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

U.S. Commercial Services Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies155
  • 7D-0.5%
  • 3M-3.6%
  • 1Y-13.2%
  • YTD-4.5%

The Commercial Services is pretty flat in the last 7 days, but RB Global has stood out, gaining 4.4%. Unfortunately though, the industry is down 13% over the past 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, 17 Jun 2026US$432.9bUS$152.5bUS$13.2b21.4x32.8x2.8x
Fri, 15 May 2026US$429.1bUS$152.2bUS$13.3b21.7x32.3x2.8x
Sun, 12 Apr 2026US$446.8bUS$150.1bUS$13.0b23.2x34.4x3x
Tue, 10 Mar 2026US$482.4bUS$150.6bUS$12.9b24.6x37.4x3.2x
Thu, 05 Feb 2026US$472.4bUS$149.5bUS$12.6b26.1x37.5x3.2x
Sat, 03 Jan 2026US$459.4bUS$149.1bUS$12.3b24.2x37.3x3.1x
Mon, 01 Dec 2025US$460.6bUS$151.9bUS$12.4b22.6x37.3x3x
Wed, 29 Oct 2025US$463.7bUS$145.2bUS$12.0b26.2x38.6x3.2x
Fri, 26 Sep 2025US$479.4bUS$146.8bUS$11.8b26.5x40.6x3.3x
Sun, 24 Aug 2025US$507.9bUS$147.4bUS$11.7b30.3x43.2x3.4x
Tue, 22 Jul 2025US$501.2bUS$145.4bUS$11.3b26.2x44.5x3.4x
Thu, 19 Jun 2025US$506.0bUS$145.1bUS$11.3b25.4x44.8x3.5x
Sat, 17 May 2025US$520.3bUS$145.4bUS$11.0b26.1x47.4x3.6x
Mon, 14 Apr 2025US$501.5bUS$145.5bUS$10.9b26.8x45.8x3.4x
Wed, 12 Mar 2025US$488.8bUS$146.4bUS$11.0b28.8x44.3x3.3x
Fri, 07 Feb 2025US$499.6bUS$150.1bUS$11.6b32.9x43.1x3.3x
Sun, 05 Jan 2025US$474.1bUS$149.5bUS$11.6b31.1x41x3.2x
Tue, 03 Dec 2024US$528.7bUS$149.1bUS$11.6b32.7x45.5x3.5x
Thu, 31 Oct 2024US$495.8bUS$152.1bUS$10.7b26.4x46.2x3.3x
Sat, 28 Sep 2024US$488.0bUS$151.0bUS$10.4b27.3x46.8x3.2x
Mon, 26 Aug 2024US$491.5bUS$150.9bUS$10.4b30x47.2x3.3x
Wed, 24 Jul 2024US$488.2bUS$150.2bUS$10.0b27.7x48.9x3.2x
Fri, 21 Jun 2024US$466.0bUS$150.1bUS$9.8b26.1x47.4x3.1x
Sun, 19 May 2024US$459.3bUS$149.3bUS$10.2b28.4x45.1x3.1x
Tue, 16 Apr 2024US$450.1bUS$149.1bUS$9.5b26.8x47.3x3x
Thu, 14 Mar 2024US$446.4bUS$149.1bUS$9.5b28.2x47.2x3x
Sat, 10 Feb 2024US$418.5bUS$147.2bUS$9.4b26.9x44.7x2.8x
Mon, 08 Jan 2024US$401.3bUS$150.3bUS$9.8b25.3x41x2.7x
Wed, 06 Dec 2023US$399.1bUS$150.1bUS$9.7b26.1x41.3x2.7x
Fri, 03 Nov 2023US$365.0bUS$148.9bUS$9.4b25.6x39x2.5x
Sun, 01 Oct 2023US$341.2bUS$140.0bUS$9.2b23.7x37.1x2.4x
Tue, 29 Aug 2023US$350.9bUS$139.7bUS$9.1b24x38.7x2.5x
Thu, 27 Jul 2023US$366.8bUS$137.0bUS$9.0b25.6x40.6x2.7x
Sat, 24 Jun 2023US$354.6bUS$136.8bUS$7.1b24.8x49.8x2.6x
Price to Earnings Ratio

