Narrative Update • Jun 22

Over the last 7 days, the Hospitality industry has dropped 4.5%, driven by a pullback from Delivery Hero of 7.1%. This takes the industry's 12 month performance to a gain of 32%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | €17.2b | €39.1b | -€151,027,734.00 | 15.4x | -113.6x | 0.4x |
| Sat, 23 May 2026 | €16.3b | €39.2b | -€152,950,358.25 | 19x | -106.6x | 0.4x |
| Mon, 20 Apr 2026 | €13.0b | €39.0b | -€151,664,798.02 | 24.9x | -85.8x | 0.3x |
| Wed, 18 Mar 2026 | €11.1b | €38.4b | €144.7m | 26.9x | 76.9x | 0.3x |
| Fri, 13 Feb 2026 | €13.4b | €38.4b | €142.8m | 30.5x | 93.7x | 0.3x |
| Sun, 11 Jan 2026 | €14.6b | €38.4b | €101.0m | 29.6x | 144.9x | 0.4x |
| Tue, 09 Dec 2025 | €12.8b | €38.4b | €126.9m | 28.7x | 100.7x | 0.3x |
| Thu, 06 Nov 2025 | €12.4b | €38.4b | €110.7m | 28.2x | 111.8x | 0.3x |
| Sat, 04 Oct 2025 | €14.1b | €38.4b | €110.7m | 28.8x | 127.8x | 0.4x |
| Mon, 01 Sep 2025 | €13.8b | €38.4b | €111.2m | 23.3x | 124.3x | 0.4x |
| Wed, 30 Jul 2025 | €14.5b | €36.8b | -€338,614,684.00 | 23.3x | -42.7x | 0.4x |
| Fri, 27 Jun 2025 | €12.5b | €36.9b | -€293,653,042.00 | 20.9x | -42.6x | 0.3x |
| Sun, 25 May 2025 | €13.0b | €36.9b | -€310,064,502.00 | 15.1x | -42x | 0.4x |
| Tue, 22 Apr 2025 | €12.2b | €35.4b | -€1,640,989,503.00 | 11.5x | -7.4x | 0.3x |
| Thu, 20 Mar 2025 | €12.9b | €35.4b | -€1,647,469,451.00 | 13.5x | -7.8x | 0.4x |
| Sat, 15 Feb 2025 | €14.5b | €35.4b | -€1,647,469,451.00 | 13.6x | -8.8x | 0.4x |
| Mon, 13 Jan 2025 | €14.2b | €34.8b | -€1,684,154,313.00 | 14.4x | -8.4x | 0.4x |
| Wed, 11 Dec 2024 | €15.4b | €35.8b | -€1,715,552,840.00 | 14x | -9x | 0.4x |
| Fri, 08 Nov 2024 | €16.8b | €33.8b | -€1,653,779,313.00 | 13.6x | -10.1x | 0.5x |
| Sun, 06 Oct 2024 | €17.1b | €33.8b | -€1,655,492,805.00 | 14.3x | -10.4x | 0.5x |
| Tue, 03 Sep 2024 | €14.0b | €33.7b | -€1,699,985,030.00 | 16.8x | -8.2x | 0.4x |
| Thu, 01 Aug 2024 | €11.6b | €32.2b | -€1,794,144,030.00 | 26.2x | -6.5x | 0.4x |
| Sat, 29 Jun 2024 | €12.3b | €32.4b | -€1,799,430,684.00 | 18.7x | -6.8x | 0.4x |
| Mon, 27 May 2024 | €11.0b | €10.5b | -€2,302,442,783.00 | 25.9x | -4.8x | 1x |
| Wed, 24 Apr 2024 | €13.9b | €31.4b | -€1,907,408,781.00 | 21.7x | -7.3x | 0.4x |
| Fri, 22 Mar 2024 | €12.5b | €31.4b | -€1,924,381,781.00 | 21.9x | -6.5x | 0.4x |
| Sun, 18 Feb 2024 | €11.0b | €31.4b | -€1,921,547,826.00 | 33x | -5.7x | 0.4x |
| Tue, 16 Jan 2024 | €10.9b | €30.8b | -€2,055,047,826.00 | 38.5x | -5.3x | 0.4x |
| Thu, 14 Dec 2023 | €12.8b | €30.8b | -€2,055,047,826.00 | 40x | -6.2x | 0.4x |
| Sat, 11 Nov 2023 | €11.5b | €30.0b | -€2,156,258,297.00 | 45.1x | -5.4x | 0.4x |
| Mon, 09 Oct 2023 | €11.7b | €30.0b | -€2,164,706,297.00 | 12.8x | -5.4x | 0.4x |
| Wed, 06 Sep 2023 | €13.4b | €30.0b | -€2,163,369,297.00 | 13.6x | -6.2x | 0.4x |
| Fri, 04 Aug 2023 | €11.8b | €9.0b | -€3,028,957,794.00 | 33.4x | -3.9x | 1.3x |
| Sun, 02 Jul 2023 | €12.2b | €9.0b | -€3,028,122,371.00 | 33.3x | -4x | 1.4x |
-4x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.52% | |
| Consumer Discretionary | -4.46% | |
| Hospitality | -4.36% | |
| Leisure Facilities | 1.62% | |
| Hotels, Resorts and Cruise Lines | 0.78% | |
| Casinos and Gaming | -0.29% | |
| Restaurants | -7.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TUI1 TUI | €7.39 | 1.6% +€59.9m | 5.4% | PE5.3x | |
| TIW Tin Inn Holding Ag | €9.05 | 4.0% +€7.0m | -13.8% | PE21.9x | |
| IFA LS Invest | €10.10 | 1.0% +€4.9m | 57.8% | n/a | |
| CDZ0 MHP Hotel | €1.45 | 7.4% +€4.6m | -1.4% | PE11.6x | |
| 0QM Angler Gaming | €0.36 | 11.6% +€2.8m | 10.9% | PE4.5x |