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U.K. (FTSE) Hospitality Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies34
  • 7D-0.6%
  • 3M7.4%
  • 1Y-13.7%
  • YTD-2.8%

Over the last 7 days, the Hospitality industry has dropped 2.9%, driven by a pullback from Compass Group of 1.8%. However, the industry is down 17% over the past year. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026UK£72.1bUK£73.0bUK£2.1b18.4x35.1x1x
Thu, 25 Jun 2026UK£74.1bUK£73.1bUK£2.1b16.3x35.8x1x
Sat, 23 May 2026UK£70.7bUK£72.8bUK£2.1b15.7x34.5x1x
Mon, 20 Apr 2026UK£68.3bUK£70.3bUK£1.9b14.7x36.3x1x
Wed, 18 Mar 2026UK£56.9bUK£58.7bUK£1.4b14.6x39.6x1x
Fri, 13 Feb 2026UK£54.4bUK£57.8bUK£1.6b13x34.9x0.9x
Sun, 11 Jan 2026UK£60.6bUK£58.3bUK£1.6b13.5x38.2x1x
Tue, 09 Dec 2025UK£59.7bUK£58.6bUK£1.6b15.9x37.6x1x
Thu, 06 Nov 2025UK£63.4bUK£57.4bUK£1.3b16x48.3x1.1x
Sat, 04 Oct 2025UK£65.5bUK£56.3bUK£1.3b15.8x50.5x1.2x
Mon, 01 Sep 2025UK£67.6bUK£58.4bUK£1.3b17.1x52.7x1.2x
Wed, 30 Jul 2025UK£71.0bUK£58.6bUK£1.4b18.7x50.1x1.2x
Fri, 27 Jun 2025UK£67.2bUK£57.6bUK£1.4b17x48.2x1.2x
Sun, 25 May 2025UK£69.8bUK£58.0bUK£1.4b17.7x49.6x1.2x
Tue, 22 Apr 2025UK£65.5bUK£57.1bUK£1.3b18x49x1.1x
Thu, 20 Mar 2025UK£65.1bUK£58.5bUK£1.6b16.4x41.6x1.1x
Sat, 15 Feb 2025UK£72.8bUK£59.2bUK£1.7b15.7x43.8x1.2x
Mon, 13 Jan 2025UK£70.1bUK£59.7bUK£1.7b18.8x42x1.2x
Wed, 11 Dec 2024UK£72.9bUK£59.1bUK£1.6b19x44.4x1.2x
Fri, 08 Nov 2024UK£70.6bUK£57.7bUK£1.7b23.1x41.6x1.2x
Sun, 06 Oct 2024UK£68.1bUK£57.4bUK£1.8b22.1x38.8x1.2x
Tue, 03 Sep 2024UK£67.0bUK£57.3bUK£1.7b23.4x39.1x1.2x
Thu, 01 Aug 2024UK£66.4bUK£57.8bUK£1.2b22.5x54.5x1.1x
Sat, 29 Jun 2024UK£61.4bUK£58.3bUK£1.2b21.5x49.4x1.1x
Mon, 27 May 2024UK£92.4bUK£67.6bUK£215.9m22.4x428.1x1.4x
Wed, 24 Apr 2024UK£91.6bUK£65.8bUK£81.5m21.6x1123.2x1.4x
Fri, 22 Mar 2024UK£95.0bUK£65.3bUK£910.3m22.4x104.4x1.5x
Sun, 18 Feb 2024UK£95.5bUK£65.1bUK£1.1b21.4x85.8x1.5x
Tue, 16 Jan 2024UK£90.0bUK£66.2bUK£980.6m21.7x91.8x1.4x
Thu, 14 Dec 2023UK£86.7bUK£66.2bUK£982.4m22.1x88.2x1.3x
Sat, 11 Nov 2023UK£82.9bUK£64.3bUK£1.0b20.1x79.1x1.3x
Mon, 09 Oct 2023UK£85.5bUK£64.0bUK£988.4m22.4x86.5x1.3x
Wed, 06 Sep 2023UK£89.3bUK£63.8bUK£1.0b20.6x85.5x1.4x
Fri, 04 Aug 2023UK£92.1bUK£61.9bUK£1.2b23.9x76.6x1.5x
Price to Earnings Ratio

