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Australian (ASX) Hospitality Industry Analysis

UpdatedAug 23, 2026
DataAggregated Company Financials
Companies24
  • 7D-4.0%
  • 3M16.4%
  • 1Y-10.8%
  • YTD0.3%

Over the last 7 days, the Hospitality industry has dropped 4.0%, driven by Aristocrat Leisure declining 5.4%. Meanwhile, Guzman y Gomez actually outperformed within the industry, gaining 8.6% in the last week. The industry has fallen 11% in the last year. 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
Sun, 23 Aug 2026AU$62.5bAU$23.3bAU$1.8b24x33.8x2.7x
Tue, 21 Jul 2026AU$62.9bAU$23.5bAU$1.9b22.1x33.3x2.7x
Thu, 18 Jun 2026AU$58.1bAU$23.5bAU$1.9b24.6x31.3x2.5x
Sat, 16 May 2026AU$55.1bAU$23.6bAU$1.8b23.1x30.2x2.3x
Mon, 13 Apr 2026AU$55.1bAU$23.6bAU$1.5b26.3x35.8x2.3x
Wed, 11 Mar 2026AU$54.4bAU$23.6bAU$1.5b27x35.3x2.3x
Fri, 06 Feb 2026AU$73.7bAU$28.0bAU$1.9b30.2x38.8x2.6x
Sun, 04 Jan 2026AU$76.2bAU$28.2bAU$1.9b31.7x39.6x2.7x
Tue, 02 Dec 2025AU$76.4bAU$28.3bAU$1.9b31.6x39.5x2.7x
Thu, 30 Oct 2025AU$70.7bAU$24.6bAU$1.4b34.6x51.4x2.9x
Sat, 27 Sep 2025AU$72.6bAU$24.6bAU$1.3b35.2x54.5x3x
Mon, 25 Aug 2025AU$74.1bAU$24.5b-AU$957,854,722.0034.4x-77.3x3x
Wed, 23 Jul 2025AU$71.5bAU$24.6b-AU$895,993,544.0032.9x-79.8x2.9x
Fri, 20 Jun 2025AU$70.1bAU$24.6b-AU$854,437,544.0026x-82x2.9x
Sun, 18 May 2025AU$69.1bAU$24.7b-AU$808,437,544.0021.9x-85.5x2.8x
Tue, 15 Apr 2025AU$67.8bAU$24.6b-AU$356,337,544.0020.6x-190.1x2.8x
Thu, 13 Mar 2025AU$70.4bAU$24.6b-AU$357,022,544.0021.4x-197.3x2.9x
Sat, 08 Feb 2025AU$78.4bAU$24.6b-AU$917,403,528.0024.4x-85.5x3.2x
Mon, 06 Jan 2025AU$74.9bAU$24.6b-AU$912,156,528.0023.8x-82.1x3x
Wed, 04 Dec 2024AU$76.4bAU$24.6b-AU$912,156,528.0024.4x-83.7x3.1x
Fri, 01 Nov 2024AU$69.3bAU$24.6b-AU$731,088,528.0021.9x-94.8x2.8x
Sun, 29 Sep 2024AU$71.0bAU$24.5b-AU$718,595,201.0023.1x-98.9x2.9x
Tue, 27 Aug 2024AU$66.7bAU$24.5bAU$565.4m21.1x117.9x2.7x
Thu, 25 Jul 2024AU$67.4bAU$23.9bAU$385.0m22x175.1x2.8x
Sat, 22 Jun 2024AU$65.7bAU$23.6bAU$365.2m24.4x180x2.8x
Mon, 20 May 2024AU$61.2bAU$23.5bAU$350.3m24.3x174.7x2.6x
Wed, 17 Apr 2024AU$58.7bAU$23.4bAU$292.0m24.9x201.1x2.5x
Fri, 15 Mar 2024AU$62.6bAU$23.4bAU$288.9m31x216.7x2.7x
Sun, 11 Feb 2024AU$61.4bAU$23.0b-AU$533,097,447.0036.3x-115.2x2.7x
Tue, 09 Jan 2024AU$67.4bAU$24.8b-AU$868,553,717.0033.2x-77.6x2.7x
Thu, 07 Dec 2023AU$66.9bAU$24.8b-AU$868,553,717.0033x-77x2.7x
Sat, 04 Nov 2023AU$66.0bAU$24.2b-AU$1,296,867,811.0034x-50.9x2.7x
Mon, 02 Oct 2023AU$67.5bAU$24.2b-AU$1,296,867,901.0033.2x-52x2.8x
Wed, 30 Aug 2023AU$70.4bAU$23.7b-AU$1,724,537,774.0035.8x-40.8x3x
Price to Earnings Ratio

