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U.K. (FTSE) Hospitality Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies34
  • 7D-0.5%
  • 3M11.9%
  • 1Y-9.8%
  • YTD-1.1%

Over the last 7 days, the Hospitality industry has remained flat, although notably Playtech gained 22%. As for the longer term, the industry has declined 9.8% in the last year. 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
Sun, 12 Jul 2026UK£73.6bUK£73.0bUK£2.1b16.2x35.9x1x
Tue, 09 Jun 2026UK£74.6bUK£73.0bUK£2.1b15.7x36.4x1x
Thu, 07 May 2026UK£68.3bUK£70.3bUK£1.9b14.7x36.9x1x
Sat, 04 Apr 2026UK£68.0bUK£70.3bUK£1.9b14.7x36x1x
Mon, 02 Mar 2026UK£58.4bUK£58.2bUK£1.6b14.4x37.4x1x
Wed, 28 Jan 2026UK£57.1bUK£57.4bUK£1.5b13.5x36.8x1x
Fri, 26 Dec 2025UK£60.6bUK£58.0bUK£1.6b13.6x38.5x1x
Sun, 23 Nov 2025UK£61.4bUK£57.3bUK£1.3b15.8x46.5x1.1x
Tue, 21 Oct 2025UK£64.4bUK£56.5bUK£1.3b16.8x50.1x1.1x
Thu, 18 Sep 2025UK£68.0bUK£58.1bUK£1.3b17.2x54.2x1.2x
Sat, 16 Aug 2025UK£69.3bUK£58.3bUK£1.3b17x53.8x1.2x
Mon, 14 Jul 2025UK£69.2bUK£58.2bUK£1.4b17.1x48.9x1.2x
Wed, 11 Jun 2025UK£69.0bUK£58.1bUK£1.4b18.3x49.1x1.2x
Fri, 09 May 2025UK£67.6bUK£57.2bUK£1.4b17.9x49.5x1.2x
Sun, 06 Apr 2025UK£63.2bUK£58.1bUK£1.4b16.4x46x1.1x
Tue, 04 Mar 2025UK£71.7bUK£58.9bUK£1.7b15.3x43.2x1.2x
Thu, 30 Jan 2025UK£71.8bUK£60.0bUK£1.7b18.3x43.1x1.2x
Sat, 28 Dec 2024UK£71.2bUK£59.6bUK£1.7b20.2x43.1x1.2x
Mon, 25 Nov 2024UK£71.2bUK£59.0bUK£1.8b20.7x40x1.2x
Wed, 23 Oct 2024UK£69.3bUK£57.7bUK£1.7b23.3x40.9x1.2x
Fri, 20 Sep 2024UK£69.0bUK£57.0bUK£1.7b23.8x40.4x1.2x
Sun, 18 Aug 2024UK£66.5bUK£57.8bUK£1.7b22.6x39.9x1.2x
Tue, 16 Jul 2024UK£62.9bUK£57.5bUK£1.2b21.9x52.2x1.1x
Thu, 13 Jun 2024UK£88.7bUK£67.4bUK£214.6m21.7x413.3x1.3x
Sat, 11 May 2024UK£94.7bUK£65.7bUK£160.4m22.6x590.5x1.4x
Mon, 08 Apr 2024UK£92.7bUK£65.7bUK£95.6m21.4x969.8x1.4x
Wed, 06 Mar 2024UK£93.6bUK£65.1bUK£1.1b21.3x84.6x1.4x
Fri, 02 Feb 2024UK£94.6bUK£66.2bUK£1.1b21.5x86.4x1.4x
Sun, 31 Dec 2023UK£91.2bUK£66.2bUK£984.8m22.8x92.6x1.4x
Tue, 28 Nov 2023UK£84.7bUK£65.7bUK£1.1b20.8x78.5x1.3x
Thu, 26 Oct 2023UK£84.8bUK£64.3bUK£1.0b20.4x81x1.3x
Sat, 23 Sep 2023UK£89.0bUK£64.0bUK£1.0b18.4x88.8x1.4x
Mon, 21 Aug 2023UK£87.2bUK£63.7bUK£1.0b23.9x85.7x1.4x
Wed, 19 Jul 2023UK£94.5bUK£61.8bUK£1.2b24x79.6x1.5x
Price to Earnings Ratio

79.6x


Total Market Cap: UK£94.5bTotal Earnings: UK£1.2bTotal Revenue: UK£61.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 102.3x202420252026
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 35.9x which is lower than its 3-year average PE of 102x.
  • 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 5.7% 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-1.66%
Consumer Discretionary-0.70%
Hospitality-0.51%
Casinos and Gaming6.78%
Restaurants-1.10%
Leisure Facilities-1.24%
Hotels, Resorts and Cruise Lines-1.82%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.5x.
    • Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings growth of 2.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 80% 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
PTEC PlaytechUK£3.8622.1%
+UK£193.9m		1.9%PS1.6x
ENT EntainUK£5.514.2%
+UK£142.1m		-41.7%PS0.7x
MAB Mitchells & ButlersUK£2.633.3%
+UK£50.5m		-8.0%PE8.5x
JDW J D WetherspoonUK£7.301.7%
+UK£12.4m		-6.0%PE13.7x
SSTY SafestayUK£0.27100.0%
+UK£8.8m		10.2%PS0.9x

