Narrative Update • Jun 07

Over the last 7 days, the Hospitality industry has dropped 2.6%, driven by a pullback from Delivery Hero of 4.1%. In the past year, the industry has gained 42%. Looking forward, earnings are forecast to grow by 71% annually.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | €17.8b | €39.1b | -€151,438,273.00 | 19.2x | -117.7x | 0.5x |
| Tue, 12 May 2026 | €13.3b | €39.0b | -€149,787,619.08 | 20.6x | -88.7x | 0.3x |
| Thu, 09 Apr 2026 | €11.5b | €39.0b | -€151,661,017.14 | 24.7x | -75.8x | 0.3x |
| Sat, 07 Mar 2026 | €12.0b | €38.4b | €144.7m | 26.9x | 83.1x | 0.3x |
| Mon, 02 Feb 2026 | €14.5b | €38.4b | €101.0m | 30.3x | 143.2x | 0.4x |
| Wed, 31 Dec 2025 | €14.3b | €38.4b | €101.0m | 29.2x | 141.3x | 0.4x |
| Fri, 28 Nov 2025 | €12.2b | €38.4b | €126.9m | 28x | 96.3x | 0.3x |
| Sun, 26 Oct 2025 | €13.3b | €38.4b | €110.7m | 28.7x | 120.6x | 0.3x |
| Tue, 23 Sep 2025 | €14.7b | €38.4b | €110.0m | 27.1x | 133.2x | 0.4x |
| Thu, 21 Aug 2025 | €14.2b | €37.3b | -€210,456,955.00 | 23.5x | -67.6x | 0.4x |
| Sat, 19 Jul 2025 | €13.1b | €36.8b | -€337,626,537.00 | 24.5x | -38.7x | 0.4x |
| Mon, 16 Jun 2025 | €12.0b | €36.9b | -€293,376,848.00 | 20.3x | -40.9x | 0.3x |
| Wed, 14 May 2025 | €13.9b | €36.9b | -€288,841,503.00 | 14.6x | -48x | 0.4x |
| Fri, 11 Apr 2025 | €11.8b | €35.4b | -€1,641,063,503.00 | 10.7x | -7.2x | 0.3x |
| Sun, 09 Mar 2025 | €14.2b | €35.4b | -€1,647,469,451.00 | 13.5x | -8.6x | 0.4x |
| Tue, 04 Feb 2025 | €13.5b | €34.8b | -€1,684,669,451.00 | 14.8x | -8x | 0.4x |
| Thu, 02 Jan 2025 | €14.2b | €34.8b | -€1,684,154,313.00 | 15.7x | -8.4x | 0.4x |
| Sat, 30 Nov 2024 | €17.0b | €33.8b | -€1,651,305,313.00 | 13.7x | -10.3x | 0.5x |
| Mon, 28 Oct 2024 | €17.7b | €33.8b | -€1,654,716,313.00 | 13.9x | -10.7x | 0.5x |
| Wed, 25 Sep 2024 | €15.3b | €33.8b | -€1,655,492,805.00 | 13.1x | -9.2x | 0.5x |
| Fri, 23 Aug 2024 | €12.2b | €32.8b | -€1,751,685,030.00 | 17.7x | -7x | 0.4x |
| Sun, 21 Jul 2024 | €11.6b | €32.2b | -€1,794,144,030.00 | 26x | -6.4x | 0.4x |
| Tue, 18 Jun 2024 | €13.9b | €32.4b | -€1,799,430,684.00 | 19.7x | -7.7x | 0.4x |
| Thu, 16 May 2024 | €14.5b | €31.7b | -€1,870,397,781.00 | 18.4x | -7.8x | 0.5x |
| Sat, 13 Apr 2024 | €14.6b | €31.4b | -€1,907,408,781.00 | 21.8x | -7.7x | 0.5x |
| Mon, 11 Mar 2024 | €11.5b | €31.4b | -€1,923,392,780.00 | 22.6x | -6x | 0.4x |
| Wed, 07 Feb 2024 | €9.7b | €30.8b | -€2,055,047,826.00 | 33.8x | -4.7x | 0.3x |
| Fri, 05 Jan 2024 | €11.7b | €30.8b | -€2,055,047,826.00 | 38.7x | -5.7x | 0.4x |
| Sun, 03 Dec 2023 | €12.5b | €30.0b | -€2,159,247,826.00 | 42.6x | -5.8x | 0.4x |
| Tue, 31 Oct 2023 | €10.4b | €30.0b | -€2,164,655,297.00 | 12.1x | -4.8x | 0.3x |
| Thu, 28 Sep 2023 | €11.8b | €30.0b | -€2,164,706,297.00 | 14.3x | -5.4x | 0.4x |
| Sat, 26 Aug 2023 | €13.5b | €28.8b | -€2,828,451,076.00 | 16x | -4.8x | 0.5x |
| Mon, 24 Jul 2023 | €12.4b | €9.0b | -€3,028,122,373.00 | 32x | -4.1x | 1.4x |
| Wed, 21 Jun 2023 | €10.7b | €9.1b | -€3,024,768,657.00 | 55.7x | -3.5x | 1.2x |
-3.5x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.72% | |
| Consumer Discretionary | 1.39% | |
| Hospitality | -2.58% | |
| Hotels, Resorts and Cruise Lines | 1.93% | |
| Leisure Facilities | -0.32% | |
| Restaurants | -4.10% | |
| Casinos and Gaming | -5.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TUI1 TUI | €7.08 | 3.4% +€119.8m | 11.7% | PE5.1x | |
| TIW Tin Inn Holding Ag | €9.85 | 5.9% +€11.0m | 4.1% | PE23.9x | |
| MTP Münchener Tierpark Hellabrunn | €256.00 | 2.4% +€1.8m | -5.2% | PS4.4x | |
| HTG HomeToGo | €1.14 | 0.4% +€886.9k | -18.0% | PS0.7x | |
| ACX bet-at-home.com | €3.41 | 0.9% +€210.5k | 13.7% | PE26x |