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Australian (ASX) Hospitality Industry Analysis

UpdatedJul 17, 2026
DataAggregated Company Financials
Companies24
  • 7D0.6%
  • 3M13.3%
  • 1Y-6.6%
  • YTD1.0%

Last week, the Hospitality industry hasn't moved much but Lottery is up 3.8% in that time. As for the longer term, the industry has declined 6.6% in the last year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jul 2026AU$63.0bAU$23.5bAU$1.9b23x33.3x2.7x
Sun, 14 Jun 2026AU$57.8bAU$23.5bAU$1.9b23.5x31.1x2.5x
Tue, 12 May 2026AU$52.1bAU$23.6bAU$1.5b24.1x33.8x2.2x
Thu, 09 Apr 2026AU$55.7bAU$23.6bAU$1.5b26.7x36.2x2.4x
Sat, 07 Mar 2026AU$55.3bAU$23.6bAU$1.5b26.9x35.9x2.3x
Mon, 02 Feb 2026AU$74.6bAU$28.0bAU$1.9b31.3x39.3x2.7x
Wed, 31 Dec 2025AU$76.7bAU$28.2bAU$1.9b31.6x39.9x2.7x
Fri, 28 Nov 2025AU$76.3bAU$28.3bAU$1.9b31.2x39.4x2.7x
Sun, 26 Oct 2025AU$70.4bAU$24.6bAU$1.4b34.4x51.2x2.9x
Tue, 23 Sep 2025AU$72.8bAU$24.6bAU$1.3b35.2x54.7x3x
Thu, 21 Aug 2025AU$74.5bAU$24.5b-AU$973,249,722.0034.1x-76.5x3x
Sat, 19 Jul 2025AU$72.2bAU$24.6b-AU$895,993,544.0033x-80.6x2.9x
Mon, 16 Jun 2025AU$68.7bAU$24.6b-AU$854,437,544.0026.2x-80.4x2.8x
Wed, 14 May 2025AU$72.5bAU$24.5b-AU$667,337,544.0022.1x-108.7x3x
Fri, 11 Apr 2025AU$68.1bAU$24.6b-AU$356,337,544.0021.4x-191.2x2.8x
Sun, 09 Mar 2025AU$73.1bAU$24.6b-AU$357,022,544.0023.4x-204.7x3x
Tue, 04 Feb 2025AU$77.9bAU$24.6b-AU$917,403,528.0024.2x-84.9x3.2x
Thu, 02 Jan 2025AU$74.1bAU$24.6b-AU$912,156,528.0023.6x-81.2x3x
Sat, 30 Nov 2024AU$75.5bAU$24.6b-AU$912,156,528.0025.6x-82.7x3.1x
Mon, 28 Oct 2024AU$68.1bAU$24.6b-AU$731,088,528.0020.7x-93.2x2.8x
Wed, 25 Sep 2024AU$71.0bAU$24.5b-AU$196,095,201.0022.7x-362x2.9x
Fri, 23 Aug 2024AU$66.7bAU$24.4bAU$554.2m24.3x120.3x2.7x
Sun, 21 Jul 2024AU$68.0bAU$23.9bAU$385.0m22.2x176.6x2.8x
Tue, 18 Jun 2024AU$61.6bAU$23.6bAU$365.2m23.9x168.7x2.6x
Thu, 16 May 2024AU$57.8bAU$23.4bAU$292.0m24.5x197.9x2.5x
Sat, 13 Apr 2024AU$59.2bAU$23.4bAU$292.0m26.1x202.6x2.5x
Mon, 11 Mar 2024AU$63.3bAU$23.4bAU$288.9m30.7x219x2.7x
Wed, 07 Feb 2024AU$62.0bAU$23.0b-AU$533,097,447.0036.3x-116.3x2.7x
Fri, 05 Jan 2024AU$68.3bAU$24.8b-AU$868,553,717.0033.3x-78.6x2.8x
Sun, 03 Dec 2023AU$66.1bAU$24.8b-AU$868,553,717.0032.4x-76.2x2.7x
Tue, 31 Oct 2023AU$64.5bAU$24.2b-AU$1,296,867,811.0033.6x-49.8x2.7x
Thu, 28 Sep 2023AU$68.0bAU$24.2b-AU$1,296,867,901.0033.9x-52.5x2.8x
Sat, 26 Aug 2023AU$69.6bAU$23.8b-AU$718,592,774.0035.2x-96.8x2.9x
Mon, 24 Jul 2023AU$69.3bAU$23.6b-AU$742,294,541.0032.8x-93.3x2.9x
Price to Earnings Ratio

-93.3x


Total Market Cap: AU$69.3bTotal 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 -15.6x202420252026
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 33.3x which is higher than its 3-year average PE of -15.6x.
  • 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 Market0.80%
Consumer Discretionary0.72%
Hospitality0.56%
Restaurants1.82%
Leisure Facilities0.90%
Casinos and Gaming0.56%
Hotels, Resorts and Cruise Lines-1.03%
Industry PE
  • Investors are most optimistic about the Leisure Facilities industry even though it's trading below its 3-year average PE ratio of 88.5x.
    • Analysts are expecting annual earnings growth of 75.3%, 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 24.6x.
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 10% 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
TLC LotteryAU$5.693.8%
+AU$467.2m		5.4%PE34.9x
LNW Light & WonderAU$112.425.3%
+AU$438.2m		-25.7%PE24.8x
DMP Domino's Pizza EnterprisesAU$17.629.5%
+AU$145.0m		-3.6%PE28.1x
TAH Tabcorp HoldingsAU$0.886.7%
+AU$125.7m		9.4%PE60.6x
SGR Star Entertainment GroupAU$0.1110.0%
+AU$66.4m		-12.0%PS0.5x

