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

U.S. Commercial Services Industry Analysis

UpdatedAug 20, 2026
DataAggregated Company Financials
Companies160
  • 7D1.6%
  • 3M6.1%
  • 1Y-7.5%
  • YTD1.4%

The Commercial Services is pretty flat in the last 7 days, but Copart has stood out, gaining 17%. As for the longer term, the industry has declined 8.9% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Aug 2026US$453.2bUS$154.5bUS$13.7b17.5x33.2x2.9x
Sat, 18 Jul 2026US$474.9bUS$152.1bUS$13.4b21.9x35.4x3.1x
Mon, 15 Jun 2026US$434.9bUS$152.5bUS$13.2b21.2x33x2.9x
Wed, 13 May 2026US$428.0bUS$152.2bUS$13.3b22.2x32.2x2.8x
Fri, 10 Apr 2026US$448.5bUS$150.1bUS$13.0b23x34.6x3x
Sun, 08 Mar 2026US$482.4bUS$150.6bUS$12.9b24.6x37.5x3.2x
Tue, 03 Feb 2026US$472.4bUS$149.4bUS$12.6b26.9x37.6x3.2x
Thu, 01 Jan 2026US$465.1bUS$149.1bUS$12.3b24.4x37.8x3.1x
Sat, 29 Nov 2025US$460.7bUS$151.9bUS$12.4b22.6x37.3x3x
Mon, 27 Oct 2025US$512.9bUS$144.4bUS$12.2b27.1x42.1x3.6x
Wed, 24 Sep 2025US$481.2bUS$146.4bUS$11.8b26.5x40.9x3.3x
Fri, 22 Aug 2025US$506.4bUS$147.4bUS$11.7b30.1x43.1x3.4x
Sun, 20 Jul 2025US$501.3bUS$145.4bUS$11.3b26.9x44.5x3.4x
Tue, 17 Jun 2025US$510.0bUS$145.1bUS$11.3b26.3x45.2x3.5x
Thu, 15 May 2025US$511.2bUS$145.4bUS$11.0b26.1x46.6x3.5x
Sat, 12 Apr 2025US$494.6bUS$145.5bUS$10.9b26.8x45.2x3.4x
Mon, 10 Mar 2025US$494.2bUS$146.4bUS$11.0b29.8x44.8x3.4x
Wed, 05 Feb 2025US$499.2bUS$150.1bUS$11.6b32.5x43.2x3.3x
Fri, 03 Jan 2025US$472.7bUS$149.5bUS$11.6b31.1x40.9x3.2x
Sun, 01 Dec 2024US$528.7bUS$149.1bUS$11.6b33.2x45.5x3.5x
Tue, 29 Oct 2024US$484.8bUS$151.5bUS$10.6b26.3x45.9x3.2x
Thu, 26 Sep 2024US$491.0bUS$151.0bUS$10.4b26.2x47.1x3.3x
Sat, 24 Aug 2024US$488.8bUS$150.9bUS$10.4b30x46.9x3.2x
Mon, 22 Jul 2024US$482.4bUS$150.2bUS$10.0b27.3x48.3x3.2x
Wed, 19 Jun 2024US$463.8bUS$150.1bUS$9.8b25x47.2x3.1x
Fri, 17 May 2024US$459.6bUS$150.0bUS$10.2b28.5x45.2x3.1x
Sun, 14 Apr 2024US$453.3bUS$149.1bUS$9.5b26.8x47.6x3x
Tue, 12 Mar 2024US$444.5bUS$149.1bUS$9.5b27.4x47x3x
Thu, 08 Feb 2024US$415.8bUS$147.1bUS$9.4b25.9x44.3x2.8x
Sat, 06 Jan 2024US$403.3bUS$150.3bUS$9.8b25.3x41.2x2.7x
Mon, 04 Dec 2023US$400.0bUS$150.1bUS$9.7b26.3x41.4x2.7x
Wed, 01 Nov 2023US$365.4bUS$148.7bUS$10.3b24.9x35.5x2.5x
Fri, 29 Sep 2023US$344.7bUS$140.0bUS$9.2b25.3x37.5x2.5x
Sun, 27 Aug 2023US$350.9bUS$139.7bUS$9.1b24x38.7x2.5x
Price to Earnings Ratio

