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U.S. Hospitality Industry Analysis

UpdatedSep 30, 2025
DataAggregated Company Financials
Companies161
  • 7D0.2%
  • 3M-0.5%
  • 1Y17.1%
  • YTD7.4%

Over the last 7 days, the Hospitality industry has remained flat, although notably Flutter Entertainment declined by 11%. As for the the longer term, the industry is up 17% over the past 12 months. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Oct 2025US$849.3bUS$329.3bUS$24.5b24.4x34.7x2.6x
Fri, 29 Aug 2025US$882.4bUS$328.5bUS$24.4b23.9x36.2x2.7x
Sun, 27 Jul 2025US$888.8bUS$324.1bUS$24.9b23.9x35.7x2.7x
Tue, 24 Jun 2025US$827.2bUS$324.9bUS$24.4b22.9x33.8x2.5x
Thu, 22 May 2025US$800.6bUS$324.7bUS$24.6b21.8x32.6x2.5x
Sat, 19 Apr 2025US$711.0bUS$318.0bUS$24.3b22x29.2x2.2x
Mon, 17 Mar 2025US$754.2bUS$317.7bUS$24.0b23.7x31.4x2.4x
Wed, 12 Feb 2025US$835.0bUS$309.8bUS$21.0b25x39.8x2.7x
Fri, 10 Jan 2025US$783.0bUS$303.5bUS$20.1b22.4x39x2.6x
Sun, 08 Dec 2024US$848.3bUS$303.9bUS$19.8b24.9x43x2.8x
Tue, 05 Nov 2024US$762.0bUS$304.4bUS$21.1b23.1x36.1x2.5x
Thu, 03 Oct 2024US$734.6bUS$302.6bUS$20.4b23.6x36.1x2.4x
Sat, 31 Aug 2024US$671.8bUS$301.2bUS$19.7b19.9x34.1x2.2x
Mon, 29 Jul 2024US$658.6bUS$298.2bUS$20.4b18.8x32.2x2.2x
Wed, 26 Jun 2024US$698.5bUS$295.6bUS$19.3b19.7x36.2x2.4x
Fri, 24 May 2024US$658.1bUS$283.1bUS$20.5b18.2x32x2.3x
Sun, 21 Apr 2024US$650.6bUS$371.5bUS$25.3b19.6x25.8x1.8x
Tue, 19 Mar 2024US$676.7bUS$277.3bUS$19.5b19.6x34.7x2.4x
Thu, 15 Feb 2024US$639.4bUS$270.8bUS$19.4b19.9x32.9x2.4x
Sat, 13 Jan 2024US$611.7bUS$269.0bUS$18.0b19.6x34x2.3x
Mon, 11 Dec 2023US$591.3bUS$267.2bUS$16.5b19.9x35.9x2.2x
Wed, 08 Nov 2023US$557.4bUS$264.2bUS$14.5b20.7x38.5x2.1x
Fri, 06 Oct 2023US$542.9bUS$258.0bUS$10.3b19x52.8x2.1x
Sun, 03 Sep 2023US$604.9bUS$254.8bUS$8.2b19.2x73.9x2.4x
Tue, 01 Aug 2023US$649.9bUS$248.6bUS$6.7b21.4x96.4x2.6x
Thu, 29 Jun 2023US$601.9bUS$244.8bUS$5.2b19.7x116.5x2.5x
Sat, 27 May 2023US$556.1bUS$240.6bUS$2.9b19x189.7x2.3x
Mon, 24 Apr 2023US$662.5bUS$249.4bUS$2.4b19.7x275.6x2.7x
Wed, 22 Mar 2023US$643.7bUS$244.5bUS$631.9m20x1018.8x2.6x
Fri, 17 Feb 2023US$658.7bUS$234.3bUS$188.0m19.3x3503x2.8x
Sun, 15 Jan 2023US$654.2bUS$235.2bUS$1.2b18.7x540x2.8x
Tue, 13 Dec 2022US$619.2bUS$231.5bUS$151.1m18.3x4097x2.7x
Thu, 10 Nov 2022US$560.9bUS$228.2b-US$355,200,173.0018.6x-1579.1x2.5x
Sat, 08 Oct 2022US$554.5bUS$218.9b-US$2,699,821,457.0016.8x-205.4x2.5x
Price to Earnings Ratio

