Narrative Update • May 02

Over the last 7 days, the Hospitality industry has risen 4.1%, driven by gains from Amadeus IT Group of 5.7%. In contrast, the industry has lost 21% in the last 12 months. Earnings are forecast to grow by 11% annually.
Has the Spanish Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | €29.1b | €12.4b | €1.6b | 15.2x | 18.3x | 2.3x |
| Tue, 07 Apr 2026 | €27.9b | €12.3b | €1.6b | 12.9x | 17.5x | 2.3x |
| Thu, 05 Mar 2026 | €29.0b | €12.3b | €1.6b | 10.4x | 18.6x | 2.4x |
| Sat, 31 Jan 2026 | €31.2b | €12.2b | €1.6b | 9.6x | 19.8x | 2.6x |
| Mon, 29 Dec 2025 | €33.6b | €12.2b | €1.6b | 14.9x | 21.3x | 2.7x |
| Wed, 26 Nov 2025 | €33.8b | €12.2b | €1.5b | 14.7x | 22.7x | 2.8x |
| Fri, 24 Oct 2025 | €37.1b | €12.1b | €1.5b | 18.3x | 25.5x | 3.1x |
| Sun, 21 Sep 2025 | €40.2b | €14.6b | €1.7b | 16.4x | 23.5x | 2.8x |
| Tue, 19 Aug 2025 | €39.6b | €12.3b | €1.7b | 17.1x | 23.6x | 3.2x |
| Thu, 17 Jul 2025 | €39.3b | €12.2b | €1.6b | 16.9x | 24.9x | 3.2x |
| Sat, 14 Jun 2025 | €39.0b | €12.2b | €1.6b | 16x | 24.8x | 3.2x |
| Mon, 12 May 2025 | €35.2b | €11.4b | €1.7b | 17.6x | 20.8x | 3.1x |
| Wed, 09 Apr 2025 | €33.7b | €11.2b | €1.6b | 16.1x | 20.4x | 3x |
| Fri, 07 Mar 2025 | €37.9b | €11.3b | €1.6b | 18.9x | 23x | 3.4x |
| Sun, 02 Feb 2025 | €36.6b | €10.9b | €1.6b | 20x | 22.5x | 3.3x |
| Tue, 31 Dec 2024 | €35.0b | €10.9b | €1.6b | 19.4x | 21.6x | 3.2x |
| Thu, 28 Nov 2024 | €33.0b | €10.9b | €1.6b | 16.6x | 20.3x | 3x |
| Sat, 26 Oct 2024 | €33.6b | €10.7b | €1.5b | 18.4x | 22.3x | 3.1x |
| Mon, 23 Sep 2024 | €32.5b | €10.7b | €1.5b | 12.2x | 21.6x | 3x |
| Wed, 21 Aug 2024 | €29.5b | €10.7b | €1.5b | 11.7x | 19.6x | 2.8x |
| Fri, 19 Jul 2024 | €30.9b | €10.5b | €1.5b | 13.3x | 21.1x | 3x |
| Sun, 16 Jun 2024 | €32.3b | €10.5b | €1.5b | 13.6x | 22.1x | 3.1x |
| Tue, 14 May 2024 | €32.0b | €10.4b | €1.4b | 14.4x | 22.7x | 3.1x |
| Thu, 11 Apr 2024 | €29.8b | €10.2b | €1.4b | 14x | 22.1x | 2.9x |
| Sat, 09 Mar 2024 | €29.5b | €10.2b | €1.4b | 14x | 21.9x | 2.9x |
| Mon, 05 Feb 2024 | €32.8b | €9.8b | €1.3b | 10.1x | 24.8x | 3.3x |
| Wed, 03 Jan 2024 | €32.7b | €9.8b | €1.3b | 9.8x | 24.8x | 3.3x |
| Fri, 01 Dec 2023 | €31.6b | €9.8b | €1.3b | 9.1x | 24.3x | 3.2x |
| Sun, 29 Oct 2023 | €27.4b | €9.6b | €1.2b | 9.1x | 22.9x | 2.9x |
| Tue, 26 Sep 2023 | €30.7b | €9.6b | €1.2b | 9.7x | 25.7x | 3.2x |
| Thu, 24 Aug 2023 | €31.8b | €9.5b | €1.2b | 10.2x | 27x | 3.3x |
| Sat, 22 Jul 2023 | €34.5b | €9.2b | €1.1b | 11x | 31x | 3.8x |
| Mon, 19 Jun 2023 | €35.6b | €9.2b | €1.1b | 11x | 32x | 3.9x |
| Wed, 17 May 2023 | €33.8b | €9.1b | €1.1b | 10.2x | 30.4x | 3.7x |
30.4x
Which industries have driven the changes within the Spanish Consumer Discretionary industry?
| ES Market | 0.40% | |
| Consumer Discretionary | 1.92% | |
| Hospitality | 4.10% | |
| Hotels, Resorts and Cruise Lines | 4.45% | |
| Casinos and Gaming | 0% | 0 |
| Restaurants | -3.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMS Amadeus IT Group | €51.78 | 5.7% +€1.2b | -23.7% | PE16.7x | |
| MEL Meliá Hotels International | €11.31 | 1.8% +€44.0m | 80.0% | PE14.6x |