 30 Apr 2024US$453.4bUS$149.8bUS$9.7b27.1x46.8x3x
Thu, 28 Mar 2024US$464.0bUS$149.3bUS$9.5b28.7x48.7x3.1x
Sat, 24 Feb 2024US$438.3bUS$148.1bUS$9.2b28.1x47.4x3x
Mon, 22 Jan 2024US$412.1bUS$150.3bUS$9.8b26x42.1x2.7x
Wed, 20 Dec 2023US$406.3bUS$150.2bUS$9.7b26.8x42x2.7x
Fri, 17 Nov 2023US$390.0bUS$149.8bUS$9.4b27.3x41.5x2.6x
Sun, 15 Oct 2023US$351.0bUS$140.0bUS$9.2b25.9x38.1x2.5x
Tue, 12 Sep 2023US$351.4bUS$139.9bUS$9.1b25.3x38.7x2.5x
Thu, 10 Aug 2023US$355.9bUS$139.2bUS$8.9b24.7x39.9x2.6x
Sat, 08 Jul 2023US$358.3bUS$136.8bUS$9.0b26.2x40x2.6x
Price to Earnings Ratio

40x


Total Market Cap: US$358.3bTotal 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 33.7x 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 3.7% 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 Market1.92%
Industrials2.63%
Commercial Services2.07%
Office Services and Supplies9.76%
Commercial Printing4.77%
Environmental and Facilities Services2.17%
Diversified Support Services1.15%
Security and Alarm Services-0.39%
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 49.7x.
    • 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
WCN Waste ConnectionsUS$166.694.5%
+US$1.8b		-10.3%PE40.2x
WM Waste ManagementUS$222.881.8%
+US$1.6b		-2.6%PE32x
RBA RB GlobalUS$116.457.4%
+US$1.5b		10.0%PE53.7x
RSG Republic ServicesUS$213.081.9%
+US$1.2b		-12.9%PE30.2x
VLTO VeraltoUS$88.684.8%
+US$1.0b		-13.6%PE22.5x

Latest News

RSG
US$213.08
Republic Services
7D
1.9%
1Y
-12.9%
BCO
US$94.49
Brink's
7D
-2.2%
1Y
1.8%
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
CPRT
US$28.19
Copart
7D
-4.8%
1Y
-43.2%
RBA
US$116.45
RB Global
7D
7.4%
1Y
10.0%
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.
VLTO
US$88.68
Veralto
7D
4.8%
1Y
-13.6%
WM
US$222.88
Waste Management
7D
1.8%
1Y
-2.6%
CIX
US$24.90
CompX International
7D
-7.8%
1Y
-3.8%
BEEP
US$1.38
Mobile Infrastructure
7D
-23.8%
1Y
-69.3%
GEO
US$29.55
GEO Group
7D
-1.4%
1Y
20.7%
WCN
US$166.69
Waste Connections
7D
4.5%
1Y
-10.3%
ROL
US$41.74
Rollins
7D
-6.5%
1Y
-26.3%
Narrative Update • Jun 22

ROL: Acquisition Momentum And Leadership Transition Will Support Future Margin Upside

Analysts have lowered their average price target for Rollins to $52 from $70, reflecting increased caution after the CFO's resignation led some to question the company's earlier margin expansion ambitions. Analyst Commentary Recent research on Rollins reflects a split view, with some analysts focusing on execution risks around leadership changes and margin goals, while others highlight ongoing interest in the stock and adjust price targets accordingly.
CTAS
US$170.08
Cintas
7D
0.8%
1Y
-24.2%
CWST
US$96.97
Casella Waste Systems
7D
12.5%
1Y
-15.5%
Analysis Article • Jun 19

Casella Waste Systems (CWST) Stock Could Be 22.3% Undervalued After Zacks Strong Sell Call

Casella Waste Systems (CWST) recently drew attention after Zacks Investment Research added the stock to its Rank #5 (Strong Sell) list and cut its current year earnings estimate by 6.7% over the past 60 days. See our latest analysis for Casella Waste Systems. Casella Waste Systems' share price has faced pressure this year, with the stock down 11.83% year to date despite an 11.93% 90 day share price return and a 5 year total shareholder return of 36.27%. This suggests longer term holders have...
CLH
US$298.75
Clean Harbors
7D
3.1%
1Y
30.1%
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...
ROMA
US$7.92
Roma Green Finance
7D
-4.9%
1Y
151.8%
OIO
US$2.28
OIO Group
7D
-3.4%
1Y
-76.9%