-40.8x


Total Market Cap: AU$70.4bTotal Earnings: -AU$1,724,537,774.00Total Revenue: AU$23.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Hospitality Industry Price to Earnings3Y Average -11.2x202420252026
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 33.8x which is higher than its 3-year average PE of -11.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
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 Market-0.61%
Consumer Discretionary-5.84%
Hospitality-4.01%
Restaurants2.61%
Leisure Facilities0.76%
Hotels, Resorts and Cruise Lines-3.03%
Casinos and Gaming-4.77%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 224x.
    • Analysts are expecting annual earnings growth of 23.9%, which is lower than the prior year's growth of 285.1% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, which is trading below its 3-year average of 30.4x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 42% over the next 5 years.
  • However this is lower than its past earnings growth rate of 144% per year.
  • In contrast, the Casinos and Gaming industry is expected to see its earnings grow by 12% 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
GYG Guzman y GomezAU$26.708.6%
+AU$145.9m		12.7%PE63.9x
AGI Ainsworth Game TechnologyAU$1.174.0%
+AU$15.2m		14.2%PS1.3x
VVA Viva LeisureAU$1.6010.3%
+AU$15.1m		8.1%PE12.6x
WEB Web Travel GroupAU$3.520.3%
+AU$3.6m		-22.8%PE35.9x

Latest News

GYG
AU$26.70
Guzman y Gomez
7D
8.6%
1Y
12.7%
LNW
AU$126.67
Light & Wonder
7D
-6.7%
1Y
-10.3%
Narrative Update • Aug 21

LNW: Future Returns Will Rely On Completed Buybacks And Slight Margin Pressure

Analysts have raised their price target on Light & Wonder to A$123.74 from A$118.34, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What’s in the News for Light & Wonder Light & Wonder reported that from April 1, 2026 to June 30, 2026, it repurchased 1,600,000 shares for US$134 million under its existing share buyback program.
TLC
AU$5.20
Lottery
7D
-3.3%
1Y
-11.3%
VVA
AU$1.60
Viva Leisure
7D
10.3%
1Y
8.1%
SGR
AU$0.13
Star Entertainment Group
7D
-7.1%
1Y
23.8%
DMP
AU$18.93
Domino's Pizza Enterprises
7D
-2.5%
1Y
-2.0%
Narrative Update • Aug 13

DMP: Store Closures And Reset Will Support Future Earnings Resilience

Analysts have reduced their 12 month price target for Domino's Pizza Enterprises from A$34.46 to A$29.48. This change reflects updated assumptions for growth, margins and the appropriate P/E multiple for the stock.
TAH
AU$0.90
Tabcorp Holdings
7D
-2.2%
1Y
27.9%
Narrative Update • Aug 11

TAH: BetMakers Acquisition Will Drive Technology Transformation And Future Upside Potential

Analysts have trimmed their price target on Tabcorp Holdings from A$1.20 to A$1.10, citing updated assumptions that include adjusted profit margin expectations, revised revenue growth, and future P/E inputs. What's in the News for Tabcorp Holdings Tabcorp Holdings has agreed to acquire wagering technology provider BetMakers in a deal valued at A$267 million.
AGI
AU$1.17
Ainsworth Game Technology
7D
4.0%
1Y
14.2%
ALL
AU$60.90
Aristocrat Leisure
7D
-5.4%
1Y
-14.0%
FLT
AU$12.51
Flight Centre Travel Group
7D
-4.7%
1Y
-3.7%
WEB
AU$3.52
Web Travel Group
7D
0.3%
1Y
-22.8%
CKF
AU$8.00
Collins Foods
7D
-2.0%
1Y
-14.7%