Narrative Update • Apr 22

In the last week, the Hotels, Resorts and Cruise Lines industry is up 4.1%, with Flight Centre Travel Group up 4.0%. In the past year, the industry is down 23%. As for the next few years, earnings are expected to grow by 24% per annum.
Has the Australian Hotels, Resorts and Cruise Lines Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | AU$3.7b | AU$3.6b | AU$169.7m | 20.1x | 21.7x | 1x |
| Thu, 09 Apr 2026 | AU$4.0b | AU$3.6b | AU$169.7m | 22.4x | 23.7x | 1.1x |
| Sat, 07 Mar 2026 | AU$4.1b | AU$3.6b | AU$169.7m | 23.3x | 24.2x | 1.1x |
| Mon, 02 Feb 2026 | AU$5.8b | AU$3.5b | AU$153.2m | 31.3x | 37.7x | 1.7x |
| Wed, 31 Dec 2025 | AU$5.6b | AU$3.5b | AU$153.2m | 29x | 36.4x | 1.6x |
| Fri, 28 Nov 2025 | AU$5.0b | AU$3.5b | AU$154.1m | 24.7x | 32.6x | 1.4x |
| Sun, 26 Oct 2025 | AU$7.1b | AU$4.2b | AU$226.2m | 29.6x | 31.4x | 1.7x |
| Tue, 23 Sep 2025 | AU$7.0b | AU$4.2b | AU$226.2m | 29.6x | 31x | 1.7x |
| Thu, 21 Aug 2025 | AU$7.3b | AU$4.1b | AU$221.9m | 30x | 33x | 1.8x |
| Sat, 19 Jul 2025 | AU$7.5b | AU$4.1b | AU$221.9m | 30.4x | 34x | 1.8x |
| Mon, 16 Jun 2025 | AU$6.8b | AU$4.1b | AU$221.9m | 26.2x | 30.7x | 1.6x |
| Wed, 14 May 2025 | AU$7.2b | AU$4.3b | AU$267.9m | 22.1x | 26.8x | 1.7x |
| Fri, 11 Apr 2025 | AU$6.8b | AU$4.3b | AU$267.9m | 21.4x | 25.3x | 1.6x |
| Sun, 09 Mar 2025 | AU$7.8b | AU$4.3b | AU$267.2m | 23.4x | 29.3x | 1.8x |
| Tue, 04 Feb 2025 | AU$8.6b | AU$4.3b | AU$322.5m | 24.2x | 26.7x | 2x |
| Thu, 02 Jan 2025 | AU$8.1b | AU$4.3b | AU$322.5m | 22.8x | 25.2x | 1.9x |
| Sat, 30 Nov 2024 | AU$8.7b | AU$4.3b | AU$322.5m | 23.4x | 27x | 2x |
| Mon, 28 Oct 2024 | AU$7.5b | AU$4.5b | AU$294.5m | 18.4x | 25.6x | 1.7x |
| Wed, 25 Sep 2024 | AU$10.2b | AU$4.3b | AU$307.0m | 18.3x | 33.4x | 2.4x |
| Fri, 23 Aug 2024 | AU$9.7b | AU$4.2b | AU$321.0m | 23.6x | 30.2x | 2.3x |
| Sun, 21 Jul 2024 | AU$11.0b | AU$4.2b | AU$347.7m | 24.8x | 31.7x | 2.6x |
| Tue, 18 Jun 2024 | AU$10.2b | AU$4.2b | AU$348.2m | 17.2x | 29.4x | 2.5x |
| Thu, 16 May 2024 | AU$10.6b | AU$4.1b | AU$333.3m | 19.6x | 31.9x | 2.6x |
| Sat, 13 Apr 2024 | AU$11.1b | AU$4.1b | AU$333.3m | 21.6x | 33.4x | 2.7x |
| Mon, 11 Mar 2024 | AU$10.7b | AU$4.1b | AU$332.8m | 26.6x | 32.3x | 2.6x |
| Wed, 07 Feb 2024 | AU$11.3b | AU$3.7b | AU$189.3m | 36.3x | 59.9x | 3x |
| Fri, 05 Jan 2024 | AU$10.7b | AU$3.8b | AU$190.9m | 33.3x | 56.1x | 2.8x |
| Sun, 03 Dec 2023 | AU$9.9b | AU$3.8b | AU$190.9m | 32.4x | 51.9x | 2.6x |
| Tue, 31 Oct 2023 | AU$9.4b | AU$3.7b | AU$147.0m | 33.6x | 63.8x | 2.5x |
| Thu, 28 Sep 2023 | AU$10.1b | AU$3.7b | AU$147.0m | 33.1x | 68.6x | 2.7x |
| Sat, 26 Aug 2023 | AU$11.2b | AU$3.1b | -AU$36,995,652.00 | 32.9x | -301.5x | 3.6x |
| Mon, 24 Jul 2023 | AU$11.4b | AU$2.9b | -AU$76,883,652.00 | 67.8x | -148.7x | 3.9x |
| Wed, 21 Jun 2023 | AU$11.0b | AU$2.9b | -AU$76,883,652.00 | 66.5x | -143.7x | 3.8x |
| Fri, 19 May 2023 | AU$11.3b | AU$2.8b | -AU$112,383,652.00 | 22.1x | -100.7x | 4x |
-100.7x
How does Australian Hotels, Resorts and Cruise Lines compare with similar industries?
| AU Market | 0.20% | |
| Consumer Discretionary | -2.60% | |
| Hospitality | -3.49% | |
| Hotels, Resorts and Cruise Lines | 4.12% | |
| Leisure Facilities | -1.25% | |
| Restaurants | -2.77% | |
| Casinos and Gaming | -4.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FLT Flight Centre Travel Group | AU$10.57 | 4.0% +AU$83.9m | -19.1% | PE19.8x |