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

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies32
  • 7D-0.3%
  • 3M10.6%
  • 1Y33.3%
  • YTDn/a

The Hotels, Resorts and Cruise Lines industry has stayed flat over the last week. As for the the longer term, the industry is up 33% over the past 12 months. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Sep 2025US$343.4bUS$106.6bUS$14.9b24.4x23.1x3.2x
Sat, 23 Aug 2025US$328.9bUS$106.1bUS$14.7b23.9x22.3x3.1x
Mon, 21 Jul 2025US$317.1bUS$105.8bUS$14.8b20x21.4x3x
Wed, 18 Jun 2025US$311.4bUS$105.2bUS$14.4b17.6x21.7x3x
Fri, 16 May 2025US$315.7bUS$105.8bUS$14.4b18.9x21.9x3x
Sun, 13 Apr 2025US$263.2bUS$106.9bUS$14.7b16.6x17.9x2.5x
Tue, 11 Mar 2025US$302.9bUS$106.5bUS$14.6b19.4x20.7x2.8x
Thu, 06 Feb 2025US$322.0bUS$98.9bUS$12.7b21.4x25.4x3.3x
Sat, 04 Jan 2025US$307.4bUS$98.3bUS$12.4b22.7x24.8x3.1x
Mon, 02 Dec 2024US$316.8bUS$97.9bUS$12.1b21.3x26.3x3.2x
Wed, 30 Oct 2024US$296.0bUS$97.1bUS$14.0b21.6x21.1x3x
Fri, 27 Sep 2024US$265.0bUS$95.5bUS$13.3b20.4x19.9x2.8x
Sun, 25 Aug 2024US$241.0bUS$95.0bUS$12.8b17.6x18.8x2.5x
Tue, 23 Jul 2024US$265.8bUS$93.8bUS$12.2b20.6x21.8x2.8x
Thu, 20 Jun 2024US$258.9bUS$92.9bUS$11.7b20.4x22.1x2.8x
Sat, 18 May 2024US$261.3bUS$92.4bUS$11.6b22x22.5x2.8x
Mon, 15 Apr 2024US$259.4bUS$90.8bUS$10.7b21.7x24.3x2.9x
Wed, 13 Mar 2024US$261.1bUS$89.7bUS$10.0b22.2x26.2x2.9x
Fri, 09 Feb 2024US$244.2bUS$84.9bUS$11.1b19.6x22.1x2.9x
Sun, 07 Jan 2024US$238.2bUS$85.2bUS$10.3b21.3x23x2.8x
Tue, 05 Dec 2023US$228.1bUS$83.7bUS$8.8b22.5x25.9x2.7x
Thu, 02 Nov 2023US$196.8bUS$81.8bUS$4.9b22.3x40x2.4x
Sat, 30 Sep 2023US$218.7bUS$80.6bUS$3.9b21.9x55.6x2.7x
Mon, 28 Aug 2023US$221.2bUS$77.0bUS$1.9b23.1x113.9x2.9x
Wed, 26 Jul 2023US$240.8bUS$74.5bUS$108.8m21.5x2213.3x3.2x
Fri, 23 Jun 2023US$218.1bUS$72.1b-US$1,323,409,110.0019.9x-164.8x3x
Sun, 21 May 2023US$192.3bUS$71.3b-US$2,165,992,282.0020.5x-88.8x2.7x
Tue, 18 Apr 2023US$305.7bUS$86.2b-US$237,395,993.0026.5x-1287.7x3.5x
Thu, 16 Mar 2023US$290.7bUS$83.3b-US$1,326,823,285.0024x-219.1x3.5x
Sat, 11 Feb 2023US$356.1bUS$86.2b-US$1,474,280,561.0025.2x-241.5x4.1x
Mon, 09 Jan 2023US$316.5bUS$84.2b-US$2,229,457,659.0022.6x-142x3.8x
Wed, 07 Dec 2022US$312.6bUS$81.0b-US$3,303,056,856.0022.7x-94.6x3.9x
Fri, 04 Nov 2022US$291.7bUS$74.1b-US$6,710,202,257.0019.9x-43.5x3.9x
Sun, 02 Oct 2022US$281.3bUS$74.1b-US$6,790,617,469.0021.2x-41.4x3.8x
Price to Earnings Ratio

