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U.S. Hospitality Industry Analysis

UpdatedFeb 26, 2024
DataAggregated Company Financials
Companies163
  • 7D1.7%
  • 3M12.9%
  • 1Y22.3%
  • YTD8.6%

The Hospitality industry is up 1.7% in the last week, with Trip.com Group up 15%. During this same period, the Booking Holdings underperformed, falling 5.7%. This takes the industry's 12 month performance to a gain of 22%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Feb 2024US$661.3bUS$273.5bUS$19.4b20x34.1x2.4x
Wed, 24 Jan 2024US$616.7bUS$269.1bUS$18.0b19.9x34.2x2.3x
Fri, 22 Dec 2023US$615.2bUS$269.1bUS$18.0b20.5x34.1x2.3x
Sun, 19 Nov 2023US$587.0bUS$265.9bUS$15.6b21.6x37.6x2.2x
Tue, 17 Oct 2023US$542.3bUS$258.1bUS$10.2b19.8x53.1x2.1x
Thu, 14 Sep 2023US$590.0bUS$255.2bUS$8.4b18.7x70.3x2.3x
Sat, 12 Aug 2023US$607.0bUS$254.2bUS$8.0b20.1x76.1x2.4x
Mon, 10 Jul 2023US$603.6bUS$244.9bUS$5.2b20x116.3x2.5x
Wed, 07 Jun 2023US$586.4bUS$240.9bUS$3.1b20x186.7x2.4x
Fri, 05 May 2023US$659.2bUS$255.3bUS$5.5b18.7x119.1x2.6x
Sun, 02 Apr 2023US$663.4bUS$248.1bUS$1.8b19.9x358.6x2.7x
Tue, 28 Feb 2023US$628.1bUS$236.6bUS$1.1b19.1x582.1x2.7x
Thu, 26 Jan 2023US$674.7bUS$235.1bUS$1.2b19.2x553.6x2.9x
Sat, 24 Dec 2022US$579.7bUS$234.8bUS$1.3b17.6x444.9x2.5x
Mon, 21 Nov 2022US$603.1bUS$230.5bUS$316.4m18.6x1906x2.6x
Wed, 19 Oct 2022US$570.0bUS$218.9b-US$2,681,948,748.0018x-212.5x2.6x
Fri, 16 Sep 2022US$614.9bUS$215.2b-US$4,895,659,361.0017.5x-125.6x2.9x
Sun, 14 Aug 2022US$632.7bUS$215.2b-US$5,278,517,712.0018.4x-119.9x2.9x
Tue, 12 Jul 2022US$518.9bUS$200.6b-US$13,578,975,801.0017.4x-38.2x2.6x
Thu, 09 Jun 2022US$627.7bUS$196.7b-US$13,017,361,044.0017.9x-48.2x3.2x
Sat, 07 May 2022US$638.3bUS$192.0b-US$13,505,734,725.0018.5x-47.3x3.3x
Mon, 04 Apr 2022US$736.3bUS$185.4b-US$15,897,662,666.0020.3x-46.3x4x
Wed, 02 Mar 2022US$706.2bUS$180.2b-US$18,014,721,220.0020.9x-39.2x3.9x
Fri, 28 Jan 2022US$628.3bUS$162.6b-US$25,474,592,265.0022.8x-24.7x3.9x
Sun, 26 Dec 2021US$710.1bUS$163.2b-US$25,692,746,350.0024.3x-27.6x4.4x
Tue, 23 Nov 2021US$722.7bUS$159.8b-US$24,637,714,573.0023.9x-29.3x4.5x
Thu, 21 Oct 2021US$716.4bUS$142.3b-US$28,663,943,995.0026.1x-25x5x
Sat, 18 Sep 2021US$688.4bUS$137.8b-US$27,605,096,844.0024.5x-24.9x5x
Mon, 16 Aug 2021US$630.2bUS$133.6b-US$28,318,217,983.7523.8x-22.3x4.7x
Mon, 31 May 2021US$694.6bUS$111.7b-US$34,976,474,513.0329.9x-19.9x6.2x
Thu, 04 Mar 2021US$706.9bUS$115.0b-US$42,087,673,947.6035.4x-16.8x6.1x
Price to Earnings Ratio

-16.8x


Total Market Cap: US$706.9bTotal Earnings: -US$42,087,673,947.60Total Revenue: US$115.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 136.7x202220232024
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 34.1x which is lower than its 3-year average PE of 137x.
  • The 3-year average PS ratio of 3.5x is higher than the industry's current PS ratio of 2.4x.
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 33% 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.S. Consumer Discretionary industry?

US Market1.28%
Consumer Discretionary0.97%
Hospitality1.72%
Hotels, Resorts and Cruise Lines3.73%
Leisure Facilities2.83%
Restaurants1.59%
Casinos and Gaming-1.72%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings decline of 21.5% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 13% 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
TCOM Trip.com GroupUS$47.3414.8%
+US$3.9b
36.1%PE22.1x
MCD McDonald'sUS$297.752.0%
+US$3.2b
12.5%PE25.4x
DASH DoorDashUS$121.765.0%
+US$3.0b
124.7%PS5.7x
MAR Marriott InternationalUS$251.484.1%
+US$2.9b
47.6%PE23.6x
SBUX StarbucksUS$95.622.6%
+US$2.7b
-6.7%PE25.2x
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Latest News

MCD

US$297.75

McDonald's

7D

2.0%

1Y

12.5%

TCOM

US$47.34

Trip.com Group

7D

14.8%

1Y

36.1%

BKNG

US$3,505.96

Booking Holdings

7D

-5.7%

1Y

39.1%

RCL

US$121.91

Royal Caribbean Cruises

7D

5.0%

1Y

69.2%

QSR

US$76.13

Restaurant Brands International

7D

-1.4%

1Y

16.6%

DASH

US$121.76

DoorDash

7D

5.0%

1Y

124.7%

MAR

US$251.48

Marriott International

7D

4.1%

1Y

47.6%

CHH

US$112.84

Choice Hotels International

7D

-3.9%

1Y

-4.8%

HLT

US$204.54

Hilton Worldwide Holdings

7D

3.5%

1Y

41.0%

LVS

US$54.75

Las Vegas Sands

7D

-0.9%

1Y

-2.3%

CAVA

US$51.00

CAVA Group

7D

-6.6%

1Y

n/a