Narrative Update • Jun 07

Over the last 7 days, the Hospitality industry has dropped 1.9%, driven by a pullback from Delivery Hero of 4.0%. In contrast, Tin Inn Holding Ag has gained 6.5%. Over the past 12 months, the industry was up 31%. As for the next few years, earnings are expected to grow by 71% per annum.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | €17.4b | €39.1b | -€151,438,273.00 | 18.8x | -114.6x | 0.4x |
| Sat, 09 May 2026 | €12.3b | €39.0b | -€149,789,174.47 | 20.7x | -81.8x | 0.3x |
| Mon, 06 Apr 2026 | €11.1b | €39.0b | -€151,652,994.92 | 24x | -73.2x | 0.3x |
| Wed, 04 Mar 2026 | €11.6b | €38.4b | €144.7m | 26.7x | 80.1x | 0.3x |
| Fri, 30 Jan 2026 | €14.8b | €38.4b | €101.0m | 30.5x | 146.1x | 0.4x |
| Sun, 28 Dec 2025 | €14.2b | €38.4b | €101.0m | 29.8x | 140.4x | 0.4x |
| Tue, 25 Nov 2025 | €11.5b | €38.4b | €126.9m | 28.7x | 90.7x | 0.3x |
| Thu, 23 Oct 2025 | €13.5b | €38.4b | €110.7m | 28.7x | 122x | 0.4x |
| Sat, 20 Sep 2025 | €15.0b | €38.4b | €110.0m | 27.1x | 136x | 0.4x |
| Mon, 18 Aug 2025 | €14.2b | €37.3b | -€207,739,955.00 | 23.1x | -68.5x | 0.4x |
| Wed, 16 Jul 2025 | €13.3b | €36.8b | -€337,626,537.00 | 24.6x | -39.4x | 0.4x |
| Fri, 13 Jun 2025 | €12.3b | €36.9b | -€301,920,890.00 | 14.5x | -40.7x | 0.3x |
| Sun, 11 May 2025 | €13.4b | €36.9b | -€288,841,503.00 | 14.5x | -46.3x | 0.4x |
| Tue, 08 Apr 2025 | €11.1b | €35.4b | -€1,641,063,503.00 | 10.6x | -6.8x | 0.3x |
| Thu, 06 Mar 2025 | €14.2b | €35.4b | -€1,647,469,451.00 | 13.8x | -8.6x | 0.4x |
| Sat, 01 Feb 2025 | €13.5b | €34.8b | -€1,684,669,451.00 | 14.6x | -8x | 0.4x |
| Mon, 30 Dec 2024 | €14.2b | €34.8b | -€1,684,154,313.00 | 15.6x | -8.4x | 0.4x |
| Wed, 27 Nov 2024 | €16.8b | €33.8b | -€1,651,305,313.00 | 13.6x | -10.2x | 0.5x |
| Fri, 25 Oct 2024 | €17.8b | €33.8b | -€1,654,716,313.00 | 13.4x | -10.8x | 0.5x |
| Sun, 22 Sep 2024 | €14.6b | €33.8b | -€1,655,097,805.00 | 12.8x | -8.8x | 0.4x |
| Tue, 20 Aug 2024 | €11.8b | €32.8b | -€1,751,685,030.00 | 17.8x | -6.7x | 0.4x |
| Thu, 18 Jul 2024 | €12.0b | €32.2b | -€1,794,144,030.00 | 27x | -6.7x | 0.4x |
| Sat, 15 Jun 2024 | €13.9b | €32.4b | -€1,799,430,683.00 | 19.2x | -7.7x | 0.4x |
| Mon, 13 May 2024 | €12.9b | €31.7b | -€1,870,397,781.00 | 18.1x | -6.9x | 0.4x |
| Wed, 10 Apr 2024 | €15.2b | €31.4b | -€1,907,408,781.00 | 21.8x | -8x | 0.5x |
| Fri, 08 Mar 2024 | €11.4b | €31.4b | -€1,921,547,826.00 | 29.8x | -5.9x | 0.4x |
| Sun, 04 Feb 2024 | €9.3b | €30.8b | -€2,055,047,826.00 | 37.2x | -4.5x | 0.3x |
| Tue, 02 Jan 2024 | €12.0b | €30.8b | -€2,055,047,826.00 | 39x | -5.9x | 0.4x |
| Thu, 30 Nov 2023 | €12.7b | €30.0b | -€2,159,247,826.00 | 41.8x | -5.9x | 0.4x |
| Sat, 28 Oct 2023 | €10.4b | €30.0b | -€2,164,655,297.00 | 11.8x | -4.8x | 0.3x |
| Mon, 25 Sep 2023 | €12.6b | €30.0b | -€2,163,369,297.00 | 14.3x | -5.8x | 0.4x |
| Wed, 23 Aug 2023 | €14.0b | €28.8b | -€2,828,451,076.00 | 16.1x | -4.9x | 0.5x |
| Fri, 21 Jul 2023 | €12.3b | €9.0b | -€3,028,122,373.00 | 32.4x | -4.1x | 1.4x |
| Sun, 18 Jun 2023 | €11.2b | €9.1b | -€3,024,768,657.00 | 55.7x | -3.7x | 1.2x |
-3.7x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -2.87% | |
| Consumer Discretionary | -3.83% | |
| Hospitality | -1.92% | |
| Leisure Facilities | 4.16% | |
| Restaurants | -0.91% | |
| Hotels, Resorts and Cruise Lines | -3.08% | |
| Casinos and Gaming | -6.53% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TIW Tin Inn Holding Ag | €9.85 | 6.5% +€12.0m | 6.4% | PE23.9x | |
| MTP Münchener Tierpark Hellabrunn | €256.00 | 2.4% +€1.8m | -0.8% | PS4.4x |