Here's Why Strategic Education (NASDAQ:STRA) Can Manage Its Debt Responsibly
Oct 30
U.S. Consumer Services Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies102
- 7D-1.3%
- 3M-6.0%
- 1Y6.0%
- YTD1.5%
Over the last 7 days, the Consumer Services industry has dropped 1.3%, driven by Duolingo declining 9.8%. In contrast, New Oriental Education & Technology Group has gained 6.4%. In the past year, the industry has gained 6.0%. Looking forward, earnings are forecast to grow by 34% 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 |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | US$91.3b | US$45.2b | US$792.4m | 18.2x | 115.2x | 2x |
| Wed, 27 Sep 2023 | US$91.1b | US$44.5b | US$666.2m | 18.2x | 136.8x | 2x |
| Fri, 25 Aug 2023 | US$92.8b | US$44.2b | US$642.1m | 18.7x | 144.5x | 2.1x |
| Sun, 23 Jul 2023 | US$92.3b | US$43.1b | US$231.8m | 23.8x | 398x | 2.1x |
| Tue, 20 Jun 2023 | US$89.5b | US$42.9b | US$309.3m | 23.2x | 289.5x | 2.1x |
| Thu, 18 May 2023 | US$86.3b | US$42.8b | US$377.9m | 23.7x | 228.4x | 2x |
| Sat, 15 Apr 2023 | US$89.7b | US$43.2b | -US$149,121,661.00 | 23.5x | -601.7x | 2.1x |
| Mon, 13 Mar 2023 | US$88.3b | US$43.4b | -US$246,104,086.00 | 26.2x | -358.8x | 2x |
| Wed, 08 Feb 2023 | US$83.1b | US$41.0b | -US$256,785,893.00 | 19.4x | -323.7x | 2x |
| Fri, 06 Jan 2023 | US$78.1b | US$41.3b | -US$1,215,901,040.00 | 18.8x | -64.3x | 1.9x |
| Sun, 04 Dec 2022 | US$78.2b | US$41.3b | -US$1,251,873,378.00 | 18.5x | -62.4x | 1.9x |
| Tue, 01 Nov 2022 | US$82.0b | US$44.6b | -US$1,117,299,105.00 | 15.5x | -73.4x | 1.8x |
| Thu, 29 Sep 2022 | US$80.4b | US$46.3b | -US$1,901,159,207.00 | 16.5x | -42.3x | 1.7x |
| Sat, 27 Aug 2022 | US$85.8b | US$46.7b | -US$2,134,082,628.00 | 17.8x | -40.2x | 1.8x |
| Mon, 25 Jul 2022 | US$79.3b | US$44.1b | -US$2,598,006,654.00 | 19.5x | -30.5x | 1.8x |
| Wed, 22 Jun 2022 | US$74.5b | US$44.3b | -US$2,579,306,494.00 | 18x | -28.9x | 1.7x |
| Fri, 20 May 2022 | US$71.6b | US$44.5b | -US$2,893,922,812.00 | 17.1x | -24.7x | 1.6x |
| Sun, 17 Apr 2022 | US$86.8b | US$46.5b | -US$2,903,088,563.00 | 20.4x | -29.9x | 1.9x |
| Tue, 15 Mar 2022 | US$72.4b | US$41.1b | -US$2,865,532,611.00 | 18.8x | -25.3x | 1.8x |
| Thu, 10 Feb 2022 | US$81.5b | US$40.8b | -US$2,078,626,651.00 | 16x | -39.2x | 2x |
| Sat, 08 Jan 2022 | US$81.0b | US$39.8b | -US$1,622,016,545.00 | 21.9x | -50x | 2x |
| Mon, 06 Dec 2021 | US$82.9b | US$40.5b | -US$1,491,793,073.00 | 14.1x | -55.6x | 2x |
| Wed, 03 Nov 2021 | US$102.4b | US$43.0b | -US$580,390,417.00 | 14.4x | -176.4x | 2.4x |
| Fri, 01 Oct 2021 | US$103.2b | US$42.4b | -US$571,625,948.00 | 14.4x | -180.5x | 2.4x |
| Sun, 29 Aug 2021 | US$104.3b | US$48.8b | US$125.5m | 15.6x | 830.9x | 2.1x |
| Mon, 05 Jul 2021 | US$122.5b | US$47.9b | US$225.8m | 17.7x | 542.5x | 2.6x |
| Thu, 08 Apr 2021 | US$140.7b | US$41.2b | -US$211,341,141.12 | 19.4x | -665.7x | 3.4x |
| Sun, 10 Jan 2021 | US$159.0b | US$40.6b | -US$191,489,196.57 | 16.8x | -830.2x | 3.9x |
Price to Earnings Ratio
184.4x
Current Industry PE
- Investors are optimistic on the American Consumer Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 115x which is higher than its 3-year average PE of -20.4x.
- The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 4.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -2.42% | |
| Consumer Discretionary | -0.39% | |
| Consumer Services | -1.34% | |
| Education Services | 0.43% | |
| Specialized Consumer Services | -5.09% | |
Industry PE
- Investors are most optimistic about the Education Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 38.1%, which is higher than its past year's earnings growth of 18.7% per year.
- Investors are most pessimistic about the Specialized Consumer Services industry, which is trading close to its 3-year average of 58.7x.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings growth rate of 19% per year.
- In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 26% 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 | |
|---|---|---|---|---|---|
| EDU New Oriental Education & Technology Group | US$64.49 | 6.4% +US$645.5m | 171.7% | PE38.6x | |
| LRN Stride | US$54.44 | 24.3% +US$454.1m | 62.5% | PE14.9x | |
| ATGE Adtalem Global Education | US$49.98 | 18.2% +US$257.9m | 19.9% | PE18.4x | |
| LOPE Grand Canyon Education | US$117.39 | 3.5% +US$117.5m | 16.7% | PE18.5x | |
| STRA Strategic Education | US$80.23 | 2.7% +US$50.4m | 16.3% | PE53x |