49.8x


Total Market Cap: US$354.6bTotal Earnings: US$7.1bTotal Revenue: US$136.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 42.1x202420252026
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 32.8x which is lower than its 3-year average PE of 42.1x.
  • 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 23% 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 Market2.32%
Industrials2.32%
Commercial Services-0.53%
Commercial Printing7.00%
Security and Alarm Services3.65%
Office Services and Supplies1.10%
Diversified Support Services-0.66%
Environmental and Facilities Services-0.86%
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 51.2x.
    • Analysts are expecting annual earnings growth of 15.5%, 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 24% over the next 5 years.
  • This is better than its past earnings growth rate of 6.9% 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
RBA RB GlobalUS$110.904.4%
+US$877.5m		5.7%PE51.2x
BRC BradyUS$84.8911.1%
+US$398.1m		24.1%PE19.1x
CXW CoreCivicUS$27.8810.7%
+US$267.0m		36.2%PE21.3x
GEO GEO GroupUS$28.635.9%
+US$209.9m		18.9%PE13.7x
OIO OIO GroupUS$2.4621.2%
+US$149.6m		-72.5%n/a

Latest News

WM
US$218.59
Waste Management
7D
-1.2%
1Y
-6.7%
Seeking Alpha • 4h

Waste Management: Shares Won't Make You Rich, But They Do Offer Opportunity

Summary Waste Management earns a reaffirmed "Buy" rating for its high quality, low-risk profile, and attractive relative valuation. WM delivered broad-based revenue and margin growth, driven primarily by price increases and efficiency improvements across core and ancillary operations. Renewable Energy and recycling segments are expanding rapidly, with targeted fixed-price sales growth of 70%–90% this year and significant cost reductions. WM’s capital returns are robust, with increased dividends and resumed share buybacks, while leverage remains moderate and growth prospects are solid. Read the full article on Seeking Alpha
CTAS
US$176.71
Cintas
7D
-2.0%
1Y
-19.8%
Analysis Article • 14h

Cintas (CTAS) Stock Could Be 16.8% Undervalued After Earnings Guidance Disappointed

Cintas (CTAS) recently reported quarterly revenue that exceeded analyst estimates and was up 8.9% year on year, but the stock fell after full-year EPS guidance matched expectations. See our latest analysis for Cintas. Despite the earnings beat, Cintas shares are trading at US$176.71 and have slipped over the year to date. The 1-year total shareholder return of a 19.07% decline contrasts with 3-year and 5-year total shareholder returns of 49.19% and 97.05%, suggesting that longer term momentum...
RBA
US$110.90
RB Global
7D
4.4%
1Y
5.7%
Narrative Update • Jun 16

RBA: Expanding Global Marketplaces And Contracts Will Support Stronger Outlook

Analysts have adjusted their price target for RB Global to $127.73 from $124.20. The revision reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
BRC
US$84.89
Brady
7D
11.1%
1Y
24.1%
CWST
US$86.65
Casella Waste Systems
7D
-4.8%
1Y
-26.2%
Narrative Update • Jun 15

CWST: Pricing Algorithm And 2026 Guidance Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Casella Waste Systems at $112, incorporating a slightly lower discount rate and largely unchanged growth and margin assumptions. This view is supported by recent positive research highlighting the company's pricing algorithm and long term EBITDA outlook.
ROMA
US$8.59
Roma Green Finance
7D
33.6%
1Y
207.4%
VLTO
US$83.98
Veralto
7D
-2.5%
1Y
-13.8%
Narrative Update • Jun 12

