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U.S. Commercial Services Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies160
  • 7D-0.7%
  • 3M-1.8%
  • 1Y-3.2%
  • YTD0.2%

The Commercial Services is pretty flat in the last 7 days, but RB Global has stood out, gaining 3.2%. As for the longer term, the industry has declined 3.2% in the last year. Looking forward, 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
Thu, 08 Jan 2026US$461.5bUS$149.1bUS$12.3b25.3x37.5x3.1x
Sat, 06 Dec 2025US$457.5bUS$152.1bUS$12.3b23.1x37.1x3x
Mon, 03 Nov 2025US$443.0bUS$145.7bUS$12.1b22.3x36.6x3x
Wed, 01 Oct 2025US$493.6bUS$146.7bUS$11.9b29.4x41.5x3.4x
Fri, 29 Aug 2025US$504.2bUS$147.4bUS$11.7b29.6x42.9x3.4x
Sun, 27 Jul 2025US$508.7bUS$145.7bUS$11.3b29.9x45.1x3.5x
Tue, 24 Jun 2025US$507.2bUS$145.1bUS$11.3b25.2x44.9x3.5x
Thu, 22 May 2025US$528.0bUS$145.3bUS$11.1b25.5x47.5x3.6x
Sat, 19 Apr 2025US$503.1bUS$145.4bUS$10.9b27.9x46.1x3.5x
Mon, 17 Mar 2025US$482.3bUS$145.4bUS$10.9b28.9x44.3x3.3x
Wed, 12 Feb 2025US$502.9bUS$150.0bUS$11.6b32.5x43.3x3.4x
Fri, 10 Jan 2025US$482.4bUS$149.6bUS$11.6b31.7x41.7x3.2x
Sun, 08 Dec 2024US$521.5bUS$149.1bUS$11.6b32.1x44.9x3.5x
Tue, 05 Nov 2024US$479.3bUS$149.6bUS$11.5b28.5x41.7x3.2x
Thu, 03 Oct 2024US$489.8bUS$151.0bUS$10.4b26.6x47x3.2x
Sat, 31 Aug 2024US$491.8bUS$150.9bUS$10.4b29.6x47.3x3.3x
Mon, 29 Jul 2024US$466.7bUS$151.3bUS$10.3b27.7x45.3x3.1x
Wed, 26 Jun 2024US$470.2bUS$150.0bUS$9.9b26x47.6x3.1x
Fri, 24 May 2024US$459.5bUS$149.3bUS$10.0b27x45.8x3.1x
Sun, 21 Apr 2024US$445.6bUS$149.2bUS$9.5b26.9x46.9x3x
Tue, 19 Mar 2024US$449.8bUS$149.1bUS$9.5b27.9x47.6x3x
Thu, 15 Feb 2024US$419.0bUS$147.6bUS$9.3b28.2x45.2x2.8x
Sat, 13 Jan 2024US$407.8bUS$150.3bUS$9.8b25.8x41.7x2.7x
Mon, 11 Dec 2023US$394.5bUS$150.1bUS$9.7b26.7x40.8x2.6x
Wed, 08 Nov 2023US$376.1bUS$148.8bUS$9.4b24.5x39.8x2.5x
Fri, 06 Oct 2023US$342.4bUS$139.9bUS$9.2b25.3x37.2x2.4x
Sun, 03 Sep 2023US$354.8bUS$139.8bUS$9.0b26.4x39.3x2.5x
Tue, 01 Aug 2023US$360.6bUS$137.2bUS$9.0b25.1x40.2x2.6x
Thu, 29 Jun 2023US$360.3bUS$136.9bUS$7.1b26.6x50.6x2.6x
Sat, 27 May 2023US$342.7bUS$136.9bUS$7.1b23.8x47.9x2.5x
Mon, 24 Apr 2023US$340.6bUS$134.6bUS$7.6b23.6x45x2.5x
Wed, 22 Mar 2023US$318.8bUS$134.4bUS$7.7b20.2x41.6x2.4x
Fri, 17 Feb 2023US$322.9bUS$133.2bUS$8.2b22.8x39.2x2.4x
Sun, 15 Jan 2023US$316.2bUS$131.5bUS$7.6b21.8x41.4x2.4x
Price to Earnings Ratio

41.4x


Total Market Cap: US$316.2bTotal Earnings: US$7.6bTotal Revenue: US$131.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 43.3x202420252026
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 37.5x which is lower than its 3-year average PE of 43.3x.
  • 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 4.3% 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 Market1.52%
Industrials3.24%
Commercial Services-0.72%
Office Services and Supplies3.55%
Commercial Printing1.91%
Security and Alarm Services1.06%
Diversified Support Services-0.37%
Environmental and Facilities Services-1.18%
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 40.2x.
    • Analysts are expecting annual earnings growth of 14.1%, which is higher than its past year's earnings decline of 2.9% per year.
  • 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 35% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Commercial Printing 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$106.133.2%
+US$605.4m		17.5%PE50.4x
CLH Clean HarborsUS$243.203.7%
+US$465.9m		5.7%PE33.5x
MSA MSA SafetyUS$168.545.2%
+US$328.9m		4.8%PE23.6x
CWST Casella Waste SystemsUS$100.822.9%
+US$182.9m		-6.1%PE419.5x
VLTO VeraltoUS$100.310.5%
+US$131.6m		-1.7%PE27.3x

Latest News

CPRT
US$38.19
Copart
7D
-2.5%
1Y
-32.7%

Copart, Inc.'s (NASDAQ:CPRT) Business Is Trailing The Market But Its Shares Aren't

Jan 08
Copart, Inc.'s (NASDAQ:CPRT) Business Is Trailing The Market But Its Shares Aren't
RSG
US$209.08
Republic Services
7D
-1.3%
1Y
1.0%
CWST
US$100.82
Casella Waste Systems
7D
2.9%
1Y
-6.1%
BRC
US$80.51
Brady
7D
2.7%
1Y
9.3%

The Returns At Brady (NYSE:BRC) Aren't Growing

Jan 06
The Returns At Brady (NYSE:BRC) Aren't Growing
CTAS
US$186.70
Cintas
7D
-0.7%
1Y
-3.1%

Is Now The Time To Look At Buying Cintas Corporation (NASDAQ:CTAS)?

