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

U.S. Commercial Services Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies153
  • 7D-4.5%
  • 3M1.2%
  • 1Y-1.5%
  • YTD1.6%

Over the last 7 days, the Commercial Services industry has dropped 4.5%, driven by declines in Cintas and Copart of 5.5% and 11%, respectively. On the other hand Roma Green Finance is actually up 147%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026US$468.1bUS$150.7bUS$12.8b22.6x36.5x3.1x
Sun, 08 Feb 2026US$481.3bUS$149.5bUS$12.6b26.1x38.1x3.2x
Tue, 06 Jan 2026US$459.4bUS$149.1bUS$12.3b25x37.3x3.1x
Thu, 04 Dec 2025US$458.0bUS$152.0bUS$12.3b23x37.1x3x
Sat, 01 Nov 2025US$445.4bUS$145.6bUS$12.1b22.3x36.9x3.1x
Mon, 29 Sep 2025US$482.5bUS$146.7bUS$11.8b28x40.9x3.3x
Wed, 27 Aug 2025US$500.8bUS$147.4bUS$11.7b29.8x42.6x3.4x
Fri, 25 Jul 2025US$503.8bUS$145.7bUS$11.3b29.8x44.8x3.5x
Sun, 22 Jun 2025US$504.5bUS$145.1bUS$11.3b25.3x44.7x3.5x
Tue, 20 May 2025US$524.7bUS$145.3bUS$11.1b25.8x47.2x3.6x
Thu, 17 Apr 2025US$505.4bUS$145.4bUS$10.9b28.2x46.3x3.5x
Sat, 15 Mar 2025US$476.8bUS$145.4bUS$10.9b28.9x43.8x3.3x
Mon, 10 Feb 2025US$500.1bUS$150.1bUS$11.6b32.9x43.1x3.3x
Wed, 08 Jan 2025US$472.9bUS$149.5bUS$11.6b31.5x40.9x3.2x
Fri, 06 Dec 2024US$525.2bUS$149.1bUS$11.6b32.1x45.2x3.5x
Sun, 03 Nov 2024US$485.0bUS$152.3bUS$11.5b27.4x42.1x3.2x
Tue, 01 Oct 2024US$484.6bUS$151.0bUS$10.4b26.9x46.5x3.2x
Thu, 29 Aug 2024US$492.0bUS$150.9bUS$10.4b30x47.2x3.3x
Sat, 27 Jul 2024US$464.5bUS$151.3bUS$10.3b27.7x45x3.1x
Mon, 24 Jun 2024US$465.3bUS$150.1bUS$9.8b25.4x47.3x3.1x
Wed, 22 May 2024US$458.8bUS$149.3bUS$10.1b27.3x45.4x3.1x
Fri, 19 Apr 2024US$444.1bUS$149.2bUS$9.5b26.7x46.7x3x
Sun, 17 Mar 2024US$448.3bUS$149.1bUS$9.5b28.1x47.4x3x
Tue, 13 Feb 2024US$417.4bUS$147.2bUS$9.3b27.4x44.7x2.8x
Thu, 11 Jan 2024US$403.8bUS$150.3bUS$9.8b25.2x41.3x2.7x
Sat, 09 Dec 2023US$395.0bUS$150.1bUS$9.7b26.7x40.8x2.6x
Mon, 06 Nov 2023US$376.9bUS$148.7bUS$9.4b25x40x2.5x
Wed, 04 Oct 2023US$340.4bUS$140.0bUS$9.2b23.8x36.9x2.4x
Fri, 01 Sep 2023US$352.7bUS$139.8bUS$9.0b26.2x39.1x2.5x
Sun, 30 Jul 2023US$359.5bUS$137.2bUS$9.0b24.6x40.1x2.6x
Tue, 27 Jun 2023US$356.6bUS$136.8bUS$7.1b25.5x50.1x2.6x
Thu, 25 May 2023US$343.5bUS$136.9bUS$7.1b24.3x48.5x2.5x
Sat, 22 Apr 2023US$340.6bUS$134.6bUS$7.6b23.6x44.9x2.5x
Mon, 20 Mar 2023US$314.7bUS$134.3bUS$8.0b20.2x39.4x2.3x
Price to Earnings Ratio

