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U.S. Hotels, Resorts and Cruise Lines Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies35
  • 7D2.5%
  • 3M-10.8%
  • 1Y32.0%
  • YTDn/a

The Hotels, Resorts and Cruise Lines industry has gained 2.5% in the last week and Marriott International up 4.8%. This takes the industry's 12 month performance to a gain of 32%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the U.S. Hotels, Resorts and Cruise Lines Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026US$352.1bUS$119.4bUS$18.2b21.6x19.3x2.9x
Wed, 11 Mar 2026US$355.9bUS$118.7bUS$17.7b23.4x20.1x3x
Fri, 06 Feb 2026US$372.1bUS$116.6bUS$18.1b23.8x20.6x3.2x
Sun, 04 Jan 2026US$381.4bUS$116.0bUS$17.8b26.1x21.4x3.3x
Tue, 02 Dec 2025US$348.1bUS$115.5bUS$17.8b22.9x19.5x3x
Thu, 30 Oct 2025US$328.4bUS$107.1bUS$15.5b23.6x21.2x3.1x
Sat, 27 Sep 2025US$339.4bUS$106.6bUS$14.9b24.7x22.8x3.2x
Mon, 25 Aug 2025US$343.3bUS$106.1bUS$14.7b23.9x23.3x3.2x
Wed, 23 Jul 2025US$340.7bUS$104.8bUS$14.7b19.1x23.1x3.3x
Fri, 20 Jun 2025US$306.0bUS$105.2bUS$14.4b17.7x21.3x2.9x
Sun, 18 May 2025US$316.4bUS$105.7bUS$14.4b19.3x21.9x3x
Tue, 15 Apr 2025US$263.3bUS$106.9bUS$14.7b16.9x17.9x2.5x
Thu, 13 Mar 2025US$286.7bUS$106.5bUS$14.7b19.4x19.6x2.7x
Sat, 08 Feb 2025US$324.9bUS$99.2bUS$12.8b22.4x25.3x3.3x
Mon, 06 Jan 2025US$311.2bUS$98.3bUS$12.4b22.7x25.1x3.2x
Wed, 04 Dec 2024US$319.2bUS$97.8bUS$12.0b21.9x26.5x3.3x
Fri, 01 Nov 2024US$293.0bUS$97.2bUS$14.4b21.3x20.3x3x
Sun, 29 Sep 2024US$273.4bUS$95.5bUS$13.3b20.8x20.5x2.9x
Tue, 27 Aug 2024US$241.1bUS$95.0bUS$12.8b17.3x18.8x2.5x
Thu, 25 Jul 2024US$269.1bUS$93.8bUS$12.2b19.7x22x2.9x
Sat, 22 Jun 2024US$258.7bUS$92.9bUS$11.7b20.4x22.1x2.8x
Mon, 20 May 2024US$260.3bUS$92.5bUS$11.6b22x22.5x2.8x
Wed, 17 Apr 2024US$256.4bUS$90.8bUS$10.7b21.8x24x2.8x
Fri, 15 Mar 2024US$266.4bUS$89.4bUS$10.0b22x26.6x3x
Sun, 11 Feb 2024US$240.3bUS$85.3bUS$11.0b19.2x21.8x2.8x
Tue, 09 Jan 2024US$238.2bUS$85.2bUS$10.3b21.5x23x2.8x
Thu, 07 Dec 2023US$231.1bUS$83.7bUS$8.8b22.3x26.3x2.8x
Sat, 04 Nov 2023US$205.3bUS$82.5bUS$8.0b22x25.7x2.5x
Mon, 02 Oct 2023US$217.9bUS$80.6bUS$3.9b21.9x55.4x2.7x
Wed, 30 Aug 2023US$228.3bUS$77.0bUS$1.9b24.2x117.5x3x
Fri, 28 Jul 2023US$240.6bUS$74.5bUS$105.8m21.5x2274.4x3.2x
Sun, 25 Jun 2023US$214.3bUS$72.0b-US$1,323,338,494.0019.4x-161.9x3x
Tue, 23 May 2023US$194.9bUS$71.3b-US$2,165,570,103.0020.1x-90x2.7x
Thu, 20 Apr 2023US$310.2bUS$86.2b-US$237,211,395.0026.6x-1307.9x3.6x
Price to Earnings Ratio

-1307.9x


Total Market Cap: US$310.2bTotal Earnings: -US$237,211,395.00Total Revenue: US$86.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hotels, Resorts and Cruise Lines Industry Price to Earnings3Y Average 63.7x202420252026
Current Industry PE
  • Investors are pessimistic on the American Hotels, Resorts and Cruise Lines 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 19.3x which is lower than its 3-year average PE of 63.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
  • Total earnings for the Hotels, Resorts and Cruise Lines industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 11% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Hotels, Resorts and Cruise Lines compare with similar industries?

