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U.S. Commercial Services Industry Analysis

UpdatedJul 26, 2026
DataAggregated Company Financials
Companies166
  • 7D-1.2%
  • 3M4.6%
  • 1Y-8.1%
  • YTD1.6%

Over the last 7 days, the Commercial Services industry has dropped 1.2%, driven by Rollins declining 15%. The industry has fallen 8.1% in the last 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
Mon, 27 Jul 2026US$463.5bUS$152.4bUS$13.5b20x34.4x3x
Wed, 24 Jun 2026US$424.8bUS$152.5bUS$13.1b21.6x32.3x2.8x
Fri, 22 May 2026US$439.7bUS$152.2bUS$13.3b22.1x33.1x2.9x
Sun, 19 Apr 2026US$447.0bUS$150.1bUS$13.0b23.5x34.5x3x
Tue, 17 Mar 2026US$463.5bUS$149.8bUS$12.9b22.6x36x3.1x
Thu, 12 Feb 2026US$488.1bUS$149.5bUS$12.6b25.1x38.7x3.3x
Sat, 10 Jan 2026US$463.6bUS$149.2bUS$12.3b26.6x37.7x3.1x
Mon, 08 Dec 2025US$459.5bUS$152.1bUS$12.3b23.1x37.2x3x
Wed, 05 Nov 2025US$440.0bUS$145.7bUS$12.1b22.4x36.4x3x
Fri, 03 Oct 2025US$491.6bUS$144.3bUS$12.2b29.6x40.3x3.4x
Sun, 31 Aug 2025US$502.1bUS$147.4bUS$11.7b29.5x42.7x3.4x
Tue, 29 Jul 2025US$508.7bUS$145.7bUS$11.3b28.7x45.1x3.5x
Thu, 26 Jun 2025US$510.4bUS$145.1bUS$11.3b26x45.2x3.5x
Sat, 24 May 2025US$523.8bUS$145.4bUS$11.1b25x47x3.6x
Mon, 21 Apr 2025US$503.2bUS$145.4bUS$10.9b27.9x46.1x3.5x
Wed, 19 Mar 2025US$489.2bUS$145.4bUS$10.9b30x45x3.4x
Fri, 14 Feb 2025US$503.4bUS$150.4bUS$11.3b31.8x44.6x3.3x
Sun, 12 Jan 2025US$478.1bUS$149.5bUS$11.6b32x41.3x3.2x
Tue, 10 Dec 2024US$521.5bUS$149.1bUS$11.6b31.8x44.9x3.5x
Thu, 07 Nov 2024US$488.1bUS$149.7bUS$11.5b28.7x42.5x3.3x
Sat, 05 Oct 2024US$487.6bUS$151.0bUS$10.4b26.2x46.8x3.2x
Mon, 02 Sep 2024US$496.1bUS$150.9bUS$10.4b29.6x47.7x3.3x
Wed, 31 Jul 2024US$470.0bUS$151.3bUS$10.3b28.2x45.6x3.1x
Fri, 28 Jun 2024US$468.4bUS$150.1bUS$9.9b26.2x47.5x3.1x
Sun, 26 May 2024US$458.4bUS$149.2bUS$10.0b26.7x45.7x3.1x
Tue, 23 Apr 2024US$445.6bUS$149.2bUS$9.5b27.3x46.9x3x
Thu, 21 Mar 2024US$451.9bUS$149.1bUS$9.5b29x47.8x3x
Sat, 17 Feb 2024US$428.3bUS$147.8bUS$9.3b28.8x45.9x2.9x
Mon, 15 Jan 2024US$407.8bUS$150.3bUS$9.8b25.8x41.7x2.7x
Wed, 13 Dec 2023US$403.4bUS$150.1bUS$9.7b26.2x41.7x2.7x
Fri, 10 Nov 2023US$378.4bUS$148.9bUS$9.4b23.8x40.3x2.5x
Sun, 08 Oct 2023US$345.6bUS$139.9bUS$9.2b25.7x37.5x2.5x
Tue, 05 Sep 2023US$354.8bUS$139.8bUS$9.0b26.4x39.3x2.5x
Thu, 03 Aug 2023US$359.1bUS$137.7bUS$9.2b24.8x39.1x2.6x
Price to Earnings Ratio

39.1x


Total Market Cap: US$359.1bTotal Earnings: US$9.2bTotal Revenue: US$137.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 41.8x202420252026
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 34.4x which is lower than its 3-year average PE of 41.8x.
  • 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 14% per year over the last three years.
  • Revenues for these companies have grown 3.5% 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-1.05%
Industrials1.38%
Commercial Services-1.24%
Security and Alarm Services2.68%
Office Services and Supplies1.20%
Diversified Support Services0.41%
Commercial Printing0.35%
Environmental and Facilities Services-2.37%
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 49.2x.
    • Analysts are expecting annual earnings growth of 15.3%, 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 32.5x.
Forecasted Growth
  • Analysts are most optimistic on the Commercial Printing industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings growth rate of 8.1% 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$205.910.7%
+US$584.2m		-7.9%PE41.2x
CPRT CopartUS$27.941.2%
+US$305.5m		-40.2%PE16.7x
GEO GEO GroupUS$30.925.0%
+US$191.5m		18.5%PE14.8x
MSA MSA SafetyUS$174.642.1%
+US$139.4m		-3.0%PE23.2x
BCO Brink'sUS$122.001.6%
+US$77.4m		32.9%PE27.8x

