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Australian (ASX) Hospitality Industry Analysis

UpdatedAug 20, 2026
DataAggregated Company Financials
Companies24
  • 7D-2.4%
  • 3M18.6%
  • 1Y-9.6%
  • YTD2.2%

Over the last 7 days, the Hospitality industry has dropped 2.7%, driven by Aristocrat Leisure declining 2.9%. The industry has fallen 7.6% in the last year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the Australian Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Aug 2026AU$63.6bAU$23.3bAU$1.8b23.6x35x2.7x
Sat, 18 Jul 2026AU$62.7bAU$23.5bAU$1.9b22.7x33.2x2.7x
Mon, 15 Jun 2026AU$57.8bAU$23.5bAU$1.9b23.5x31.1x2.5x
Wed, 13 May 2026AU$51.4bAU$23.6bAU$1.5b23.9x33.4x2.2x
Fri, 10 Apr 2026AU$54.9bAU$23.6bAU$1.5b26x35.7x2.3x
Sun, 08 Mar 2026AU$55.3bAU$23.6bAU$1.5b26.9x35.9x2.3x
Tue, 03 Feb 2026AU$73.9bAU$28.0bAU$1.9b31.2x38.9x2.6x
Thu, 01 Jan 2026AU$76.9bAU$28.2bAU$1.9b31.4x40x2.7x
Sat, 29 Nov 2025AU$76.5bAU$28.3bAU$1.9b31.2x39.5x2.7x
Mon, 27 Oct 2025AU$70.4bAU$24.6bAU$1.4b34.4x51.2x2.9x
Wed, 24 Sep 2025AU$72.7bAU$24.6bAU$1.3b35.2x54.6x3x
Fri, 22 Aug 2025AU$75.5bAU$24.5b-AU$973,249,722.0034.4x-77.6x3.1x
Sun, 20 Jul 2025AU$72.2bAU$24.6b-AU$895,993,544.0033x-80.6x2.9x
Tue, 17 Jun 2025AU$68.7bAU$24.6b-AU$854,437,544.0026.5x-80.5x2.8x
Thu, 15 May 2025AU$68.6bAU$24.7b-AU$808,437,544.0022.3x-84.8x2.8x
Sat, 12 Apr 2025AU$67.5bAU$24.6b-AU$356,337,544.0020.3x-189.5x2.7x
Mon, 10 Mar 2025AU$73.1bAU$24.6b-AU$357,022,544.0023.4x-204.7x3x
Wed, 05 Feb 2025AU$77.1bAU$24.6b-AU$917,403,528.0024.1x-84x3.1x
Fri, 03 Jan 2025AU$74.1bAU$24.6b-AU$912,156,528.0023.6x-81.2x3x
Sun, 01 Dec 2024AU$75.5bAU$24.6b-AU$912,156,528.0025.6x-82.7x3.1x
Tue, 29 Oct 2024AU$68.6bAU$24.6b-AU$731,088,528.0020.7x-93.9x2.8x
Thu, 26 Sep 2024AU$69.7bAU$24.5b-AU$196,095,201.0022.3x-355.4x2.8x
Sat, 24 Aug 2024AU$66.2bAU$24.5bAU$565.4m20.7x117x2.7x
Mon, 22 Jul 2024AU$68.0bAU$23.9bAU$385.0m22.2x176.6x2.8x
Wed, 19 Jun 2024AU$62.4bAU$23.6bAU$365.2m24.4x171x2.6x
Fri, 17 May 2024AU$61.3bAU$23.5bAU$350.3m24.7x175x2.6x
Sun, 14 Apr 2024AU$59.2bAU$23.4bAU$292.0m26.1x202.6x2.5x
Tue, 12 Mar 2024AU$62.7bAU$23.4bAU$288.9m30.7x217x2.7x
Thu, 08 Feb 2024AU$61.5bAU$23.0b-AU$533,097,447.0036.3x-115.4x2.7x
Sat, 06 Jan 2024AU$67.6bAU$24.8b-AU$868,553,717.0033.2x-77.8x2.7x
Mon, 04 Dec 2023AU$66.1bAU$24.8b-AU$868,553,717.0032.4x-76.2x2.7x
Wed, 01 Nov 2023AU$64.7bAU$24.2b-AU$1,296,867,811.0033.7x-49.9x2.7x
Fri, 29 Sep 2023AU$67.2bAU$24.2b-AU$1,296,867,901.0033.4x-51.8x2.8x
Sun, 27 Aug 2023AU$69.6bAU$23.8b-AU$707,997,774.0035.2x-98.3x2.9x
Price to Earnings Ratio

-98.3x


Total Market Cap: AU$69.6bTotal Earnings: -AU$707,997,774.00Total Revenue: AU$23.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Hospitality Industry Price to Earnings3Y Average -11.6x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Hospitality industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.9x which is higher than its 3-year average PE of -11.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable.
  • Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Australian Consumer Discretionary industry?

