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Canadian (TSX) Hospitality Industry Analysis
UpdatedDec 31, 2024
DataAggregated Company Financials
Companies14
- 7D-2.6%
- 3M-4.8%
- 1Y-9.9%
- YTD-9.8%
The Hospitality is pretty flat in the last 7 days, but TWC Enterprises has stood out, gaining 3.9%. Unfortunately though, the industry is down 7.6% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Canadian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Dec 2024 | CA$36.0b | CA$13.8b | CA$2.9b | 12.2x | 12.5x | 2.6x |
| Thu, 28 Nov 2024 | CA$36.6b | CA$13.6b | CA$2.8b | 12.5x | 12.9x | 2.7x |
| Sat, 26 Oct 2024 | CA$36.6b | CA$12.8b | CA$2.8b | 13.4x | 13.1x | 2.9x |
| Mon, 23 Sep 2024 | CA$35.5b | CA$12.6b | CA$2.8b | 13.6x | 12.9x | 2.8x |
| Wed, 21 Aug 2024 | CA$37.0b | CA$12.7b | CA$2.8b | 13.4x | 13.4x | 2.9x |
| Fri, 19 Jul 2024 | CA$36.1b | CA$12.3b | CA$2.7b | 13x | 13.4x | 2.9x |
| Sun, 16 Jun 2024 | CA$33.9b | CA$12.4b | CA$2.7b | 12.1x | 12.5x | 2.7x |
| Tue, 14 May 2024 | CA$37.8b | CA$12.4b | CA$2.7b | 13.7x | 14.1x | 3.1x |
| Thu, 11 Apr 2024 | CA$38.5b | CA$12.1b | CA$2.6b | 13.9x | 14.7x | 3.2x |
| Sat, 09 Mar 2024 | CA$40.4b | CA$12.0b | CA$2.5b | 14.7x | 16.2x | 3.4x |
| Mon, 05 Feb 2024 | CA$41.0b | CA$13.0b | CA$2.1b | 15.4x | 19.9x | 3.1x |
| Wed, 03 Jan 2024 | CA$40.9b | CA$13.0b | CA$2.0b | 15.4x | 20x | 3.2x |
| Fri, 01 Dec 2023 | CA$38.8b | CA$13.1b | CA$2.1b | 15.1x | 18.6x | 3x |
| Sun, 29 Oct 2023 | CA$36.8b | CA$13.2b | CA$2.3b | 13.3x | 15.8x | 2.8x |
| Tue, 26 Sep 2023 | CA$37.4b | CA$12.8b | CA$2.3b | 15.2x | 16.6x | 2.9x |
| Thu, 24 Aug 2023 | CA$39.5b | CA$12.8b | CA$2.3b | 16.1x | 17.5x | 3.1x |
| Sat, 22 Jul 2023 | CA$41.7b | CA$12.4b | CA$2.2b | 17.1x | 18.9x | 3.4x |
| Mon, 19 Jun 2023 | CA$41.1b | CA$12.2b | CA$2.2b | 16.7x | 18.6x | 3.4x |
| Wed, 17 May 2023 | CA$39.8b | CA$12.4b | CA$2.2b | 16.6x | 17.8x | 3.2x |
| Fri, 14 Apr 2023 | CA$36.9b | CA$12.1b | CA$2.2b | 16.1x | 16.7x | 3x |
| Sun, 12 Mar 2023 | CA$35.7b | CA$12.3b | CA$2.3b | 17.4x | 15.7x | 2.9x |
| Tue, 07 Feb 2023 | CA$37.7b | CA$11.7b | CA$2.2b | 17.1x | 17.2x | 3.2x |
| Thu, 05 Jan 2023 | CA$36.4b | CA$11.8b | CA$2.2b | 15.8x | 16.6x | 3.1x |
| Sat, 03 Dec 2022 | CA$36.7b | CA$11.7b | CA$2.2b | 16.1x | 16.7x | 3.1x |
| Mon, 31 Oct 2022 | CA$32.7b | CA$11.5b | CA$2.0b | 14.3x | 16.7x | 2.9x |
| Wed, 28 Sep 2022 | CA$32.3b | CA$11.5b | CA$2.0b | 14.7x | 16.4x | 2.8x |
| Fri, 26 Aug 2022 | CA$33.1b | CA$11.0b | CA$1.9b | 15.4x | 17.7x | 3x |
| Sun, 24 Jul 2022 | CA$28.9b | CA$10.4b | CA$1.9b | 14.9x | 15.3x | 2.8x |
| Tue, 21 Jun 2022 | CA$26.9b | CA$10.5b | CA$1.9b | 14.7x | 14.1x | 2.6x |
| Thu, 19 May 2022 | CA$28.1b | CA$10.4b | CA$1.9b | 14.9x | 14.9x | 2.7x |
| Sat, 16 Apr 2022 | CA$32.1b | CA$9.9b | CA$1.8b | 19x | 17.6x | 3.3x |
| Mon, 14 Mar 2022 | CA$29.9b | CA$10.0b | CA$1.8b | 19.8x | 16.3x | 3x |
| Wed, 09 Feb 2022 | CA$30.5b | CA$9.6b | CA$1.6b | 17x | 18.7x | 3.2x |
| Fri, 07 Jan 2022 | CA$31.9b | CA$9.6b | CA$1.6b | 17.9x | 19.5x | 3.3x |
Price to Earnings Ratio
19.5x
Current Industry PE
- Investors are pessimistic on the Canadian Hospitality industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 12.4x which is lower than its 3-year average PE of 16.3x.
- The 3-year average PS ratio of 3.0x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.46% | |
| Consumer Discretionary | -1.09% | |
| Hospitality | -2.55% | |
| Leisure Facilities | 3.96% | |
| Hotels, Resorts and Cruise Lines | 0% | |
| Casinos and Gaming | -0.88% | |
| Restaurants | -2.69% | |
Industry PE
- Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 6.8x.
- Analysts are expecting annual earnings growth of 15.1%, which is lower than the prior year's growth of 28.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 15% over the next 5 years.
- However this is lower than its past earnings growth rate of 29% per year.
- In contrast, the Restaurants industry is expected to see its earnings grow by 4.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TWC TWC Enterprises | CA$18.50 | 4.5% +CA$19.3m | 12.5% | PE9x | |
| PZA Pizza Pizza Royalty | CA$13.08 | 0.9% +CA$3.9m | -11.1% | PE13.8x | |
| BPF.UN Boston Pizza Royalties Income Fund | CA$17.59 | 0.6% +CA$2.3m | 14.7% | PE12.3x | |
| GH Gamehost | CA$10.15 | 1.0% +CA$2.1m | 7.1% | PE10.7x | |
| RVLY Rivalry | CA$0.18 | 16.1% +CA$1.7m | -83.0% | PS0.8x |