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U.S. Commercial Services Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies155
  • 7D1.9%
  • 3M-6.1%
  • 1Y-13.6%
  • YTD-4.7%

Over the last 7 days, the Commercial Services industry has remained flat, although notably RB Global gained 3.0%. As for the longer term, the industry has declined 14% 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, 15 Jun 2026US$434.9bUS$152.5bUS$13.2b21.2x33x2.9x
Wed, 13 May 2026US$428.0bUS$152.2bUS$13.3b22.2x32.2x2.8x
Fri, 10 Apr 2026US$448.5bUS$150.1bUS$13.0b23x34.6x3x
Sun, 08 Mar 2026US$482.4bUS$150.6bUS$12.9b24.6x37.5x3.2x
Tue, 03 Feb 2026US$472.4bUS$149.4bUS$12.6b26.9x37.6x3.2x
Thu, 01 Jan 2026US$465.1bUS$149.1bUS$12.3b24.4x37.8x3.1x
Sat, 29 Nov 2025US$460.7bUS$151.9bUS$12.4b22.6x37.3x3x
Mon, 27 Oct 2025US$512.9bUS$144.4bUS$12.2b27.1x42.1x3.6x
Wed, 24 Sep 2025US$481.2bUS$146.4bUS$11.8b26.5x40.9x3.3x
Fri, 22 Aug 2025US$506.4bUS$147.4bUS$11.7b30.1x43.1x3.4x
Sun, 20 Jul 2025US$501.3bUS$145.4bUS$11.3b26.9x44.5x3.4x
Tue, 17 Jun 2025US$510.0bUS$145.1bUS$11.3b26.3x45.2x3.5x
Thu, 15 May 2025US$511.2bUS$145.4bUS$11.0b26.1x46.6x3.5x
Sat, 12 Apr 2025US$494.6bUS$145.5bUS$10.9b26.8x45.2x3.4x
Mon, 10 Mar 2025US$494.2bUS$146.4bUS$11.0b29.8x44.8x3.4x
Wed, 05 Feb 2025US$499.2bUS$150.1bUS$11.6b32.5x43.2x3.3x
Fri, 03 Jan 2025US$472.7bUS$149.5bUS$11.6b31.1x40.9x3.2x
Sun, 01 Dec 2024US$528.7bUS$149.1bUS$11.6b33.2x45.5x3.5x
Tue, 29 Oct 2024US$484.8bUS$151.5bUS$10.6b26.3x45.9x3.2x
Thu, 26 Sep 2024US$491.0bUS$151.0bUS$10.4b26.2x47.1x3.3x
Sat, 24 Aug 2024US$488.8bUS$150.9bUS$10.4b30x46.9x3.2x
Mon, 22 Jul 2024US$482.4bUS$150.2bUS$10.0b27.3x48.3x3.2x
Wed, 19 Jun 2024US$463.8bUS$150.1bUS$9.8b25x47.2x3.1x
Fri, 17 May 2024US$459.6bUS$150.0bUS$10.2b28.5x45.2x3.1x
Sun, 14 Apr 2024US$453.3bUS$149.1bUS$9.5b26.8x47.6x3x
Tue, 12 Mar 2024US$444.5bUS$149.1bUS$9.5b27.4x47x3x
Thu, 08 Feb 2024US$415.8bUS$147.1bUS$9.4b25.9x44.3x2.8x
Sat, 06 Jan 2024US$403.3bUS$150.3bUS$9.8b25.3x41.2x2.7x
Mon, 04 Dec 2023US$400.0bUS$150.1bUS$9.7b26.3x41.4x2.7x
Wed, 01 Nov 2023US$365.4bUS$148.7bUS$10.3b24.9x35.5x2.5x
Fri, 29 Sep 2023US$344.7bUS$140.0bUS$9.2b25.3x37.5x2.5x
Sun, 27 Aug 2023US$350.9bUS$139.7bUS$9.1b24x38.7x2.5x
Tue, 25 Jul 2023US$369.7bUS$136.9bUS$9.0b26.7x41.1x2.7x
Thu, 22 Jun 2023US$357.1bUS$136.8bUS$7.1b25.5x50.2x2.6x
Price to Earnings Ratio

50.2x


Total Market Cap: US$357.1bTotal 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 42.2x202420252026
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 33.0x which is lower than its 3-year average PE of 42.2x.
  • 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 Market0.50%
Industrials1.35%
Commercial Services1.85%
Commercial Printing7.25%
Security and Alarm Services6.53%
Office Services and Supplies3.12%
Environmental and Facilities Services1.66%
Diversified Support Services1.54%
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 51.6x.
    • Analysts are expecting annual earnings growth of 15.4%, 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
RSG Republic ServicesUS$209.912.4%
+US$1.5b		-15.5%PE29.8x
WM Waste ManagementUS$219.451.5%
+US$1.3b		-6.5%PE31.5x
CTAS CintasUS$176.281.5%
+US$1.1b		-20.8%PE36.5x
WCN Waste ConnectionsUS$156.111.6%
+US$609.8m		-16.6%PE37.6x
RBA RB GlobalUS$107.633.0%
+US$577.5m		0.9%PE49.6x

Latest News

BRC
US$82.63
Brady
7D
9.8%
1Y
21.9%
CTAS
US$176.28
Cintas
7D
1.5%
1Y
-20.8%
VLTO
US$83.36
Veralto
7D
-3.1%
1Y
-14.3%
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.
GEO
US$28.44
GEO Group
7D
12.4%
1Y
15.5%
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.
WCN
US$156.11
Waste Connections
7D
1.6%
1Y
-16.6%
CMPR
US$88.88
Cimpress
7D
-4.7%
1Y
97.9%
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.
WM
US$219.45
Waste Management
7D
1.5%
1Y
-6.5%
CLH
US$287.78
Clean Harbors
7D
3.4%
1Y
27.0%
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.
CPRT
US$30.75
Copart
7D
-0.4%
1Y
-36.5%
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$209.91
Republic Services
7D
2.4%
1Y
-15.5%
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.
RBA
US$107.63
RB Global
7D
3.0%
1Y
0.9%
Narrative Update • Jun 01

RBA: Share Repurchase And Acquisitions Will Support Future Shareholder Value

Analysts have raised their price target on RB Global by $4 to $150, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of this adjustment. What's in the News RB Global completed the acquisition of Big Iron Auction Company on May 18, 2026, expanding its presence in the U.S. agriculture market and adding agricultural equipment, real estate and rural asset capabilities to its marketplace offering.
LNZA
US$5.20
LanzaTech Global
7D
-21.1%
1Y
-80.7%
TOMZ
US$0.72
TOMI Environmental Solutions
7D
-31.0%
1Y
-33.6%
CITR
US$6.14
CitroTech
7D
-7.1%
1Y
-45.6%
ANPA
US$5.41
Rich Sparkle Holdings
7D
-10.1%
1Y
n/a
YOOV
US$0.53
Concorde International Group
7D
-4.9%
1Y
-91.7%