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U.S. Commercial Services Industry Analysis

UpdatedFeb 22, 2026
DataAggregated Company Financials
Companies158
  • 7D0.1%
  • 3M5.3%
  • 1Y-4.1%
  • YTD3.5%

The Commercial Services is pretty flat in the last 7 days, but Cintas has stood out, gaining 3.4%. As for the longer term, the industry has declined 4.1% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Feb 2026US$472.1bUS$150.2bUS$12.9b24.8x36.6x3.1x
Tue, 20 Jan 2026US$475.0bUS$149.2bUS$12.3b26x38.6x3.2x
Thu, 18 Dec 2025US$461.6bUS$148.8bUS$12.2b24.4x37.7x3.1x
Sat, 15 Nov 2025US$447.2bUS$150.6bUS$12.4b25.6x36.2x3x
Mon, 13 Oct 2025US$483.9bUS$144.3bUS$12.2b27.2x39.7x3.4x
Wed, 10 Sep 2025US$487.5bUS$146.4bUS$11.8b25.7x41.4x3.3x
Fri, 08 Aug 2025US$508.8bUS$147.4bUS$11.7b29.3x43.6x3.5x
Sun, 06 Jul 2025US$504.8bUS$145.2bUS$11.2b26.7x45x3.5x
Tue, 03 Jun 2025US$521.7bUS$145.0bUS$11.3b24.6x46.2x3.6x
Thu, 01 May 2025US$511.8bUS$146.8bUS$10.9b27.2x46.8x3.5x
Sat, 29 Mar 2025US$500.6bUS$145.5bUS$10.9b31.2x45.7x3.4x
Mon, 24 Feb 2025US$501.0bUS$151.3bUS$11.6b29.2x43.3x3.3x
Wed, 22 Jan 2025US$494.2bUS$149.6bUS$11.6b33.3x42.7x3.3x
Fri, 20 Dec 2024US$486.6bUS$149.2bUS$11.5b31.1x42.2x3.3x
Sun, 17 Nov 2024US$501.9bUS$149.3bUS$11.8b29.2x42.7x3.4x
Tue, 15 Oct 2024US$497.5bUS$151.0bUS$10.4b25.9x47.7x3.3x
Thu, 12 Sep 2024US$485.5bUS$151.0bUS$10.3b25.7x47.1x3.2x
Sat, 10 Aug 2024US$472.2bUS$150.8bUS$10.4b28.3x45.2x3.1x
Mon, 08 Jul 2024US$467.1bUS$150.1bUS$9.9b26.3x47.1x3.1x
Wed, 05 Jun 2024US$450.1bUS$150.1bUS$9.8b26.4x45.8x3x
Fri, 03 May 2024US$447.9bUS$150.3bUS$10.0b27.4x44.8x3x
Sun, 31 Mar 2024US$463.8bUS$149.2bUS$9.5b28.9x48.6x3.1x
Tue, 27 Feb 2024US$439.3bUS$148.7bUS$9.3b28.4x47.4x3x
Thu, 25 Jan 2024US$416.3bUS$150.3bUS$9.8b26.4x42.6x2.8x
Sat, 23 Dec 2023US$410.5bUS$150.2bUS$9.8b26.4x42x2.7x
Mon, 20 Nov 2023US$389.5bUS$150.0bUS$9.6b25.6x40.5x2.6x
Wed, 18 Oct 2023US$375.9bUS$147.8bUS$10.2b25.1x36.8x2.5x
Fri, 15 Sep 2023US$355.8bUS$139.9bUS$9.1b26.1x39.2x2.5x
Sun, 13 Aug 2023US$355.4bUS$139.6bUS$8.9b24x40.1x2.5x
Tue, 11 Jul 2023US$362.0bUS$136.8bUS$9.0b26.3x40.4x2.6x
Thu, 08 Jun 2023US$351.0bUS$136.8bUS$7.1b27.4x49.4x2.6x
Sat, 06 May 2023US$344.2bUS$136.3bUS$7.4b22.7x46.8x2.5x
Mon, 03 Apr 2023US$335.4bUS$134.6bUS$7.6b24.5x43.9x2.5x
Wed, 01 Mar 2023US$318.5bUS$132.7bUS$8.3b23.1x38.4x2.4x
Price to Earnings Ratio

