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

U.S. Commercial Services Industry Analysis

UpdatedJan 06, 2026
DataAggregated Company Financials
Companies160
  • 7D-1.2%
  • 3M-3.0%
  • 1Y-0.9%
  • YTD0.9%

Over the last 7 days, the Commercial Services industry has dropped 1.2%, driven by a pullback from Cintas of 2.6%. As for the longer term, the industry's performance has been flat for the past year. 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
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
Wed, 15 Feb 2023US$320.8bUS$132.3bUS$8.0b23.3x39.9x2.4x
Fri, 13 Jan 2023US$313.1bUS$131.5bUS$7.6b21.7x41x2.4x
Price to Earnings Ratio

41x


Total Market Cap: US$313.1bTotal 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 37.3x 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 Market0.48%
Industrials2.65%
Commercial Services-1.24%
Security and Alarm Services2.15%
Office Services and Supplies1.89%
Commercial Printing-0.048%
Environmental and Facilities Services-1.11%
Diversified Support Services-2.04%
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 40.1x.
    • Analysts are expecting annual earnings growth of 14.4%, 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.
  • However this is lower than its past earnings growth rate of 44% 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
CLH Clean HarborsUS$244.142.7%
+US$339.8m		7.0%PE33.6x
TTEK Tetra TechUS$34.932.8%
+US$250.4m		-11.6%PE36.8x
MSA MSA SafetyUS$168.423.6%
+US$229.0m		5.2%PE23.6x
ACVA ACV AuctionsUS$8.615.8%
+US$80.9m		-57.6%PS2x
GEO GEO GroupUS$16.593.4%
+US$75.2m		-42.2%PE9.6x

Latest News

CTAS
US$185.46
Cintas
7D
-2.6%
1Y
-1.7%

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)?
ROL
US$58.93
Rollins
7D
-2.5%
1Y
28.8%

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.
GEO
US$16.59
GEO Group
7D
3.4%
1Y
-42.2%

GEO: Upcoming Monitoring Contracts Will Drive Path Toward $3B Annualized Revenue

Analysts have modestly lowered their price target on GEO Group, trimming expectations by approximately $13 per share to reflect slower than expected growth. They are still emphasizing long term revenue potential from upcoming contracts and monitoring programs.
ABM
US$43.61
ABM Industries
7D
2.1%
1Y
-13.0%

ABM Industries (NYSE:ABM) Is Increasing Its Dividend To $0.29

Jan 04
ABM Industries (NYSE:ABM) Is Increasing Its Dividend To $0.29
TTEK
US$34.93
Tetra Tech
7D
2.8%
1Y
-11.6%

These 4 Measures Indicate That Tetra Tech (NASDAQ:TTEK) Is Using Debt Safely

Jan 02
These 4 Measures Indicate That Tetra Tech (NASDAQ:TTEK) Is Using Debt Safely
BRC
US$80.80
Brady
7D
2.0%
1Y
10.5%
BCO
US$119.85
Brink's
7D
1.3%
1Y
29.7%

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$168.42
MSA Safety
7D
3.6%
1Y
5.2%

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

Dec 28
Is MSA Safety Incorporated (NYSE:MSA) Trading At A 21% Discount?
VLTO
US$99.19
Veralto
7D
-2.1%
1Y
-2.4%

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.
RSG
US$212.84
Republic Services
7D
-0.9%
1Y
4.8%
CPRT
US$38.54
Copart
7D
-2.4%
1Y
-31.5%
HCSG
US$18.07
Healthcare Services Group
7D
-8.7%
1Y
55.4%

HCSG: Modest Price Increase And Buybacks Will Support Balanced Future Outlook

Analysts modestly raised their price target on Healthcare Services Group to $22 from $20, reflecting slightly improved long term growth and valuation assumptions, despite only marginal adjustments to revenue growth and profit margin forecasts. Analyst Commentary Analysts describe the modest price target increase as a reflection of greater confidence in the company’s ability to sustain mid single digit revenue growth while gradually improving operating efficiency.
WCN
US$173.94
Waste Connections
7D
-2.4%
1Y
0.9%

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$219.44
Waste Management
7D
-1.2%
1Y
7.9%
ACVA
US$8.61
ACV Auctions
7D
5.8%
1Y
-57.6%

ACVA: Digital Auction Share Gains Will Support Future Margin Expansion

Analysts have nudged their price target on ACV Auctions modestly higher to reflect a slightly lower discount rate, marginally improved profit margin expectations, and a more balanced view of sector fundamentals, with recent Street research showing targets ranging from $6 to $20 per share. Analyst Commentary Street research on ACV Auctions reflects a mix of optimism around the company’s long term growth profile and caution regarding execution risks and sector cyclicality.
CLH
US$244.14
Clean Harbors
7D
2.7%
1Y
7.0%

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).