Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Hospitality Industry Analysis

UpdatedJan 13, 2026
DataAggregated Company Financials
Companies165
  • 7D0.5%
  • 3M1.3%
  • 1Y10.0%
  • YTD2.2%

Royal Caribbean Cruises is up 7.5%, leading the way for the Hospitality industry, which has gained 2.0%. Meanwhile, DoorDash actually underperformed within the industry, shrinking 5.2% in the last week. This takes the industry's 12 month performance to a gain of 10%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026US$868.4bUS$340.7bUS$25.7b21.9x33.8x2.5x
Thu, 11 Dec 2025US$813.6bUS$339.8bUS$25.7b23.6x31.7x2.4x
Sat, 08 Nov 2025US$745.0bUS$334.0bUS$24.8b21.8x30x2.2x
Mon, 06 Oct 2025US$837.4bUS$329.3bUS$24.5b24.4x34.2x2.5x
Wed, 03 Sep 2025US$881.6bUS$328.5bUS$24.3b24x36.3x2.7x
Fri, 01 Aug 2025US$869.5bUS$325.3bUS$25.1b22.5x34.7x2.7x
Sun, 29 Jun 2025US$849.2bUS$325.5bUS$24.9b23.5x34.1x2.6x
Tue, 27 May 2025US$784.8bUS$324.9bUS$24.6b21.6x31.9x2.4x
Thu, 24 Apr 2025US$720.5bUS$318.0bUS$24.2b22.4x29.8x2.3x
Sat, 22 Mar 2025US$774.5bUS$318.2bUS$24.0b24x32.3x2.4x
Mon, 17 Feb 2025US$876.1bUS$308.4bUS$21.6b25.6x40.6x2.8x
Wed, 15 Jan 2025US$775.4bUS$303.5bUS$20.1b22.7x38.6x2.6x
Fri, 13 Dec 2024US$840.3bUS$303.8bUS$19.7b24.2x42.6x2.8x
Sun, 10 Nov 2024US$801.2bUS$305.4bUS$19.7b23.5x40.7x2.6x
Tue, 08 Oct 2024US$751.3bUS$302.5bUS$20.4b24x36.9x2.5x
Thu, 05 Sep 2024US$661.3bUS$301.1bUS$19.7b19.6x33.6x2.2x
Sat, 03 Aug 2024US$647.7bUS$295.3bUS$19.9b18.6x32.6x2.2x
Mon, 01 Jul 2024US$697.6bUS$296.5bUS$19.8b19.6x35.2x2.4x
Wed, 29 May 2024US$653.9bUS$283.1bUS$20.6b18.4x31.7x2.3x
Fri, 26 Apr 2024US$675.7bUS$281.0bUS$20.9b20.3x32.4x2.4x
Sun, 24 Mar 2024US$692.3bUS$277.7bUS$19.7b20.2x35.1x2.5x
Tue, 20 Feb 2024US$649.9bUS$272.0bUS$19.1b20.3x34x2.4x
Thu, 18 Jan 2024US$605.6bUS$269.0bUS$18.0b19.3x33.6x2.3x
Sat, 16 Dec 2023US$621.4bUS$267.5bUS$16.5b20.4x37.7x2.3x
Mon, 13 Nov 2023US$560.8bUS$264.9bUS$15.4b21.2x36.5x2.1x
Wed, 11 Oct 2023US$555.6bUS$258.0bUS$10.3b19.7x54.1x2.2x
Fri, 08 Sep 2023US$594.4bUS$255.2bUS$8.2b18.4x72.1x2.3x
Sun, 06 Aug 2023US$616.2bUS$252.4bUS$7.2b21.6x85.1x2.4x
Tue, 04 Jul 2023US$612.5bUS$244.8bUS$5.2b20.4x118.5x2.5x
Thu, 01 Jun 2023US$549.5bUS$240.8bUS$3.2b19.1x174x2.3x
Sat, 29 Apr 2023US$671.6bUS$250.4bUS$2.7b19.8x248.5x2.7x
Mon, 27 Mar 2023US$625.9bUS$245.0bUS$758.3m19.4x825.4x2.6x
Wed, 22 Feb 2023US$639.8bUS$234.6bUS$509.6m18.6x1255.5x2.7x
Fri, 20 Jan 2023US$646.1bUS$235.1bUS$1.2b18.6x531.2x2.7x
Price to Earnings Ratio

531.2x


Total Market Cap: US$646.1bTotal Earnings: US$1.2bTotal Revenue: US$235.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 100x202420252026
Current Industry PE
  • Investors are pessimistic on the American 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 33.7x which is lower than its 3-year average PE of 100x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 176% per year over the last three years.
  • Revenues for these companies have grown 13% 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.S. Consumer Discretionary industry?

