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U.K. (FTSE) Hospitality Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies33
  • 7D5.3%
  • 3M-2.3%
  • 1Y-10.2%
  • YTD-6.4%

Over the last 7 days, the Hospitality industry has risen 5.3%, driven by gains from Compass Group of 7.3%. However, the industry is down 10% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

Has the U.K. Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Apr 2026UK£69.1bUK£70.3bUK£1.9b14.7x36.7x1x
Sat, 21 Mar 2026UK£53.7bUK£58.8bUK£1.4b15.3x37.5x0.9x
Mon, 16 Feb 2026UK£54.5bUK£57.7bUK£1.6b13.1x35x0.9x
Wed, 14 Jan 2026UK£59.9bUK£58.3bUK£1.6b13.5x37.8x1x
Fri, 12 Dec 2025UK£59.6bUK£58.3bUK£1.6b16.2x37.8x1x
Sun, 09 Nov 2025UK£62.4bUK£57.1bUK£1.3b15.4x47.3x1.1x
Tue, 07 Oct 2025UK£65.3bUK£56.4bUK£1.3b15.8x50.1x1.2x
Thu, 04 Sep 2025UK£67.3bUK£58.6bUK£1.3b16.9x52.2x1.1x
Sat, 02 Aug 2025UK£71.4bUK£58.8bUK£1.4b19.5x50.2x1.2x
Mon, 30 Jun 2025UK£68.3bUK£57.7bUK£1.4b17.2x48.8x1.2x
Wed, 28 May 2025UK£70.0bUK£58.1bUK£1.4b18.2x49.6x1.2x
Fri, 25 Apr 2025UK£64.6bUK£57.0bUK£1.3b17.8x48.4x1.1x
Sun, 23 Mar 2025UK£63.6bUK£58.8bUK£1.6b18.1x40.3x1.1x
Tue, 18 Feb 2025UK£73.1bUK£59.2bUK£1.7b15.7x44x1.2x
Thu, 16 Jan 2025UK£70.3bUK£60.6bUK£1.7b18.3x41.7x1.2x
Sat, 14 Dec 2024UK£72.7bUK£59.5bUK£1.7b19.8x43.9x1.2x
Mon, 11 Nov 2024UK£70.5bUK£57.9bUK£1.7b22.8x40.9x1.2x
Wed, 09 Oct 2024UK£68.1bUK£57.5bUK£1.8b21.6x38.7x1.2x
Fri, 06 Sep 2024UK£67.4bUK£57.2bUK£1.7b23.2x39.4x1.2x
Sun, 04 Aug 2024UK£64.7bUK£58.0bUK£1.2b22.2x53x1.1x
Tue, 02 Jul 2024UK£61.6bUK£58.3bUK£1.2b21.4x49.7x1.1x
Thu, 30 May 2024UK£88.2bUK£67.7bUK£216.6m22.1x407.2x1.3x
Sat, 27 Apr 2024UK£90.4bUK£65.8bUK£85.2m21.4x1060.9x1.4x
Mon, 25 Mar 2024UK£95.5bUK£65.4bUK£892.1m23.2x107x1.5x
Wed, 21 Feb 2024UK£95.0bUK£65.1bUK£1.1b21.3x85.4x1.5x
Fri, 19 Jan 2024UK£93.6bUK£66.2bUK£980.8m21.5x95.4x1.4x
Sun, 17 Dec 2023UK£88.3bUK£66.2bUK£982.3m22.2x89.9x1.3x
Tue, 14 Nov 2023UK£85.2bUK£64.3bUK£1.0b20.1x81.2x1.3x
Thu, 12 Oct 2023UK£87.8bUK£64.0bUK£988.5m22.2x88.8x1.4x
Sat, 09 Sep 2023UK£90.2bUK£63.9bUK£1.0b18x89.1x1.4x
Mon, 07 Aug 2023UK£93.4bUK£61.9bUK£1.2b25.7x77.6x1.5x
Wed, 05 Jul 2023UK£96.0bUK£61.8bUK£1.2b21.8x80.6x1.6x
Fri, 02 Jun 2023UK£97.1bUK£61.7bUK£1.2b22.9x81x1.6x
Sun, 30 Apr 2023UK£95.9bUK£56.8bUK£1.1b21.8x89x1.7x
Price to Earnings Ratio

