Narrative Update • Jun 18

The Hospitality industry is up 1.3% in the last week, with Aristocrat Leisure up 1.9%. However, the industry is down 13% over the past year. Looking forward, earnings are forecast to grow by 14% annually.
Has the Australian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | AU$58.6b | AU$23.5b | AU$1.9b | 24.6x | 31.6x | 2.5x |
| Mon, 18 May 2026 | AU$55.1b | AU$23.6b | AU$1.8b | 23.1x | 30.2x | 2.3x |
| Wed, 15 Apr 2026 | AU$54.4b | AU$23.6b | AU$1.5b | 26x | 35.3x | 2.3x |
| Fri, 13 Mar 2026 | AU$53.7b | AU$23.6b | AU$1.5b | 26.3x | 34.9x | 2.3x |
| Sun, 08 Feb 2026 | AU$70.8b | AU$28.0b | AU$1.9b | 30.1x | 37.4x | 2.5x |
| Tue, 06 Jan 2026 | AU$74.3b | AU$28.2b | AU$1.9b | 30.9x | 38.6x | 2.6x |
| Thu, 04 Dec 2025 | AU$76.1b | AU$28.3b | AU$1.9b | 32.9x | 39.4x | 2.7x |
| Sat, 01 Nov 2025 | AU$69.4b | AU$24.6b | AU$1.4b | 33.6x | 50.5x | 2.8x |
| Mon, 29 Sep 2025 | AU$72.6b | AU$24.6b | AU$1.3b | 35.2x | 54.5x | 3x |
| Wed, 27 Aug 2025 | AU$74.9b | AU$24.5b | -AU$950,785,722.00 | 34.4x | -78.8x | 3.1x |
| Fri, 25 Jul 2025 | AU$71.7b | AU$24.6b | -AU$895,993,544.00 | 33.1x | -80x | 2.9x |
| Sun, 22 Jun 2025 | AU$70.6b | AU$24.6b | -AU$854,437,544.00 | 26.2x | -82.6x | 2.9x |
| Tue, 20 May 2025 | AU$68.8b | AU$24.7b | -AU$808,437,544.00 | 21.8x | -85.2x | 2.8x |
| Thu, 17 Apr 2025 | AU$66.9b | AU$24.5b | -AU$667,337,544.00 | 19.8x | -100.2x | 2.7x |
| Sat, 15 Mar 2025 | AU$70.3b | AU$24.6b | -AU$357,022,544.00 | 22.2x | -197x | 2.9x |
| Mon, 10 Feb 2025 | AU$78.4b | AU$24.6b | -AU$917,403,528.00 | 24.3x | -85.5x | 3.2x |
| Wed, 08 Jan 2025 | AU$76.0b | AU$24.6b | -AU$912,156,528.00 | 23.7x | -83.3x | 3.1x |
| Fri, 06 Dec 2024 | AU$76.6b | AU$24.6b | -AU$912,156,528.00 | 24.2x | -84x | 3.1x |
| Sun, 03 Nov 2024 | AU$69.2b | AU$24.6b | -AU$731,088,528.00 | 22.1x | -94.7x | 2.8x |
| Tue, 01 Oct 2024 | AU$71.5b | AU$24.6b | -AU$731,195,201.00 | 23.1x | -97.8x | 2.9x |
| Thu, 29 Aug 2024 | AU$66.8b | AU$24.4b | -AU$169,101,874.00 | 20.3x | -394.8x | 2.7x |
| Sat, 27 Jul 2024 | AU$66.9b | AU$23.9b | AU$385.0m | 21.9x | 173.8x | 2.8x |
| Mon, 24 Jun 2024 | AU$65.7b | AU$23.6b | AU$364.6m | 28.3x | 180.2x | 2.8x |
| Wed, 22 May 2024 | AU$61.7b | AU$23.5b | AU$350.3m | 24.6x | 176x | 2.6x |
| Fri, 19 Apr 2024 | AU$57.2b | AU$23.4b | AU$292.0m | 25x | 195.8x | 2.4x |
| Sun, 17 Mar 2024 | AU$61.3b | AU$23.4b | AU$288.9m | 30x | 212.1x | 2.6x |
| Tue, 13 Feb 2024 | AU$61.3b | AU$23.0b | -AU$533,614,605.00 | 36.9x | -114.9x | 2.7x |
| Thu, 11 Jan 2024 | AU$68.0b | AU$24.8b | -AU$868,553,717.00 | 32.7x | -78.3x | 2.7x |
| Sat, 09 Dec 2023 | AU$66.1b | AU$24.8b | -AU$868,553,717.00 | 32.5x | -76.1x | 2.7x |
| Mon, 06 Nov 2023 | AU$66.0b | AU$24.2b | -AU$1,296,867,811.00 | 34x | -50.9x | 2.7x |
| Wed, 04 Oct 2023 | AU$66.7b | AU$24.2b | -AU$1,296,867,901.00 | 33.1x | -51.4x | 2.8x |
| Fri, 01 Sep 2023 | AU$70.3b | AU$24.2b | -AU$1,349,939,774.00 | 35.9x | -52.1x | 2.9x |
| Sun, 30 Jul 2023 | AU$70.3b | AU$23.6b | -AU$742,294,541.00 | 32.5x | -94.7x | 3x |
| Tue, 27 Jun 2023 | AU$66.3b | AU$23.5b | -AU$714,143,541.00 | 29x | -92.9x | 2.8x |
-92.9x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 0.56% | |
| Consumer Discretionary | 0.66% | |
| Hospitality | 1.34% | |
| Hotels, Resorts and Cruise Lines | 11.58% | |
| Leisure Facilities | 1.87% | |
| Casinos and Gaming | 0.66% | |
| Restaurants | 0.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$54.95 | 1.9% +AU$626.9m | -18.2% | PE22.5x | |
| WEB Web Travel Group | AU$3.01 | 22.9% +AU$202.7m | -33.1% | PE30.7x | |
| FLT Flight Centre Travel Group | AU$11.92 | 7.7% +AU$173.9m | -3.7% | PE22.3x | |
| TAH Tabcorp Holdings | AU$0.88 | 4.8% +AU$91.4m | 19.9% | PE60.6x | |
| LNW Light & Wonder | AU$128.34 | 0.8% +AU$84.1m | -0.3% | PE28.5x |