US Market0.88%
Consumer Discretionary2.76%
Hospitality0.53%
Hotels, Resorts and Cruise Lines2.15%
Leisure Facilities2.15%
Restaurants1.50%
Casinos and Gaming-5.25%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 81.2x.
    • Analysts are expecting annual earnings growth of 30.3%, which is higher than its past year's earnings decline of 0.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 0.4% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 16% 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
RCL Royal Caribbean CruisesUS$301.137.5%
+US$5.7b		32.5%PE20.2x
MCD McDonald'sUS$306.752.3%
+US$4.9b		8.2%PE26x
SBUX StarbucksUS$89.963.9%
+US$3.9b		-3.8%PE55.1x
HLT Hilton Worldwide HoldingsUS$300.405.1%
+US$3.4b		24.4%PE41.9x
MAR Marriott InternationalUS$323.354.0%
+US$3.3b		18.8%PE33.2x

Latest News

CMG
US$40.34
Chipotle Mexican Grill
7D
5.5%
1Y
-28.3%
MAR
US$323.35
Marriott International
7D
4.0%
1Y
18.8%

MAR: Future Outlook Will Balance Midscale Expansion, Brand Extensions And Moderate Room Growth

Analysts have nudged their fair value estimate for Marriott International up from US$294.48 to US$301.76, citing updated assumptions around revenue growth, profit margins and forward P/E expectations. What's in the News Marriott has reached 100 signed agreements for City Express by Marriott properties across the U.S. and Canada, with six hotels already open in 2025 and four more expected by year end.
DASH
US$214.87
DoorDash
7D
-5.2%
1Y
27.6%
SRAD
US$20.34
Sportradar Group
7D
-11.8%
1Y
8.7%

SRAD: Core Business Strength And Media Traction Will Support Future Returns

Analysts have trimmed their average price target for Sportradar Group to about US$33.05 from roughly US$33.00, reflecting refreshed models after Q3 results. Some see muted near term growth assumptions, which they view as offset by expectations for ongoing benefits from the core business, the IMG Arena acquisition, and early traction in the media segment.
PLNT
US$100.59
Planet Fitness
7D
-4.5%
1Y
-0.9%

PLNT: Member Momentum And Asset Light Model Will Support Long Term Expansion

Analysts trimmed their discount rate and profit margin assumptions slightly while keeping fair value unchanged at US$130.41, reflecting recent price target raises into the US$120 to US$130 range. These are supported by upbeat views on Planet Fitness's long term growth algorithm, Q3 upside, and an asset light model aligned with broader health and wellness trends.
RCL
US$301.13
Royal Caribbean Cruises
7D
7.5%
1Y
32.5%

RCL: Softer Revenue Yields And 2026 EPS Guidance Will Pressure Shares

Analysts have trimmed their price target for Royal Caribbean Cruises by about $23 to reflect a combination of slightly higher required returns, a modestly lower assumed profit margin and valuation multiple, and updated views on revenue growth and earnings visibility following recent Q3 commentary and 2026 guidance. Analyst Commentary Recent research updates on Royal Caribbean point to a more cautious tone, even as analysts continue to engage with the story following Q3 results and the release of 2026 guidance.
MCD
US$306.75
McDonald's
7D
2.3%
1Y
8.2%
HLT
US$300.40
Hilton Worldwide Holdings
7D
5.1%
1Y
24.4%

HLT: Asia Pacific Luxury Pipeline And Loyalty Upgrades Will Balance Travel Uncertainty

