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U.S. Hospitality Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies164
  • 7D4.6%
  • 3M6.2%
  • 1Y-2.9%
  • YTD-6.6%

In the last week, the Hospitality industry is up 4.6%, with Royal Caribbean Cruises leading the way, up 12%. Meanwhile, Flutter Entertainment actually underperformed within the industry, shrinking 10.0% in the last week. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Jun 2026US$799.3bUS$355.0bUS$27.4b22.7x29.2x2.3x
Sat, 16 May 2026US$738.9bUS$354.3bUS$27.5b20x26.9x2.1x
Mon, 13 Apr 2026US$748.6bUS$350.4bUS$25.5b21.5x29.4x2.1x
Wed, 11 Mar 2026US$768.6bUS$349.3bUS$25.3b21.9x30.4x2.2x
Fri, 06 Feb 2026US$810.0bUS$342.8bUS$26.2b21x30.9x2.4x
Sun, 04 Jan 2026US$847.3bUS$340.7bUS$25.7b21.7x33x2.5x
Tue, 02 Dec 2025US$800.0bUS$339.8bUS$25.7b21.3x31.2x2.4x
Thu, 30 Oct 2025US$819.7bUS$330.0bUS$26.3b23.7x31.2x2.5x
Sat, 27 Sep 2025US$843.1bUS$329.0bUS$24.3b24.5x34.6x2.6x
Mon, 25 Aug 2025US$870.6bUS$328.0bUS$24.2b24x36x2.7x
Wed, 23 Jul 2025US$883.1bUS$323.4bUS$24.8b24.5x35.7x2.7x
Fri, 20 Jun 2025US$817.3bUS$324.6bUS$24.5b22.6x33.4x2.5x
Sun, 18 May 2025US$816.3bUS$325.0bUS$24.4b22x33.4x2.5x
Tue, 15 Apr 2025US$705.4bUS$316.2bUS$24.0b22.7x29.4x2.2x
Thu, 13 Mar 2025US$753.3bUS$318.3bUS$23.9b24.1x31.5x2.4x
Sat, 08 Feb 2025US$838.1bUS$309.9bUS$21.0b24.7x39.9x2.7x
Mon, 06 Jan 2025US$797.9bUS$303.5bUS$20.1b23.3x39.7x2.6x
Wed, 04 Dec 2024US$831.3bUS$303.8bUS$19.7b25.1x42.1x2.7x
Fri, 01 Nov 2024US$757.6bUS$304.5bUS$21.1b24.2x36x2.5x
Sun, 29 Sep 2024US$738.6bUS$301.6bUS$19.7b23.5x37.5x2.4x
Tue, 27 Aug 2024US$672.2bUS$300.1bUS$19.3b19.5x34.9x2.2x
Thu, 25 Jul 2024US$684.4bUS$296.6bUS$19.8b19.5x34.6x2.3x
Sat, 22 Jun 2024US$694.9bUS$295.6bUS$19.3b19.9x36x2.4x
Mon, 20 May 2024US$673.1bUS$282.7bUS$20.4b19.5x33x2.4x
Wed, 17 Apr 2024US$666.0bUS$279.0bUS$20.2b19.9x32.9x2.4x
Fri, 15 Mar 2024US$685.4bUS$277.3bUS$19.5b19.8x35.2x2.5x
Sun, 11 Feb 2024US$646.9bUS$269.9bUS$19.1b20x33.8x2.4x
Tue, 09 Jan 2024US$610.4bUS$269.1bUS$18.0b20.3x33.9x2.3x
Thu, 07 Dec 2023US$596.3bUS$267.2bUS$16.5b20x36.1x2.2x
Sat, 04 Nov 2023US$563.6bUS$264.3bUS$14.6b20x38.5x2.1x
Mon, 02 Oct 2023US$566.4bUS$258.0bUS$10.3b19.9x55.1x2.2x
Wed, 30 Aug 2023US$600.6bUS$254.9bUS$8.1b19.2x74.4x2.4x
Fri, 28 Jul 2023US$638.1bUS$246.9bUS$5.9b20.7x108.1x2.6x
Sun, 25 Jun 2023US$587.3bUS$242.3bUS$3.7b19.2x156.8x2.4x
Price to Earnings Ratio

156.8x


Total Market Cap: US$587.3bTotal Earnings: US$3.7bTotal Revenue: US$242.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 40.2x202420252026
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 29.2x which is lower than its 3-year average PE of 40.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 94% 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 Market1.98%
Consumer Discretionary0.55%
Hospitality4.63%
Hotels, Resorts and Cruise Lines8.17%
Restaurants5.09%
Leisure Facilities0.79%
Casinos and Gaming-5.10%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 115x.
    • Analysts are expecting annual earnings growth of 25.1%, which is lower than the prior year's growth of 31.3% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, which is trading below its 3-year average of 93.2x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Leisure Facilities 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
RCL Royal Caribbean CruisesUS$301.4712.2%
+US$8.8b		12.6%PE18.1x
BKNG Booking HoldingsUS$171.636.8%
+US$8.5b		-18.8%PE21.6x
ABNB AirbnbUS$140.548.9%
+US$6.8b		6.3%PE33.1x
DASH DoorDashUS$165.669.7%
+US$6.4b		-24.9%PE77.9x
CCL CarnivalUS$29.9115.1%
+US$5.4b		26.7%PE13.4x

Latest News

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