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

U.S. Commercial Services Industry Analysis

UpdatedFeb 15, 2026
DataAggregated Company Financials
Companies158
  • 7D-1.9%
  • 3M6.0%
  • 1Y-5.0%
  • YTD3.3%

The Commercial Services industry is down 1.9% over the last week with Rollins the worst performer, down 10%. The industry has fallen 5.0% in the last year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the U.S. Commercial Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Feb 2026US$472.2bUS$150.0bUS$13.1b25.7x36x3.1x
Tue, 13 Jan 2026US$467.1bUS$149.2bUS$12.3b26.1x37.9x3.1x
Thu, 11 Dec 2025US$449.3bUS$148.8bUS$12.2b24.3x36.7x3x
Sat, 08 Nov 2025US$439.4bUS$150.3bUS$12.4b22.2x35.5x2.9x
Mon, 06 Oct 2025US$493.1bUS$144.3bUS$12.2b29.8x40.4x3.4x
Wed, 03 Sep 2025US$498.7bUS$146.2bUS$11.7b26.9x42.7x3.4x
Fri, 01 Aug 2025US$504.8bUS$147.1bUS$11.4b29.3x44.3x3.4x
Sun, 29 Jun 2025US$504.2bUS$145.2bUS$11.2b26.6x45x3.5x
Tue, 27 May 2025US$518.9bUS$145.4bUS$11.1b25x46.6x3.6x
Thu, 24 Apr 2025US$503.9bUS$145.5bUS$10.8b29.2x46.6x3.5x
Sat, 22 Mar 2025US$489.3bUS$145.4bUS$10.9b29.5x45x3.4x
Mon, 17 Feb 2025US$505.9bUS$150.7bUS$11.4b31.2x44.5x3.4x
Wed, 15 Jan 2025US$483.4bUS$149.6bUS$11.6b32.4x41.8x3.2x
Fri, 13 Dec 2024US$509.5bUS$149.1bUS$11.6b32.2x43.9x3.4x
Sun, 10 Nov 2024US$513.6bUS$149.9bUS$11.7b27.9x43.9x3.4x
Tue, 08 Oct 2024US$488.3bUS$151.0bUS$10.4b26.4x46.8x3.2x
Thu, 05 Sep 2024US$490.6bUS$150.9bUS$10.4b28.3x47.1x3.3x
Sat, 03 Aug 2024US$476.6bUS$151.5bUS$10.2b26.3x46.8x3.1x
Mon, 01 Jul 2024US$466.8bUS$150.1bUS$9.9b26.2x47.3x3.1x
Wed, 29 May 2024US$458.3bUS$149.2bUS$9.9b26.4x46.4x3.1x
Fri, 26 Apr 2024US$454.7bUS$149.7bUS$9.7b27.5x46.9x3x
Sun, 24 Mar 2024US$456.1bUS$149.1bUS$9.4b28.4x48.3x3.1x
Tue, 20 Feb 2024US$427.5bUS$147.8bUS$9.3b28.8x45.8x2.9x
Thu, 18 Jan 2024US$405.0bUS$150.3bUS$9.8b25.8x41.4x2.7x
Sat, 16 Dec 2023US$402.5bUS$150.2bUS$9.7b26.4x41.6x2.7x
Mon, 13 Nov 2023US$382.2bUS$149.5bUS$9.5b25.1x40.4x2.6x
Wed, 11 Oct 2023US$351.8bUS$140.0bUS$9.2b26.1x38.2x2.5x
Fri, 08 Sep 2023US$350.6bUS$139.8bUS$9.0b25.2x38.8x2.5x
Sun, 06 Aug 2023US$354.4bUS$138.6bUS$9.0b24.1x39.6x2.6x
Tue, 04 Jul 2023US$362.2bUS$136.8bUS$9.0b27.4x40.4x2.6x
Thu, 01 Jun 2023US$342.4bUS$137.0bUS$7.1b22.4x48.5x2.5x
Sat, 29 Apr 2023US$341.9bUS$135.9bUS$7.7b23.1x44.4x2.5x
Mon, 27 Mar 2023US$317.3bUS$134.3bUS$7.7b22.9x41.4x2.4x
Wed, 22 Feb 2023US$320.0bUS$133.3bUS$8.2b22.4x39x2.4x
Price to Earnings Ratio