Analysts have nudged their fair value estimate for Hilton Worldwide Holdings slightly higher to US$289.52 from US$286.44, reflecting updated price targets that lean on a mix of higher Street objectives, confidence in the Q3 execution and business model resilience, continued strength in the development pipeline, as well as expectations for a solid travel year supported by limited new supply and a busy events calendar. Analyst Commentary Street research around Hilton Worldwide Holdings has been active, with several firms adjusting their price targets following the Q3 earnings print and updated outlooks on global travel conditions.
DRI
US$209.42
Darden Restaurants
7D
8.7%
1Y
14.6%

DRI: Future Returns Will Depend On Beef Tariffs And Casual Dining Resilience

Narrative Update The updated analyst price work on Darden Restaurants implies a marginal trim of about US$0.10 to fair value, to US$220.57, as analysts factor in recent price target cuts, mixed ratings, and a tougher 2026 setup for casual dining demand and margins. Analyst Commentary Recent research on Darden Restaurants gives you a mixed but useful snapshot of how the Street is weighing the 2026 setup for casual dining against Darden's current execution and valuation.
SGHC
US$10.38
Super Group (SGHC)
7D
-12.8%
1Y
85.7%

SGHC: Higher 2025 Revenue Guidance Will Support Further Upside Potential

Analysts have nudged their price target for Super Group (SGHC) slightly lower to about US$17.63 from around US$17.75, reflecting small adjustments to assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Super Group (SGHC) Limited updated its full year 2025 earnings guidance, giving investors a fresh look at expected revenue.
CHDN
US$106.07
Churchill Downs
7D
-7.3%
1Y
-17.3%
SBUX
US$89.96
Starbucks
7D
3.9%
1Y
-3.8%

SBUX: Turnaround Efforts And Labor Uncertainty Will Shape Traffic And Margin Trends

Analysts have inched their Starbucks fair value estimate lower to about US$94, trimming price targets in response to tempered earnings forecasts and slower assumed top line progress, even as they highlight ongoing traffic improvements and early signs that the turnaround efforts are gaining traction. Analyst Commentary Recent research updates on Starbucks point to a mixed setup, with price targets generally nudged lower but a split view on how quickly the turnaround can translate into cleaner execution and earnings power.
LVS
US$59.89
Las Vegas Sands
7D
-7.3%
1Y
27.8%

LVS: Singapore Strength And Macau Volatility Will Shape Capital Returns

Analysts have lifted their fair value estimate for Las Vegas Sands to US$60 from US$45, citing higher projected revenue growth, wider profit margins, and a lower future P/E multiple supported by recent price target increases and positive commentary around Singapore and resilient Macau performance. Analyst Commentary Recent Street research around Las Vegas Sands has leaned constructive, but it also gives a sense of where sentiment could turn if conditions soften in key markets like Macau and Singapore.
DKNG
US$34.96
DraftKings
7D
-3.5%
1Y
-12.2%

DKNG: Federally Regulated Prediction Markets Will Unlock New States And Long-Term Upside

Analysts have trimmed their average price target on DraftKings by about $0.34 to roughly $44.47. Slightly higher discount rates, modestly softer long term growth and margins, and a higher assumed future P/E multiple reflect a more balanced view of near term headwinds and long term prediction market and iGaming opportunities.
TCOM
US$78.96
Trip.com Group
7D
5.1%
1Y
23.9%

The Market Doesn't Like What It Sees From Trip.com Group Limited's (NASDAQ:TCOM) Earnings Yet

Jan 04
The Market Doesn't Like What It Sees From Trip.com Group Limited's (NASDAQ:TCOM) Earnings Yet
FLUT
US$206.40
Flutter Entertainment
7D
-6.8%
1Y
-19.6%

FLUT: Future U.S. Liberalization Will Outweigh U.K. Gaming Tax Pressures

Analysts have nudged our fair value estimate for Flutter Entertainment slightly lower to $299.52 from $303.07, reflecting trimmed valuation multiples despite modest upgrades to long term revenue growth and margin assumptions, as they balance UK tax headwinds, softer near term U.S. sports results and prediction market noise against still supportive Buy skew and expectations for regulatory catalysts. Analyst Commentary Street research remains broadly constructive on Flutter Entertainment, with most firms reiterating positive ratings while trimming price targets to reflect tax, regulatory and sports margin uncertainty.