Narrative Update • Aug 05

Over the last 7 days, the Hospitality industry has remained flat. Unfortunately though, the industry is down 8.4% over the past 12 months. Earnings are forecast to grow by 13% annually.
Has the U.K. Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | UK£74.4b | UK£73.3b | UK£2.1b | 18.5x | 35.3x | 1x |
| Mon, 13 Jul 2026 | UK£73.6b | UK£73.0b | UK£2.1b | 16.2x | 35.9x | 1x |
| Wed, 10 Jun 2026 | UK£74.3b | UK£73.0b | UK£2.1b | 15.7x | 36.2x | 1x |
| Fri, 08 May 2026 | UK£68.3b | UK£70.3b | UK£1.9b | 14.7x | 36.9x | 1x |
| Sun, 05 Apr 2026 | UK£68.0b | UK£70.3b | UK£1.9b | 14.7x | 36x | 1x |
| Tue, 03 Mar 2026 | UK£58.4b | UK£58.2b | UK£1.6b | 14.4x | 37.4x | 1x |
| Thu, 29 Jan 2026 | UK£57.2b | UK£57.4b | UK£1.6b | 13.5x | 36.9x | 1x |
| Sat, 27 Dec 2025 | UK£60.6b | UK£58.1b | UK£1.6b | 13.6x | 38.4x | 1x |
| Mon, 24 Nov 2025 | UK£61.4b | UK£57.3b | UK£1.3b | 15.8x | 46.5x | 1.1x |
| Wed, 22 Oct 2025 | UK£64.4b | UK£56.6b | UK£1.3b | 16.2x | 50.1x | 1.1x |
| Fri, 19 Sep 2025 | UK£67.5b | UK£58.3b | UK£1.3b | 17.1x | 53.5x | 1.2x |
| Sun, 17 Aug 2025 | UK£69.3b | UK£58.3b | UK£1.3b | 17x | 53.8x | 1.2x |
| Tue, 15 Jul 2025 | UK£69.2b | UK£58.4b | UK£1.4b | 17.1x | 48.8x | 1.2x |
| Thu, 12 Jun 2025 | UK£69.1b | UK£58.1b | UK£1.4b | 18.2x | 49.3x | 1.2x |
| Sat, 10 May 2025 | UK£67.6b | UK£57.0b | UK£1.4b | 17.2x | 49x | 1.2x |
| Mon, 07 Apr 2025 | UK£63.2b | UK£58.1b | UK£1.4b | 16.4x | 46x | 1.1x |
| Wed, 05 Mar 2025 | UK£70.9b | UK£58.9b | UK£1.7b | 14.7x | 42.8x | 1.2x |
| Fri, 31 Jan 2025 | UK£71.8b | UK£60.0b | UK£1.7b | 18.3x | 43.2x | 1.2x |
| Sun, 29 Dec 2024 | UK£71.2b | UK£59.6b | UK£1.7b | 20.2x | 43.1x | 1.2x |
| Tue, 26 Nov 2024 | UK£71.6b | UK£58.9b | UK£1.8b | 20.6x | 40.3x | 1.2x |
| Thu, 24 Oct 2024 | UK£69.6b | UK£57.9b | UK£1.7b | 23.1x | 40.9x | 1.2x |
| Sat, 21 Sep 2024 | UK£68.5b | UK£56.9b | UK£1.7b | 23.6x | 40.2x | 1.2x |
| Mon, 19 Aug 2024 | UK£66.5b | UK£57.8b | UK£1.7b | 22.6x | 39.9x | 1.2x |
| Wed, 17 Jul 2024 | UK£62.9b | UK£57.5b | UK£1.2b | 21.8x | 52.2x | 1.1x |
| Fri, 14 Jun 2024 | UK£89.1b | UK£67.5b | UK£215.2m | 21.6x | 414.1x | 1.3x |
| Sun, 12 May 2024 | UK£94.7b | UK£65.7b | UK£160.4m | 22.6x | 590.5x | 1.4x |
| Tue, 09 Apr 2024 | UK£92.3b | UK£65.7b | UK£97.2m | 21.8x | 950.1x | 1.4x |
| Thu, 07 Mar 2024 | UK£94.1b | UK£65.1b | UK£1.1b | 21.3x | 85x | 1.4x |
| Sat, 03 Feb 2024 | UK£94.8b | UK£66.3b | UK£1.1b | 21.6x | 86.5x | 1.4x |
| Mon, 01 Jan 2024 | UK£91.2b | UK£66.2b | UK£984.8m | 22.8x | 92.6x | 1.4x |
| Wed, 29 Nov 2023 | UK£84.8b | UK£65.7b | UK£1.1b | 20.5x | 78.6x | 1.3x |
| Fri, 27 Oct 2023 | UK£84.4b | UK£64.3b | UK£1.0b | 20.2x | 80.6x | 1.3x |
| Sun, 24 Sep 2023 | UK£89.0b | UK£64.0b | UK£1.0b | 19.6x | 88.9x | 1.4x |
| Tue, 22 Aug 2023 | UK£87.3b | UK£63.7b | UK£1.0b | 23.7x | 85.7x | 1.4x |
85.7x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.35% | |
| Consumer Discretionary | -0.73% | |
| Hospitality | -0.30% | |
| Casinos and Gaming | 2.50% | |
| Restaurants | -0.56% | |
| Hotels, Resorts and Cruise Lines | -0.63% | |
| Leisure Facilities | -0.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IHG InterContinental Hotels Group | US$158.85 | 0.5% +US$125.2m | 32.3% | PE32.9x | |
| ENT Entain | UK£5.57 | 2.2% +UK£78.1m | -37.2% | PS0.7x | |
| PTEC Playtech | UK£3.82 | 4.1% +UK£41.7m | -9.3% | PS1.6x | |
| RNK Rank Group | UK£1.05 | 2.5% +UK£12.2m | -23.7% | PE16.5x | |
| FSTA Fuller Smith & Turner | UK£7.50 | 3.0% +UK£11.6m | 36.9% | PE18.7x |