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Sep 29
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Australian (ASX) Hospitality Industry Analysis
UpdatedOct 02, 2025
DataAggregated Company Financials
Companies25
- 7D0.9%
- 3M4.0%
- 1Y6.2%
- YTD-0.6%
In the last week, the Hospitality industry is flat overall, with Flight Centre Travel Group standing out by going down 3.3%. The past year has been better, since the industry has gained 6.2% in that time. Looking forward, earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the Australian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Oct 2025 | AU$73.0b | AU$24.6b | AU$1.3b | 35.2x | 54.8x | 3x |
| Sun, 31 Aug 2025 | AU$75.8b | AU$24.6b | AU$1.3b | 35.2x | 57.3x | 3.1x |
| Tue, 29 Jul 2025 | AU$72.0b | AU$24.6b | -AU$895,993,544.00 | 32.8x | -80.3x | 2.9x |
| Thu, 26 Jun 2025 | AU$69.6b | AU$24.6b | -AU$895,993,544.00 | 30.5x | -77.7x | 2.8x |
| Sat, 24 May 2025 | AU$67.5b | AU$24.7b | -AU$808,437,544.00 | 23x | -83.5x | 2.7x |
| Mon, 21 Apr 2025 | AU$67.2b | AU$24.5b | -AU$667,337,544.00 | 20.2x | -100.6x | 2.7x |
| Wed, 19 Mar 2025 | AU$69.2b | AU$24.6b | -AU$357,022,544.00 | 22.3x | -193.9x | 2.8x |
| Fri, 14 Feb 2025 | AU$80.0b | AU$24.6b | -AU$917,403,528.00 | 24.4x | -87.2x | 3.3x |
| Sun, 12 Jan 2025 | AU$75.2b | AU$24.6b | -AU$917,403,528.00 | 23.2x | -82x | 3.1x |
| Tue, 10 Dec 2024 | AU$75.8b | AU$24.6b | -AU$912,156,528.00 | 24.3x | -83.1x | 3.1x |
| Thu, 07 Nov 2024 | AU$70.5b | AU$24.6b | -AU$731,088,528.00 | 22.4x | -96.4x | 2.9x |
| Sat, 05 Oct 2024 | AU$69.3b | AU$24.6b | -AU$731,195,201.00 | 22.4x | -94.8x | 2.8x |
| Mon, 02 Sep 2024 | AU$67.3b | AU$24.5b | -AU$196,128,201.00 | 21.4x | -343.1x | 2.7x |
| Wed, 31 Jul 2024 | AU$68.2b | AU$23.9b | AU$385.0m | 22.5x | 177.1x | 2.8x |
| Fri, 28 Jun 2024 | AU$66.0b | AU$23.6b | AU$390.1m | 20.6x | 169.1x | 2.8x |
| Sun, 26 May 2024 | AU$59.5b | AU$23.6b | AU$365.2m | 23.4x | 163x | 2.5x |
| Tue, 23 Apr 2024 | AU$56.9b | AU$23.4b | AU$292.0m | 24.2x | 195x | 2.4x |
| Thu, 21 Mar 2024 | AU$61.7b | AU$23.4b | AU$288.9m | 30.3x | 213.6x | 2.6x |
| Sat, 17 Feb 2024 | AU$61.5b | AU$23.0b | -AU$533,614,605.00 | 36.3x | -115.3x | 2.7x |
| Mon, 15 Jan 2024 | AU$68.3b | AU$24.8b | -AU$868,553,717.00 | 32.7x | -78.6x | 2.8x |
| Wed, 13 Dec 2023 | AU$66.6b | AU$24.8b | -AU$868,553,717.00 | 32.8x | -76.7x | 2.7x |
| Fri, 10 Nov 2023 | AU$67.4b | AU$24.2b | -AU$1,296,867,811.00 | 34.8x | -52x | 2.8x |
| Sun, 08 Oct 2023 | AU$66.8b | AU$24.2b | -AU$1,296,867,811.00 | 33.7x | -51.5x | 2.8x |
| Tue, 05 Sep 2023 | AU$70.6b | AU$24.2b | -AU$1,304,490,915.00 | 36.1x | -54.1x | 2.9x |
| Thu, 03 Aug 2023 | AU$70.4b | AU$23.6b | -AU$742,294,541.00 | 32.8x | -94.9x | 3x |
| Sat, 01 Jul 2023 | AU$68.2b | AU$23.6b | -AU$742,294,541.00 | 31x | -91.8x | 2.9x |
| Mon, 29 May 2023 | AU$68.7b | AU$23.5b | -AU$714,143,541.00 | 27.9x | -96.1x | 2.9x |
| Wed, 26 Apr 2023 | AU$68.9b | AU$23.0b | -AU$889,670,541.00 | 30.5x | -77.4x | 3x |
| Fri, 24 Mar 2023 | AU$66.6b | AU$23.0b | -AU$886,710,541.00 | 25.2x | -75.1x | 2.9x |
| Sun, 19 Feb 2023 | AU$67.0b | AU$21.3b | AU$101.1m | 28.2x | 662.3x | 3.1x |
| Tue, 17 Jan 2023 | AU$65.2b | AU$21.1b | AU$74.1m | 30.1x | 879.5x | 3.1x |
| Thu, 15 Dec 2022 | AU$64.7b | AU$21.1b | AU$74.1m | 28.5x | 873.8x | 3.1x |
| Sat, 12 Nov 2022 | AU$67.3b | AU$20.6b | AU$63.5m | 25.4x | 1061x | 3.3x |
| Mon, 10 Oct 2022 | AU$61.9b | AU$20.6b | AU$63.5m | 24.1x | 974.9x | 3x |
Price to Earnings Ratio
974.9x
Current Industry PE
- Investors are pessimistic on the Australian Hospitality 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 54.8x which is lower than its 3-year average PE of 82.1x.
- The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have grown 176% per year over the last three years.
- Revenues for these companies have grown 6.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 0.88% | |
| Consumer Discretionary | -0.39% | |
| Hospitality | 0.91% | |
| Restaurants | 2.82% | |
| Casinos and Gaming | 1.24% | |
| Leisure Facilities | -1.51% | |
| Hotels, Resorts and Cruise Lines | -3.17% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 102x.
- Analysts are expecting annual earnings growth of 31.9%, which is higher than its past year's earnings decline of 84.1% per year.
- Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 50% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Casinos and Gaming industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$69.74 | 2.1% +AU$883.3m | 22.4% | PE37x | |
| TAH Tabcorp Holdings | AU$1.03 | 5.6% +AU$125.4m | 121.5% | PE64.2x | |
| GYG Guzman y Gomez | AU$25.60 | 4.4% +AU$111.3m | -33.5% | PE182.3x | |
| TLC Lottery | AU$5.77 | 0.5% +AU$66.7m | 15.2% | PE35.1x | |
| BBT Betr Entertainment | AU$0.26 | 8.3% +AU$20.7m | 13.0% | PS2x |
