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U.K. (FTSE) Hospitality Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies34
  • 7D0.8%
  • 3M6.5%
  • 1Y-8.4%
  • YTD-0.3%

Over the last 7 days, the Hospitality industry has remained flat, although notably Compass Group gained 4.2%. As for the longer term, the industry has declined 8.4% in the last year. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jun 2026UK£74.5bUK£73.0bUK£2.1b16.1x36x1x
Mon, 11 May 2026UK£68.1bUK£70.3bUK£1.9b15.7x36.8x1x
Wed, 08 Apr 2026UK£66.4bUK£70.3bUK£1.9b14.7x35.2x0.9x
Fri, 06 Mar 2026UK£58.5bUK£58.7bUK£1.6b15x37.6x1x
Sun, 01 Feb 2026UK£56.6bUK£57.7bUK£1.6b13.3x36.4x1x
Tue, 30 Dec 2025UK£60.6bUK£58.1bUK£1.6b13.5x38.4x1x
Thu, 27 Nov 2025UK£60.8bUK£58.7bUK£1.6b16.2x37.6x1x
Sat, 25 Oct 2025UK£66.4bUK£56.8bUK£1.3b16.5x51.3x1.2x
Mon, 22 Sep 2025UK£67.5bUK£58.5bUK£1.3b17.2x53.2x1.2x
Wed, 20 Aug 2025UK£69.6bUK£58.4bUK£1.3b17.3x53.8x1.2x
Fri, 18 Jul 2025UK£68.9bUK£58.4bUK£1.4b17.4x48.5x1.2x
Sun, 15 Jun 2025UK£67.6bUK£58.0bUK£1.4b18.1x48.1x1.2x
Tue, 13 May 2025UK£68.1bUK£57.4bUK£1.4b17.3x49x1.2x
Thu, 10 Apr 2025UK£61.2bUK£58.3bUK£1.4b16.8x44.4x1.1x
Sat, 08 Mar 2025UK£67.3bUK£58.7bUK£1.6b14.7x41.5x1.1x
Mon, 03 Feb 2025UK£72.4bUK£60.1bUK£1.7b16.2x42.9x1.2x
Wed, 01 Jan 2025UK£71.6bUK£59.7bUK£1.7b20.6x43.3x1.2x
Fri, 29 Nov 2024UK£72.3bUK£59.1bUK£1.6b19.3x45.6x1.2x
Sun, 27 Oct 2024UK£69.6bUK£57.8bUK£1.7b23.1x41x1.2x
Tue, 24 Sep 2024UK£68.5bUK£56.9bUK£1.7b23.6x40.2x1.2x
Thu, 22 Aug 2024UK£66.6bUK£57.4bUK£1.7b22.8x40.3x1.2x
Sat, 20 Jul 2024UK£63.1bUK£57.6bUK£1.2b21.7x52.1x1.1x
Mon, 17 Jun 2024UK£87.3bUK£67.8bUK£216.2m21.3x403.8x1.3x
Wed, 15 May 2024UK£94.5bUK£65.7bUK£166.4m22.7x567.8x1.4x
Fri, 12 Apr 2024UK£91.1bUK£65.7bUK£89.5m21.6x1018x1.4x
Sun, 10 Mar 2024UK£92.7bUK£65.3bUK£726.1m21.1x127.6x1.4x
Tue, 06 Feb 2024UK£94.5bUK£65.1bUK£1.1b21.8x84.9x1.5x
Thu, 04 Jan 2024UK£90.3bUK£66.2bUK£981.2m23.2x92.1x1.4x
Sat, 02 Dec 2023UK£83.8bUK£65.9bUK£1.1b20.6x77.9x1.3x
Mon, 30 Oct 2023UK£84.7bUK£64.3bUK£1.0b20.5x80.9x1.3x
Wed, 27 Sep 2023UK£86.6bUK£64.0bUK£997.5m23.6x86.8x1.4x
Fri, 25 Aug 2023UK£88.8bUK£63.7bUK£1.0b23.7x87.2x1.4x
Sun, 23 Jul 2023UK£95.3bUK£61.8bUK£1.2b24.2x80.2x1.5x
Tue, 20 Jun 2023UK£96.4bUK£61.7bUK£1.2b22.2x80.4x1.6x
Price to Earnings Ratio

