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U.S. Commercial Services Industry Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies162
  • 7D0.5%
  • 3M5.3%
  • 1Y-10.0%
  • YTD-0.3%

Last week, the Commercial Services industry hasn't moved much but Republic Services is up 3.5% in that time. As for the longer term, the industry has declined 10.0% in the last year. Looking forward, 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
Thu, 13 Aug 2026US$457.5bUS$154.6bUS$13.7b19.4x33.4x3x
Sat, 11 Jul 2026US$451.8bUS$151.9bUS$13.3b21.2x33.9x3x
Mon, 08 Jun 2026US$434.7bUS$152.5bUS$13.2b20.6x33x2.9x
Wed, 06 May 2026US$443.3bUS$150.7bUS$13.2b22x33.6x2.9x
Fri, 03 Apr 2026US$444.5bUS$150.1bUS$13.0b22.4x34.3x3x
Sun, 01 Mar 2026US$478.2bUS$145.3bUS$12.7b25.7x37.7x3.3x
Tue, 27 Jan 2026US$479.8bUS$149.2bUS$12.3b25.6x39x3.2x
Thu, 25 Dec 2025US$465.2bUS$149.1bUS$12.3b24x37.7x3.1x
Sat, 22 Nov 2025US$454.6bUS$151.9bUS$12.4b22.3x36.8x3x
Mon, 20 Oct 2025US$479.7bUS$144.3bUS$12.2b26.7x39.3x3.3x
Wed, 17 Sep 2025US$484.5bUS$146.4bUS$11.8b25.5x41.1x3.3x
Fri, 15 Aug 2025US$510.9bUS$147.4bUS$11.8b30.1x43.4x3.5x
Sun, 13 Jul 2025US$499.9bUS$145.2bUS$11.2b28.6x44.6x3.4x
Tue, 10 Jun 2025US$516.2bUS$145.1bUS$11.3b25.8x45.7x3.6x
Thu, 08 May 2025US$517.7bUS$145.2bUS$11.1b28x46.7x3.6x
Sat, 05 Apr 2025US$499.6bUS$145.5bUS$11.0b29.3x45.6x3.4x
Mon, 03 Mar 2025US$502.6bUS$146.3bUS$11.0b29.7x45.5x3.4x
Wed, 29 Jan 2025US$497.7bUS$149.6bUS$11.6b32.1x43x3.3x
Fri, 27 Dec 2024US$480.8bUS$149.4bUS$11.6b31.6x41.5x3.2x
Sun, 24 Nov 2024US$522.3bUS$149.4bUS$11.6b32.3x45x3.5x
Tue, 22 Oct 2024US$501.3bUS$151.0bUS$10.4b27.3x48.1x3.3x
Thu, 19 Sep 2024US$486.0bUS$151.0bUS$10.3b27x47.2x3.2x
Sat, 17 Aug 2024US$481.1bUS$150.9bUS$10.4b31x46.2x3.2x
Mon, 15 Jul 2024US$476.3bUS$150.1bUS$9.9b28x48x3.2x
Wed, 12 Jun 2024US$454.2bUS$150.1bUS$9.8b25x46.2x3x
Fri, 10 May 2024US$457.0bUS$150.4bUS$10.1b27.6x45.3x3x
Sun, 07 Apr 2024US$455.2bUS$149.2bUS$9.5b27.7x47.7x3.1x
Tue, 05 Mar 2024US$442.7bUS$149.2bUS$9.4b26.5x47x3x
Thu, 01 Feb 2024US$419.1bUS$150.5bUS$9.8b25.7x42.8x2.8x
Sat, 30 Dec 2023US$413.7bUS$150.3bUS$9.8b26.1x42.3x2.8x
Mon, 27 Nov 2023US$393.1bUS$150.0bUS$9.6b25.4x41x2.6x
Wed, 25 Oct 2023US$360.4bUS$147.9bUS$10.2b24.2x35.3x2.4x
Fri, 22 Sep 2023US$349.7bUS$140.0bUS$9.2b25.4x38.1x2.5x
Sun, 20 Aug 2023US$350.2bUS$139.7bUS$9.1b25.1x38.5x2.5x
Price to Earnings Ratio

38.5x


Total Market Cap: US$350.2bTotal 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 41.7x202420252026
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 33.4x which is lower than its 3-year average PE of 41.7x.
  • 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 Market1.02%
Industrials0.10%
Commercial Services0.47%
Office Services and Supplies1.84%
Environmental and Facilities Services1.14%
Security and Alarm Services1.12%
Diversified Support Services-0.80%
Commercial Printing-4.42%
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 15.0%, 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 32.3x.
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 8.6% 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
RSG Republic ServicesUS$214.263.5%
+US$1.9b		-7.9%PE30x
CTAS CintasUS$203.511.0%
+US$844.4m		-9.6%PE40.8x
WM Waste ManagementUS$226.320.9%
+US$803.4m		-1.6%PE31.7x
CLH Clean HarborsUS$316.652.4%
+US$391.2m		26.4%PE38.1x
TTEK Tetra TechUS$35.503.5%
+US$309.8m		-4.4%PE20.8x

Latest News

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Interface
7D
9.5%
1Y
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WCN
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7D
0.5%
1Y
-11.0%
RSG
US$214.26
Republic Services
7D
3.5%
1Y
-7.9%
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OPENLANE
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1Y
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CXW
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CoreCivic
7D
7.6%
1Y
62.6%
RBA
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-9.6%
1Y
-26.7%
DLX
US$23.75
Deluxe
7D
-10.8%
1Y
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PBI
US$16.60
Pitney Bowes
7D
-9.3%
1Y
43.5%
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ONT
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Onterris
7D
-27.5%
1Y
-41.2%
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ONT: Board Review Will Unlock Future Upside For Environmental Services

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HCSG
US$20.80
Healthcare Services Group
7D
-8.9%
1Y
36.2%
WM
US$226.32
Waste Management
7D
0.9%
1Y
-1.6%
TTEK
US$35.50
Tetra Tech
7D
3.5%
1Y
-4.4%
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CTAS
US$203.51
Cintas
7D
1.0%
1Y
-9.6%
BRC
US$95.12
Brady
7D
-3.0%
1Y
29.8%
ROL
US$36.52
Rollins
7D
-2.8%
1Y
-37.2%
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ROL: Residential Weakness And Leadership Turmoil Will Test Premium P/E Resilience

Rollins' analyst fair value estimate has moved from $46.00 to $32.00 as analysts factor in lower price targets, softer recent quarters, reduced revenue growth and margin assumptions, and a reset to the future P/E multiple following weaker Q2 results and increased uncertainty around residential trends and management transitions. Analyst Commentary Recent Street research on Rollins points to a more cautious stance as Q2 results, residential softness, and leadership changes filter through analyst models.
CLH
US$316.65
Clean Harbors
7D
2.4%
1Y
26.4%
Narrative Update • Jul 31

CLH: New Contracts And Acquisitions Will Support Higher Future Share Price

Analysts have raised their price target for Clean Harbors to about $359 from roughly $326, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E. These changes collectively support a higher fair value estimate.