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U.S. Hospitality Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies167
  • 7D2.9%
  • 3M-12.2%
  • 1Y-5.9%
  • YTD-1.9%

In the last week, the Hospitality industry is up 2.9%, with Booking Holdings up 3.0%. In the past year, the industry is down 5.9%. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Nov 2025US$779.9bUS$342.9bUS$26.1b20.8x29.9x2.3x
Sun, 26 Oct 2025US$833.5bUS$329.6bUS$25.9b23.9x32.2x2.5x
Tue, 23 Sep 2025US$855.4bUS$329.1bUS$24.3b24.1x35.1x2.6x
Thu, 21 Aug 2025US$851.6bUS$327.9bUS$24.1b23.5x35.3x2.6x
Sat, 19 Jul 2025US$894.4bUS$324.4bUS$24.9b24x36x2.8x
Mon, 16 Jun 2025US$806.5bUS$325.5bUS$24.5b22.4x32.9x2.5x
Wed, 14 May 2025US$802.3bUS$323.4bUS$25.1b23x31.9x2.5x
Fri, 11 Apr 2025US$733.3bUS$316.2bUS$24.0b22.2x30.6x2.3x
Sun, 09 Mar 2025US$776.7bUS$318.1bUS$23.9b23.9x32.5x2.4x
Tue, 04 Feb 2025US$832.2bUS$309.0bUS$20.6b24.2x40.4x2.7x
Thu, 02 Jan 2025US$796.0bUS$303.6bUS$20.1b23.4x39.6x2.6x
Sat, 30 Nov 2024US$830.2bUS$303.9bUS$19.8b25.4x42x2.7x
Mon, 28 Oct 2024US$761.7bUS$302.1bUS$20.3b23.7x37.6x2.5x
Wed, 25 Sep 2024US$717.4bUS$301.5bUS$19.7b20.8x36.3x2.4x
Fri, 23 Aug 2024US$667.3bUS$300.0bUS$19.3b19.6x34.7x2.2x
Sun, 21 Jul 2024US$681.1bUS$296.5bUS$19.8b19.3x34.4x2.3x
Tue, 18 Jun 2024US$654.8bUS$283.2bUS$20.6b19.9x31.7x2.3x
Thu, 16 May 2024US$667.9bUS$284.3bUS$20.3b19.3x32.9x2.3x
Sat, 13 Apr 2024US$689.9bUS$278.9bUS$20.2b19.3x34.1x2.5x
Mon, 11 Mar 2024US$673.7bUS$277.4bUS$19.4b19.7x34.8x2.4x
Wed, 07 Feb 2024US$634.0bUS$268.3bUS$19.1b19.7x33.1x2.4x
Fri, 05 Jan 2024US$606.5bUS$269.0bUS$18.0b19.7x33.7x2.3x
Sun, 03 Dec 2023US$601.3bUS$267.3bUS$16.5b20.3x36.4x2.2x
Tue, 31 Oct 2023US$532.5bUS$261.5bUS$11.9b20x44.6x2x
Thu, 28 Sep 2023US$560.7bUS$255.4bUS$8.4b19.7x66.4x2.2x
Sat, 26 Aug 2023US$585.8bUS$254.9bUS$8.1b20.2x72.6x2.3x
Mon, 24 Jul 2023US$636.2bUS$246.5bUS$5.8b20.8x109.7x2.6x
Wed, 21 Jun 2023US$597.9bUS$242.4bUS$3.7b19.7x160.9x2.5x
Fri, 19 May 2023US$572.9bUS$240.7bUS$2.8b19.6x202.2x2.4x
Sun, 16 Apr 2023US$651.1bUS$248.2bUS$1.9b19.9x346.4x2.6x
Tue, 14 Mar 2023US$602.6bUS$237.2bUS$2.2b19.4x277x2.5x
Thu, 09 Feb 2023US$697.2bUS$237.7bUS$2.3b19.2x301.9x2.9x
Sat, 07 Jan 2023US$611.3bUS$235.0bUS$1.2b18.1x499.5x2.6x
Mon, 05 Dec 2022US$629.3bUS$231.2bUS$159.6m18.6x3943.4x2.7x
Price to Earnings Ratio

3943.4x


Total Market Cap: US$629.3bTotal Earnings: US$159.6mTotal Revenue: US$231.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 177.9x202320242025
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 29.9x which is lower than its 3-year average PE of 178x.
  • 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 447% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market3.54%
Consumer Discretionary4.67%
Hospitality2.88%
Leisure Facilities5.27%
Casinos and Gaming4.11%
Restaurants3.61%
Hotels, Resorts and Cruise Lines1.67%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 70.5x.
    • Analysts are expecting annual earnings growth of 35.9%, 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 36% 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 15% 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$4.91k3.0%
+US$4.6b		-5.6%PE31.4x
CMG Chipotle Mexican GrillUS$34.037.6%
+US$3.2b		-44.7%PE29.3x
DASH DoorDashUS$195.983.3%
+US$2.7b		8.6%PE97.9x
LVS Las Vegas SandsUS$68.256.1%
+US$2.7b		28.6%PE29.7x
HLT Hilton Worldwide HoldingsUS$285.774.1%
+US$2.6b		12.8%PE39.9x

