Narrative Update • Jun 26

Last week, the Hospitality industry hasn't moved much but TWC Enterprises is up 7.0% in that time. As for the the longer term, the industry is up 8.8% over the past 12 months. Earnings are forecast to grow by 12% annually.
Has the Canadian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | CA$38.3b | CA$16.3b | CA$2.4b | 14.3x | 16x | 2.4x |
| Tue, 02 Jun 2026 | CA$39.6b | CA$16.0b | CA$2.4b | 13.4x | 16.7x | 2.5x |
| Thu, 30 Apr 2026 | CA$40.7b | CA$15.7b | CA$2.0b | 14.1x | 20x | 2.6x |
| Sat, 28 Mar 2026 | CA$38.3b | CA$15.9b | CA$2.0b | 14x | 18.9x | 2.4x |
| Mon, 23 Feb 2026 | CA$33.7b | CA$15.7b | CA$2.0b | 16.2x | 17.2x | 2.1x |
| Wed, 21 Jan 2026 | CA$35.1b | CA$15.6b | CA$2.0b | 16.4x | 17.6x | 2.3x |
| Fri, 19 Dec 2025 | CA$36.8b | CA$15.5b | CA$2.0b | 16.2x | 18.5x | 2.4x |
| Sun, 16 Nov 2025 | CA$36.8b | CA$15.7b | CA$2.0b | 15.3x | 18.2x | 2.3x |
| Tue, 14 Oct 2025 | CA$36.3b | CA$15.5b | CA$1.9b | 16.1x | 18.8x | 2.3x |
| Thu, 11 Sep 2025 | CA$33.2b | CA$15.4b | CA$1.9b | 14.5x | 17.3x | 2.2x |
| Sat, 09 Aug 2025 | CA$35.1b | CA$14.8b | CA$2.1b | 15.3x | 16.7x | 2.4x |
| Mon, 07 Jul 2025 | CA$35.8b | CA$14.7b | CA$2.0b | 15.6x | 17.6x | 2.4x |
| Wed, 04 Jun 2025 | CA$37.2b | CA$14.8b | CA$2.0b | 14.9x | 18.2x | 2.5x |
| Fri, 02 May 2025 | CA$33.4b | CA$14.4b | CA$2.2b | 15.4x | 15.3x | 2.3x |
| Sun, 30 Mar 2025 | CA$36.5b | CA$14.8b | CA$2.3b | 15.6x | 16.1x | 2.5x |
| Tue, 25 Feb 2025 | CA$34.5b | CA$14.7b | CA$1.7b | 15.8x | 20.2x | 2.3x |
| Thu, 23 Jan 2025 | CA$33.5b | CA$13.9b | CA$2.9b | 12x | 11.6x | 2.4x |
| Sat, 21 Dec 2024 | CA$36.0b | CA$13.8b | CA$2.9b | 12.3x | 12.5x | 2.6x |
| Mon, 18 Nov 2024 | CA$35.6b | CA$13.6b | CA$2.8b | 12.3x | 12.5x | 2.6x |
| Wed, 16 Oct 2024 | CA$36.9b | CA$12.8b | CA$2.8b | 14x | 13.1x | 2.9x |
| Fri, 13 Sep 2024 | CA$35.9b | CA$12.6b | CA$2.8b | 13.3x | 13x | 2.8x |
| Sun, 11 Aug 2024 | CA$36.9b | CA$12.8b | CA$2.7b | 13.6x | 13.5x | 2.9x |
| Tue, 09 Jul 2024 | CA$34.7b | CA$12.3b | CA$2.7b | 12.7x | 12.8x | 2.8x |
| Thu, 06 Jun 2024 | CA$36.6b | CA$12.3b | CA$2.7b | 13.2x | 13.5x | 3x |
| Sat, 04 May 2024 | CA$38.5b | CA$12.3b | CA$2.7b | 13.6x | 14.4x | 3.1x |
| Mon, 01 Apr 2024 | CA$40.8b | CA$12.0b | CA$2.5b | 14.4x | 16.3x | 3.4x |
| Wed, 28 Feb 2024 | CA$39.1b | CA$12.0b | CA$2.5b | 14.8x | 15.8x | 3.3x |
| Fri, 26 Jan 2024 | CA$41.0b | CA$13.1b | CA$2.1b | 15.7x | 19.8x | 3.1x |
| Sun, 24 Dec 2023 | CA$40.7b | CA$12.9b | CA$2.0b | 15.2x | 19.9x | 3.2x |
| Tue, 21 Nov 2023 | CA$38.8b | CA$13.2b | CA$2.1b | 15.3x | 18.5x | 2.9x |
| Thu, 19 Oct 2023 | CA$36.1b | CA$13.0b | CA$2.3b | 13.6x | 15.7x | 2.8x |
| Sat, 16 Sep 2023 | CA$37.6b | CA$12.8b | CA$2.3b | 15.5x | 16.7x | 2.9x |
| Mon, 14 Aug 2023 | CA$40.5b | CA$12.7b | CA$2.2b | 16.6x | 18.1x | 3.2x |
| Wed, 12 Jul 2023 | CA$41.0b | CA$12.4b | CA$2.2b | 16.5x | 18.5x | 3.3x |
18.5x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 0.96% | |
| Consumer Discretionary | -1.57% | |
| Hospitality | 0.21% | |
| Leisure Facilities | 6.40% | |
| Casinos and Gaming | 1.59% | |
| Restaurants | 0.068% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TWC TWC Enterprises | CA$29.14 | 7.0% +CA$46.1m | 25.3% | PE11.2x | |
| AW A & W Food Services of Canada | CA$36.85 | 1.9% +CA$16.8m | -2.3% | PE15.8x | |
| BPF.UN Boston Pizza Royalties Income Fund | CA$23.90 | 2.1% +CA$10.6m | 21.2% | PE10.6x | |
| PBL Pollard Banknote | CA$17.57 | 1.9% +CA$8.7m | -20.1% | PE18x | |
| PZA Pizza Pizza Royalty | CA$13.29 | 0.8% +CA$3.4m | -12.2% | PE14.5x |