Latest News

SSTY
UK£0.27
Safestay
7D
100.0%
1Y
10.2%
PTEC
UK£3.86
Playtech
7D
22.1%
1Y
1.9%
Narrative Update • Jul 10

PTEC: Future Upside Will Depend On Executing Earnings Power Repricing

Analysts have nudged their fair value estimate for Playtech lower from £7.59 to £6.89, while still lifting published price targets to £4.45 and £4.60. This reflects updated assumptions for discount rate, revenue growth, profit margins and future P/E multiples.
IHG
US$165.30
InterContinental Hotels Group
7D
-1.3%
1Y
38.7%
GYM
UK£2.08
Gym Group
7D
-3.3%
1Y
36.1%
Narrative Update • Jul 10

GYM: Refurbishment Rollout And Cash-Funded Expansion Will Shape Fairly Valued Outlook

Analysts have raised their price target for Gym Group from £1.55 to £2.05, citing updated assumptions on revenue growth, profit margins and future P/E as the main factors behind the change. What's in the News for Gym Group Gym Group has outlined a rollout plan that includes a scalable, cost-effective design format for refurbishing its mature estate within existing maintenance capital expenditure budgets.
CPG
US$32.26
Compass Group
7D
-1.4%
1Y
-5.2%
Narrative Update • Jul 06

nan

Analysts have trimmed their price target on Compass Group to about $47.17 from roughly $48.91, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that collectively point to a slightly lower fair value estimate. What’s in the News for Compass Group No recent Compass Group news items were identified in the provided sources.
PPH
UK£16.22
PPHE Hotel Group
7D
1.2%
1Y
1.5%
Narrative Update • Jul 06

PPH: Higher Margins And Dividend Support Will Drive Future Upside

Analysts have raised their price target on PPHE Hotel Group from £18.33 to £21.00, citing updated assumptions. These include steadier revenue trends, a higher projected profit margin of 16.75%, and a lower future P/E of 16.17x as key drivers of the change.
GRG
UK£15.60
Greggs
7D
-2.0%
1Y
-9.9%
MARS
UK£0.54
Marston's
7D
2.1%
1Y
24.8%
New Narrative • Jun 27

Format Risks Around Format Rollout And Margins Will Define Future Pub Returns

Catalysts About Marston's Marston's operates a large, predominantly freehold pub estate in the U.K., focused on local, community-led formats. What are the underlying business or industry changes driving this perspective?
FSTA
UK£7.10
Fuller Smith & Turner
7D
-0.8%
1Y
25.4%
NXQ
UK£0.52
Nexteq
7D
-2.8%
1Y
-18.2%
Narrative Update • Jun 26

NXQ: Future Revenue Reset Will Create A More Attractive Entry Opportunity

Analysts have lifted their fair value estimate for Nexteq from about £1.45 to roughly £1.80 per share. This reflects updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples in their models.
DOM
UK£1.89
Domino's Pizza Group
7D
0.9%
1Y
-23.9%
Narrative Update • Jun 25

DOM: New Leadership And Barclays Upgrade Will Support Future Share Price Upside

Analysts have lifted their price target for Domino's Pizza Group to £2.33, citing refreshed assumptions for discount rates, profit margins, revenue growth and future P/E multiples following recent research updates. What’s in the News for Domino's Pizza Group Domino's Pizza Group has appointed Nicola Frampton as permanent CEO, following her tenure as interim CEO and a comprehensive internal and external search process.
ENT
UK£5.51
Entain
7D
4.2%
1Y
-41.7%
WTB
UK£23.30
Whitbread
7D
-3.5%
1Y
-23.0%
Narrative Update • Jun 18

WTB: Trading Momentum And P E Reset Will Drive Future Upside

Whitbread's analyst price target has been trimmed by £1.41 to £36.52, as analysts adjust fair value and profit margin assumptions while also expecting different future P/E and revenue growth inputs compared with previous estimates. Analyst Commentary Recent research on Whitbread highlights a mix of caution and optimism, with several price target revisions reflecting updated assumptions on valuation multiples and profit margins.
JDW
UK£7.30
J D Wetherspoon
7D
1.7%
1Y
-6.0%
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...
MAB
UK£2.63
Mitchells & Butlers
7D
3.3%
1Y
-8.0%
HSW
UK£1.05
Hostelworld Group
7D
-2.8%
1Y
-18.6%