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

U.S. Commercial Services Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies160
  • 7D2.7%
  • 3M0.7%
  • 1Y0.1%
  • YTD2.7%

Over the last 7 days, the Commercial Services industry has risen 2.7%, driven by gains from Cintas of 4.5%. Despite this gain, the industry's performance has been flat over the past 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
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
Sat, 01 Jul 2023US$369.2bUS$136.9bUS$7.1b27.1x51.8x2.7x
Mon, 29 May 2023US$342.9bUS$137.0bUS$7.1b23.8x48.3x2.5x
Wed, 26 Apr 2023US$336.1bUS$134.6bUS$7.6b22.8x44.3x2.5x
Fri, 24 Mar 2023US$313.0bUS$134.3bUS$7.7b23.4x40.8x2.3x
Sun, 19 Feb 2023US$324.9bUS$133.2bUS$8.2b22.8x39.4x2.4x
Tue, 17 Jan 2023US$316.2bUS$131.5bUS$7.6b21.8x41.4x2.4x
Price to Earnings Ratio

41.4x


Total Market Cap: US$316.2bTotal 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 37.7x 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 Market1.82%
Industrials3.32%
Commercial Services2.67%
Security and Alarm Services8.63%
Commercial Printing8.61%
Office Services and Supplies6.36%
Diversified Support Services4.99%
Environmental and Facilities Services1.09%
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 40.2x.
    • Analysts are expecting annual earnings growth of 14.0%, 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.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Commercial Printing 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$193.124.5%
+US$3.3b		2.0%PE40.8x
CPRT CopartUS$39.835.5%
+US$2.0b		-28.4%PE24.2x
RBA RB GlobalUS$109.195.7%
+US$1.1b		23.0%PE51.8x
VLTO VeraltoUS$102.734.3%
+US$1.1b		2.6%PE27.9x
WM Waste ManagementUS$220.911.1%
+US$1.0b		6.6%PE34.7x

Latest News

ANPA
US$86.85
Rich Sparkle Holdings
7D
282.4%
1Y
n/a
CTAS
US$193.12
Cintas
7D
4.5%
1Y
2.0%
VSTS
US$6.44
Vestis
7D
-2.1%
1Y
-59.7%
YIBO
US$0.80
Planet Image International
7D
-17.5%
1Y
-74.8%

Lacklustre Performance Is Driving Planet Image International Limited's (NASDAQ:YIBO) 30% Price Drop

Jan 09
Lacklustre Performance Is Driving Planet Image International Limited's (NASDAQ:YIBO) 30% Price Drop
WM
US$220.91
Waste Management
7D
1.1%
1Y
6.6%

WM: Buybacks And Rising Dividends Will Support Future Upside

Analysts have nudged their price target for Waste Management higher from US$246.52 to US$247.16, reflecting updated views that slightly adjust revenue growth expectations, profit margin assumptions and the future P/E multiple while keeping the overall valuation framework largely intact. What's in the News The Board of Directors authorized a new share repurchase program for up to US$3 billion of Waste Management, Inc.
CPRT
US$39.83
Copart
7D
5.5%
1Y
-28.4%

Copart, Inc.'s (NASDAQ:CPRT) Business Is Trailing The Market But Its Shares Aren't

Jan 08
Copart, Inc.'s (NASDAQ:CPRT) Business Is Trailing The Market But Its Shares Aren't
WCN
US$166.31
Waste Connections
7D
-4.5%
1Y
-4.9%

WCN: Future Returns Will Be Driven By Compounding M&A And Cash Return Programs

The analyst price target for Waste Connections has edged up by about $1 to roughly $205.71, as analysts point to consistent Q3 execution, solid waste margin potential, ongoing acquisition opportunities, and a generally supportive view of the company as a high quality compounder, despite some timing adjustments around future RNG contributions. Analyst Commentary Recent Street research on Waste Connections centers on the quality of the core solid waste business, the role of acquisitions, and timing questions around renewable natural gas, or RNG, projects and other macro exposed areas like recycling and specialty waste.
TTEK
US$36.33
Tetra Tech
7D
8.0%
1Y
-11.4%

TTEK: Conservative FY26 Outlook And M&A Capacity Will Support Future Upside

Narrative Update Analysts have lifted their price target on Tetra Tech by $1 to $48, citing the recent Q4 earnings beat, in-line but viewed as conservative FY26 guidance, and balance sheet flexibility for M&A with leverage at 0.9 exiting Q4. Analyst Commentary Recent research updates around Tetra Tech center on the modest price target lift to $48, the Q4 earnings beat, and what conservative FY26 guidance might signal for execution and valuation.
ROL
US$60.68
Rollins
7D
2.8%
1Y
31.7%

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.
ROMA
US$1.35
Roma Green Finance
7D
-15.6%
1Y
106.1%
RBA
US$109.19
RB Global
7D
5.7%
1Y
23.0%

RBA: Expanded Government Contract Will Drive Stronger Long Term Performance

Analysts modestly raised their price target on RB Global to $135.00, citing slightly stronger expected revenue growth and profit margins that more than offset a marginally higher discount rate and a lower future P E multiple. What's in the News IAA secured an expanded contract with the U.S. General Services Administration to provide end to end remarketing services for increased government fleet vehicle volumes, which streamlines GSA operations and reduces transport costs by eliminating third party providers (Key Developments).
VLTO
US$102.73
Veralto
7D
4.3%
1Y
2.6%

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.
PMEC
US$0.97
Primech Holdings
7D
-11.0%
1Y
30.7%
RECT
US$1.66
Rectitude Holdings
7D
-7.8%
1Y
-76.1%
QRHC
US$1.90
Quest Resource Holding
7D
-4.0%
1Y
-67.3%

There's No Escaping Quest Resource Holding Corporation's (NASDAQ:QRHC) Muted Revenues Despite A 52% Share Price Rise

Dec 06
There's No Escaping Quest Resource Holding Corporation's (NASDAQ:QRHC) Muted Revenues Despite A 52% Share Price Rise
FTEK
US$1.61
Fuel Tech
7D
-5.8%
1Y
59.4%