Narrative Update • Jun 15

Over the last 7 days, the Hospitality industry has risen 3.8%, driven by gains from TUI of 12%. During this same period, the Tin Inn Holding Ag underperformed, falling 12%. In the last 12 months, the industry was up 43%. 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 |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | €18.0b | €39.1b | -€151,438,273.00 | 17.7x | -119x | 0.5x |
| Sat, 16 May 2026 | €15.0b | €39.1b | -€132,972,646.44 | 17.9x | -113.1x | 0.4x |
| Mon, 13 Apr 2026 | €11.6b | €39.0b | -€151,656,452.20 | 24.9x | -76.3x | 0.3x |
| Wed, 11 Mar 2026 | €11.9b | €38.4b | €144.7m | 26.9x | 82.3x | 0.3x |
| Fri, 06 Feb 2026 | €14.4b | €38.4b | €101.0m | 30.5x | 142.5x | 0.4x |
| Sun, 04 Jan 2026 | €14.3b | €38.4b | €101.0m | 29.2x | 141.3x | 0.4x |
| Tue, 02 Dec 2025 | €12.7b | €38.4b | €126.9m | 28x | 100x | 0.3x |
| Thu, 30 Oct 2025 | €13.4b | €38.4b | €110.7m | 29.6x | 120.6x | 0.3x |
| Sat, 27 Sep 2025 | €13.9b | €38.4b | €110.7m | 27.1x | 125.4x | 0.4x |
| Mon, 25 Aug 2025 | €14.4b | €37.3b | -€210,678,926.00 | 23.3x | -68.4x | 0.4x |
| Wed, 23 Jul 2025 | €14.1b | €36.8b | -€338,614,684.00 | 24.4x | -41.5x | 0.4x |
| Fri, 20 Jun 2025 | €11.7b | €36.9b | -€293,653,042.00 | 20.5x | -39.7x | 0.3x |
| Sun, 18 May 2025 | €13.4b | €36.9b | -€309,741,503.00 | 14.6x | -43.1x | 0.4x |
| Tue, 15 Apr 2025 | €12.0b | €35.4b | -€1,641,063,503.00 | 11.2x | -7.3x | 0.3x |
| Thu, 13 Mar 2025 | €12.8b | €35.4b | -€1,647,469,451.00 | 13.4x | -7.8x | 0.4x |
| Sat, 08 Feb 2025 | €13.7b | €34.8b | -€1,684,669,451.00 | 14.3x | -8.2x | 0.4x |
| Mon, 06 Jan 2025 | €14.3b | €34.8b | -€1,684,154,313.00 | 15.4x | -8.5x | 0.4x |
| Wed, 04 Dec 2024 | €15.5b | €35.8b | -€1,714,903,840.00 | 13.8x | -9x | 0.4x |
| Fri, 01 Nov 2024 | €17.4b | €33.8b | -€1,654,716,313.00 | 13.4x | -10.5x | 0.5x |
| Sun, 29 Sep 2024 | €16.5b | €33.8b | -€1,655,492,805.00 | 13.4x | -10x | 0.5x |
| Tue, 27 Aug 2024 | €12.7b | €32.8b | -€1,751,685,030.00 | 17.4x | -7.3x | 0.4x |
| Thu, 25 Jul 2024 | €11.0b | €32.2b | -€1,794,144,030.00 | 26.2x | -6.1x | 0.3x |
| Sat, 22 Jun 2024 | €13.3b | €32.4b | -€1,799,430,684.00 | 18.7x | -7.4x | 0.4x |
| Mon, 20 May 2024 | €14.5b | €32.2b | -€1,792,698,781.00 | 18.2x | -8.1x | 0.5x |
| Wed, 17 Apr 2024 | €14.3b | €31.4b | -€1,907,408,781.00 | 22x | -7.5x | 0.5x |
| Fri, 15 Mar 2024 | €12.1b | €31.4b | -€1,923,392,781.00 | 22.6x | -6.3x | 0.4x |
| Sun, 11 Feb 2024 | €9.9b | €30.8b | -€2,055,047,826.00 | 33.4x | -4.8x | 0.3x |
| Tue, 09 Jan 2024 | €11.7b | €30.8b | -€2,055,047,826.00 | 37.4x | -5.7x | 0.4x |
| Thu, 07 Dec 2023 | €13.6b | €30.0b | -€2,159,247,826.00 | 41.1x | -6.3x | 0.5x |
| Sat, 04 Nov 2023 | €11.6b | €30.0b | -€2,164,655,297.00 | 13x | -5.4x | 0.4x |
| Mon, 02 Oct 2023 | €11.7b | €30.0b | -€2,164,706,297.00 | 14.4x | -5.4x | 0.4x |
| Wed, 30 Aug 2023 | €13.8b | €28.8b | -€2,828,261,297.00 | 15.5x | -4.9x | 0.5x |
| Fri, 28 Jul 2023 | €12.1b | €9.0b | -€3,028,122,373.00 | 32.9x | -4x | 1.4x |
| Sun, 25 Jun 2023 | €10.8b | €9.1b | -€3,024,768,657.00 | 56.1x | -3.6x | 1.2x |
-3.6x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 2.42% | |
| Consumer Discretionary | 0.30% | |
| Hospitality | 3.78% | |
| Hotels, Resorts and Cruise Lines | 7.71% | |
| Restaurants | 2.60% | |
| Casinos and Gaming | 0.25% | |
| Leisure Facilities | -0.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TUI1 TUI | €7.27 | 11.6% +€384.6m | 13.4% | PE5.3x | |
| DHER Delivery Hero | €37.90 | 2.6% +€291.6m | 72.7% | PS0.8x | |
| TIMA ZEAL Network | €45.10 | 1.8% +€16.9m | -1.5% | PE23.7x | |
| HOC HolidayCheck Group | €4.54 | 2.7% +€10.5m | 12.4% | n/a | |
| HTG HomeToGo | €1.18 | 2.6% +€5.3m | -17.8% | PS0.7x |