80.4x


Total Market Cap: UK£96.4bTotal Earnings: UK£1.2bTotal Revenue: UK£61.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 103.5x202420252026
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 36.0x which is lower than its 3-year average PE of 104x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 5.8% 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-0.78%
Consumer Discretionary0.082%
Hospitality0.77%
Leisure Facilities3.70%
Casinos and Gaming2.88%
Restaurants0.83%
Hotels, Resorts and Cruise Lines-2.01%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.9x.
    • Analysts are expecting annual earnings growth of 11.9%, 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 81% over the next 5 years.
  • This is better than its past earnings growth rate of 35% per year.
  • In contrast, the Restaurants industry is expected to see its earnings grow by 12% 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$34.184.2%
+US$2.3b		-1.6%PE28.8x
IHG InterContinental Hotels GroupUS$166.452.9%
+US$693.5m		48.5%PE32.7x
ENT EntainUK£6.008.0%
+UK£285.4m		-20.1%PS0.7x
MAB Mitchells & ButlersUK£2.505.9%
+UK£83.1m		-10.1%PE8.1x
JDW J D WetherspoonUK£6.9110.0%
+UK£65.4m		-3.4%PE13x

Latest News

CPG
US$34.18
Compass Group
7D
4.2%
1Y
-1.6%
PTEC
UK£3.38
Playtech
7D
-2.1%
1Y
4.0%
Narrative Update • Jun 11

PTEC: Future Upside Will Rely On Repriced Earnings Power And Buyback Execution

Analysts have lifted the fair value estimate for Playtech from £6.90 to about £7.59, reflecting a series of recent price target increases. These include Deutsche Bank's move to £4.60 and other upward revisions from Jefferies and Citi, supported by updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
JDW
UK£6.91
J D Wetherspoon
7D
10.0%
1Y
-3.4%
Analysis Article • Jun 11

Is It Time To Consider Buying J D Wetherspoon plc (LON:JDW)?

J D Wetherspoon plc ( LON:JDW ), might not be a large cap stock, but it saw a decent share price growth of 17% on the...
RNK
UK£1.07
Rank Group
7D
10.1%
1Y
-13.8%
Analysis Article • Jun 11

Is The Rank Group Plc (LON:RNK) Potentially Undervalued?

While The Rank Group Plc ( LON:RNK ) might not have the largest market cap around , it saw a decent share price growth...
TRN
UK£2.17
Trainline
7D
-4.4%
1Y
-22.2%
Narrative Update • Jun 08

TRN: Share Buyback And 2027 Guidance May Support Further Upside Potential

Trainline’s updated analyst price target has moved closer to £3.51, with recent Street research showing mixed target adjustments between £2.35 and £3.50 as analysts refine their views on growth, profitability and appropriate P/E levels. Analyst Commentary Recent research on Trainline highlights a split in views on how much upside is left at current levels, with several firms adjusting targets in a relatively tight band between £2.35 and £3.50.
IHG
US$166.45
InterContinental Hotels Group
7D
2.9%
1Y
48.5%
Narrative Update • Jun 05

IHG: Future Returns Will Rely On Operational Efficiencies And Disciplined Capital Allocation

Analysts have raised their price target on InterContinental Hotels Group stock to $154 from $141. The updated fair value of $153.48 reflects views on slightly adjusted discount rate inputs, a modestly lower revenue growth outlook, a small uptick in profit margin expectations, and a higher assumed future P/E.
WTB
UK£23.82
Whitbread
7D
1.2%
1Y
-14.3%
Narrative Update • Jun 04

WTB: Activist Pressure And Execution Risks Will Restrain Future Share Upside

Whitbread’s analyst price target has been adjusted to £21.00 per share, with recent mixed Street research and updated views on growth, margins and P/E assumptions prompting this recalibration by analysts. Analyst Commentary Recent Street research around Whitbread reflects mixed sentiment, but the adjustment to a £21.00 price target comes against a backdrop of several cautious moves on valuation and growth assumptions.
ENT
UK£6.00
Entain
7D
8.0%
1Y
-20.1%
Narrative Update • Jun 01

ENT: Rumored Takeover Interest And Dividend Policy Will Drive Future Repricing

Analysts have trimmed their average price targets for Entain by a few pounds, with recent changes including cuts from £1,055 to £1,028 and from £1,150 to £1,100. These revisions reflect updated views on growth, margins and appropriate P/E levels, while still indicating potential upside in the stock.
YNGA
UK£8.42
Young's Brewery
7D
11.4%
1Y
-13.4%
VLRM
UK£0.023
Valereum
7D
-2.6%
1Y
-44.0%
MAB
UK£2.50
Mitchells & Butlers
7D
5.9%
1Y
-10.1%
XPF
UK£0.18
XP Factory
7D
-1.4%
1Y
39.3%