Narrative Update • Jul 30

The Hospitality industry is up 1.7% in the last week, with Aristocrat Leisure up 0.6%. However, the industry is down 3.7% over the past year. Earnings are forecast to grow by 13% annually.
Has the Australian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | AU$65.6b | AU$23.5b | AU$1.9b | 24.5x | 34.7x | 2.8x |
| Fri, 03 Jul 2026 | AU$62.1b | AU$23.5b | AU$1.9b | 22.4x | 32.8x | 2.6x |
| Sun, 31 May 2026 | AU$54.9b | AU$23.3b | AU$1.9b | 23.6x | 29.2x | 2.4x |
| Tue, 28 Apr 2026 | AU$55.1b | AU$23.6b | AU$1.5b | 26.4x | 35.8x | 2.3x |
| Thu, 26 Mar 2026 | AU$53.9b | AU$23.6b | AU$1.5b | 25.6x | 35x | 2.3x |
| Sat, 21 Feb 2026 | AU$68.1b | AU$28.1b | AU$1.9b | 27.1x | 35.9x | 2.4x |
| Mon, 19 Jan 2026 | AU$79.0b | AU$28.2b | AU$1.9b | 31.2x | 41.1x | 2.8x |
| Wed, 17 Dec 2025 | AU$75.1b | AU$28.3b | AU$1.9b | 31.7x | 38.9x | 2.7x |
| Fri, 14 Nov 2025 | AU$66.7b | AU$24.0b | AU$1.4b | 34x | 47.8x | 2.8x |
| Sun, 12 Oct 2025 | AU$72.1b | AU$24.6b | AU$1.4b | 34x | 52.4x | 2.9x |
| Tue, 09 Sep 2025 | AU$73.8b | AU$24.6b | AU$1.3b | 35.2x | 55.4x | 3x |
| Thu, 07 Aug 2025 | AU$73.1b | AU$24.6b | -AU$895,993,544.00 | 32.3x | -81.6x | 3x |
| Sat, 05 Jul 2025 | AU$71.1b | AU$24.6b | -AU$895,993,544.00 | 31.7x | -79.4x | 2.9x |
| Mon, 02 Jun 2025 | AU$68.1b | AU$24.6b | -AU$854,437,544.00 | 27.9x | -79.7x | 2.8x |
| Wed, 30 Apr 2025 | AU$69.7b | AU$24.5b | -AU$667,337,544.00 | 20.7x | -104.4x | 2.8x |
| Fri, 28 Mar 2025 | AU$71.6b | AU$24.6b | -AU$357,022,544.00 | 22.8x | -200.5x | 2.9x |
| Sun, 23 Feb 2025 | AU$78.7b | AU$24.6b | -AU$309,157,794.00 | 25.1x | -254.5x | 3.2x |
| Tue, 21 Jan 2025 | AU$75.2b | AU$24.6b | -AU$917,403,528.00 | 23.6x | -81.9x | 3.1x |
| Thu, 19 Dec 2024 | AU$74.9b | AU$24.6b | -AU$912,156,528.00 | 23.7x | -82.1x | 3x |
| Sat, 16 Nov 2024 | AU$73.8b | AU$24.7b | -AU$940,088,528.00 | 23.7x | -78.5x | 3x |
| Mon, 14 Oct 2024 | AU$70.8b | AU$24.6b | -AU$731,088,528.00 | 23.2x | -96.8x | 2.9x |
| Wed, 11 Sep 2024 | AU$67.6b | AU$24.5b | -AU$196,095,201.00 | 21.2x | -344.8x | 2.8x |
| Fri, 09 Aug 2024 | AU$65.3b | AU$23.9b | AU$385.0m | 21.6x | 169.6x | 2.7x |
| Sun, 07 Jul 2024 | AU$66.5b | AU$23.9b | AU$385.0m | 21.3x | 172.6x | 2.8x |
| Tue, 04 Jun 2024 | AU$59.4b | AU$23.6b | AU$365.2m | 23x | 162.8x | 2.5x |
| Thu, 02 May 2024 | AU$56.4b | AU$23.4b | AU$292.0m | 24.1x | 193.2x | 2.4x |
| Sat, 30 Mar 2024 | AU$61.4b | AU$23.4b | AU$292.0m | 26.8x | 210.3x | 2.6x |
| Mon, 26 Feb 2024 | AU$61.4b | AU$23.1b | -AU$1,138,955,187.00 | 36.6x | -53.9x | 2.7x |
| Wed, 24 Jan 2024 | AU$71.4b | AU$24.8b | -AU$868,553,717.00 | 33.8x | -82.3x | 2.9x |
| Fri, 22 Dec 2023 | AU$68.8b | AU$24.8b | -AU$868,553,717.00 | 33.4x | -79.2x | 2.8x |
| Sun, 19 Nov 2023 | AU$66.9b | AU$24.6b | -AU$930,757,717.00 | 33.2x | -71.8x | 2.7x |
| Tue, 17 Oct 2023 | AU$66.8b | AU$24.2b | -AU$1,296,867,811.00 | 34x | -51.5x | 2.8x |
| Thu, 14 Sep 2023 | AU$68.1b | AU$24.2b | -AU$1,304,490,915.00 | 34.1x | -52.2x | 2.8x |
| Sat, 12 Aug 2023 | AU$72.3b | AU$23.6b | -AU$742,294,541.00 | 34.1x | -97.4x | 3.1x |
-97.4x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 2.02% | |
| Consumer Discretionary | 2.47% | |
| Hospitality | 1.67% | |
| Restaurants | 8.85% | |
| Hotels, Resorts and Cruise Lines | 3.39% | |
| Casinos and Gaming | 0.92% | |
| Leisure Facilities | -2.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$66.22 | 0.6% +AU$245.3m | -5.8% | PE26.9x | |
| DMP Domino's Pizza Enterprises | AU$19.29 | 7.4% +AU$126.0m | 2.4% | PE30.8x | |
| FLT Flight Centre Travel Group | AU$13.58 | 3.3% +AU$87.6m | 9.9% | PE25.3x | |
| SGR Star Entertainment Group | AU$0.14 | 8.0% +AU$66.4m | 48.4% | PS0.7x | |
| WEB Web Travel Group | AU$3.46 | 4.5% +AU$54.3m | -20.8% | PE35.3x |