US Market3.08%
Consumer Discretionary4.29%
Hospitality0.98%
Hotels, Resorts and Cruise Lines2.48%
Leisure Facilities2.43%
Restaurants0.72%
Casinos and Gaming-2.86%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
HLT Hilton Worldwide HoldingsUS$327.266.6%
+US$4.7b		55.7%PE51.4x
MAR Marriott InternationalUS$354.104.8%
+US$4.3b		58.4%PE36.1x
CCL Carnival Corporation &US$27.756.9%
+US$2.5b		55.7%PE12.4x
ABNB AirbnbUS$130.312.8%
+US$2.1b		15.1%PE31.1x
VIK Viking HoldingsUS$77.175.1%
+US$1.7b		96.3%PE30x

Latest News

MAR
US$354.10
Marriott International
7D
4.8%
1Y
58.4%
BKNG
US$177.26
Booking Holdings
7D
0.6%
1Y
-2.8%
HLT
US$327.26
Hilton Worldwide Holdings
7D
6.6%
1Y
55.7%

HLT: Unit Expansion And Digital Initiatives Will Support 2026 Travel Demand

The updated analyst price target for Hilton Worldwide Holdings now reflects a modest fair value adjustment to $328.80. Analysts cite refreshed Q4 models that incorporate higher unit growth expectations and recent target revisions from several research firms.
TCOM
US$51.77
Trip.com Group
7D
3.4%
1Y
-8.8%

TCOM: Q4 Execution And Regulatory Resolution Will Support Future Overseas Demand

Trip.com Group's fair value estimate edges up to $76.50 as analysts trim formal price targets into a $68 to $79 range, reflecting sector wide multiple compression, Q4 revenue that slightly topped expectations, and updated margin assumptions tied to reinvestment. Analyst Commentary Across the Street, analysts have reset their price targets for Trip.com Group into a tighter range while keeping largely positive ratings, pointing to a balance of solid execution and valuation caution.
EXPE
US$228.09
Expedia Group
7D
-0.4%
1Y
52.8%
NAVN
US$12.43
Navan
7D
-1.3%
1Y
n/a

Navan: While Dirt Cheap, AI Is A Major Risk For This Company

Apr 10
ABNB
US$130.31
Airbnb
7D
2.8%
1Y
15.1%
GBTG
US$5.69
Global Business Travel Group
7D
-0.7%
1Y
-15.2%

GBTG: AI Execution And 2026 Guidance Will Shape Upside Potential

Analysts have trimmed the fair value estimate for Global Business Travel Group from $13.40 to $12.00 amid sector wide multiple compression, concerns over AI disruption, and conflict related headwinds, which have led to lower price targets even as they highlight ongoing execution and long term product plans. Analyst Commentary Recent Street research around Global Business Travel Group reflects a reset in formal price targets, but also a consistent message that execution and long term plans are still central to many bullish analysts' views.
VIK
US$77.17
Viking Holdings
7D
5.1%
1Y
96.3%

Viking Holdings: Small But Very Strong

Apr 07
CCL
US$27.75
Carnival Corporation &
7D
6.9%
1Y
55.7%
H
US$159.20
Hyatt Hotels
7D
9.0%
1Y
46.0%

H: Expanding Global Hotel Footprint Will Support Higher Future Earnings Quality

Analysts now set a slightly higher fair value estimate for Hyatt Hotels at about $216.49 per share, with small shifts in the assumed discount rate, revenue growth, profit margin, and future P/E helping explain the updated price target. What's in the News Hyatt introduced Hyatt Regency Niagara Falls Fallsview to World of Hyatt, its first hotel in Niagara Falls, Canada, with 42 floors, 611 rooms and more than 20,000 square feet of meeting and banquet space, expanding its presence in a major tourist destination.
TOUR
US$0.71
Tuniu
7D
-2.0%
1Y
-16.1%