76.6x


Total Market Cap: UK£92.1bTotal Earnings: UK£1.2bTotal Revenue: UK£61.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 101.7x202420252026
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 34.3x 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 0.96x.
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 5.6% 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 Market2.33%
Consumer Discretionary1.11%
Hospitality-0.64%
Casinos and Gaming3.45%
Hotels, Resorts and Cruise Lines2.26%
Leisure Facilities-0.37%
Restaurants-1.46%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.2x.
    • Analysts are expecting annual earnings growth of 12.2%, 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 75% 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
IHG InterContinental Hotels GroupUS$158.951.4%
+US$331.8m		36.4%PE31x
ENT EntainUK£5.742.6%
+UK£92.1m		-42.2%PS0.7x
WTB WhitbreadUK£24.602.2%
+UK£90.3m		-23.0%PE19.3x
SSPG SSP GroupUK£1.955.2%
+UK£73.3m		9.3%PS0.4x
PTEC PlaytechUK£3.906.1%
+UK£62.2m		-1.6%PS1.7x

Latest News

ENT
UK£5.74
Entain
7D
2.6%
1Y
-42.2%
PTEC
UK£3.90
Playtech
7D
6.1%
1Y
-1.6%
Narrative Update • Jul 24

PTEC: Higher Forward P/E Assumptions Will Pressure Overvalued Shares

The analyst price target for Playtech has been raised, with the updated fair value estimate moving from £2.15 to £2.88 per share, as analysts point to adjusted assumptions on revenue growth, discount rate, profit margin and future P/E in light of recent target increases from several banks. Analyst Commentary Recent Street research on Playtech shows a split in opinion, with several firms lifting their price targets but expressing different levels of conviction on where the stock should trade.
RNK
UK£0.99
Rank Group
7D
6.6%
1Y
-36.0%
NXQ
UK£0.48
Nexteq
7D
-5.9%
1Y
-28.9%
HSW
UK£1.04
Hostelworld Group
7D
-1.9%
1Y
-15.1%
WTB
UK£24.60
Whitbread
7D
2.2%
1Y
-23.0%
JDW
UK£7.32
J D Wetherspoon
7D
-3.7%
1Y
-4.2%
CPG
US$31.02
Compass Group
7D
-1.8%
1Y
-11.4%
Narrative Update • Jul 20

CPG: Revised Fair Value And P/E Assumptions Will Shape Returns

Analysts have lifted their price target on Compass Group from $28.57 to $31.00, citing updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E that modestly adjust the risk and return profile investors may want to consider. What’s in the News for Compass Group No recent Compass Group company specific news items were identified in the provided sources, so the updated price target currently reflects analyst model adjustments rather than newly disclosed events.
IHG
US$158.95
InterContinental Hotels Group
7D
1.4%
1Y
36.4%
Narrative Update • Jul 20

IHG: RevPAR Momentum And Net Unit Growth Will Face Multiple Compression Risk

InterContinental Hotels Group's updated fair value estimate has moved from $104.18 to $108.00 as analysts factor in higher Street price targets, with supporting commentary pointing to stronger RevPAR trends, improving net unit growth momentum, and a reduced valuation gap to U.S. peers. Analyst Commentary Recent Street research on InterContinental Hotels Group highlights a mix of optimism on growth drivers such as RevPAR trends and net unit growth, alongside a more measured tone on valuation, particularly when compared with U.S. peers like Hilton and Marriott.
YNGA
UK£9.09
Young's Brewery
7D
-2.5%
1Y
-2.0%
GRG
UK£16.35
Greggs
7D
3.5%
1Y
-0.6%
TRN
UK£2.32
Trainline
7D
3.4%
1Y
-13.5%
MARS
UK£0.52
Marston's
7D
-6.0%
1Y
20.0%
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?
BOWL
UK£2.85
Hollywood Bowl Group
7D
-2.2%
1Y
16.3%
MAB
UK£2.67
Mitchells & Butlers
7D
-1.7%
1Y
-5.7%
SSPG
UK£1.95
SSP Group
7D
5.2%
1Y
9.3%