AU Market-1.54%
Consumer Discretionary-4.97%
Hospitality-2.41%
Leisure Facilities1.32%
Hotels, Resorts and Cruise Lines-2.19%
Restaurants-2.20%
Casinos and Gaming-2.48%
Industry PE
  • Investors are most optimistic about the Leisure Facilities industry even though it's trading below its 3-year average PE ratio of 91.1x.
    • Analysts are expecting annual earnings growth of 76.7%, which is lower than the prior year's growth of 130.4% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, which is trading below its 3-year average of 30.0x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 77% over the next 5 years.
  • However this is lower than its past earnings growth rate of 130% per year.
  • In contrast, the Casinos and Gaming 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?

CompanyLast Price7D1YValuation
LNW Light & WonderAU$130.132.0%
+AU$195.7m		-7.8%PE26.2x
BBT Betr EntertainmentAU$0.208.1%
+AU$15.7m		-35.5%PS1.5x
AGI Ainsworth Game TechnologyAU$1.124.2%
+AU$15.2m		9.3%PS1.3x
JIN Jumbo InteractiveAU$7.672.8%
+AU$13.3m		-29.2%PE12.9x
VVA Viva LeisureAU$1.537.0%
+AU$10.1m		5.9%PE12x

Latest News

TLC
AU$5.36
Lottery
7D
-1.3%
1Y
-5.3%
VVA
AU$1.53
Viva Leisure
7D
7.0%
1Y
5.9%
BBT
AU$0.20
Betr Entertainment
7D
8.1%
1Y
-35.5%
EXP
AU$0.094
Experience Co
7D
3.3%
1Y
-21.7%
SGR
AU$0.13
Star Entertainment Group
7D
-7.1%
1Y
23.8%
DMP
AU$18.88
Domino's Pizza Enterprises
7D
-2.5%
1Y
-1.7%
Narrative Update • Aug 13

DMP: Store Closures And Reset Will Support Future Earnings Resilience

Analysts have reduced their 12 month price target for Domino's Pizza Enterprises from A$34.46 to A$29.48. This change reflects updated assumptions for growth, margins and the appropriate P/E multiple for the stock.
GYG
AU$23.52
Guzman y Gomez
7D
-2.3%
1Y
-18.8%
TAH
AU$0.89
Tabcorp Holdings
7D
-2.7%
1Y
23.6%
Narrative Update • Aug 11

TAH: BetMakers Acquisition Will Drive Technology Transformation And Future Upside Potential

Analysts have trimmed their price target on Tabcorp Holdings from A$1.20 to A$1.10, citing updated assumptions that include adjusted profit margin expectations, revised revenue growth, and future P/E inputs. What's in the News for Tabcorp Holdings Tabcorp Holdings has agreed to acquire wagering technology provider BetMakers in a deal valued at A$267 million.
AGI
AU$1.12
Ainsworth Game Technology
7D
4.2%
1Y
9.3%
LNW
AU$130.13
Light & Wonder
7D
2.0%
1Y
-7.8%
Narrative Update • Aug 07

LNW: Future Returns Will Depend On Buybacks And Modest Margin Compression

The Light & Wonder analyst price target has shifted from A$113.59 to A$118.34 as analysts update their assumptions around fair value, discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Light & Wonder Light & Wonder reported that from April 1, 2026 to June 30, 2026, the company repurchased 1,600,000 shares for US$134 million under the buyback announced on June 13, 2024.
WJL
AU$0.41
Webjet Group
7D
3.8%
1Y
-56.0%
ALL
AU$62.67
Aristocrat Leisure
7D
-2.9%
1Y
-12.0%
FLT
AU$12.69
Flight Centre Travel Group
7D
-3.9%
1Y
-1.8%
JIN
AU$7.67
Jumbo Interactive
7D
2.8%
1Y
-29.2%
Narrative Update • Aug 04

JIN: Margin Profile And Earnings Expansion Will Support Future Shareholder Value

Analysts have trimmed their price target for Jumbo Interactive to A$9.19 from A$11.43. This reflects updated assumptions for slightly lower revenue growth, a reduced profit margin profile, a modestly higher discount rate and a lower future P/E multiple.
WEB
AU$3.51
Web Travel Group
7D
0.3%
1Y
-21.5%
CKF
AU$7.99
Collins Foods
7D
-1.8%
1Y
-13.7%