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Australian (ASX) Hospitality Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies24
  • 7D-4.7%
  • 3M-8.6%
  • 1Y-25.1%
  • YTD-11.5%

Over the last 7 days, the Hospitality industry has dropped 4.7%, driven by declines in Light & Wonder and Aristocrat Leisure of 13% and 4.6%, respectively. On the other hand Web Travel Group is actually up 18%. Overall the industry is down 25% in 12 months. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026AU$67.5bAU$28.0bAU$1.9b27.2x35.6x2.4x
Wed, 14 Jan 2026AU$77.7bAU$28.2bAU$1.9b30.7x40.4x2.8x
Fri, 12 Dec 2025AU$75.3bAU$28.2bAU$1.9b31.8x39.1x2.7x
Sun, 09 Nov 2025AU$68.0bAU$24.6bAU$1.4b33.2x49.4x2.8x
Tue, 07 Oct 2025AU$73.2bAU$24.6bAU$1.4b35x53.2x3x
Thu, 04 Sep 2025AU$73.1bAU$24.6bAU$1.3b35.2x54.9x3x
Sat, 02 Aug 2025AU$72.2bAU$24.6b-AU$895,993,544.0033.2x-80.6x2.9x
Mon, 30 Jun 2025AU$68.7bAU$24.6b-AU$895,993,544.0030.5x-76.7x2.8x
Wed, 28 May 2025AU$68.7bAU$24.7b-AU$790,737,544.0024.1x-86.9x2.8x
Fri, 25 Apr 2025AU$68.3bAU$24.5b-AU$667,337,544.0020.2x-102.4x2.8x
Sun, 23 Mar 2025AU$70.1bAU$24.6b-AU$357,022,544.0022.3x-196.4x2.8x
Tue, 18 Feb 2025AU$81.2bAU$24.6b-AU$920,579,794.0025.3x-88.2x3.3x
Thu, 16 Jan 2025AU$74.8bAU$24.6b-AU$917,403,528.0023.4x-81.6x3x
Sat, 14 Dec 2024AU$74.9bAU$24.6b-AU$912,156,528.0023.9x-82.1x3x
Mon, 11 Nov 2024AU$71.1bAU$24.6b-AU$731,088,528.0022.8x-97.3x2.9x
Wed, 09 Oct 2024AU$70.0bAU$24.6b-AU$731,088,528.0022.7x-95.7x2.8x
Fri, 06 Sep 2024AU$66.8bAU$24.5b-AU$196,128,201.0021.4x-340.8x2.7x
Sun, 04 Aug 2024AU$66.5bAU$23.9bAU$385.0m21.8x172.9x2.8x
Tue, 02 Jul 2024AU$65.6bAU$23.6bAU$390.1m20.9x168.2x2.8x
Thu, 30 May 2024AU$58.0bAU$23.6bAU$365.2m22.7x158.8x2.5x
Sat, 27 Apr 2024AU$57.0bAU$23.4bAU$292.0m24.2x195.2x2.4x
Mon, 25 Mar 2024AU$61.7bAU$23.4bAU$288.9m30.1x213.4x2.6x
Wed, 21 Feb 2024AU$61.2bAU$23.0b-AU$533,598,187.0037.1x-114.7x2.7x
Fri, 19 Jan 2024AU$68.7bAU$24.8b-AU$868,553,717.0033.8x-79.1x2.8x
Sun, 17 Dec 2023AU$68.3bAU$24.8b-AU$868,553,717.0033.2x-78.7x2.8x
Tue, 14 Nov 2023AU$66.9bAU$24.2b-AU$1,296,867,811.0034.4x-51.5x2.8x
Thu, 12 Oct 2023AU$68.2bAU$24.2b-AU$1,296,867,811.0034.5x-52.6x2.8x
Sat, 09 Sep 2023AU$68.5bAU$24.2b-AU$1,304,490,915.0034x-52.5x2.8x
Mon, 07 Aug 2023AU$71.3bAU$23.6b-AU$742,294,541.0034.1x-96x3x
Wed, 05 Jul 2023AU$69.1bAU$23.6b-AU$742,294,541.0032x-93.1x2.9x
Fri, 02 Jun 2023AU$68.5bAU$23.5b-AU$714,143,541.0029.3x-95.9x2.9x
Sun, 30 Apr 2023AU$68.8bAU$23.0b-AU$889,670,541.0030x-77.3x3x
Tue, 28 Mar 2023AU$66.8bAU$23.0b-AU$886,710,541.0026.7x-75.3x2.9x
Thu, 23 Feb 2023AU$65.6bAU$21.5bAU$193.5m29.5x339.1x3.1x
Price to Earnings Ratio

339.1x


Total Market Cap: AU$65.6bTotal Earnings: AU$193.5mTotal Revenue: AU$21.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Hospitality Industry Price to Earnings3Y Average -27.3x202420252026
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 35.6x which is higher than its 3-year average PE of -27.3x.
  • The 3-year average PS ratio of 2.8x is higher than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 114% per year over the last three years.
  • Revenues for these companies have grown 9.2% 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 Market2.05%
Consumer Discretionary-1.28%
Hospitality-4.72%
Leisure Facilities4.46%
Hotels, Resorts and Cruise Lines3.19%
Restaurants-4.00%
Casinos and Gaming-5.47%
Industry PE
  • Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 215x.
    • Analysts are expecting annual earnings growth of 31.5%, which is higher than its past year's earnings decline of 76.4% 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 of 6.7x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 74% 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 15% 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
VVA Viva LeisureAU$1.7016.5%
+AU$24.5m
21.9%PE20.3x
CEH Coast Entertainment HoldingsAU$0.568.7%
+AU$17.5m
19.1%PS2.1x
TAH Tabcorp HoldingsAU$0.850.6%
+AU$11.4m
30.5%PE53.3x
BBT Betr EntertainmentAU$0.273.9%
+AU$10.4m
-27.4%PS2.1x
RCT Reef Casino TrustAU$3.572.0%
+AU$3.5m
37.3%PE38.9x

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