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Australian (ASX) Hospitality Industry Analysis

UpdatedAug 04, 2026
DataAggregated Company Financials
Companies24
  • 7D5.0%
  • 3M21.3%
  • 1Y-3.1%
  • YTD5.3%

Over the last 7 days, the Hospitality industry has risen 6.0%, driven by gains from Aristocrat Leisure of 3.8%. In the same time, Ainsworth Game Technology was down 16%. In the past year, the industry is down 4.2%. 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
Tue, 04 Aug 2026AU$65.6bAU$23.5bAU$1.9b24.8x34.7x2.8x
Thu, 02 Jul 2026AU$61.3bAU$23.5bAU$1.9b22.4x32.4x2.6x
Sat, 30 May 2026AU$54.9bAU$23.3bAU$1.9b23.6x29.2x2.4x
Mon, 27 Apr 2026AU$54.9bAU$23.6bAU$1.5b26.4x35.7x2.3x
Wed, 25 Mar 2026AU$53.0bAU$23.6bAU$1.5b25.5x34.5x2.3x
Fri, 20 Feb 2026AU$70.2bAU$28.0bAU$1.9b27.3x37.1x2.5x
Sun, 18 Jan 2026AU$78.9bAU$28.2bAU$1.9b31.2x41x2.8x
Tue, 16 Dec 2025AU$75.0bAU$28.2bAU$1.9b31.4x38.9x2.7x
Thu, 13 Nov 2025AU$66.2bAU$24.0bAU$1.4b33.9x47.4x2.8x
Sat, 11 Oct 2025AU$72.1bAU$24.6bAU$1.4b34x52.4x2.9x
Mon, 08 Sep 2025AU$73.7bAU$24.6bAU$1.3b35.2x55.4x3x
Wed, 06 Aug 2025AU$72.3bAU$24.6b-AU$895,993,544.0033.5x-80.7x2.9x
Fri, 04 Jul 2025AU$70.6bAU$24.6b-AU$895,993,544.0031.5x-78.8x2.9x
Sun, 01 Jun 2025AU$68.1bAU$24.6b-AU$854,437,544.0027.9x-79.7x2.8x
Tue, 29 Apr 2025AU$69.0bAU$24.5b-AU$667,337,544.0020.3x-103.5x2.8x
Thu, 27 Mar 2025AU$71.5bAU$24.6b-AU$357,022,544.0023.1x-200.3x2.9x
Sat, 22 Feb 2025AU$78.7bAU$24.6b-AU$309,157,794.0025.1x-254.5x3.2x
Mon, 20 Jan 2025AU$75.1bAU$24.6b-AU$917,403,528.0023.6x-81.8x3.1x
Wed, 18 Dec 2024AU$75.5bAU$24.6b-AU$912,156,528.0023.8x-82.7x3.1x
Fri, 15 Nov 2024AU$72.9bAU$24.7b-AU$940,088,528.0023.5x-77.5x2.9x
Sun, 13 Oct 2024AU$70.8bAU$24.6b-AU$731,088,528.0023.2x-96.8x2.9x
Tue, 10 Sep 2024AU$67.2bAU$24.5b-AU$196,095,201.0021.1x-342.6x2.7x
Thu, 08 Aug 2024AU$64.9bAU$23.9bAU$385.0m21.3x168.5x2.7x
Sat, 06 Jul 2024AU$66.5bAU$23.9bAU$385.0m21.3x172.6x2.8x
Mon, 03 Jun 2024AU$59.1bAU$23.6bAU$365.2m22.9x161.9x2.5x
Wed, 01 May 2024AU$57.1bAU$23.4bAU$292.0m24.4x195.6x2.4x
Fri, 29 Mar 2024AU$61.4bAU$23.4bAU$292.0m26.8x210.3x2.6x
Sun, 25 Feb 2024AU$61.4bAU$23.1b-AU$1,138,955,187.0036.6x-53.9x2.7x
Tue, 23 Jan 2024AU$71.5bAU$24.8b-AU$868,553,717.0033.8x-82.3x2.9x
Thu, 21 Dec 2023AU$69.9bAU$24.8b-AU$868,553,717.0033.5x-80.5x2.8x
Sat, 18 Nov 2023AU$66.9bAU$24.6b-AU$930,757,717.0033.2x-71.8x2.7x
Mon, 16 Oct 2023AU$66.8bAU$24.2b-AU$1,296,867,811.0034x-51.5x2.8x
Wed, 13 Sep 2023AU$68.6bAU$24.2b-AU$1,304,490,915.0034.2x-52.6x2.8x
Fri, 11 Aug 2023AU$71.9bAU$23.6b-AU$742,294,541.0034.2x-96.9x3.1x
Price to Earnings Ratio

