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U.S. Hospitality Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies158
  • 7D2.3%
  • 3M12.5%
  • 1Y1.1%
  • YTD2.6%

Over the last 7 days, the Hospitality industry has risen 2.3%, driven by gains from Airbnb of 18%. Meanwhile, Marriott International actually underperformed within the industry, shrinking 5.1% in the last week. Overall in the last year, the industry is flat. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026US$805.9bUS$348.7bUS$28.3b23.2x28.4x2.3x
Mon, 06 Jul 2026US$812.6bUS$356.0bUS$27.2b23.8x29.9x2.3x
Wed, 03 Jun 2026US$771.3bUS$354.9bUS$27.4b20.3x28.2x2.2x
Fri, 01 May 2026US$762.2bUS$352.5bUS$25.5b21.6x29.9x2.2x
Sun, 29 Mar 2026US$706.8bUS$350.1bUS$25.4b20.2x27.9x2x
Tue, 24 Feb 2026US$789.6bUS$346.2bUS$26.1b21.9x30.3x2.3x
Thu, 22 Jan 2026US$810.0bUS$340.8bUS$25.7b21.4x31.5x2.4x
Sat, 20 Dec 2025US$851.6bUS$340.5bUS$25.6b23.4x33.3x2.5x
Mon, 17 Nov 2025US$762.8bUS$335.0bUS$23.3b20.8x32.7x2.3x
Wed, 15 Oct 2025US$816.7bUS$329.3bUS$24.4b23.4x33.4x2.5x
Fri, 12 Sep 2025US$856.4bUS$328.8bUS$24.3b24.4x35.2x2.6x
Sun, 10 Aug 2025US$826.2bUS$327.5bUS$24.3b22.5x34x2.5x
Tue, 08 Jul 2025US$887.9bUS$324.4bUS$24.9b24.5x35.7x2.7x
Thu, 05 Jun 2025US$812.4bUS$325.4bUS$24.5b22.8x33.2x2.5x
Sat, 03 May 2025US$691.0bUS$301.6bUS$20.8b22.6x33.2x2.3x
Mon, 31 Mar 2025US$749.5bUS$318.1bUS$24.0b23.2x31.3x2.4x
Wed, 26 Feb 2025US$815.8bUS$309.5bUS$21.8b24.9x37.4x2.6x
Fri, 24 Jan 2025US$791.8bUS$303.7bUS$20.1b23x39.3x2.6x
Sun, 22 Dec 2024US$812.0bUS$303.7bUS$20.1b23.7x40.4x2.7x
Tue, 19 Nov 2024US$790.3bUS$303.5bUS$19.5b24.4x40.6x2.6x
Thu, 17 Oct 2024US$755.2bUS$301.8bUS$20.3b23.4x37.2x2.5x
Sat, 14 Sep 2024US$680.0bUS$301.2bUS$19.7b19.9x34.5x2.3x
Mon, 12 Aug 2024US$641.4bUS$299.2bUS$19.0b18.8x33.7x2.1x
Wed, 10 Jul 2024US$689.6bUS$296.5bUS$19.8b19.2x34.8x2.3x
Fri, 07 Jun 2024US$662.7bUS$283.2bUS$20.6b19.1x32.1x2.3x
Sun, 05 May 2024US$669.6bUS$283.1bUS$19.9b20.3x33.6x2.4x
Tue, 02 Apr 2024US$697.7bUS$278.9bUS$20.2b20.7x34.5x2.5x
Thu, 29 Feb 2024US$660.2bUS$276.7bUS$19.5b20.2x33.8x2.4x
Sat, 27 Jan 2024US$625.6bUS$270.9bUS$18.6b19.9x33.7x2.3x
Mon, 25 Dec 2023US$627.1bUS$269.1bUS$18.0b20.4x34.8x2.3x
Wed, 22 Nov 2023US$590.2bUS$265.9bUS$15.6b21.4x37.8x2.2x
Fri, 20 Oct 2023US$536.0bUS$259.8bUS$10.8b19.8x49.5x2.1x
Sun, 17 Sep 2023US$593.2bUS$255.2bUS$8.4b19x70.7x2.3x
Tue, 15 Aug 2023US$606.5bUS$254.1bUS$8.0b20x75.7x2.4x
Price to Earnings Ratio

