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U.K. (FTSE) Hospitality Industry Analysis
UpdatedFeb 06, 2023
DataAggregated Company Financials
Companies48
- 7D3.1%
- 3M10.4%
- 1Y6.2%
- YTD8.2%
In the last week, the Hospitality industry is up 3.1%, with Flutter Entertainment up 6.5%. In the same time, 888 Holdings was down 29%. This means that the industry has gained 6.2% over the past year. As for the next few years, earnings are expected to grow by 28% per annum.
Industry Valuation and Performance
Has the U.K. Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Feb 2023 | UK£87.5b | UK£53.3b | UK£1.8b | 19.2x | 49.4x | 1.6x |
| Wed, 04 Jan 2023 | UK£80.8b | UK£53.3b | UK£2.0b | 17.2x | 40.9x | 1.5x |
| Fri, 02 Dec 2022 | UK£80.8b | UK£52.0b | UK£1.8b | 14.8x | 44.5x | 1.6x |
| Sun, 30 Oct 2022 | UK£76.9b | UK£47.3b | UK£1.4b | 9.8x | 55x | 1.6x |
| Tue, 27 Sep 2022 | UK£73.4b | UK£46.2b | UK£993.9m | 10.2x | 73.9x | 1.6x |
| Thu, 25 Aug 2022 | UK£79.0b | UK£45.3b | UK£1.2b | 14.1x | 67x | 1.7x |
| Sat, 23 Jul 2022 | UK£73.0b | UK£44.3b | UK£1.2b | 12.1x | 58.8x | 1.6x |
| Mon, 20 Jun 2022 | UK£71.6b | UK£44.1b | UK£1.2b | 14.4x | 58.5x | 1.6x |
| Wed, 18 May 2022 | UK£76.1b | UK£41.9b | UK£526.4m | 24.7x | 144.5x | 1.8x |
| Fri, 15 Apr 2022 | UK£76.7b | UK£38.0b | -UK£241,537,060.00 | 20.2x | -317.7x | 2x |
| Sun, 13 Mar 2022 | UK£75.1b | UK£36.9b | -UK£523,123,385.00 | 19.6x | -143.6x | 2x |
| Tue, 08 Feb 2022 | UK£83.6b | UK£36.5b | -UK£408,240,578.00 | 31.6x | -204.7x | 2.3x |
| Thu, 06 Jan 2022 | UK£86.5b | UK£36.3b | -UK£539,522,307.00 | 51.4x | -160.3x | 2.4x |
| Sat, 04 Dec 2021 | UK£58.6b | UK£29.5b | -UK£145,908,695.00 | 30.2x | -401.3x | 2x |
| Mon, 01 Nov 2021 | UK£65.6b | UK£27.4b | -UK£1,292,295,703.00 | 36x | -50.7x | 2.4x |
| Wed, 29 Sep 2021 | UK£67.0b | UK£27.0b | -UK£1,921,247,692.00 | 35x | -34.9x | 2.5x |
| Fri, 27 Aug 2021 | UK£64.2b | UK£27.0b | -UK£2,435,407,050.02 | 35.5x | -26.4x | 2.4x |
| Sat, 03 Jul 2021 | UK£62.7b | UK£26.9b | -UK£2,484,507,050.02 | 50.4x | -25.2x | 2.3x |
| Tue, 06 Apr 2021 | UK£61.9b | UK£27.3b | -UK£2,491,143,977.02 | 46x | -24.9x | 2.3x |
| Fri, 08 Jan 2021 | UK£52.5b | UK£30.6b | -UK£1,960,670,140.02 | 45.2x | -26.8x | 1.7x |
| Thu, 01 Oct 2020 | UK£42.4b | UK£33.8b | -UK£1,289,563,518.95 | 40.9x | -32.9x | 1.3x |
| Sun, 05 Jul 2020 | UK£41.2b | UK£38.1b | -UK£142,661,465.42 | 37.2x | -288.6x | 1.1x |
| Wed, 08 Apr 2020 | UK£39.2b | UK£45.2b | UK£1.2b | 18.6x | 32.2x | 0.9x |
Price to Earnings Ratio
36x
Current Industry PE
- Investors are optimistic on the British Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 49.4x which is higher than its 3-year average PE of -26.7x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have grown 5.4% per year over the last three years.
- Revenues for these companies have grown 5.3% 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 | 1.78% | |
| Consumer Discretionary | 3.90% | |
| Hospitality | 3.09% | |
| Casinos and Gaming | 5.15% | |
| Leisure Facilities | 2.16% | |
| Restaurants | 1.91% | |
| Hotels, Resorts and Cruise Lines | 0.82% | |
Industry PE
- Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 45.4%, which is higher than its past year's earnings growth of 34.8% per year.
- Investors are most pessimistic about the Leisure Facilities industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.8x.
Forecasted Growth
- Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 45% 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 16% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FLTR Flutter Entertainment | UK£132.80 | 6.5% +UK£1.4b | 25.5% | PS3.7x | |
| CPG Compass Group | UK£19.26 | 1.3% +UK£433.7m | 11.1% | PE30.3x | |
| ENT Entain | UK£15.88 | 4.1% +UK£368.0m | 1.0% | PE43.8x | |
| IHG InterContinental Hotels Group | UK£57.84 | 1.7% +UK£166.0m | 19.4% | PE28x | |
| GRG Greggs | UK£28.02 | 4.2% +UK£115.7m | 4.9% | PE23.8x |
