Does PPHE Hotel Group (LON:PPH) Deserve A Spot On Your Watchlist?
Jul 19
U.K. (FTSE) Hospitality Industry Analysis
UpdatedJul 20, 2024
DataAggregated Company Financials
Companies39
- 7D-0.6%
- 3M-1.3%
- 1Y-4.8%
- YTD-3.0%
The Hospitality is pretty flat in the last 7 days, but Playtech has stood out, gaining 3.8%. As for the longer term, the industry has declined 4.8% in the last year. Looking forward, earnings are forecast to grow by 20% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 20 Jul 2024 | UK£63.1b | UK£57.6b | UK£1.2b | 21.7x | 52.1x | 1.1x |
| Mon, 17 Jun 2024 | UK£87.3b | UK£67.8b | UK£216.2m | 21.3x | 403.8x | 1.3x |
| Wed, 15 May 2024 | UK£94.5b | UK£65.7b | UK£166.4m | 22.7x | 567.8x | 1.4x |
| Fri, 12 Apr 2024 | UK£91.1b | UK£65.7b | UK£89.5m | 21.6x | 1018x | 1.4x |
| Sun, 10 Mar 2024 | UK£92.7b | UK£65.3b | UK£726.1m | 21.1x | 127.6x | 1.4x |
| Tue, 06 Feb 2024 | UK£94.5b | UK£65.1b | UK£1.1b | 21.8x | 84.9x | 1.5x |
| Thu, 04 Jan 2024 | UK£90.3b | UK£66.2b | UK£981.2m | 23.2x | 92.1x | 1.4x |
| Sat, 02 Dec 2023 | UK£83.8b | UK£65.9b | UK£1.1b | 20.6x | 77.9x | 1.3x |
| Mon, 30 Oct 2023 | UK£84.7b | UK£64.3b | UK£1.0b | 20.5x | 80.9x | 1.3x |
| Wed, 27 Sep 2023 | UK£86.6b | UK£64.0b | UK£997.5m | 23.6x | 86.8x | 1.4x |
| Fri, 25 Aug 2023 | UK£88.8b | UK£63.7b | UK£1.0b | 23.7x | 87.2x | 1.4x |
| Sun, 23 Jul 2023 | UK£95.3b | UK£61.8b | UK£1.2b | 24.2x | 80.2x | 1.5x |
| Tue, 20 Jun 2023 | UK£96.4b | UK£61.7b | UK£1.2b | 22.2x | 80.4x | 1.6x |
| Thu, 18 May 2023 | UK£99.3b | UK£61.1b | UK£1.2b | 22.3x | 82.7x | 1.6x |
| Sat, 15 Apr 2023 | UK£91.7b | UK£57.2b | UK£1.2b | 19.8x | 74.1x | 1.6x |
| Mon, 13 Mar 2023 | UK£85.9b | UK£55.1b | UK£1.7b | 19.2x | 50.3x | 1.6x |
| Wed, 08 Feb 2023 | UK£85.2b | UK£53.3b | UK£1.8b | 19.3x | 48.1x | 1.6x |
| Fri, 06 Jan 2023 | UK£81.7b | UK£53.3b | UK£2.0b | 17.7x | 41.3x | 1.5x |
| Sun, 04 Dec 2022 | UK£80.9b | UK£52.0b | UK£1.8b | 12.7x | 44.6x | 1.6x |
| Tue, 01 Nov 2022 | UK£77.5b | UK£47.3b | UK£1.4b | 9.6x | 55.3x | 1.6x |
| Thu, 29 Sep 2022 | UK£74.1b | UK£46.2b | UK£995.2m | 9.8x | 74.5x | 1.6x |
| Sat, 27 Aug 2022 | UK£77.2b | UK£45.3b | UK£1.2b | 13.7x | 65.4x | 1.7x |
| Mon, 25 Jul 2022 | UK£74.1b | UK£44.3b | UK£1.2b | 12.2x | 59.6x | 1.7x |
| Wed, 22 Jun 2022 | UK£72.6b | UK£44.1b | UK£1.2b | 14.5x | 59.3x | 1.6x |
| Fri, 20 May 2022 | UK£73.9b | UK£41.9b | UK£527.7m | 24.4x | 140.1x | 1.8x |
| Sun, 17 Apr 2022 | UK£76.7b | UK£38.0b | -UK£241,593,868.00 | 20.2x | -317.6x | 2x |
| Tue, 15 Mar 2022 | UK£74.8b | UK£37.0b | -UK£522,224,589.00 | 19.9x | -143.2x | 2x |
| Thu, 10 Feb 2022 | UK£86.2b | UK£36.5b | -UK£407,813,254.00 | 29x | -211.3x | 2.4x |
| Sat, 08 Jan 2022 | UK£85.0b | UK£36.3b | -UK£539,250,493.00 | 49x | -157.6x | 2.3x |
| Mon, 06 Dec 2021 | UK£58.5b | UK£29.5b | -UK£135,204,695.00 | 30.1x | -432.9x | 2x |
| Wed, 03 Nov 2021 | UK£66.0b | UK£27.4b | -UK£1,277,513,730.00 | 35.7x | -51.7x | 2.4x |
| Fri, 01 Oct 2021 | UK£65.7b | UK£27.0b | -UK£1,911,588,191.00 | 33.7x | -34.3x | 2.4x |
| Sun, 29 Aug 2021 | UK£64.2b | UK£27.0b | -UK£2,435,407,050.02 | 35.5x | -26.4x | 2.4x |
Price to Earnings Ratio
-26.3x
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 52.1x which is lower than its 3-year average PE of 76.1x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 29% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.19% | |
| Consumer Discretionary | -0.65% | |
| Hospitality | -0.63% | |
| Restaurants | -0.34% | |
| Hotels, Resorts and Cruise Lines | -0.70% | |
| Leisure Facilities | -1.88% | |
| Casinos and Gaming | -2.59% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry which is trading above its 3-year average PE ratio of 26.4x.
- Analysts are expecting annual earnings growth of 37.9%, which is lower than the prior year's growth of 442.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 72% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Restaurants industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| PTEC Playtech | UK£5.50 | 3.8% +UK£60.9m | -8.3% | PE18.9x | |
| PPH PPHE Hotel Group | UK£14.45 | 6.6% +UK£37.8m | 37.6% | PE27.1x | |
| SSPG SSP Group | UK£1.82 | 2.5% +UK£35.0m | -29.7% | PE190.4x | |
| CPC City Pub Group | UK£1.39 | -0.4% UK£7.5m | 64.5% | PE2590x | |
| MARS Marston's | UK£0.37 | 3.1% +UK£7.0m | 13.0% | PS0.3x |
