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U.S. Specialized Consumer Services Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies25
  • 7D2.2%
  • 3M-2.7%
  • 1Y4.3%
  • YTDn/a

The Specialized Consumer Services industry is up 2.2% in the last week, with Liberty Live Holdings up 9.4%. During this same period, the SuperX AI Technology underperformed, falling 16%. This takes the industry's 12 month performance to a gain of 4.3%. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$32.4bUS$19.8bUS$2.5b18.3x12.7x1.6x
Tue, 03 Mar 2026US$34.6bUS$19.9bUS$2.6b20.3x13.5x1.7x
Thu, 29 Jan 2026US$33.8bUS$19.9bUS$2.5b15.6x13.5x1.7x
Sat, 27 Dec 2025US$33.8bUS$19.9bUS$2.5b15.1x13.4x1.7x
Mon, 24 Nov 2025US$36.9bUS$21.7bUS$1.1b14.1x33.2x1.7x
Wed, 22 Oct 2025US$42.7bUS$21.6bUS$2.2b18x19.4x2x
Fri, 19 Sep 2025US$41.0bUS$19.2bUS$2.5b18.5x16.4x2.1x
Sun, 17 Aug 2025US$31.9bUS$17.4bUS$2.6b16.6x12.3x1.8x
Tue, 15 Jul 2025US$31.7bUS$16.6bUS$1.4b19.8x22.7x1.9x
Thu, 12 Jun 2025US$31.0bUS$16.6bUS$1.4b19.4x22.2x1.9x
Sat, 10 May 2025US$30.0bUS$16.6bUS$1.4b15.6x21.5x1.8x
Mon, 07 Apr 2025US$28.6bUS$14.6bUS$1.5b14.7x19.7x2x
Wed, 05 Mar 2025US$29.8bUS$14.7bUS$1.4b18.7x21.2x2x
Fri, 31 Jan 2025US$32.3bUS$14.9bUS$766.8m22.5x42.2x2.2x
Sun, 29 Dec 2024US$30.7bUS$14.9bUS$766.8m23.1x40.1x2.1x
Tue, 26 Nov 2024US$32.5bUS$14.8bUS$761.8m25.4x42.7x2.2x
Thu, 24 Oct 2024US$29.0bUS$14.7bUS$697.5m21.7x41.5x2x
Sat, 21 Sep 2024US$30.0bUS$14.7bUS$697.2m23.7x43x2x
Mon, 19 Aug 2024US$28.9bUS$14.4bUS$679.7m22.1x42.6x2x
Wed, 17 Jul 2024US$28.1bUS$14.2bUS$788.0m29.5x35.6x2x
Fri, 14 Jun 2024US$28.0bUS$14.2bUS$787.4m37x35.5x2x
Sun, 12 May 2024US$27.3bUS$14.2bUS$780.9m37x35x1.9x
Tue, 09 Apr 2024US$26.2bUS$14.1bUS$528.2m19.7x49.5x1.9x
Thu, 07 Mar 2024US$27.6bUS$14.2bUS$546.8m20.6x50.4x1.9x
Sat, 03 Feb 2024US$33.6bUS$17.8bUS$663.3m69.7x50.7x1.9x
Mon, 01 Jan 2024US$34.0bUS$17.8bUS$663.3m69.7x51.2x1.9x
Wed, 29 Nov 2023US$30.9bUS$17.8bUS$663.3m69.7x46.5x1.7x
Fri, 27 Oct 2023US$28.9bUS$17.8bUS$515.2m18.7x56.1x1.6x
Sun, 24 Sep 2023US$30.0bUS$17.8bUS$521.7m19.4x57.5x1.7x
Tue, 22 Aug 2023US$31.5bUS$17.8bUS$521.7m21.7x60.4x1.8x
Thu, 20 Jul 2023US$33.3bUS$17.6bUS$603.4m30x55.2x1.9x
Sat, 17 Jun 2023US$31.6bUS$17.4bUS$609.0m27.8x52x1.8x
Mon, 15 May 2023US$31.3bUS$17.4bUS$613.3m28.6x51x1.8x
Wed, 12 Apr 2023US$32.9bUS$17.3bUS$813.7m31x40.4x1.9x
Price to Earnings Ratio

40.4x


Total Market Cap: US$32.9bTotal Earnings: US$813.7mTotal Revenue: US$17.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized Consumer Services Industry Price to Earnings3Y Average 36x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialized Consumer 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 12.7x which is lower than its 3-year average PE of 36.0x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Specialized Consumer Services industry have grown 46% per year over the last three years.
  • Revenues for these companies have grown 4.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Specialized Consumer Services compare with similar industries?