39x


Total Market Cap: US$320.0bTotal Earnings: US$8.2bTotal Revenue: US$133.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 43.2x202420252026
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 36.0x which is lower than its 3-year average PE of 43.2x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Commercial Services industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 4.0% 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-1.34%
Industrials0.20%
Commercial Services-1.87%
Office Services and Supplies0.24%
Environmental and Facilities Services-0.76%
Security and Alarm Services-2.43%
Diversified Support Services-4.00%
Commercial Printing-6.65%
Industry PE
  • Investors are most optimistic about the Environmental and Facilities Services industry, which is trading close to its 3-year average PE ratio of 40.4x.
    • Analysts expect its future annual earnings growth (12.3%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Security and Alarm Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Security and Alarm Services industry, expecting annual earnings growth of 40% over the next 5 years.
  • However this is lower than its past earnings growth rate of 69% per year.
  • In contrast, the Diversified Support 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$234.523.4%
+US$3.2b		3.0%PE34.9x
RSG Republic ServicesUS$223.171.5%
+US$999.9m		-3.5%PE32.8x
UNF UniFirstUS$239.3218.9%
+US$686.2m		12.3%PE31x
VLTO VeraltoUS$92.542.2%
+US$489.1m		-5.6%PE24.4x
CLH Clean HarborsUS$273.822.9%
+US$418.9m		19.2%PE37.7x

Latest News

WCN
US$160.26
Waste Connections
7D
-5.3%
1Y
-15.2%
MSA
US$201.94
MSA Safety
7D
4.6%
1Y
27.6%

MSA: Neutral Research And Modest Assumption Shifts Will Shape Returns

Analysts have raised their average price target on MSA Safety by about $11, reflecting updated views on fair value, growth, margins, and future P/E following recent research. This includes a higher target and a new neutral initiation.
GEO
US$14.21
GEO Group
7D
-10.6%
1Y
-47.9%
RSG
US$223.17
Republic Services
7D
1.5%
1Y
-3.5%
BRC
US$96.33
Brady
7D
4.4%
1Y
31.1%

BRC: Future Returns Will Reflect Balanced Impact Of Buybacks And Dividends

Analysts now see Brady's fair value at $101.00, compared with the prior $95.00. This reflects updated assumptions for revenue growth, profit margins, discount rate, and future P/E expectations.
ROL
US$58.06
Rollins
7D
-10.5%
1Y
14.4%
HCSG
US$21.59
Healthcare Services Group
7D
11.3%
1Y
99.2%
CPRT
US$37.49
Copart
7D
-7.1%
1Y
-36.9%
WM
US$234.52
Waste Management
7D
3.4%
1Y
3.0%
UNF
US$239.32
UniFirst
7D
18.9%
1Y
12.3%

UNF: Proposed US$5b Cash Offer Will Sustain Elevated Overvaluation Risk

Analysts have maintained their fair value estimate for UniFirst at $183. This reflects only very small adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view.
RBA
US$102.00
RB Global
7D
-13.3%
1Y
5.9%

Here's What's Concerning About RB Global's (NYSE:RBA) Returns On Capital

Feb 09
Here's What's Concerning About RB Global's (NYSE:RBA) Returns On Capital
VLTO
US$92.54
Veralto
7D
2.2%
1Y
-5.6%

VLTO: Buyback And In-Situ Acquisition Will Support Future EPS Compounding

Analysts have trimmed their price targets on Veralto, contributing to a reduction in our fair value estimate from $114.00 to about $110.59 as they factor in slightly lower revenue growth assumptions, a modestly lower future P/E, and a higher expected profit margin. Analyst Commentary Recent Street research on Veralto has centered on lower price targets and a closer look at how management is using capital for buybacks and acquisitions.
CTAS
US$193.44
Cintas
7D
-1.2%
1Y
-5.3%
TTEK
US$36.70
Tetra Tech
7D
-11.1%
1Y
19.9%
ANPA
US$31.13
Rich Sparkle Holdings
7D
-62.0%
1Y
n/a
CLH
US$273.82
Clean Harbors
7D
2.9%
1Y
19.2%