Narrative Update • Jun 24

Over the last 7 days, the Hospitality industry has dropped 1.2%, driven by a pullback from Delivery Hero of 2.5%. This takes the industry's 12 month performance to a gain of 32%. Earnings are forecast to grow by 70% annually.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | €17.4b | €39.1b | -€151,027,734.00 | 15.4x | -115.1x | 0.4x |
| Mon, 25 May 2026 | €16.3b | €39.2b | -€152,926,758.88 | 19x | -106.6x | 0.4x |
| Wed, 22 Apr 2026 | €12.7b | €39.0b | -€148,269,369.32 | 20x | -85.8x | 0.3x |
| Fri, 20 Mar 2026 | €10.6b | €38.4b | €77.9m | 21x | 136.5x | 0.3x |
| Sun, 15 Feb 2026 | €13.2b | €38.4b | €142.8m | 30.5x | 92.1x | 0.3x |
| Tue, 13 Jan 2026 | €14.9b | €38.4b | €101.0m | 29.6x | 147.8x | 0.4x |
| Thu, 11 Dec 2025 | €13.7b | €38.4b | €126.9m | 28.7x | 108x | 0.4x |
| Sat, 08 Nov 2025 | €11.6b | €38.4b | €119.8m | 28.3x | 97.2x | 0.3x |
| Mon, 06 Oct 2025 | €14.1b | €38.4b | €110.7m | 28.8x | 127.8x | 0.4x |
| Wed, 03 Sep 2025 | €13.5b | €38.4b | €111.2m | 22.6x | 121.7x | 0.4x |
| Fri, 01 Aug 2025 | €14.5b | €36.9b | -€336,260,955.00 | 21.6x | -43.2x | 0.4x |
| Sun, 29 Jun 2025 | €12.6b | €36.9b | -€293,653,042.00 | 21.1x | -43.1x | 0.3x |
| Tue, 27 May 2025 | €13.2b | €36.9b | -€310,064,502.00 | 14.7x | -42.5x | 0.4x |
| Thu, 24 Apr 2025 | €12.7b | €35.4b | -€1,640,989,503.00 | 11.4x | -7.7x | 0.4x |
| Sat, 22 Mar 2025 | €12.8b | €35.4b | -€1,647,469,451.00 | 13.1x | -7.8x | 0.4x |
| Mon, 17 Feb 2025 | €14.5b | €35.4b | -€1,647,469,451.00 | 13.6x | -8.8x | 0.4x |
| Wed, 15 Jan 2025 | €14.5b | €34.8b | -€1,684,154,313.00 | 14.5x | -8.6x | 0.4x |
| Fri, 13 Dec 2024 | €15.6b | €36.8b | -€1,747,752,840.00 | 14.6x | -8.9x | 0.4x |
| Sun, 10 Nov 2024 | €16.7b | €33.8b | -€1,653,779,313.00 | 13.6x | -10.1x | 0.5x |
| Tue, 08 Oct 2024 | €17.0b | €33.8b | -€1,655,492,805.00 | 14.6x | -10.2x | 0.5x |
| Thu, 05 Sep 2024 | €13.6b | €33.7b | -€1,700,613,805.00 | 16.3x | -8x | 0.4x |
| Sat, 03 Aug 2024 | €11.1b | €32.2b | -€1,794,144,030.00 | 26.4x | -6.2x | 0.3x |
| Mon, 01 Jul 2024 | €12.3b | €32.4b | -€1,800,189,455.00 | 25.3x | -6.8x | 0.4x |
| Wed, 29 May 2024 | €14.3b | €32.2b | -€1,793,042,783.00 | 19.4x | -8x | 0.4x |
| Fri, 26 Apr 2024 | €14.2b | €31.7b | -€1,887,108,781.00 | 22.8x | -7.5x | 0.4x |
| Sun, 24 Mar 2024 | €12.4b | €31.4b | -€1,924,381,781.00 | 21.8x | -6.4x | 0.4x |
| Tue, 20 Feb 2024 | €11.0b | €31.4b | -€1,921,547,826.00 | 33.8x | -5.7x | 0.4x |
| Thu, 18 Jan 2024 | €10.6b | €30.8b | -€2,055,047,826.00 | 37.3x | -5.1x | 0.3x |
| Sat, 16 Dec 2023 | €13.4b | €30.8b | -€2,055,047,826.00 | 39.5x | -6.5x | 0.4x |
| Mon, 13 Nov 2023 | €11.5b | €30.0b | -€2,156,258,297.00 | 45.1x | -5.4x | 0.4x |
| Wed, 11 Oct 2023 | €11.9b | €30.0b | -€2,164,706,297.00 | 12.7x | -5.5x | 0.4x |
| Fri, 08 Sep 2023 | €12.9b | €30.0b | -€2,163,369,297.00 | 13.6x | -6x | 0.4x |
| Sun, 06 Aug 2023 | €11.8b | €9.0b | -€3,028,957,794.00 | 33.5x | -3.9x | 1.3x |
| Tue, 04 Jul 2023 | €12.7b | €9.0b | -€3,028,122,371.00 | 33.1x | -4.2x | 1.4x |
-4.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.71% | |
| Consumer Discretionary | -4.20% | |
| Hospitality | -1.23% | |
| Hotels, Resorts and Cruise Lines | 2.02% | |
| Leisure Facilities | 1.97% | |
| Restaurants | -2.48% | |
| Casinos and Gaming | -3.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TUI1 TUI | €7.39 | 3.2% +€117.7m | 1.2% | PE5.3x | |
| HOC HolidayCheck Group | €4.34 | 2.8% +€10.5m | 5.9% | n/a | |
| CDZ0 MHP Hotel | €1.45 | 7.4% +€4.6m | -1.4% | PE11.6x | |
| NHB0 Nebelhornbahn-Aktiengesellschaft | €18.20 | 7.1% +€1.6m | -1.1% | PE15.4x | |
| KVO Oberstdorfer Bergbahn | €190.00 | 18.8% +€900.0k | n/a | PE13.9x |