Estimating The Intrinsic Value Of Marriott International, Inc. (NASDAQ:MAR)
May 07
U.S. Hotels, Resorts and Cruise Lines Industry Analysis
UpdatedMay 08, 2024
DataAggregated Company Financials
Companies33
- 7D1.1%
- 3M9.2%
- 1Y31.9%
- YTDn/a
In the last week, the Hotels, Resorts and Cruise Lines industry is up 1.1%, with Booking Holdings up 4.4%. Meanwhile, Expedia Group actually underperformed within the industry, shrinking 16% in the last week. In the last 12 months, the industry was up 32%. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the U.S. Hotels, Resorts and Cruise Lines Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 May 2024 | US$264.2b | US$92.0b | US$11.0b | 21.2x | 24x | 2.9x |
| Fri, 05 Apr 2024 | US$266.8b | US$90.8b | US$10.7b | 22.4x | 24.9x | 2.9x |
| Sun, 03 Mar 2024 | US$259.3b | US$89.4b | US$10.3b | 21.3x | 25.3x | 2.9x |
| Tue, 30 Jan 2024 | US$246.7b | US$85.2b | US$10.4b | 21.9x | 23.8x | 2.9x |
| Thu, 28 Dec 2023 | US$241.0b | US$85.2b | US$10.3b | 21.5x | 23.3x | 2.8x |
| Sat, 25 Nov 2023 | US$220.7b | US$83.3b | US$8.3b | 22.5x | 26.6x | 2.6x |
| Mon, 23 Oct 2023 | US$191.6b | US$80.5b | US$3.9b | 21.6x | 48.7x | 2.4x |
| Wed, 20 Sep 2023 | US$225.5b | US$78.0b | US$2.1b | 22.1x | 107.8x | 2.9x |
| Fri, 18 Aug 2023 | US$226.6b | US$76.6b | US$1.7b | 22x | 134.8x | 3x |
| Sun, 16 Jul 2023 | US$235.8b | US$74.5b | US$108.4m | 21.1x | 2175x | 3.2x |
| Tue, 13 Jun 2023 | US$218.5b | US$72.2b | -US$1,319,898,221.00 | 21x | -165.6x | 3x |
| Thu, 11 May 2023 | US$192.8b | US$71.2b | -US$2,202,970,815.00 | 20.6x | -87.5x | 2.7x |
| Sat, 08 Apr 2023 | US$297.7b | US$86.2b | -US$234,559,836.00 | 25x | -1269.1x | 3.5x |
| Mon, 06 Mar 2023 | US$323.1b | US$82.9b | -US$2,226,614,727.00 | 27.5x | -145.1x | 3.9x |
| Wed, 01 Feb 2023 | US$361.3b | US$84.3b | -US$2,236,887,282.00 | 25.6x | -161.5x | 4.3x |
| Fri, 30 Dec 2022 | US$297.7b | US$84.1b | -US$2,218,618,027.00 | 21.8x | -134.2x | 3.5x |
| Sun, 27 Nov 2022 | US$308.0b | US$80.8b | -US$3,208,991,263.00 | 21.3x | -96x | 3.8x |
| Tue, 25 Oct 2022 | US$307.5b | US$74.0b | -US$6,780,023,245.00 | 20.9x | -45.4x | 4.2x |
| Thu, 22 Sep 2022 | US$303.3b | US$70.6b | -US$8,965,091,964.00 | 23.4x | -33.8x | 4.3x |
| Sat, 20 Aug 2022 | US$326.3b | US$70.8b | -US$8,865,595,549.00 | 25.6x | -36.8x | 4.6x |
| Mon, 18 Jul 2022 | US$285.4b | US$63.0b | -US$16,224,363,397.00 | 37.1x | -17.6x | 4.5x |
| Wed, 15 Jun 2022 | US$299.2b | US$59.6b | -US$15,587,217,958.00 | 38.4x | -19.2x | 5x |
| Fri, 13 May 2022 | US$336.5b | US$58.5b | -US$15,554,251,642.00 | 39.6x | -21.6x | 5.8x |
| Sun, 10 Apr 2022 | US$394.3b | US$52.3b | -US$17,698,025,940.00 | 31.5x | -22.3x | 7.5x |
| Tue, 08 Mar 2022 | US$372.4b | US$50.5b | -US$18,139,972,541.00 | 37x | -20.5x | 7.4x |
| Thu, 03 Feb 2022 | US$356.3b | US$40.1b | -US$24,520,187,262.00 | 38.1x | -14.5x | 8.9x |
| Sat, 01 Jan 2022 | US$363.2b | US$40.1b | -US$24,506,655,835.00 | 40.9x | -14.8x | 9.1x |
| Mon, 29 Nov 2021 | US$344.2b | US$38.0b | -US$23,067,001,887.00 | 32.5x | -14.9x | 9.1x |
| Wed, 27 Oct 2021 | US$358.1b | US$29.7b | -US$24,699,529,338.00 | 67.2x | -14.5x | 12.1x |
| Fri, 24 Sep 2021 | US$355.0b | US$28.7b | -US$24,703,010,095.00 | 62.9x | -14.4x | 12.4x |
| Sun, 22 Aug 2021 | US$310.9b | US$28.7b | -US$24,722,741,517.38 | 42.8x | -12.6x | 10.8x |
| Fri, 09 Jul 2021 | US$342.5b | US$28.7b | -US$24,744,664,523.38 | 48.9x | -13.8x | 11.9x |
Price to Earnings Ratio
-13.4x
Current Industry PE
- Investors are optimistic on the American Hotels, Resorts and Cruise Lines industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 24.0x which is higher than its 3-year average PE of 2.2x.
- The 3-year average PS ratio of 5.8x is higher than the industry's current PS ratio of 2.9x.
Past Earnings Growth
- Total earnings for the Hotels, Resorts and Cruise Lines industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 59% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does U.S. Hotels, Resorts and Cruise Lines compare with similar industries?
| US Market | 3.31% | |
| Consumer Discretionary | 4.33% | |
| Hospitality | 0.42% | |
| Hotels, Resorts and Cruise Lines | 1.09% | |
| Casinos and Gaming | 4.52% | |
| Leisure Facilities | 4.34% | |
| Restaurants | -2.19% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BKNG Booking Holdings | US$3.61k | 4.4% +US$4.4b | 36.8% | PE25.5x | |
| TCOM Trip.com Group | US$52.70 | 9.2% +US$2.9b | 62.3% | PE24.8x | |
| HTHT H World Group | US$40.17 | 9.4% +US$1.1b | -4.4% | PE22.3x | |
| ABNB Airbnb | US$159.81 | 0.8% +US$787.8m | 25.8% | PE21.2x | |
| MMYT MakeMyTrip | US$71.81 | 8.5% +US$610.8m | 182.1% | PE155.2x |