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U.K. (FTSE) Hospitality Industry Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies33
  • 7D-0.9%
  • 3M-1.8%
  • 1Y-9.5%
  • YTD-3.6%

In the last week, the Hospitality industry is flat overall, with InterContinental Hotels Group standing out by going down 4.3%. Unfortunately though, the industry is down 9.5% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Sep 2026UK£71.5bUK£73.3bUK£2.2b17.1x31.8x1x
Fri, 31 Jul 2026UK£74.2bUK£73.1bUK£2.1b18.5x36x1x
Sun, 28 Jun 2026UK£74.6bUK£73.1bUK£2.1b16.5x36.1x1x
Tue, 26 May 2026UK£70.7bUK£72.8bUK£2.1b15.7x34.5x1x
Thu, 23 Apr 2026UK£69.5bUK£70.3bUK£1.9b14.7x36.9x1x
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
Price to Earnings Ratio

89.1x


Total Market Cap: UK£90.2bTotal Earnings: UK£1.0bTotal Revenue: UK£63.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 100.1x202420252026
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 31.8x which is lower than its 3-year average PE of 100x.
  • 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 30% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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-0.97%
Consumer Discretionary-1.20%
Hospitality-0.86%
Leisure Facilities1.00%
Restaurants-0.16%
Hotels, Resorts and Cruise Lines-3.85%
Casinos and Gaming-3.89%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 31.9x.
    • Analysts are expecting annual earnings growth of 11.8%, 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 66% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 5.8% 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$30.850.2%
+US$85.0m		-9.0%PE26x
DOM Domino's Pizza GroupUK£2.091.1%
+UK£8.4m		1.7%PE13.4x
GYM Gym GroupUK£2.042.0%
+UK£7.1m		45.7%PE48.8x
VLRM ValereumUK£0.03731.6%
+UK£4.9m		29.3%PS206.9x
NXQ NexteqUK£0.5011.1%
+UK£2.7m		-36.3%PE19x

Latest News

B90
UK£0.033
B90 Holdings
7D
8.2%
1Y
-4.3%
PPH
UK£15.00
PPHE Hotel Group
7D
-8.5%
1Y
15.4%
WTB
UK£23.87
Whitbread
7D
-3.6%
1Y
-20.0%
Narrative Update • Aug 26

WTB: Limited Near Term Earnings Power Will Restrict Future Share Upside

Whitbread's analyst fair value has moved from £21.00 to £22.00. Analysts point to higher price targets and an improved near term set up, balanced against views of limited earnings power over the coming quarters.
IHG
US$155.90
InterContinental Hotels Group
7D
-4.3%
1Y
31.9%
NXQ
UK£0.50
Nexteq
7D
11.1%
1Y
-36.3%
CPG
US$30.85
Compass Group
7D
0.2%
1Y
-9.0%
Narrative Update • Aug 18

CPG: Updated Fair Value And P/E Framework Will Guide Future Returns

Analysts have lifted their fair value estimate for Compass Group to $32.00, with the modest change supported by updated assumptions on discount rate, revenue growth, profit margin and future P/E, even as one recent price target moved slightly lower to $40.00 from $40.50. What’s in the News for Compass Group No recent Compass Group specific news stories or key developments were provided in the available sources up to 17 Aug 2026.
RNK
UK£1.01
Rank Group
7D
-7.4%
1Y
-22.5%
ENT
UK£5.15
Entain
7D
-4.6%
1Y
-39.3%
VLRM
UK£0.037
Valereum
7D
31.6%
1Y
29.3%
DOM
UK£2.09
Domino's Pizza Group
7D
1.1%
1Y
1.7%
GRG
UK£18.45
Greggs
7D
-2.0%
1Y
16.6%
Narrative Update • Aug 05

GRG: Refined Expectations And Cost Efficiency Constraints Will Shape Balanced Forward Returns

Analysts have lifted their fair value estimate for Greggs to about £17.77 per share from roughly £17.01, citing updated price targets that balance higher Street forecasts, including a new £2,210 target alongside a £1,960 target, with views that future cost savings may be less accessible after the recent share price move. Analyst Commentary Recent research on Greggs shows a split in opinion on how much upside is left in the share price following the recent rally.
BOWL
UK£2.80
Hollywood Bowl Group
7D
0.4%
1Y
14.8%
SSPG
UK£1.97
SSP Group
7D
-2.2%
1Y
32.6%
GYM
UK£2.04
Gym Group
7D
2.0%
1Y
45.7%
Narrative Update • Jul 24

GYM: New Scalable Format Rollout Will Drive Future Upside Potential

Analysts have lifted Gym Group's implied fair value from £2.38 to £2.90, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Gym Group Gym Group set out a rollout plan that includes a new format design intended to be scalable and cost effective across its estate.
MAB
UK£2.80
Mitchells & Butlers
7D
-1.8%
1Y
12.0%