Narrative Update • Jun 22

Over the last 7 days, the Hospitality industry has dropped 2.7%, driven by Delivery Hero declining 3.2%. Over the past 12 months, the industry was up 41%. Earnings are forecast to grow by 70% annually.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | €17.5b | €39.1b | -€151,027,734.00 | 15.4x | -116x | 0.4x |
| Thu, 21 May 2026 | €16.0b | €39.2b | -€154,112,354.94 | 18x | -103.7x | 0.4x |
| Sat, 18 Apr 2026 | €13.0b | €39.0b | -€151,661,272.97 | 24.9x | -85.6x | 0.3x |
| Mon, 16 Mar 2026 | €11.2b | €38.4b | €144.7m | 26.9x | 77.4x | 0.3x |
| Wed, 11 Feb 2026 | €14.1b | €38.4b | €101.0m | 31.4x | 139.2x | 0.4x |
| Fri, 09 Jan 2026 | €14.7b | €38.4b | €101.0m | 27.3x | 145x | 0.4x |
| Sun, 07 Dec 2025 | €13.1b | €38.4b | €126.9m | 29.4x | 103.1x | 0.3x |
| Tue, 04 Nov 2025 | €12.8b | €38.4b | €110.7m | 28.7x | 115.2x | 0.3x |
| Thu, 02 Oct 2025 | €14.0b | €38.4b | €110.7m | 27.6x | 126.7x | 0.4x |
| Sat, 30 Aug 2025 | €13.8b | €38.4b | €111.2m | 23.3x | 124.4x | 0.4x |
| Mon, 28 Jul 2025 | €14.7b | €36.8b | -€338,614,684.00 | 24.3x | -43.5x | 0.4x |
| Wed, 25 Jun 2025 | €12.5b | €36.9b | -€293,653,042.00 | 20.7x | -42.6x | 0.3x |
| Fri, 23 May 2025 | €13.1b | €36.9b | -€309,741,503.00 | 14.3x | -42.3x | 0.4x |
| Sun, 20 Apr 2025 | €12.2b | €35.4b | -€1,640,989,503.00 | 11.5x | -7.4x | 0.3x |
| Tue, 18 Mar 2025 | €12.6b | €35.4b | -€1,647,469,451.00 | 13x | -7.6x | 0.4x |
| Thu, 13 Feb 2025 | €13.4b | €35.4b | -€1,647,469,451.00 | 14.6x | -8.1x | 0.4x |
| Sat, 11 Jan 2025 | €14.1b | €34.8b | -€1,684,154,313.00 | 14.4x | -8.4x | 0.4x |
| Mon, 09 Dec 2024 | €16.6b | €35.8b | -€1,715,552,840.00 | 14.2x | -9.7x | 0.5x |
| Wed, 06 Nov 2024 | €17.3b | €33.8b | -€1,654,716,313.00 | 13.5x | -10.5x | 0.5x |
| Fri, 04 Oct 2024 | €16.7b | €33.8b | -€1,655,492,805.00 | 14.3x | -10.1x | 0.5x |
| Sun, 01 Sep 2024 | €13.9b | €33.7b | -€1,699,985,030.00 | 17.4x | -8.2x | 0.4x |
| Tue, 30 Jul 2024 | €11.3b | €32.2b | -€1,794,144,030.00 | 26.2x | -6.3x | 0.4x |
| Thu, 27 Jun 2024 | €12.6b | €32.4b | -€1,799,430,684.00 | 19.1x | -7x | 0.4x |
| Sat, 25 May 2024 | €14.3b | €32.2b | -€1,793,042,781.00 | 19.7x | -8x | 0.4x |
| Mon, 22 Apr 2024 | €13.4b | €31.4b | -€1,907,408,781.00 | 20.9x | -7x | 0.4x |
| Wed, 20 Mar 2024 | €11.9b | €31.4b | -€1,923,392,781.00 | 22.6x | -6.2x | 0.4x |
| Fri, 16 Feb 2024 | €11.1b | €31.4b | -€1,921,547,826.00 | 33.2x | -5.8x | 0.4x |
| Sun, 14 Jan 2024 | €11.4b | €30.8b | -€2,055,047,826.00 | 38.6x | -5.5x | 0.4x |
| Tue, 12 Dec 2023 | €13.6b | €30.8b | -€2,055,047,826.00 | 39.6x | -6.6x | 0.4x |
| Thu, 09 Nov 2023 | €11.7b | €30.0b | -€2,164,655,297.00 | 13.1x | -5.4x | 0.4x |
| Sat, 07 Oct 2023 | €11.7b | €30.0b | -€2,164,706,297.00 | 12.8x | -5.4x | 0.4x |
| Mon, 04 Sep 2023 | €13.4b | €30.0b | -€2,163,369,297.00 | 13.3x | -6.2x | 0.4x |
| Wed, 02 Aug 2023 | €12.0b | €9.0b | -€3,028,957,794.00 | 33.7x | -4x | 1.3x |
| Fri, 30 Jun 2023 | €11.9b | €9.1b | -€3,024,768,656.00 | 54.4x | -3.9x | 1.3x |
-3.9x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.10% | |
| Consumer Discretionary | -5.39% | |
| Hospitality | -2.66% | |
| Leisure Facilities | -0.074% | |
| Casinos and Gaming | -1.00% | |
| Hotels, Resorts and Cruise Lines | -1.86% | |
| Restaurants | -3.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HTG HomeToGo | €1.19 | 2.2% +€4.4m | -14.1% | PS0.8x | |
| GEPH EPH Group | €43.40 | 10.2% +€4.0m | n/a | n/a | |
| 0QM Angler Gaming | €0.36 | 11.6% +€2.8m | 10.9% | PE4.5x | |
| RGB Regenbogen | €6.15 | 7.0% +€920.1k | 30.9% | PE62.9x | |
| KVO Oberstdorfer Bergbahn | €165.00 | 6.5% +€300.0k | n/a | PE12.1x |