-41.4x


Total Market Cap: US$281.3bTotal Earnings: -US$6,790,617,469.00Total Revenue: US$74.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hotels, Resorts and Cruise Lines Industry Price to Earnings3Y Average 20.7x202320242025
Current Industry PE
  • Investors are optimistic on the American Hotels, Resorts and Cruise Lines industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 23.1x which is higher than its 3-year average PE of 20.7x.
  • The industry is trading close to its 3-year average PS ratio of 3.1x.
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 13% 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 Market0.26%
Consumer Discretionary-0.95%
Hospitality-0.55%
Hotels, Resorts and Cruise Lines-0.34%
Casinos and Gaming0.53%
Leisure Facilities-0.72%
Restaurants-1.40%
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
RCL Royal Caribbean CruisesUS$327.031.2%
+US$1.1b		84.3%PE24.7x
HTHT H World GroupUS$39.974.6%
+US$538.4m		27.5%PE23.3x
TH Target HospitalityUS$9.146.3%
+US$53.9m		20.3%PE82.1x
MAR Marriott InternationalUS$262.140.03%
+US$24.4m		6.8%PE28.8x
GBTG Global Business Travel GroupUS$8.240.6%
+US$24.0m		10.3%PS1.6x

Latest News

HLT
US$263.17
Hilton Worldwide Holdings
7D
-1.2%
1Y
15.7%
HTHT
US$39.97
H World Group
7D
4.6%
1Y
27.5%
MMYT
US$97.25
MakeMyTrip
7D
0.3%
1Y
-9.0%
BKNG
US$5,525.60
Booking Holdings
7D
-0.5%
1Y
32.3%
TH
US$9.14
Target Hospitality
7D
6.3%
1Y
20.3%
RCL
US$327.03
Royal Caribbean Cruises
7D
1.2%
1Y
84.3%

New Cruise Ships And Private Destinations Will Expand Markets

Analysts have raised Royal Caribbean Cruises' price target to $355.87, citing strong forward demand, robust pricing power, industry-leading margins, and accretive land-based initiatives, while recent share gains leave some caution on tactical positioning. Analyst Commentary Bullish analysts cite strong forward demand and robust pricing power driving significant upward EPS revisions for Royal Caribbean through 2027/2028.
CCL
US$30.37
Carnival Corporation &
7D
-2.6%
1Y
68.3%

Fleet Modernization And Private Destinations Will Expand Global Reach

Carnival Corporation’s consensus price target has increased to $34.27 as analysts cite robust consumer demand, strong booking trends, and ongoing margin expansion from fleet modernization and strategic initiatives, reflecting raised growth forecasts and a favorable risk/reward profile. Analyst Commentary Bullish analysts cite consistently strong consumer demand and solid booking trends, supported by positive Q2 and Q3 earnings surprises and raised forward guidance.
MAR
US$262.14
Marriott International
7D
0.03%
1Y
6.8%

APAC And EMEA Expansion Will Shape Future Hospitality Trends

Marriott International's consensus analyst price target saw a slight increase to $285.29, as future P/E and discount rate metrics remained largely stable, supporting a minor upward valuation revision. What's in the News Marriott and Noble Investment Group continue rapid expansion of the StudioRes extended-stay brand, marking their 10th joint groundbreaking and maintaining a pipeline of over 50 projects, with about half under construction.
EXPE
US$217.83
Expedia Group
7D
-3.3%
1Y
49.7%
GHG
US$2.17
GreenTree Hospitality Group
7D
1.9%
1Y
-15.6%

GreenTree Hospitality Group Ltd.'s (NYSE:GHG) Prospects Need A Boost To Lift Shares

Sep 13
GreenTree Hospitality Group Ltd.'s (NYSE:GHG) Prospects Need A Boost To Lift Shares
VIK
US$60.21
Viking Holdings
7D
-2.8%
1Y
75.6%

Global Expansion Will Unlock Premium Travel Experiences

With both net profit margin and discount rate largely unchanged, the consensus analyst price target for Viking Holdings has seen only a marginal increase, rising from $65.24 to $66.35. What's in the News Viking continues aggressive fleet expansion with new river ships delivered in Portugal (Viking Gyda) and Egypt (Viking Amun), plus plans for 27 additional river ships by 2028 and 10 more ocean ships by 2031.
VAC
US$72.64
Marriott Vacations Worldwide
7D
-4.1%
1Y
-1.3%
GBTG
US$8.24
Global Business Travel Group
7D
0.6%
1Y
10.3%
TCOM
US$76.55
Trip.com Group
7D
-0.3%
1Y
49.9%

Promoting Inbound Travel And Rural Revitalization In China Will Support Sustainable Long-Term Growth

The consensus Analyst Price Target for Trip.com Group has risen to $79.15, primarily reflecting a sharp decline in the company’s future P/E ratio, while revenue growth expectations remain stable. What's in the News Completed repurchase of 7,000,000 shares (1.06%) for $400 million under the buyback announced in February 2025.
HGV
US$43.17
Hilton Grand Vacations
7D
-3.5%
1Y
16.4%
NUTR
US$6.21
NusaTrip
7D
15.0%
1Y
n/a