38.7x


Total Market Cap: US$350.9bTotal Earnings: US$9.1bTotal Revenue: US$139.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 41.6x202420252026
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 33.1x which is lower than its 3-year average PE of 41.6x.
  • The industry is trading close to its 3-year average PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Commercial Services industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 3.4% 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-0.79%
Industrials-2.50%
Commercial Services1.64%
Diversified Support Services2.78%
Environmental and Facilities Services1.57%
Office Services and Supplies-1.12%
Commercial Printing-1.99%
Security and Alarm Services-3.82%
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 49.0x.
    • Analysts are expecting annual earnings growth of 14.9%, which is higher than its past year's earnings growth of 5.0% per year.
  • Investors are most pessimistic about the Commercial Printing industry, which is trading below its 3-year average of 32.2x.
Forecasted Growth
  • Analysts are most optimistic on the Office Services and Supplies industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Security and Alarm Services industry is expected to see its earnings grow by 8.4% 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
CPRT CopartUS$33.8516.8%
+US$4.5b		-28.9%PE20.2x
RSG Republic ServicesUS$221.043.2%
+US$2.1b		-6.4%PE31x
WCN Waste ConnectionsUS$168.752.1%
+US$859.5m		-9.2%PE40.1x
VLTO VeraltoUS$100.103.5%
+US$836.2m		-8.1%PE24.7x
CLH Clean HarborsUS$325.222.7%
+US$452.4m		33.3%PE39.1x

Latest News

CPRT
US$33.85
Copart
7D
16.8%
1Y
-28.9%
CMPR
US$90.13
Cimpress
7D
-8.6%
1Y
50.7%
CLH
US$325.22
Clean Harbors
7D
2.7%
1Y
33.3%
TTEK
US$36.60
Tetra Tech
7D
3.1%
1Y
2.6%
ROL
US$36.26
Rollins
7D
-0.7%
1Y
-38.0%
Narrative Update • Aug 18

ROL: Core Franchise And Pullback Will Support Future Multiple Recovery

Rollins’ updated analyst price target has moved lower to about $45 from about $59, as analysts factor in softer growth assumptions, reduced profit margin expectations, and a lower future P/E multiple following weaker recent quarters and increased uncertainty around residential demand and leadership changes. Analyst Commentary Recent Street research on Rollins highlights a clear split between investors who still see long term appeal in the business and those who are more focused on softer execution, weaker recent quarters, and valuation reset risk.
VSTS
US$13.05
Vestis
7D
-7.8%
1Y
169.6%
Seeking Alpha • Aug 17

Vestis: Revenue Growth Needs To Return, Reiterate A Hold

Summary I reiterate a 'Hold' rating on Vestis due to ongoing revenue weakness and uncertainty around the new business model’s execution. Q3 showed improved margins and EBITDA, driven by exiting lower-quality volume and focusing on higher-value route-servicing contracts. Transformation initiatives have delivered ~$30M of ~$50M targeted FY2026 savings, enhancing plant productivity, service quality, and cost structure. VSTS could see significant upside if it accelerates revenue growth and margin expansion, but visibility on execution remains limited. Read the full article on Seeking Alpha
CWST
US$92.85
Casella Waste Systems
7D
2.5%
1Y
-8.2%
CXW
US$31.99
CoreCivic
7D
-4.8%
1Y
52.5%
WCN
US$168.75
Waste Connections
7D
2.1%
1Y
-9.2%
RSG
US$221.04
Republic Services
7D
3.2%
1Y
-6.4%
Analysis Article • Aug 12

The Republic Services, Inc. (NYSE:RSG) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

It's been a good week for Republic Services, Inc. ( NYSE:RSG ) shareholders, because the company has just released its...
HCSG
US$22.93
Healthcare Services Group
7D
10.2%
1Y
50.6%
WM
US$225.08
Waste Management
7D
-0.5%
1Y
-2.2%
BCO
US$109.18
Brink's
7D
-4.2%
1Y
-0.5%
CTAS
US$203.08
Cintas
7D
-0.2%
1Y
-6.3%
BRC
US$92.01
Brady
7D
-3.3%
1Y
26.5%
VLTO
US$100.10
Veralto
7D
3.5%
1Y
-8.1%
Analysis Article • Aug 03

Veralto Corporation (NYSE:VLTO) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for Veralto Corporation ( NYSE:VLTO ) shareholders, because the company has just released its...