75.7x


Total Market Cap: US$606.5bTotal Earnings: US$8.0bTotal Revenue: US$254.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 36.1x202420252026
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 28.4x which is lower than its 3-year average PE of 36.1x.
  • 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 52% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market4.05%
Consumer Discretionary2.75%
Hospitality2.32%
Hotels, Resorts and Cruise Lines5.17%
Restaurants0.47%
Leisure Facilities-2.60%
Casinos and Gaming-2.65%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 119x.
    • Analysts are expecting annual earnings growth of 31.7%, which is higher than its past year's earnings growth of 11.4% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, which is trading below its 3-year average of 27.4x.
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 growth rate of 11% per year.
  • In contrast, the Leisure Facilities industry is expected to see its earnings grow by 15% 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
ABNB AirbnbUS$178.0717.5%
+US$15.1b		47.1%PE39x
BKNG Booking HoldingsUS$214.4211.2%
+US$11.6b		-0.8%PE22.3x
DASH DoorDashUS$216.2610.2%
+US$8.2b		-16.6%PE111.4x
MCD McDonald'sUS$274.481.4%
+US$2.7b		-10.1%PE22.2x
EXPE Expedia GroupUS$310.685.4%
+US$1.9b		59.1%PE18.3x

Latest News

MAR
US$353.91
Marriott International
7D
-5.1%
1Y
36.2%
YUM
US$150.76
Yum! Brands
7D
-1.6%
1Y
6.7%
ABNB
US$178.07
Airbnb
7D
17.5%
1Y
47.1%
CCL
US$28.99
Carnival
7D
4.2%
1Y
2.2%
BKNG
US$214.42
Booking Holdings
7D
11.2%
1Y
-0.8%
VAC
US$123.47
Marriott Vacations Worldwide
7D
26.6%
1Y
74.2%
EXPE
US$310.68
Expedia Group
7D
5.4%
1Y
59.1%
CMG
US$32.79
Chipotle Mexican Grill
7D
-11.9%
1Y
-20.9%
PLNT
US$50.01
Planet Fitness
7D
-10.6%
1Y
-53.1%
Narrative Update • Aug 06

PLNT: Pricing Pause And Legal Overhang Will Temper Membership Recovery Hopes

The Planet Fitness analyst fair value estimate has been nudged higher from $45.00 to $47.00 as analysts point to stable membership trends, a slightly lower discount rate, and firmer margin assumptions, even as they moderate revenue growth expectations and apply more conservative P/E multiples across their targets. Analyst Commentary Recent Street research on Planet Fitness shows a clear split between cautious and constructive views.
DASH
US$216.26
DoorDash
7D
10.2%
1Y
-16.6%
BROS
US$53.01
Dutch Bros
7D
-19.5%
1Y
-19.8%
FLUT
US$94.74
Flutter Entertainment
7D
-9.3%
1Y
-66.2%
MCD
US$274.48
McDonald's
7D
1.4%
1Y
-10.1%
LVS
US$45.77
Las Vegas Sands
7D
-6.4%
1Y
-13.0%
Narrative Update • Aug 03

LVS: Macau And Singapore Reset Will Shape Future Capital Returns

Analysts have lowered the average price target for Las Vegas Sands to about $47, down from roughly $56, reflecting a reset in assumptions around fair value following weaker than expected recent results and softer expectations for Macau and Singapore profitability. Analyst Commentary Recent research on Las Vegas Sands points to a more cautious stance, even as many firms keep constructive ratings on the stock.
HLT
US$317.60
Hilton Worldwide Holdings
7D
-0.9%
1Y
21.1%
Seeking Alpha • Aug 03

Hilton Worldwide Holdings: Better Business Demand And Room Growth Support Buy

Summary Hilton Worldwide Holdings remains a buy, driven by robust US RevPAR recovery and a visible 6–7% net unit growth pipeline. Q2 2026 results confirm business transient demand strength, margin expansion to 76.6%, and management’s raised FY2026 RevPAR and EBITDA guidance. HLT’s asset-light, high-margin fee model, global expansion, and owner-economics initiatives underpin durable earnings growth and justify its premium valuation. I see a clear path to $400+ per share by FY2028, with downside risks centered on business travel demand and development execution. Read the full article on Seeking Alpha
DRI
US$213.76
Darden Restaurants
7D
5.0%
1Y
5.8%