Narrative Update • Jun 07

Over the last 7 days, the Hospitality industry has dropped 2.1%, driven by a pullback from Delivery Hero of 4.1%. This takes the industry's 12 month performance to a gain of 37%. As for the next few years, earnings are expected to grow by 72% per annum.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | €17.6b | €39.1b | -€151,438,273.00 | 19.3x | -116.4x | 0.5x |
| Mon, 11 May 2026 | €12.3b | €39.0b | -€149,789,391.20 | 20.7x | -81.9x | 0.3x |
| Wed, 08 Apr 2026 | €10.8b | €39.0b | -€151,653,966.70 | 24x | -71.1x | 0.3x |
| Fri, 06 Mar 2026 | €11.9b | €38.4b | €144.7m | 26.9x | 82x | 0.3x |
| Sun, 01 Feb 2026 | €14.5b | €38.4b | €101.0m | 30.3x | 143.2x | 0.4x |
| Tue, 30 Dec 2025 | €14.2b | €38.4b | €101.0m | 29.8x | 140.1x | 0.4x |
| Thu, 27 Nov 2025 | €12.0b | €38.4b | €126.9m | 28x | 94.6x | 0.3x |
| Sat, 25 Oct 2025 | €13.3b | €38.4b | €110.7m | 28.7x | 120.5x | 0.3x |
| Mon, 22 Sep 2025 | €15.0b | €38.4b | €110.0m | 27.1x | 136x | 0.4x |
| Wed, 20 Aug 2025 | €14.4b | €37.3b | -€210,456,955.00 | 23.5x | -68.2x | 0.4x |
| Fri, 18 Jul 2025 | €12.7b | €36.8b | -€337,626,537.00 | 25x | -37.8x | 0.3x |
| Sun, 15 Jun 2025 | €12.0b | €36.9b | -€293,376,848.00 | 20.3x | -40.9x | 0.3x |
| Tue, 13 May 2025 | €13.9b | €36.9b | -€288,841,503.00 | 14.4x | -48.3x | 0.4x |
| Thu, 10 Apr 2025 | €11.7b | €35.4b | -€1,641,063,503.00 | 10.8x | -7.1x | 0.3x |
| Sat, 08 Mar 2025 | €14.2b | €35.4b | -€1,647,469,451.00 | 13.5x | -8.6x | 0.4x |
| Mon, 03 Feb 2025 | €13.5b | €34.8b | -€1,684,669,451.00 | 14.6x | -8x | 0.4x |
| Wed, 01 Jan 2025 | €14.2b | €34.8b | -€1,684,154,313.00 | 15.7x | -8.4x | 0.4x |
| Fri, 29 Nov 2024 | €16.8b | €33.8b | -€1,651,305,313.00 | 13.7x | -10.2x | 0.5x |
| Sun, 27 Oct 2024 | €17.7b | €33.8b | -€1,654,716,313.00 | 13.9x | -10.7x | 0.5x |
| Tue, 24 Sep 2024 | €14.6b | €33.8b | -€1,655,097,805.00 | 12.8x | -8.8x | 0.4x |
| Thu, 22 Aug 2024 | €12.0b | €32.8b | -€1,751,685,030.00 | 17.4x | -6.8x | 0.4x |
| Sat, 20 Jul 2024 | €11.9b | €32.2b | -€1,794,144,030.00 | 26x | -6.6x | 0.4x |
| Mon, 17 Jun 2024 | €13.8b | €32.4b | -€1,799,430,684.00 | 19.2x | -7.7x | 0.4x |
| Wed, 15 May 2024 | €14.9b | €31.7b | -€1,870,397,781.00 | 18.3x | -8x | 0.5x |
| Fri, 12 Apr 2024 | €14.8b | €31.4b | -€1,907,408,781.00 | 22.2x | -7.8x | 0.5x |
| Sun, 10 Mar 2024 | €11.5b | €31.4b | -€1,923,392,780.00 | 22.6x | -6x | 0.4x |
| Tue, 06 Feb 2024 | €9.5b | €30.8b | -€2,055,047,826.00 | 37.2x | -4.6x | 0.3x |
| Thu, 04 Jan 2024 | €11.8b | €30.8b | -€2,055,047,826.00 | 38.8x | -5.8x | 0.4x |
| Sat, 02 Dec 2023 | €12.5b | €30.0b | -€2,159,247,826.00 | 42.6x | -5.8x | 0.4x |
| Mon, 30 Oct 2023 | €10.4b | €30.0b | -€2,164,655,297.00 | 11.8x | -4.8x | 0.3x |
| Wed, 27 Sep 2023 | €11.8b | €30.0b | -€2,164,706,297.00 | 14.3x | -5.5x | 0.4x |
| Fri, 25 Aug 2023 | €13.7b | €28.8b | -€2,828,451,076.00 | 15.3x | -4.8x | 0.5x |
| Sun, 23 Jul 2023 | €12.4b | €9.0b | -€3,028,122,373.00 | 32x | -4.1x | 1.4x |
| Tue, 20 Jun 2023 | €11.2b | €9.1b | -€3,024,768,657.00 | 55.8x | -3.7x | 1.2x |
-3.7x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -2.98% | |
| Consumer Discretionary | -1.16% | |
| Hospitality | -2.10% | |
| Leisure Facilities | -0.62% | |
| Restaurants | -0.68% | |
| Hotels, Resorts and Cruise Lines | -4.22% | |
| Casinos and Gaming | -6.50% | |
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 |