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U.S. Commercial Services Industry Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies152
  • 7D0.3%
  • 3M-11.6%
  • 1Y-9.2%
  • YTD-3.1%

Over the last 7 days, the Commercial Services industry has dropped 2.9%, driven by Republic Services declining 4.6%. On the other hand Rollins is actually up 6.4%. Overall the industry is down 6.5% in 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025US$444.6bUS$145.7bUS$12.1b22.7x36.7x3.1x
Sat, 04 Oct 2025US$487.5bUS$144.3bUS$12.2b29.8x40x3.4x
Mon, 01 Sep 2025US$502.1bUS$147.4bUS$11.7b29.5x42.7x3.4x
Wed, 30 Jul 2025US$503.6bUS$146.9bUS$11.3b28.2x44.5x3.4x
Fri, 27 Jun 2025US$502.1bUS$145.2bUS$11.2b26.4x44.8x3.5x
Sun, 25 May 2025US$518.9bUS$145.4bUS$11.1b25x46.6x3.6x
Tue, 22 Apr 2025US$503.2bUS$145.4bUS$10.9b29.2x46.1x3.5x
Thu, 20 Mar 2025US$485.7bUS$145.4bUS$10.9b30.4x44.6x3.3x
Sat, 15 Feb 2025US$505.7bUS$150.7bUS$11.4b31.2x44.5x3.4x
Mon, 13 Jan 2025US$478.1bUS$149.5bUS$11.6b32x41.3x3.2x
Wed, 11 Dec 2024US$509.9bUS$149.1bUS$11.6b32.3x43.9x3.4x
Fri, 08 Nov 2024US$502.0bUS$149.8bUS$11.5b29.9x43.5x3.4x
Sun, 06 Oct 2024US$488.3bUS$151.0bUS$10.4b26.2x46.8x3.2x
Tue, 03 Sep 2024US$496.1bUS$150.9bUS$10.4b29.6x47.7x3.3x
Thu, 01 Aug 2024US$475.1bUS$151.4bUS$10.3b28.2x46x3.1x
Sat, 29 Jun 2024US$469.6bUS$150.1bUS$9.9b26.2x47.6x3.1x
Mon, 27 May 2024US$458.4bUS$149.2bUS$9.9b26.7x46.4x3.1x
Wed, 24 Apr 2024US$452.2bUS$149.2bUS$9.5b27.3x47.6x3x
Fri, 22 Mar 2024US$453.6bUS$149.1bUS$9.4b29.3x48.1x3x
Sun, 18 Feb 2024US$427.5bUS$147.8bUS$9.3b28.8x45.8x2.9x
Tue, 16 Jan 2024US$407.8bUS$150.3bUS$9.8b25.8x41.7x2.7x
Thu, 14 Dec 2023US$403.4bUS$150.1bUS$9.7b26.7x41.7x2.7x
Sat, 11 Nov 2023US$378.2bUS$149.5bUS$9.5b25.1x40x2.5x
Mon, 09 Oct 2023US$345.7bUS$139.9bUS$9.2b25.7x37.5x2.5x
Wed, 06 Sep 2023US$352.7bUS$139.8bUS$9.0b25.4x39.1x2.5x
Fri, 04 Aug 2023US$356.6bUS$138.1bUS$8.9b24.3x39.9x2.6x
Sun, 02 Jul 2023US$369.2bUS$136.9bUS$7.1b27.1x51.8x2.7x
Tue, 30 May 2023US$342.9bUS$137.0bUS$7.1b23.8x48.6x2.5x
Thu, 27 Apr 2023US$332.6bUS$134.6bUS$7.6b22x43.9x2.5x
Sat, 25 Mar 2023US$317.3bUS$134.3bUS$7.7b22.9x41.4x2.4x
Mon, 20 Feb 2023US$324.9bUS$133.2bUS$8.2b22.8x39.4x2.4x
Wed, 18 Jan 2023US$317.1bUS$131.4bUS$7.6b21.8x41.5x2.4x
Fri, 16 Dec 2022US$318.3bUS$131.0bUS$7.6b19.7x41.9x2.4x
Sun, 13 Nov 2022US$322.4bUS$130.4bUS$7.7b21x41.9x2.5x
Price to Earnings Ratio