-96.9x


Total Market Cap: AU$71.9bTotal Earnings: -AU$742,294,541.00Total Revenue: AU$23.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Hospitality Industry Price to Earnings3Y Average -13.5x202420252026
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 34.5x which is higher than its 3-year average PE of -13.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.8x.
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 Market1.10%
Consumer Discretionary4.78%
Hospitality4.95%
Hotels, Resorts and Cruise Lines13.54%
Restaurants12.79%
Casinos and Gaming3.67%
Leisure Facilities-0.63%
Industry PE
  • Investors are most optimistic about the Leisure Facilities industry even though it's trading below its 3-year average PE ratio of 89.8x.
    • Analysts are expecting annual earnings growth of 75.1%, 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 close to its 3-year average of 27.3x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 75% 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
ALL Aristocrat LeisureAU$64.353.8%
+AU$1.4b		-6.4%PE26.2x
LNW Light & WonderAU$115.975.7%
+AU$488.9m		-20.3%PE25.7x
TLC LotteryAU$5.603.1%
+AU$378.2m		4.3%PE34.3x
GYG Guzman y GomezAU$25.3315.4%
+AU$336.6m		-8.5%PE142.1x
FLT Flight Centre Travel GroupAU$13.3310.8%
+AU$264.7m		9.1%PE24.8x

Latest News

BET
AU$0.17
Betmakers Technology Group
7D
-10.8%
1Y
6.5%
CEH
AU$0.53
Coast Entertainment Holdings
7D
-3.7%
1Y
40.0%
ALL
AU$64.35
Aristocrat Leisure
7D
3.8%
1Y
-6.4%
Narrative Update • Aug 03

ALL: Buybacks And Gaming Execution Will Support Balanced Future Shareholder Returns

Analysts have modestly lifted their fair value estimate for Aristocrat Leisure, with the updated price target moving from A$64.36 to A$65.75. This reflects slightly lower discount rate assumptions, a small adjustment to long term revenue growth and P/E expectations, and a marginally softer profit margin outlook.
WEB
AU$3.51
Web Travel Group
7D
24.9%
1Y
-20.2%
DMP
AU$19.73
Domino's Pizza Enterprises
7D
14.3%
1Y
8.2%
Narrative Update • Jul 30

DMP: Future Earnings Resilience Will Rely On Class Action And Margin Outcomes

Analysts have trimmed their price target for Domino's Pizza Enterprises to A$20.28 from A$21.62, reflecting updated assumptions that point to more moderate revenue growth expectations, alongside slightly higher profit margin and P/E forecasts. What’s in the News for Domino's Pizza Enterprises Domino's Pizza Enterprises acknowledged a recent Federal Court of Australia judgment in the long running Gall class action that has been underway since June 2019.
PBH
AU$0.89
PointsBet Holdings
7D
-5.9%
1Y
-27.5%
EXP
AU$0.097
Experience Co
7D
-1.0%
1Y
-22.4%
Narrative Update • Jul 24

nan

Analysts have reduced their fair value estimate for Experience Co from A$0.24 to A$0.15, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E expectations. What's in the News No recent news items for Experience Co were identified in the provided sources.
LNW
AU$115.97
Light & Wonder
7D
5.7%
1Y
-20.3%
Narrative Update • Jul 24

LNW: Share Repurchases Will Support Earnings Power Despite Higher Discount Rate

Analysts have reduced their price target on Light & Wonder to A$168.45 from A$177.72, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. What's in the News for Light & Wonder Light & Wonder reported that from January 1, 2026 to March 31, 2026, it repurchased 200,000 shares for $22 million under the buyback announced on June 13, 2024.
TLC
AU$5.60
Lottery
7D
3.1%
1Y
4.3%
GYG
AU$25.33
Guzman y Gomez
7D
15.4%
1Y
-8.5%
FLT
AU$13.33
Flight Centre Travel Group
7D
10.8%
1Y
9.1%
Narrative Update • Jul 15

FLT: Share Buybacks And New AI Offering Will Support Future Upside

Analysts have reduced their fair value estimate for Flight Centre Travel Group from A$16.93 to A$14.72, reflecting updated assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for Flight Centre Travel Group Board of Directors authorizes a share buyback plan on June 17, 2026, providing a framework for repurchasing Flight Centre Travel Group shares over time.
AGI
AU$1.17
Ainsworth Game Technology
7D
-15.8%
1Y
17.6%
SGR
AU$0.14
Star Entertainment Group
7D
17.4%
1Y
58.8%
Narrative Update • Jun 26

SGR: New Funding And Higher P/E Expectations Will Support Future Upside

Analysts have adjusted their price target for Star Entertainment Group to A$0.13 from A$0.12. This reflects updated assumptions around discount rates, revenue trends, profit margins and the future P/E multiple.
KYN
AU$0.072
Kyron Capital Group
7D
-16.3%
1Y
n/a