Industry Analysts Just Upgraded Their TAL Education Group (NYSE:TAL) Revenue Forecasts By 10%
May 07
U.S. Consumer Services Industry Analysis
UpdatedMay 09, 2024
DataAggregated Company Financials
Companies79
- 7D6.5%
- 3M4.7%
- 1Y35.2%
- YTD5.8%
In the last week, the Consumer Services industry is up 6.5%, with Duolingo up 9.7%. This means that the industry has gained 35% over the past year. Earnings are forecast to grow by 30% annually.
Industry Valuation and Performance
Has the U.S. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 May 2024 | US$96.7b | US$43.7b | US$1.7b | 20.2x | 57.9x | 2.2x |
| Sat, 06 Apr 2024 | US$92.2b | US$42.5b | US$1.1b | 19.8x | 83.2x | 2.2x |
| Mon, 04 Mar 2024 | US$100.2b | US$42.7b | US$1.0b | 19.4x | 96.1x | 2.3x |
| Wed, 31 Jan 2024 | US$109.3b | US$48.0b | US$1.0b | 21.4x | 105.5x | 2.3x |
| Fri, 29 Dec 2023 | US$111.5b | US$47.6b | US$958.1m | 21.3x | 116.3x | 2.3x |
| Sun, 26 Nov 2023 | US$105.6b | US$47.6b | US$929.0m | 20.8x | 113.7x | 2.2x |
| Tue, 24 Oct 2023 | US$91.9b | US$44.6b | US$616.2m | 17.4x | 149.1x | 2.1x |
| Thu, 21 Sep 2023 | US$92.3b | US$44.6b | US$667.5m | 18.8x | 138.3x | 2.1x |
| Sat, 19 Aug 2023 | US$91.1b | US$44.2b | US$640.5m | 18.8x | 142.2x | 2.1x |
| Mon, 17 Jul 2023 | US$91.6b | US$43.1b | US$230.3m | 23.1x | 398x | 2.1x |
| Wed, 14 Jun 2023 | US$89.5b | US$42.9b | US$330.2m | 23.5x | 270.9x | 2.1x |
| Fri, 12 May 2023 | US$87.2b | US$42.8b | US$370.5m | 25x | 235.4x | 2x |
| Sun, 09 Apr 2023 | US$88.5b | US$43.2b | -US$147,963,710.00 | 25.4x | -597.9x | 2x |
| Tue, 07 Mar 2023 | US$92.3b | US$43.4b | -US$229,798,382.00 | 27.4x | -401.6x | 2.1x |
| Thu, 02 Feb 2023 | US$85.8b | US$41.0b | -US$277,694,714.00 | 20.1x | -309x | 2.1x |
| Sat, 31 Dec 2022 | US$76.2b | US$41.3b | -US$1,213,412,856.00 | 19.4x | -62.8x | 1.8x |
| Mon, 28 Nov 2022 | US$76.0b | US$41.3b | -US$1,282,188,536.00 | 17.2x | -59.3x | 1.8x |
| Wed, 26 Oct 2022 | US$81.2b | US$46.3b | -US$1,907,701,744.00 | 14.4x | -42.6x | 1.8x |
| Fri, 23 Sep 2022 | US$79.2b | US$46.3b | -US$1,918,040,817.00 | 16.2x | -41.3x | 1.7x |
| Sun, 21 Aug 2022 | US$86.3b | US$46.7b | -US$2,078,192,285.00 | 18.9x | -41.5x | 1.9x |
| Tue, 19 Jul 2022 | US$76.5b | US$44.1b | -US$2,596,943,488.00 | 19.1x | -29.4x | 1.7x |
| Thu, 16 Jun 2022 | US$87.8b | US$44.3b | -US$2,538,227,884.00 | 17x | -34.6x | 2x |
| Sat, 14 May 2022 | US$72.6b | US$44.4b | -US$2,820,608,295.00 | 17.1x | -25.7x | 1.6x |
| Mon, 11 Apr 2022 | US$87.6b | US$46.5b | -US$2,936,470,083.00 | 18.1x | -29.8x | 1.9x |
| Wed, 09 Mar 2022 | US$71.4b | US$41.2b | -US$2,977,671,677.00 | 18.8x | -24x | 1.7x |
| Fri, 04 Feb 2022 | US$75.3b | US$40.7b | -US$2,072,028,281.00 | 17.9x | -36.3x | 1.9x |
| Sun, 02 Jan 2022 | US$85.7b | US$39.8b | -US$1,630,078,223.00 | 23.6x | -52.5x | 2.2x |
| Tue, 30 Nov 2021 | US$87.2b | US$40.5b | -US$1,464,254,988.00 | 18.9x | -59.5x | 2.2x |
| Thu, 28 Oct 2021 | US$101.8b | US$42.4b | -US$605,174,324.00 | 14.8x | -168.2x | 2.4x |
| Sat, 25 Sep 2021 | US$107.0b | US$41.9b | -US$504,482,649.00 | 14.6x | -212.1x | 2.6x |
| Mon, 23 Aug 2021 | US$102.3b | US$48.8b | US$125.5m | 15x | 814.6x | 2.1x |
| Sat, 10 Jul 2021 | US$122.5b | US$47.9b | US$225.8m | 17.7x | 542.5x | 2.6x |
Price to Earnings Ratio
312.1x
Current Industry PE
- Investors are relatively neutral on the American Consumer Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 61.4x.
- The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have grown 61% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 3.30% | |
| Consumer Discretionary | 3.12% | |
| Consumer Services | 6.45% | |
| Education Services | 8.12% | |
| Specialized Consumer Services | 2.37% | |
Industry PE
- Investors are most optimistic about the Education Services industry which is trading above its 3-year average PE ratio of 44.1x.
- Analysts are expecting annual earnings growth of 35.1%, which is lower than the prior year's growth of 47.4% per year.
- Investors are most pessimistic about the Specialized Consumer Services industry, which is trading below its 3-year average of 54.8x.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 35% over the next 5 years.
- However this is lower than its past earnings growth rate of 47% per year.
- In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DUOL Duolingo | US$244.64 | 9.7% +US$931.1m | 65.6% | PE656x | |
| TAL TAL Education Group | US$12.94 | 8.9% +US$676.8m | 131.1% | PS5.5x | |
| EDU New Oriental Education & Technology Group | US$82.32 | 5.0% +US$650.5m | 107.4% | PE43.7x | |
| BFAM Bright Horizons Family Solutions | US$113.79 | 9.7% +US$583.8m | 26.6% | PE79.6x | |
| ATGE Adtalem Global Education | US$64.50 | 27.7% +US$445.8m | 54.7% | PE21.9x |