41.9x


Total Market Cap: US$322.4bTotal Earnings: US$7.7bTotal Revenue: US$130.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commercial Services Industry Price to Earnings3Y Average 43.6x202320242025
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 36.4x which is lower than its 3-year average PE of 43.6x.
  • 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 3.8% 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-1.58%
Industrials-1.41%
Commercial Services0.27%
Environmental and Facilities Services0.88%
Security and Alarm Services0.051%
Commercial Printing-0.12%
Diversified Support Services-0.49%
Office Services and Supplies-3.64%
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 39.9x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 2.9% per year.
  • Investors are most pessimistic about the Office Services and Supplies industry, which is trading below its 3-year average of 36.1x.
Forecasted Growth
  • Analysts are most optimistic on the Security and Alarm Services industry, expecting annual earnings growth of 44% over the next 5 years.
  • However this is lower than its past earnings growth rate of 116% 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
ROL RollinsUS$59.6710.8%
+US$2.8b		22.7%PE56x
WM Waste ManagementUS$200.541.5%
+US$1.2b		-8.2%PE31.5x
CTAS CintasUS$185.811.0%
+US$767.6m		-14.4%PE40.5x
CWST Casella Waste SystemsUS$90.006.9%
+US$370.4m		-15.8%PE374.5x
CECO CECO EnvironmentalUS$55.5015.5%
+US$265.9m		121.8%PE38.1x

Latest News

BCO
US$113.86
Brink's
7D
1.0%
1Y
10.9%
CECO
US$55.50
CECO Environmental
7D
15.5%
1Y
121.8%
CWST
US$90.00
Casella Waste Systems
7D
6.9%
1Y
-15.8%

Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Nov 05
Casella Waste Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
CLH
US$206.93
Clean Harbors
7D
-5.0%
1Y
-20.3%
MSA
US$159.97
MSA Safety
7D
-5.6%
1Y
-7.9%

MSA: Backlog Conversion And Acquisitions Will Drive Upside Amid Margin Caution

Analysts have slightly lowered their fair value estimate for MSA Safety to $187.40, down from $191.80. They cite recent results that were above expectations due to backlog conversion and acquisitions.
VLTO
US$99.92
Veralto
7D
0.4%
1Y
-3.0%
PBI
US$9.48
Pitney Bowes
7D
-15.4%
1Y
20.5%

PBI: Share Buyback Program Will Drive Future Shareholder Returns

Analysts have lowered their fair value estimate for Pitney Bowes from $17.00 to $14.00. They cite modestly improved revenue growth, but note headwinds from reduced profit margin expectations and a higher required rate of return.
RSG
US$206.43
Republic Services
7D
-1.9%
1Y
-0.3%

Republic Services, Inc. (NYSE:RSG) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 02
Republic Services, Inc. (NYSE:RSG) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
ACVA
US$8.15
ACV Auctions
7D
-8.6%
1Y
-57.4%

ACVA: Expanding Technology Leadership Will Drive Gains By 2026 Amid Uncertainty

Analysts have reduced their price target for ACV Auctions, with recent research highlighting a shift from $22 to $25 to a range of $11.50 to $18. This adjustment reflects ongoing macroeconomic uncertainty and tempered near-term growth expectations for the company.
ROL
US$59.67
Rollins
7D
10.8%
1Y
22.7%

ROL: Recurring Contracts And Market Expansion Will Drive Predictable Returns Ahead

Analysts have increased their price target for Rollins by $0.75 to $60.42. They cite the company's resilient business model and continued outperformance in key financial metrics.
WCN
US$165.96
Waste Connections
7D
-1.5%
1Y
-7.5%
WM
US$200.54
Waste Management
7D
1.5%
1Y
-8.2%

WM: Network Expansion And New Leadership Will Drive Upside Momentum

Analysts have lowered their price target for Waste Management from $252.45 to $246.64. This reduction is attributed to a more cautious outlook on revenue growth and modestly narrower profit margins.
CTAS
US$185.81
Cintas
7D
1.0%
1Y
-14.4%
CPRT
US$41.93
Copart
7D
-1.3%
1Y
-24.4%
TTEK
US$32.58
Tetra Tech
7D
2.3%
1Y
-30.4%

Analysts Weigh Tetra Tech’s Growth Prospects Amid New Guidance and Slight Valuation Adjustments

Analysts have slightly lowered their price target for Tetra Tech from $48 to $47. This change reflects updated discussions around long-term growth prospects and recent adjustments in financial projections.
RBA
US$97.63
RB Global
7D
-2.2%
1Y
9.3%