Latest News

ALL
AU$61.57
Aristocrat Leisure
7D
-0.3%
1Y
-9.6%
GYG
AU$21.50
Guzman y Gomez
7D
2.8%
1Y
-22.1%
LNW
AU$112.42
Light & Wonder
7D
5.3%
1Y
-25.7%
JIN
AU$7.09
Jumbo Interactive
7D
-2.2%
1Y
-30.4%
EXP
AU$0.098
Experience Co
7D
21.0%
1Y
-18.3%
Narrative Update • Jul 10

EXP: Higher Margin Outlook Will Support Stronger Future Earnings Power

Analysts have cut their fair value estimate for Experience Co to A$0.16 from A$0.25, reflecting updated assumptions for slightly higher discount rates, more moderate revenue growth, a higher projected profit margin, and a lower future P/E multiple. What’s in the News for Experience Co No recent Experience Co specific news stories were identified in the provided primary sources.
RFG
AU$0.83
Retail Food Group
7D
6.4%
1Y
-59.3%
Narrative Update • Jul 10

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Analysts have lowered their price target for Retail Food Group to A$1.35 from A$2.55, citing updated assumptions that include a higher discount rate, softer revenue expectations, a slightly stronger profit margin outlook, and a reduced future P/E multiple. What’s in the News for Retail Food Group No recent company specific news for Retail Food Group was identified in the provided sources.
WEB
AU$2.44
Web Travel Group
7D
-7.2%
1Y
-50.2%
Narrative Update • Jul 06

WEB: Index Removal And Lower Margins Will Still Support Future Upside Potential

Analysts have lowered their price target on Web Travel Group to A$6.00 from A$7.40, reflecting slightly reduced assumptions for revenue growth and profit margins, as well as a lower future P/E multiple. What's in the News Web Travel Group Limited (ASX:WEB) has been removed from the S&P/ASX 200 Index, according to recent index constituent change data.
TAH
AU$0.88
Tabcorp Holdings
7D
6.7%
1Y
9.4%
AGI
AU$1.36
Ainsworth Game Technology
7D
-9.7%
1Y
39.7%
BBT
AU$0.17
Betr Entertainment
7D
-7.9%
1Y
-43.5%
Narrative Update • Jun 26

BBT: Future Profitability Assumptions Will Support A Re-Rating Narrative

Analysts have cut their price target for Betr Entertainment to A$0.36 from A$0.45, citing updated assumptions around discount rates, revenue growth, profit margins, and a much higher assumed future P/E multiple. What's in the News for Betr Entertainment Betr Entertainment appointed Blake Matthews as Chief Financial Officer, effective July 1, 2026.
TLC
AU$5.69
Lottery
7D
3.8%
1Y
5.4%
Narrative Update • Jun 26

TLC: Licence Extension And Earnings Assumptions Will Shape A Balanced Outlook

Analysts have adjusted their valuation for Lottery, with the fair value estimate moving from A$5.63 to A$5.82 as updated assumptions on discount rate, revenue growth, profit margin, and future P/E filter through their models. What’s in the News for Lottery The Lottery Corporation held an Analyst/Investor Day, giving the market an opportunity to hear updated views and assumptions that feed into valuation work on the stock.
SGR
AU$0.11
Star Entertainment Group
7D
10.0%
1Y
-12.0%
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.
VVA
AU$1.47
Viva Leisure
7D
-3.6%
1Y
14.5%
Narrative Update • Jun 24

VVA: Higher Margins And Steady Modelling Will Support Future Upside

Analysts have modestly adjusted their price target for Viva Leisure to A$2.00. This reflects slightly updated assumptions on revenue growth, profit margins and future P/E multiples while keeping the discount rate unchanged at 12.08%.
DMP
AU$17.62
Domino's Pizza Enterprises
7D
9.5%
1Y
-3.6%
Narrative Update • Jun 24

DMP: Higher Discount Rate Will Likely Limit Upside From Current Levels

Analysts have trimmed their price targets for Domino's Pizza Enterprises, citing a higher discount rate and softer revenue growth assumptions, partly offset by expectations for stronger profit margins and a slightly lower future P/E multiple. What’s in the News for Domino's Pizza Enterprises No recent company specific news for Domino's Pizza Enterprises is available from the outlined primary sources.
HLO
AU$1.46
Helloworld Travel
7D
-3.6%
1Y
-1.7%
Narrative Update • Jun 23

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Analysts have reduced their price target for Helloworld Travel to A$1.51 from A$1.79, citing updated assumptions around future revenue growth, profit margins, and a lower projected P/E multiple. What's in the News for Helloworld Travel No recent company specific news items for Helloworld Travel have been identified in the provided sources.
WJL
AU$0.40
Webjet Group
7D
-3.6%
1Y
-56.0%