89x


Total Market Cap: UK£95.9bTotal Earnings: UK£1.1bTotal Revenue: UK£56.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 105.7x202420252026
Current Industry PE
  • Investors are pessimistic on the British Hospitality industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 36.7x which is lower than its 3-year average PE of 106x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 7.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market-0.72%
Consumer Discretionary2.79%
Hospitality5.35%
Casinos and Gaming8.25%
Restaurants5.94%
Leisure Facilities1.62%
Hotels, Resorts and Cruise Lines-0.56%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 33.6x.
    • Analysts are expecting annual earnings growth of 12.7%, which is lower than the prior year's growth of 19.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 84% over the next 5 years.
  • However this is lower than its past earnings growth rate of 277% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 10% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CPG Compass GroupUS$29.639.0%
+US$4.1b		-11.2%PE27x
ENT EntainUK£5.961.9%
+UK£70.4m		3.4%PS0.7x
TRN TrainlineUK£2.494.8%
+UK£41.8m		-12.6%PE12.5x
EVOK EvokeUK£0.4123.8%
+UK£35.8m		-15.5%PS0.1x
GYM Gym GroupUK£1.822.2%
+UK£7.1m		32.5%PE43.6x

Latest News

EVOK
UK£0.41
Evoke
7D
23.8%
1Y
-15.5%
PTEC
UK£4.02
Playtech
7D
-4.3%
1Y
-45.6%
TRN
UK£2.49
Trainline
7D
4.8%
1Y
-12.6%

TRN: Leadership Transition And Higher Future P E Multiple May Support Upside

Trainline's updated fair value estimate has edged to £3.55 per share, with analysts pointing to recent price target revisions across the Street, including cuts to £3.50 and £2.90, alongside a raise to £2.35, as they reassess discount rates, long term growth and future P/E assumptions. Analyst Commentary Recent Street research around Trainline shows a mix of optimism on execution and caution around valuation, reflected in a range of price targets from £2.35 to £3.50 per share and varied rating stances.
IHG
US$140.90
InterContinental Hotels Group
7D
-0.6%
1Y
35.9%
CPG
US$29.63
Compass Group
7D
9.0%
1Y
-11.2%
ENT
UK£5.96
Entain
7D
1.9%
1Y
3.4%

ENT: UK Gaming Tax Reset Will Shape Future Cash Return Repricing

Entain's revised analyst price target edges lower, reflecting a fair value move from about £10.35 to £9.87 as analysts recalibrate profit margin and discount rate assumptions despite mixed recent target changes across the Street. Analyst Commentary Recent Street research on Entain reflects a mix of optimism about underlying fundamentals and caution around execution and valuation, with several firms revising price targets and at least one downgrade on the rating side.
JDW
UK£6.18
J D Wetherspoon
7D
-2.5%
1Y
-1.9%
MAB
UK£2.67
Mitchells & Butlers
7D
-2.2%
1Y
8.8%

When Should You Buy Mitchells & Butlers plc (LON:MAB)?

Apr 10
When Should You Buy Mitchells & Butlers plc (LON:MAB)?
YNGA
UK£8.00
Young's Brewery
7D
-3.1%
1Y
-5.2%
HSW
UK£1.15
Hostelworld Group
7D
2.7%
1Y
3.6%
WTB
UK£24.60
Whitbread
7D
-2.0%
1Y
-3.9%

WTB: Share Buybacks And P E Framework Will Support Future Earnings Power

The analyst price target for Whitbread has been trimmed by £0.06 per share, as analysts factor in a slightly higher discount rate, more cautious assumptions on revenue growth and profit margins, and a higher future P/E multiple following a series of recent price target adjustments and a downgrade across the Street. Analyst Commentary Recent Street research on Whitbread has been mixed, with several price target adjustments and at least one downgrade, but there are still some clear pockets of optimism that matter for valuation and execution expectations.
DPP
UK£0.073
DP Poland
7D
6.5%
1Y
-20.5%
FSTA
UK£6.52
Fuller Smith & Turner
7D
-4.1%
1Y
15.2%
XPF
UK£0.15
XP Factory
7D
21.6%
1Y
34.8%
GYM
UK£1.82
Gym Group
7D
2.2%
1Y
32.5%
SSPG
UK£1.84
SSP Group
7D
-4.1%
1Y
30.5%