Latest News

CLH
US$303.74
Clean Harbors
7D
-2.2%
1Y
29.1%
Seeking Alpha • 15h

Clean Harbors: More M&A Amid Elevated Expectations

Summary Clean Harbors trades near all-time highs, driven mainly by valuation multiple expansion rather than robust topline growth. Recent acquisitions, like Terra Nova Solutions, support modest EBITDA growth but come at premium multiples, reflecting strategic focus on bolt-on deals. 2026 guidance implies incremental gains: adjusted EBITDA of $1.20–$1.27B and earnings approaching $8 per share, with net debt rising but leverage manageable. Despite secular tailwinds in hazardous waste and PFAS treatment, Clean Harbors´ premium valuation and tepid sales growth warrant caution on new entries. Read the full article on Seeking Alpha
CTAS
US$205.91
Cintas
7D
0.7%
1Y
-7.9%
WCN
US$169.61
Waste Connections
7D
-1.3%
1Y
-9.3%
GEO
US$30.92
GEO Group
7D
5.0%
1Y
18.5%
Narrative Update • Jul 25

GEO: Facility Acquisitions And Detention Standards Scrutiny Will Shape 2026 Outlook

Analysts have modestly raised the GEO Group fair value estimate from $32.00 to $33.75, citing updated price targets, including a move to $40.00, and increased confidence that government facility acquisition plans and a more active back half of 2026 could support the stock's outlook. What’s in the News for GEO Group An off duty GEO Group employee operating at the ICE detention center in Aurora, Colorado was charged with assault after a shooting incident involving protesters, with the company placing the employee on unpaid administrative leave and stating it would cooperate with law enforcement investigations, according to recent news reports.
ROL
US$38.56
Rollins
7D
-14.5%
1Y
-33.6%
MSA
US$174.64
MSA Safety
7D
2.1%
1Y
-3.0%
HCSG
US$22.74
Healthcare Services Group
7D
-10.2%
1Y
71.6%
CPRT
US$27.94
Copart
7D
1.2%
1Y
-40.2%
Narrative Update • Jul 22

CPRT: Salvage Tailwinds And Leadership Shift Will Shape Future Auction Positioning

The analyst price target for Copart has been reduced from $32 to $26, as analysts factor in updated assumptions for fair value, future P/E, and market share dynamics in the salvage vehicle auction space. Analyst Commentary on Copart Recent Street research on Copart highlights a split in sentiment, with some firms citing supportive industry drivers while bearish analysts point to competitive pressures and valuation risks that could cap upside in the near term.
WM
US$238.75
Waste Management
7D
-0.2%
1Y
4.0%
VLTO
US$92.02
Veralto
7D
-1.9%
1Y
-10.9%
CXW
US$31.35
CoreCivic
7D
2.3%
1Y
51.2%
Seeking Alpha • Jul 22

CoreCivic: Reassuring Asset Sales, But The Dividend Is Still Missing

Summary CoreCivic has rallied ~400% since 2020, validating its post-REIT strategy and balance sheet repair. Q1 revenue surged 26% to $614.7M, with adjusted EBITDA up 36% and occupancy gains driven by increased ICE demand and facility reactivations. Recent $1.5B asset sales validated real estate values and will significantly deleverage CXW, reducing pro forma net debt to ~$245M. I remain neutral as the current price reflects favorable demand, no dividend has been reinstated, and future capital allocation remains uncertain. Read the full article on Seeking Alpha
ACVA
US$7.73
ACV Auctions
7D
3.8%
1Y
-47.0%
BCO
US$122.00
Brink's
7D
1.6%
1Y
32.9%
UNF
US$294.34
UniFirst
7D
1.0%
1Y
69.7%
CWST
US$89.39
Casella Waste Systems
7D
-6.6%
1Y
-18.0%
RSG
US$216.91
Republic Services
7D
-2.4%
1Y
-11.5%
Seeking Alpha • Jul 03

Republic Services: It's A Garbage Company, Literally, And I Love It

Summary Republic Services is a proven compounder with high barriers to entry, stable fundamentals, and strong pricing power in the essential waste management industry. I rate RSG a Buy, expecting an 8% forward shareholder return, supported by robust margins, decade-high ROIC, and consistent earnings growth. RSG’s defensive, non-discretionary business model offers portfolio balance, low volatility, and resilience against economic cycles and AI-driven market regimes. Valuation is slightly above historical averages, but improved operating metrics, reliable cash flow, and a 22-year dividend growth streak justify continued confidence. Read the full article on Seeking Alpha