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U.S. Hospitality Industry Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies184
  • 7D-6.7%
  • 3M-8.7%
  • 1Y0.8%
  • YTD2.1%

Over the last 7 days, the Hospitality industry has dropped 6.7%, driven by pullbacks in Booking Holdings and McDonald's of 10% and 4.3%, respectively. As for the longer term, the industry's performance has been flat for the past year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Wed, 01 Dec 2021US$669.0bUS$160.0b-US$24,758,301,583.0023.2x
Fri, 29 Oct 2021US$711.0bUS$144.6b-US$28,343,389,624.0027.3x
Sun, 26 Sep 2021US$726.0bUS$140.6b-US$28,266,658,848.0025x
Tue, 24 Aug 2021US$660.4bUS$133.6b-US$28,318,217,983.7524.2x
Wed, 30 Jun 2021US$669.5bUS$131.1b-US$28,696,082,647.7525.3x
Sat, 03 Apr 2021US$695.5bUS$111.6b-US$38,794,682,898.0334.6x
Tue, 05 Jan 2021US$604.6bUS$122.7b-US$40,591,984,230.6033.6x
Fri, 09 Oct 2020US$409.9bUS$140.8b-US$23,269,485,062.7725.8x
Thu, 02 Jul 2020US$330.3bUS$164.9b-US$8,846,263,278.9321.2x
Sun, 05 Apr 2020US$261.8bUS$201.6bUS$8.7b13.8x
Wed, 08 Jan 2020US$494.2bUS$218.4bUS$22.0b19.7x
Tue, 01 Oct 2019US$457.2bUS$216.9bUS$19.1b21x
Fri, 05 Jul 2019US$504.8bUS$216.4bUS$20.5b20.8x
Mon, 08 Apr 2019US$497.3bUS$217.0bUS$21.9b21.7x
Thu, 10 Jan 2019US$431.6bUS$204.3bUS$22.0b19.7x
PE Ratio

18.3x

Total Market Cap: US$562.7bTotal Earnings: US$29.3bTotal Revenue: US$225.3b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 23.8x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: Total earnings for the Hospitality industry have declined over the last three years, with the industry now making a loss overall. Revenues have declined 11% per year. This means overall sales are declining and profits are subsequently falling as well.

Industry Trends

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

Restaurants-4.60%
Leisure Facilities-4.74%
Casinos and Gaming-6.03%
Hotels, Resorts and Cruise Lines-8.08%

Industry PE: Investors are most optimistic about the Hotels, Resorts and Cruise Lines industry which is trading above its 3-year average PE ratio of 26.9x. This is likely because analysts are expecting annual earnings growth of 52%, which is higher than its past year's earnings growth of 18% per year. Meanwhile, investors are most pessimistic about the Leisure Facilities industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 12.6x.

Forecasted Growth: Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 52% over the next 5 years. This is better than it's past earnings growth rate of 18% per year. Meanwhile, the Restaurants industry is expected to see its earnings grow by 25% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
DNUT Krispy Kreme3.2%+US$75.3mn/aPS1.8x
BROS Dutch Bros1.3%+US$33.9mn/aPS19.3x
PTLO Portillo's2.1%+US$29.4mn/aPE990.3x
FXLV F45 Training Holdings1.4%+US$13.6mn/aPS10.7x
INSE Inspired Entertainment-2.3%US$12.6m96.5%PS1.5x
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