Latest News

DASH
US$195.98
DoorDash
7D
3.3%
1Y
8.6%
BKNG
US$4,911.85
Booking Holdings
7D
3.0%
1Y
-5.6%

BKNG: Strong Q3 Results And AI Resilience Will Support Outperformance

Analysts have slightly reduced their price target for Booking Holdings by $2.90 to $6,207. They cite ongoing strong travel demand and resilient business fundamentals, while noting a cautious market reaction to new AI-driven competition risks.
MAR
US$304.65
Marriott International
7D
3.0%
1Y
5.4%

MAR: Future Outlook Will Weigh Steady Profits Against New Market Expansion

Analysts have slightly increased their price target for Marriott International from $289.79 to $291.92, citing modest improvements in profit margin and a lower discount rate that supports long-term valuation. What's in the News Marriott launches Series by Marriott in India, adding 26 eco-sensitive hotels under The Fern Hotels & Resorts banner.
HLT
US$285.77
Hilton Worldwide Holdings
7D
4.1%
1Y
12.8%

HLT: Asia-Pacific Expansion And Luxury Segment Development Will Balance Macroeconomic Risks

The consensus analyst price target for Hilton Worldwide Holdings has increased from $281.83 to $283.72. This change reflects robust development in growth regions and confidence in the company’s resilient business model despite macroeconomic uncertainties, according to analysts.
TCOM
US$69.72
Trip.com Group
7D
-0.2%
1Y
7.8%

TCOM: Overseas Travel Strength Will Drive Q4 Momentum And Profitability

The analyst price target for Trip.com Group has increased from $83.78 to $85.81. This change reflects continued confidence in the company's strong results and improved revenue outlook, as noted by analysts following its robust Q3 performance and resilient travel demand.
LVS
US$68.25
Las Vegas Sands
7D
6.1%
1Y
28.6%
MSC
US$3.28
Studio City International Holdings
7D
-14.0%
1Y
-50.3%

Does Studio City International Holdings (NYSE:MSC) Have A Healthy Balance Sheet?

Nov 26
Does Studio City International Holdings (NYSE:MSC) Have A Healthy Balance Sheet?
CMG
US$34.03
Chipotle Mexican Grill
7D
7.6%
1Y
-44.7%
MCD
US$312.40
McDonald's
7D
1.0%
1Y
5.5%
SBUX
US$86.70
Starbucks
7D
1.6%
1Y
-15.4%

SBUX: Turnaround Plans And Store Closures Will Shape Earnings Recovery Amid Labor Strikes

The analyst consensus price target for Starbucks has been revised downward to $94 from $100, as analysts cite concerns about slower sales momentum and a challenging industry environment despite ongoing turnaround efforts. Analyst Commentary Recent analyst notes on Starbucks reflect a mix of cautious optimism and ongoing concerns as the company navigates an uncertain operating landscape.
ARMK
US$37.30
Aramark
7D
-1.4%
1Y
-8.3%

ARMK: Delayed Contract Starts Will Drive Revenue Expansion Beyond Fiscal 2025

Aramark's analyst price target has been revised downward from $45.10 to $44.43, as analysts factor in strong underlying business momentum while adjusting for delays in revenue and earnings due to client-driven timing in new contract starts. Analyst Commentary Analyst perspectives on Aramark reflect a mix of optimism about core business trends and caution around near-term uncertainty driven by client timing.
TWNP
US$1.80
Twin Hospitality Group
7D
-49.3%
1Y
n/a

Sentiment Still Eluding Twin Hospitality Group Inc. (NASDAQ:TWNP)

Nov 19
Sentiment Still Eluding Twin Hospitality Group Inc. (NASDAQ:TWNP)
SGHC
US$10.93
Super Group (SGHC)
7D
-8.6%
1Y
64.4%

SGHC: Raised Guidance Will Drive Shares Toward New 2025 Revenue Milestone

Super Group's analyst price target has increased from $17.63 to $18.00 per share, as analysts cited stronger-than-expected financial guidance and confidence in the company's mid-term growth strategies. Analyst Commentary Recent analyst notes reflect growing confidence in Super Group's outlook, with updated targets and new ratings issued following the company's investor day and mid-term guidance update.
CCL
US$25.43
Carnival Corporation &
7D
-4.3%
1Y
0%

CCL: Record Forward Bookings Will Drive Revenue Momentum Into 2026

The analyst price target for Carnival Corporation & has been revised slightly downward to $35.70 from $35.84. This change reflects minor adjustments in fair value estimates as analysts balance strong recent performance and record bookings with updated expectations for future revenue growth and margins.
MMYT
US$70.31
MakeMyTrip
7D
-5.3%
1Y
-38.7%

MMYT: Addition To APAC Conviction List Will Drive Long-Term Upside

Analysts have slightly lowered their price target for MakeMyTrip from $118.44 to $113.78, citing temporary headwinds in the domestic air travel segment. However, they maintain a positive long-term outlook due to expected recovery.
BALY
US$16.94
Bally's
7D
-3.1%
1Y
-5.4%