Jan 06
Is Now The Time To Look At Buying Cintas Corporation (NASDAQ:CTAS)?
PBI
US$10.20
Pitney Bowes
7D
-3.5%
1Y
40.5%

PBI: Share Repurchases And Dividend Will Support Future Share Price Repricing

Analysts have adjusted their price target on Pitney Bowes slightly, with modest changes to assumptions around discount rate, revenue growth, profit margin, and future P/E. This has led to a small revision in the estimated fair value per share, which is now framed at about $13.00.
ROL
US$59.45
Rollins
7D
-0.9%
1Y
28.3%

ROL: Essential Demand And Recent Execution Will Support Measured Upside Ahead

Analysts have nudged their price target for Rollins higher, lifting fair value from approximately $61.61 to $64.53 per share as they factor in modestly stronger revenue growth, slightly higher profit margins, and a resilient, non cyclical pest control business model supported by recent operational outperformance. Analyst Commentary Bullish analysts highlight that the latest upward revision in fair value is underpinned by stronger than expected Q3 execution, with revenue, EBITDA margin, and EPS all surpassing prior forecasts and reinforcing confidence in Rollins' ability to deliver above trend growth.
ROMA
US$1.30
Roma Green Finance
7D
-23.1%
1Y
88.4%
BCO
US$118.97
Brink's
7D
1.9%
1Y
28.8%

The Brink's Company (NYSE:BCO) Shares Could Be 47% Below Their Intrinsic Value Estimate

Jan 01
The Brink's Company (NYSE:BCO) Shares Could Be 47% Below Their Intrinsic Value Estimate
MSA
US$168.54
MSA Safety
7D
5.2%
1Y
4.8%

Is MSA Safety Incorporated (NYSE:MSA) Trading At A 21% Discount?

Dec 28
Is MSA Safety Incorporated (NYSE:MSA) Trading At A 21% Discount?
RBA
US$106.13
RB Global
7D
3.2%
1Y
17.5%

RBA: Expanded Government Contract Will Drive Stronger Long Term Performance

Analysts modestly raised their price target on RB Global to $135.00, citing slightly stronger expected revenue growth and profit margins that more than offset a marginally higher discount rate and a lower future P E multiple. What's in the News IAA secured an expanded contract with the U.S. General Services Administration to provide end to end remarketing services for increased government fleet vehicle volumes, which streamlines GSA operations and reduces transport costs by eliminating third party providers (Key Developments).
VLTO
US$100.31
Veralto
7D
0.5%
1Y
-1.7%

VLTO: Buybacks Will Support Durable EPS Compounding Despite Costly Acquisition

Analysts have modestly trimmed their price target on Veralto to $114 from prior levels in the high teens above $110, citing slightly lower long term revenue growth assumptions and a rich price paid for the $422 million In Situ acquisition, partially offset by resilient margins, a supportive valuation framework, and the incremental benefit of a $750 million share repurchase program. Analyst Commentary Bullish analysts continue to point to Veralto's long term growth algorithm and resilient fundamentals, even as they modestly rein in price targets.
OPLN
US$30.78
OPENLANE
7D
3.4%
1Y
51.8%

KAR: Share Repurchases And Preferred Buyback Will Shape Future Capital Structure

Analysts have modestly raised their price target on OPENLANE to approximately 31.81 dollars per share, citing slightly lower discount rate assumptions that reflect a marginally reduced risk profile, while leaving long term growth and profitability expectations largely unchanged. What's in the News Effective December 26, 2025, OPENLANE, Inc.
WCN
US$168.53
Waste Connections
7D
-3.9%
1Y
-4.2%

WCN: Future Returns Will Be Driven By Accretive M&A And Aggressive Buybacks

The analyst price target for Waste Connections has inched higher to approximately $205 from about $205 previously, as analysts highlight the company’s consistent outperformance, margin expansion potential, and long runway for value accretive M&A, despite near term sector headwinds. Analyst Commentary Bullish analysts generally frame Waste Connections as a high quality compounder, emphasizing its history of value accretive acquisitions and a long runway to continue consolidating fragmented secondary and rural markets.
WM
US$215.97
Waste Management
7D
-1.7%
1Y
4.5%
CLH
US$243.20
Clean Harbors
7D
3.7%
1Y
5.7%

CLH: PFAS Services And Buybacks Will Support Solid Long Term Performance

Analysts have nudged their price target on Clean Harbors slightly lower to approximately $250 per share, reflecting modestly softer long term assumptions for revenue growth and valuation multiples, even as projected profit margins edge higher. What's in the News Secured $110 million in PFAS water filtration contracts at Joint Base Pearl Harbor Hickam over the next three years, expanding regenerative carbon filtration and resin capacity to treat about 4.2 million gallons of water per day in partnership with V2X and NAVFAC (Key Developments).