39.4x


Total Market Cap: US$314.7bTotal Earnings: US$8.0bTotal Revenue: US$134.3bTotal 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 36.5x 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 3.9% 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-2.29%
Industrials-4.06%
Commercial Services-4.52%
Environmental and Facilities Services-3.22%
Office Services and Supplies-3.97%
Commercial Printing-4.38%
Diversified Support Services-6.85%
Security and Alarm Services-9.32%
Industry PE
  • Investors are most optimistic about the Office Services and Supplies industry, which is trading close to its 3-year average PE ratio of 36.2x.
    • Analysts are expecting annual earnings growth of 19.2%, which is higher than its past year's earnings decline of 17.7% 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 21% over the next 5 years.
  • However this is lower than its past earnings growth rate of 69% 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
ROMA Roma Green FinanceUS$5.91147.3%
+US$209.7m		684.9%PS215.9x
UNF UniFirstUS$272.883.9%
+US$184.8m		34.7%PE35.4x
CITR CitroTechUS$10.0149.4%
+US$58.1m		34.5%PS87.2x
OIO OIO GroupUS$3.6110.4%
+US$14.4m		91.0%PS28.7x
DXST Decent HoldingUS$0.2670.5%
+US$4.9m		-74.3%PS0.9x

Latest News

UNF
US$272.88
UniFirst
7D
3.9%
1Y
34.7%
RSG
US$225.78
Republic Services
7D
-2.5%
1Y
-1.5%

RSG: Buybacks And Renewable Gas Projects Will Support Balanced Long Term Outlook

Analysts have inched their price target on Republic Services higher, lifting fair value from about $244.04 to roughly $244.46 per share, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E projections. What's in the News From October 1, 2025 to December 31, 2025, Republic Services repurchased 1,300,000 shares, about 0.42% of shares, for US$270 million, completing a total buyback of 6,373,578 shares, about 2.04%, for US$1,343.64 million under the program announced on October 26, 2023 (Key Developments).
CTAS
US$193.26
Cintas
7D
-5.5%
1Y
1.4%
WM
US$238.61
Waste Management
7D
-3.0%
1Y
6.9%
RBA
US$97.91
RB Global
7D
-8.0%
1Y
3.7%
VLTO
US$89.76
Veralto
7D
-5.7%
1Y
-6.2%

VLTO: M&A Pipeline And Buybacks Will Support Future Compounding Potential

Veralto's analyst price targets have been trimmed by up to $9, as several firms modestly recalibrated their assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Street research this week shows analysts broadly trimming their Veralto price targets by between $2 and $9, while refining their views on discount rates, long term growth, margin structure, and future P/E assumptions.
WCN
US$166.96
Waste Connections
7D
-2.2%
1Y
-8.9%

WCN: Future Returns Will Be Driven By M&A Despite Higher Chiquita Outlays

Analysts have lowered their average price target for Waste Connections in line with recent Street reductions, while our fair value estimate remains at $198.75 as they incorporate updated Q4 results, 2026 guidance, and higher anticipated Chiquita landfill-related outlays. Analyst Commentary Recent research updates cluster around a similar message for Waste Connections: the stock is still generally viewed favorably, but analysts are marking their models to current guidance and higher expected Chiquita landfill spending, which has led to a series of lower price targets across the Street.
CRE
US$3.97
Cre8 Enterprise
7D
51.5%
1Y
n/a
DXST
US$0.26
Decent Holding
7D
70.5%
1Y
-74.3%
CPRT
US$33.97
Copart
7D
-10.7%
1Y
-35.0%

CPRT: Fee Pressure Reset Will Support Future Upside Potential

Narrative Update on Copart The analyst price target for Copart has decreased from about $48.89 to roughly $42.67, as analysts cite broader competitive pressure on fee rates and fiscal Q2 results that did not meet expectations. Analyst Commentary Recent Street research on Copart points to a more cautious stance, with lower price targets and greater focus on competitive and execution risks.
CVEO
US$29.30
Civeo
7D
1.0%
1Y
43.1%
ROL
US$55.59
Rollins
7D
-4.4%
1Y
9.6%

ROL: Weather And Execution Shortfalls Will Pressure Elevated P/E Expectations

The updated analyst price target for Rollins edges down to about $50.00, reflecting slightly lower assumed revenue growth and profit margins, along with a modestly reduced future P/E. Analysts broadly maintain a constructive view on the sector and continue to reference long term growth in revenue, EPS and free cash flow.
OMEX
US$1.57
Odyssey Marine Exploration
7D
1.9%
1Y
305.3%
ROMA
US$5.91
Roma Green Finance
7D
147.3%
1Y
684.9%
CITR
US$10.01
CitroTech
7D
49.4%
1Y
34.5%
OIO
US$3.61
OIO Group
7D
10.4%
1Y
91.0%