US Market3.46%
Consumer Discretionary2.68%
Consumer Services2.48%
Specialized Consumer Services2.23%
Education Services2.61%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LLYV.K Liberty Live HoldingsUS$97.009.4%
+US$764.0m		50.7%PS23.3x
SCI Service Corporation InternationalUS$84.773.9%
+US$443.9m		10.0%PE21.7x
ADT ADTUS$6.622.5%
+US$129.9m		-17.0%PE9x
HRB H&R BlockUS$32.183.1%
+US$123.0m		-42.0%PE6.6x
OSW OneSpaWorld HoldingsUS$23.484.9%
+US$111.6m		54.6%PE33.3x

Latest News

ADT
US$6.62
ADT
7D
2.5%
1Y
-17.0%

ADT: Future Cash Focus And Buybacks Will Drive Long-Term Repricing

Analysts have trimmed their average price target on ADT to reflect a tighter valuation range around $7 to $9, citing mixed recent results, muted 2026 guidance with flat revenue and EPS expectations, and execution risks tied to distribution changes and higher investment. Analyst Commentary Recent research reflects a split view on ADT, with analysts recalibrating price targets into a tighter $7 to $9 range and reassessing how much risk they are willing to underwrite as the company leans into distribution changes and higher investment.
DRVN
US$12.34
Driven Brands Holdings
7D
-2.1%
1Y
-23.4%

DRVN: Accounting Review And Activist Pressure Will Eventually Unlock Franchise Upside

Analysts have adjusted the price target for Driven Brands Holdings slightly higher to about $19, supported by updated views on revenue growth, profitability, and a lower assumed P/E multiple, despite recent rating and target cuts tied to financial restatement concerns and filing delays. Analyst Commentary Recent research on Driven Brands highlights a mix of optimism about long term growth potential and caution around accounting issues and valuation resets.
EJH
US$2.00
E-Home Household Service Holdings
7D
-20.5%
1Y
-99.9%
MMA
US$0.42
Mixed Martial Arts Group
7D
-1.4%
1Y
-50.6%
FTDR
US$54.58
Frontdoor
7D
1.8%
1Y
43.8%

FTDR: Housing Reset And Member Gains Will Support Stronger Long Term Returns

Analysts have lifted their Frontdoor price target by $11, to $68 from $57, citing stronger operating momentum, an improving outlook for member growth, and a mix of growth, margins, and capital returns that supports the updated view. Analyst Commentary Recent research highlights a clear shift toward a more constructive stance on Frontdoor, with several bullish analysts pointing to operating momentum, member growth prospects, and the capital return profile as key supports for current valuations.
HRB
US$32.18
H&R Block
7D
3.1%
1Y
-42.0%

HRB: Lower Street Expectations Will Spotlight Cash Generation And Tax Season Technology Upgrades

Analysts have trimmed their price targets on H&R Block by between $12 and $16 per share, citing updated views on the stock that are consistent with only marginal shifts in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research reflects recalibrated price targets on H&R Block that are broadly aligned with only modest shifts in core assumptions, including fair value, discount rates, revenue growth, profit margins, and future P/E expectations.
OSW
US$23.48
OneSpaWorld Holdings
7D
4.9%
1Y
54.6%

OSW: AI Initiatives And Operational Moats Will Support Future Upside

Analysts have nudged the fair value estimate for OneSpaWorld Holdings to $26.60 from $25.75, reflecting updated assumptions around discount rates, long term margins, and future P/E levels, supported by recent research that highlights resilient demand, perceived operational moats, and potential benefits from AI initiatives. Analyst Commentary Bullish analysts have recently updated their views on OneSpaWorld Holdings, focusing on how margin assumptions, discount rates, and future P/E levels feed into fair value estimates.
SCI
US$84.77
Service Corporation International
7D
3.9%
1Y
10.0%

SCI: Ongoing Buybacks And Stable Assumptions Will Support Future Upside

Analysts have kept their $97.83 price target for Service Corporation International broadly unchanged, with only very small tweaks to the discount rate, long term revenue growth outlook, profit margin assumptions, and future P/E input that underpin their valuation framework. What's in the News From October 1, 2025 to February 12, 2026, Service Corporation International repurchased 1,288,154 shares for US$102.18 million, representing 0.92% of its shares under the existing buyback program (Key Developments).
BODI
US$11.90
Beachbody Company
7D
16.3%
1Y
118.3%
CSV
US$46.48
Carriage Services
7D
4.2%
1Y
23.9%
LLYV.K
US$97.00
Liberty Live Holdings
7D
9.4%
1Y
50.7%
SUPX
US$7.51
SuperX AI Technology
7D
-15.7%
1Y
-28.5%