-205.4x


Total Market Cap: US$554.5bTotal Earnings: -US$2,699,821,457.00Total Revenue: US$218.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 175.9x202320242025
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 34.7x which is lower than its 3-year average PE of 175x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
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 15% 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 Market-0.37%
Consumer Discretionary1.46%
Hospitality0.19%
Restaurants1.38%
Leisure Facilities1.36%
Casinos and Gaming1.22%
Hotels, Resorts and Cruise Lines-1.43%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 69.7x.
    • Analysts are expecting annual earnings growth of 32.1%, which is higher than its past year's earnings decline of 0.03% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 0.03% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 14% 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
DASH DoorDashUS$271.992.3%
+US$2.7b		91.6%PE148.8x
YUM Yum! BrandsUS$152.001.7%
+US$710.5m		9.2%PE29.4x
MCD McDonald'sUS$303.890.2%
+US$499.5m		0.3%PE25.8x
LVS Las Vegas SandsUS$53.791.4%
+US$494.2m		3.8%PE26.1x
TXRH Texas RoadhouseUS$166.154.1%
+US$432.6m		-6.2%PE25.2x

Latest News

DASH
US$271.99
DoorDash
7D
2.3%
1Y
91.6%
BKNG
US$5,399.27
Booking Holdings
7D
-2.0%
1Y
31.7%
LVS
US$53.79
Las Vegas Sands
7D
1.4%
1Y
3.8%

Las Vegas Sands Corp. (NYSE:LVS) Shares Could Be 20% Below Their Intrinsic Value Estimate

Sep 30
Las Vegas Sands Corp. (NYSE:LVS) Shares Could Be 20% Below Their Intrinsic Value Estimate
CCL
US$28.91
Carnival Corporation &
7D
-5.9%
1Y
60.4%
HLT
US$259.44
Hilton Worldwide Holdings
7D
-1.6%
1Y
12.9%
DRI
US$190.36
Darden Restaurants
7D
2.1%
1Y
16.0%

Uber Direct And New Restaurant Formats Will Transform Casual Dining

Darden Restaurants’ consensus price target was revised down from $233.29 to $224.86 as analysts responded to a modest earnings miss, lower guidance, and margin pressures, despite ongoing strength in same-store sales and positive long-term drivers. Analyst Commentary Recent price target changes reflect a modest earnings miss and guidance below elevated expectations, prompting some downward revisions, though several analysts remain positive on the long-term outlook.
RCL
US$323.58
Royal Caribbean Cruises
7D
-2.1%
1Y
86.8%

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.
TXRH
US$166.15
Texas Roadhouse
7D
4.1%
1Y
-6.2%
YUM
US$152.00
Yum! Brands
7D
1.7%
1Y
9.2%
FLUT
US$254.00
Flutter Entertainment
7D
-10.6%
1Y
7.7%
VIK
US$62.16
Viking Holdings
7D
1.5%
1Y
80.2%

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.
ABNB
US$121.42
Airbnb
7D
-1.7%
1Y
-3.2%

Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan

Despite continued strength in global travel demand and macroeconomic tailwinds supporting Airbnb’s core lodging business, lingering caution around non-core revenues and a muted U.S. travel rebound have led analysts to trim their consensus price target slightly from $139.83 to $138.12. Analyst Commentary Stabilizing and resilient global travel demand, with particular growth in Asia Pacific and Latin America, is supporting consensus upgrades to sales growth expectations through 2025.
PLNT
US$103.80
Planet Fitness
7D
4.4%
1Y
26.8%

Global Club Expansion And Youth Engagement Will Foster Future Success

With no analyst reasoning provided, key valuation metrics for Planet Fitness—including the consensus price target, discount rate, and future P/E ratio—remained effectively unchanged, with the fair value estimate steady at $122.81. What's in the News The company repurchased 21,519 shares for $2.07 million, completing a total buyback of 565,745 shares for $52.08 million under the June 2024 program.
MCD
US$303.89
McDonald's
7D
0.2%
1Y
0.3%

International Expansion And Digital Commerce Will Shape Future Success

Analysts remain divided on the benefits and risks of McDonald's value initiatives amid a challenging competitive landscape and cautious U.S. consumer outlook, with the consensus price target unchanged at $334.85. Analyst Commentary Bullish analysts highlight McDonald's scale, marketing power, and digital leadership as key advantages in navigating consumer uncertainty and driving share gains, especially through new products and targeted promotions.
DKNG
US$37.40
DraftKings
7D
-13.6%
1Y
-2.2%

Legal Online Sports Betting Will Expand iGaming Markets

Analysts maintain a positive outlook on DraftKings driven by ongoing revenue growth, market expansion, and asset revaluation despite manageable tax and regulatory risks, leaving the consensus Analyst Price Target unchanged at $54.86. Analyst Commentary Bullish analysts anticipate continued revenue growth driven by the legalization of online sports betting in additional states, market share gains, and improving customer retention, supported by declining acquisition costs and strong Q2 performance.
SBUX
US$84.60
Starbucks
7D
-1.3%
1Y
-13.2%