VLTO: Share Repurchases And Infrastructure Exposure Will Support Future Upside

Narrative Update: Veralto The updated analyst price target for Veralto reflects a modest revision, with recent $1 to $8 price target changes in both directions as analysts reassess the stock using largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Veralto shows a mix of higher and lower price targets, with analysts focusing on how the stock is pricing in its execution, growth profile, and risk level rather than changing their underlying frameworks.
CXW
US$27.88
CoreCivic
7D
10.7%
1Y
36.2%
GEO
US$28.63
GEO Group
7D
5.9%
1Y
18.9%
Narrative Update • Jun 11

GEO: ICE Detention Exposure And Political Ties Will Drive Future Upside Potential

Analysts have adjusted their price target on GEO Group to $33.00, reflecting updated views on discount rate assumptions, revenue growth expectations, profit margins, and a higher future P/E multiple. What's in the News Watchdog group alleges GEO Group illegally directed US$250,000 to a political network tied to Rep.
CMPR
US$83.93
Cimpress
7D
-9.3%
1Y
90.8%
Narrative Update • Jun 10

CMPR: Share Repurchases And Margin Discipline Will Support Future Upside

Analysts have nudged their Cimpress price targets higher, with recent raises of $18 and $10 reflecting updated views on the stock’s risk profile and earnings potential that are broadly consistent with only small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as aligning with their updated view that the stock’s risk profile is better reflected in modestly adjusted discount rate and P/E assumptions.
OPLN
US$38.52
OPENLANE
7D
3.7%
1Y
72.7%
CLH
US$290.62
Clean Harbors
7D
0.9%
1Y
28.8%
Narrative Update • Jun 07

CLH: 2026 Earnings Guidance Will Support A Higher Future Share Price

Analysts have nudged their Clean Harbors price target slightly higher to about $326, reflecting updated assumptions for modestly stronger revenue growth, a slightly higher profit margin, a marginally lower discount rate, and a minor adjustment to future P/E expectations. What's in the News Clean Harbors issued earnings guidance for the year ending December 31, 2026, projecting GAAP net income in a range of $421 million to $472 million.
ROL
US$46.79
Rollins
7D
-1.6%
1Y
-17.1%
Narrative Update • Jun 05

ROL: Acquisition Track Record And CFO Transition Will Support Future Upside

Analysts trimmed their price expectations for Rollins, with the target easing by about $1 in light of reduced confidence in the company's margin improvement path following the recent CFO change and mixed views on the achievability of prior incremental EBITDA goals. Analyst Commentary Recent research on Rollins shows a split view, with some analysts focusing on execution risks around profitability targets and leadership changes, while others see support for the stock from prior target increases and neutral initiations.
CPRT
US$30.74
Copart
7D
-2.0%
1Y
-35.8%
Narrative Update • Jun 04

CPRT: International Expansion And Cash-Funded Buybacks Will Support Future Upside

Analysts have trimmed their price target on Copart to $45 from $47, citing refreshed assumptions that include a fair value estimate of $41.44, updated views on revenue growth and profit margin, and expectations for ongoing international momentum supported by a strong cash position. What's in the News Q3 2026 results: Copart reported consolidated revenue of US$1.24b, up 2.1% year over year, and earnings per share of US$0.43, which was US$0.02 above consensus estimates.
RSG
US$209.03
Republic Services
7D
-0.5%
1Y
-16.0%
Narrative Update • Jun 04

RSG: Electric Fleets And AI Recycling Investments Will Support Future Upside

Analysts have maintained their price target for Republic Services at $243.58, citing only minimal shifts in the discount rate, revenue growth expectations, profit margin assumptions, and future P/E estimates that do not materially change their overall valuation view. What's in the News Q1 2026 results: Republic Services reported revenue of US$4.11b, up 2.6% year over year, adjusted EPS of US$1.70 that was 3.8% above consensus, and adjusted EBITDA margin of 32.1%, a 50 basis point expansion, supported by pricing, cost management and fuel recovery fees, despite lower volumes, commodity pressure and severe weather impacts.
OIO
US$2.46
OIO Group
7D
21.2%
1Y
-72.5%