Narrative Update • Jun 01

Over the last 7 days, the Hospitality industry has dropped 1.1%, driven by Delivery Hero declining 2.3%. Over the past 12 months, the industry was up 32%. 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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | €17.8b | €39.1b | -€152,355,326.85 | 18.9x | -116.6x | 0.5x |
| Sun, 03 May 2026 | €12.2b | €39.0b | -€148,265,139.15 | 19.4x | -82.3x | 0.3x |
| Tue, 31 Mar 2026 | €10.9b | €39.0b | -€150,738,075.00 | 24.7x | -72.6x | 0.3x |
| Thu, 26 Feb 2026 | €12.7b | €38.4b | €144.7m | 29.3x | 87.5x | 0.3x |
| Sat, 24 Jan 2026 | €15.2b | €38.4b | €101.0m | 30.1x | 150.4x | 0.4x |
| Mon, 22 Dec 2025 | €14.1b | €38.4b | €101.0m | 29.8x | 140x | 0.4x |
| Wed, 19 Nov 2025 | €11.2b | €38.4b | €126.9m | 29.4x | 88.6x | 0.3x |
| Fri, 17 Oct 2025 | €13.5b | €38.4b | €110.7m | 28.7x | 121.7x | 0.4x |
| Sun, 14 Sep 2025 | €14.5b | €38.4b | €110.0m | 27.1x | 132.2x | 0.4x |
| Tue, 12 Aug 2025 | €13.9b | €36.9b | -€342,043,955.00 | 23.7x | -40.8x | 0.4x |
| Thu, 10 Jul 2025 | €13.9b | €36.8b | -€337,626,537.00 | 25.6x | -41.1x | 0.4x |
| Sat, 07 Jun 2025 | €12.9b | €36.9b | -€301,920,890.00 | 14x | -42.8x | 0.3x |
| Mon, 05 May 2025 | €13.2b | €36.8b | -€277,589,503.00 | 12.1x | -47.7x | 0.4x |
| Wed, 02 Apr 2025 | €12.0b | €35.4b | -€1,641,063,503.00 | 11.7x | -7.3x | 0.3x |
| Fri, 28 Feb 2025 | €13.9b | €35.4b | -€1,647,469,451.00 | 13.4x | -8.4x | 0.4x |
| Sun, 26 Jan 2025 | €13.6b | €34.8b | -€1,684,669,451.00 | 14.9x | -8.1x | 0.4x |
| Tue, 24 Dec 2024 | €14.7b | €34.8b | -€1,684,154,313.00 | 15.6x | -8.7x | 0.4x |
| Thu, 21 Nov 2024 | €16.5b | €33.8b | -€1,651,305,313.00 | 14.7x | -10x | 0.5x |
| Sat, 19 Oct 2024 | €16.8b | €33.8b | -€1,654,716,313.00 | 13.4x | -10.1x | 0.5x |
| Mon, 16 Sep 2024 | €13.7b | €33.8b | -€1,655,733,805.00 | 14.2x | -8.3x | 0.4x |
| Wed, 14 Aug 2024 | €11.6b | €32.2b | -€1,779,833,030.00 | 18.4x | -6.5x | 0.4x |
| Fri, 12 Jul 2024 | €12.1b | €32.2b | -€1,794,144,030.00 | 26.9x | -6.7x | 0.4x |
| Sun, 09 Jun 2024 | €14.1b | €32.4b | -€1,799,430,684.00 | 19.3x | -7.9x | 0.4x |
| Tue, 07 May 2024 | €13.2b | €31.7b | -€1,887,108,781.00 | 22.3x | -7x | 0.4x |
| Thu, 04 Apr 2024 | €14.0b | €31.4b | -€1,907,408,781.00 | 21.7x | -7.3x | 0.4x |
| Sat, 02 Mar 2024 | €10.9b | €31.4b | -€1,921,547,826.00 | 31.1x | -5.6x | 0.3x |
| Mon, 29 Jan 2024 | €11.4b | €30.8b | -€2,055,047,826.00 | 37.9x | -5.5x | 0.4x |
| Wed, 27 Dec 2023 | €11.7b | €30.8b | -€2,055,047,826.00 | 38.7x | -5.7x | 0.4x |
| Fri, 24 Nov 2023 | €12.9b | €30.0b | -€2,158,730,282.00 | 42.6x | -6x | 0.4x |
| Sun, 22 Oct 2023 | €10.6b | €30.0b | -€2,164,655,297.00 | 11.9x | -4.9x | 0.4x |
| Tue, 19 Sep 2023 | €12.6b | €30.0b | -€2,163,369,297.00 | 14.3x | -5.8x | 0.4x |
| Thu, 17 Aug 2023 | €14.8b | €28.8b | -€2,828,451,076.00 | 17.3x | -5.3x | 0.5x |
| Sat, 15 Jul 2023 | €12.5b | €9.0b | -€3,028,122,373.00 | 32.5x | -4.1x | 1.4x |
| Mon, 12 Jun 2023 | €11.0b | €9.0b | -€3,026,198,807.00 | 48.8x | -3.6x | 1.2x |
-3.6x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.83% | |
| Consumer Discretionary | -3.89% | |
| Hospitality | -1.05% | |
| Casinos and Gaming | 5.08% | |
| Leisure Facilities | 2.07% | |
| Hotels, Resorts and Cruise Lines | 0.17% | |
| Restaurants | -2.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TIMA ZEAL Network | €46.00 | 2.2% +€21.1m | 0.2% | PE24.2x | |
| IFA LS Invest | €10.40 | 2.0% +€9.9m | 58.8% | n/a | |
| TIW Tin Inn Holding Ag | €9.25 | 2.8% +€5.0m | 2.8% | PE22.4x | |
| 0QM Angler Gaming | €0.42 | 15.1% +€4.1m | 34.3% | PE5.2x | |
| TUI1 TUI | €6.89 | 0.09% +€3.0m | -6.2% | PE5x |