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U.S. Hospitality Industry Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies182
  • 7D1.0%
  • 3M4.4%
  • 1Y-15.4%
  • YTD-20.1%

In the last week, the Hospitality industry is up 1.0%, with Booking Holdings up 3.6%. In the past year, the industry is down 15%. Looking forward, earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022US$606.7bUS$230.8bUS$272.5m18.5x2226.5x2.6x
Fri, 28 Oct 2022US$575.7bUS$219.4b-US$2,375,330,536.0018.9x-242.4x2.6x
Sun, 25 Sep 2022US$536.8bUS$215.0b-US$4,802,777,307.0016.6x-111.8x2.5x
Tue, 23 Aug 2022US$600.9bUS$215.3b-US$4,762,894,957.0018x-126.2x2.8x
Thu, 21 Jul 2022US$569.7bUS$200.6b-US$13,576,554,993.0019.4x-42x2.8x
Sat, 18 Jun 2022US$506.7bUS$197.1b-US$12,877,313,695.0017.4x-39.4x2.6x
Mon, 16 May 2022US$599.2bUS$195.7b-US$12,894,802,588.0017.7x-46.5x3.1x
Wed, 13 Apr 2022US$683.3bUS$184.9b-US$15,903,592,297.0018.4x-43x3.7x
Fri, 11 Mar 2022US$674.8bUS$181.8b-US$17,209,297,200.0019.2x-39.2x3.7x
Sun, 06 Feb 2022US$675.1bUS$164.8b-US$25,067,807,401.0022.8x-26.9x4.1x
Tue, 04 Jan 2022US$714.8bUS$163.2b-US$25,693,348,579.0025.8x-27.8x4.4x
Thu, 02 Dec 2021US$668.7bUS$160.0b-US$24,758,253,037.0022.2x-27x4.2x
Sat, 30 Oct 2021US$712.0bUS$144.6b-US$27,994,159,538.0026.8x-25.4x4.9x
Mon, 27 Sep 2021US$726.0bUS$140.6b-US$28,266,658,848.0025x-25.7x5.2x
Wed, 25 Aug 2021US$669.6bUS$133.6b-US$28,318,217,983.7524.4x-23.6x5x
Thu, 01 Jul 2021US$669.5bUS$131.1b-US$28,696,082,647.7525.3x-23.3x5.1x
Sun, 04 Apr 2021US$695.5bUS$111.6b-US$38,794,682,898.0334.6x-17.9x6.2x
Wed, 06 Jan 2021US$604.6bUS$122.7b-US$40,591,984,230.6033.6x-14.9x4.9x
Sat, 10 Oct 2020US$409.9bUS$140.8b-US$23,269,485,062.7725.8x-17.6x2.9x
Fri, 03 Jul 2020US$330.3bUS$164.9b-US$8,846,263,278.9321.2x-37.3x2x
Mon, 06 Apr 2020US$261.8bUS$201.6bUS$8.7b13.8x29.9x1.3x
Thu, 09 Jan 2020US$494.2bUS$218.4bUS$22.0b19.7x22.4x2.3x
Price to Earnings Ratio

24.7x


Total Market Cap: US$464.3bTotal Earnings: US$18.8bTotal Revenue: US$216.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average -17.7x202020212022
Current Industry PE
  • Investors are optimistic on the American Hospitality industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 2kx which is higher than its 3-year average PE of -17.7x.
  • The 3-year average PS ratio of 3.6x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have declined 76% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.94%
Consumer Discretionary1.29%
Hospitality1.04%
Hotels, Resorts and Cruise Lines1.75%
Casinos and Gaming0.48%
Restaurants0.30%
Leisure Facilities-0.62%
Industry PE
  • Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 20.7x.
    • Analysts are expecting annual earnings growth of 23.2%, which is higher than its past year's earnings growth of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 30% over the next 5 years.
  • However this is lower than its past earnings growth rate of 46% per year.
  • In contrast, the Casinos and Gaming industry is expected to see its earnings grow by 10% 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
BKNG Booking HoldingsUS$2.02k3.6%
+US$2.7b
-4.0%PE32.1x
TCOM Trip.com GroupUS$29.209.1%
+US$1.6b
6.2%PS7.4x
LVS Las Vegas SandsUS$44.664.6%
+US$1.5b
25.4%PS8.5x
CMG Chipotle Mexican GrillUS$1.55k3.1%
+US$1.3b
-5.5%PE53.2x
MLCO Melco Resorts & EntertainmentUS$7.9519.2%
+US$569.7m
-18.5%PS2.4x
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Latest News

SGHC

US$3.11

Super Group (SGHC)

7D

-15.9%

1Y

-70.4%

MTN

US$256.30

Vail Resorts

7D

-1.6%

1Y

-22.7%

QSR

US$64.99

Restaurant Brands International

7D

-4.0%

1Y

16.0%

MAR

US$161.26

Marriott International

7D

-1.0%

1Y

9.3%

MCD

US$271.41

McDonald's

7D

-1.2%

1Y

11.0%

YUMC

US$53.43

Yum China Holdings

7D

2.3%

1Y

6.6%

DRI

US$144.96

Darden Restaurants

7D

-2.0%

1Y

5.1%

TCOM

US$29.20

Trip.com Group

7D

9.1%

1Y

6.2%

CCL

US$9.75

Carnival Corporation &

7D

3.0%

1Y

-44.7%

WYNN

US$80.29

Wynn Resorts

7D

6.2%

1Y

-0.9%

PENN

US$34.07

PENN Entertainment

7D

-5.7%

1Y

-33.5%