38.4x


Total Market Cap: US$318.5bTotal Earnings: US$8.3bTotal Revenue: US$132.7bTotal 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 36.6x 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 16% per year over the last three years.
  • Revenues for these companies have grown 4.2% 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 Market1.04%
Industrials1.66%
Commercial Services0.15%
Diversified Support Services1.31%
Environmental and Facilities Services-0.042%
Office Services and Supplies-1.29%
Security and Alarm Services-3.79%
Commercial Printing-7.70%
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 60.7x.
    • Analysts are expecting annual earnings growth of 13.0%, which is higher than its past year's earnings growth of 7.1% 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 37% 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
CTAS CintasUS$200.023.4%
+US$2.6b		-2.2%PE42.3x
ROL RollinsUS$61.355.7%
+US$1.6b		19.6%PE56x
WCN Waste ConnectionsUS$163.622.1%
+US$858.9m		-12.7%PE38.9x
CLH Clean HarborsUS$284.694.0%
+US$432.5m		30.6%PE38.5x
RBA RB GlobalUS$103.371.3%
+US$275.9m		0.8%PE50.3x

Latest News

CPRT
US$36.48
Copart
7D
-2.7%
1Y
-35.5%
BRC
US$89.31
Brady
7D
-7.3%
1Y
28.4%
CWST
US$95.46
Casella Waste Systems
7D
-8.0%
1Y
-16.3%
WCN
US$163.62
Waste Connections
7D
2.1%
1Y
-12.7%

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

Our updated fair value estimate for Waste Connections moves to $198.75 from $204.25, reflecting analysts' lower price targets after 2026 guidance that points to softer growth assumptions and higher expected cash outlays tied to the Chiquita landfill. Analyst Commentary Street research around the latest quarter and 2026 outlook has become more cautious, with most firms trimming price targets while largely maintaining positive ratings.
CLH
US$284.69
Clean Harbors
7D
4.0%
1Y
30.6%

CLH: PFAS Contracts And Buybacks Will Support A Steady Fair Outlook

Analysts have raised their price target on Clean Harbors to about $290 per share, up from roughly $261. They cite updated assumptions that include slightly lower revenue growth, a higher profit margin, a modestly higher future P/E, and a marginally lower discount rate.
ABM
US$45.55
ABM Industries
7D
2.3%
1Y
-13.5%

ABM: Dividend And EV Infrastructure Expansion Will Support Future Upside Potential

Analysts have kept their price target for ABM Industries effectively unchanged at about $54.67, reflecting only minimal tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models. What's in the News ABM was selected by Alexandria, Virginia's DASH transit agency to deliver EV charging infrastructure, including an in route pantograph charger, power cabinets, electrical infrastructure, and civil foundation work to support the city's electric bus fleet (Key Developments).
RBA
US$103.37
RB Global
7D
1.3%
1Y
0.8%
RSG
US$219.50
Republic Services
7D
-1.6%
1Y
-4.9%
ROL
US$61.35
Rollins
7D
5.7%
1Y
19.6%
MSA
US$197.06
MSA Safety
7D
-2.4%
1Y
24.4%
MEG
US$23.09
Montrose Environmental Group
7D
12.7%
1Y
30.2%
WM
US$230.31
Waste Management
7D
-1.8%
1Y
1.0%
CXW
US$16.74
CoreCivic
7D
-11.5%
1Y
-7.1%
VLTO
US$93.08
Veralto
7D
0.6%
1Y
-5.2%

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$200.02
Cintas
7D
3.4%
1Y
-2.2%
ANPA
US$9.32
Rich Sparkle Holdings
7D
-70.1%
1Y
n/a