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U.S. Hospitality Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies164
  • 7D3.0%
  • 3M-3.1%
  • 1Y-5.4%
  • YTD-9.4%

Over the last 7 days, the Hospitality industry has risen 2.3%, driven by gains from Royal Caribbean Cruises of 11%. However, the industry is down 5.5% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026US$760.0bUS$355.0bUS$27.4b20.3x27.8x2.1x
Mon, 27 Apr 2026US$779.7bUS$351.1bUS$25.6b21.4x30.5x2.2x
Wed, 25 Mar 2026US$748.8bUS$349.8bUS$25.1b20.9x29.8x2.1x
Fri, 20 Feb 2026US$794.1bUS$346.2bUS$26.0b22x30.6x2.3x
Sun, 18 Jan 2026US$824.5bUS$340.7bUS$25.7b21.9x32.1x2.4x
Tue, 16 Dec 2025US$837.2bUS$339.8bUS$25.7b23.1x32.6x2.5x
Thu, 13 Nov 2025US$773.2bUS$334.1bUS$23.5b21.7x32.8x2.3x
Sat, 11 Oct 2025US$823.3bUS$329.3bUS$24.4b23.1x33.7x2.5x
Mon, 08 Sep 2025US$863.3bUS$328.8bUS$24.3b23.9x35.5x2.6x
Wed, 06 Aug 2025US$860.0bUS$326.2bUS$25.1b21.6x34.2x2.6x
Fri, 04 Jul 2025US$887.3bUS$324.4bUS$24.9b24.4x35.7x2.7x
Sun, 01 Jun 2025US$786.4bUS$324.9bUS$24.6b22.6x32x2.4x
Tue, 29 Apr 2025US$744.1bUS$318.1bUS$24.0b22.5x31x2.3x
Thu, 27 Mar 2025US$787.0bUS$318.2bUS$24.0b24.1x32.9x2.5x
Sat, 22 Feb 2025US$819.2bUS$309.2bUS$21.7b24.5x37.7x2.6x
Mon, 20 Jan 2025US$794.3bUS$303.5bUS$20.1b22.9x39.5x2.6x
Wed, 18 Dec 2024US$825.1bUS$303.8bUS$19.7b23.6x41.8x2.7x
Fri, 15 Nov 2024US$804.9bUS$303.5bUS$19.5b24.5x41.3x2.7x
Sun, 13 Oct 2024US$756.2bUS$301.9bUS$20.3b23.8x37.2x2.5x
Tue, 10 Sep 2024US$666.3bUS$301.2bUS$19.7b19.4x33.8x2.2x
Thu, 08 Aug 2024US$631.1bUS$299.6bUS$19.2b18.1x32.8x2.1x
Sat, 06 Jul 2024US$691.7bUS$296.5bUS$19.8b19.2x34.9x2.3x
Mon, 03 Jun 2024US$651.9bUS$283.2bUS$20.7b18.6x31.6x2.3x
Wed, 01 May 2024US$666.5bUS$280.8bUS$20.8b20.1x32.1x2.4x
Fri, 29 Mar 2024US$699.2bUS$278.9bUS$20.2b20.7x34.6x2.5x
Sun, 25 Feb 2024US$661.4bUS$273.0bUS$19.4b20x34.1x2.4x
Tue, 23 Jan 2024US$617.5bUS$269.0bUS$18.0b19.6x34.3x2.3x
Thu, 21 Dec 2023US$632.2bUS$267.5bUS$16.5b20.5x38.3x2.4x
Sat, 18 Nov 2023US$587.0bUS$265.9bUS$15.6b21.6x37.6x2.2x
Mon, 16 Oct 2023US$536.6bUS$258.0bUS$10.2b19.3x52.6x2.1x
Wed, 13 Sep 2023US$596.4bUS$255.2bUS$8.4b19.4x71.2x2.3x
Fri, 11 Aug 2023US$613.7bUS$254.2bUS$8.0b20.7x76.9x2.4x
Sun, 09 Jul 2023US$603.6bUS$244.9bUS$5.2b20x116.2x2.5x
Tue, 06 Jun 2023US$578.2bUS$240.9bUS$3.2b19.7x183.2x2.4x
Price to Earnings Ratio

183.2x


Total Market Cap: US$578.2bTotal Earnings: US$3.2bTotal Revenue: US$240.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 42.7x202420252026
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 27.7x which is lower than its 3-year average PE of 42.7x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 105% 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 Market1.47%
Consumer Discretionary1.56%
Hospitality2.96%
Hotels, Resorts and Cruise Lines5.58%
Leisure Facilities3.51%
Casinos and Gaming1.50%
Restaurants0.18%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 24.3%, 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 90.6x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 31% per year.
  • In contrast, the Leisure Facilities industry is expected to see its earnings grow by 9.0% 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$284.6311.1%
+US$7.7b		10.8%PE17x
BKNG Booking HoldingsUS$167.434.0%
+US$4.9b		-24.2%PE21.1x
VIK Viking HoldingsUS$92.119.4%
+US$3.5b		106.3%PE34.3x
CCL CarnivalUS$28.068.0%
+US$2.9b		20.8%PE12.5x
MAR Marriott InternationalUS$375.601.7%
+US$1.7b		42.4%PE38.3x

Latest News

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DoorDash
7D
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1Y
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CCL
US$28.06
Carnival
7D
8.0%
1Y
20.8%
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BKNG
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Booking Holdings
7D
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1Y
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CMG
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Chipotle Mexican Grill
7D
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1Y
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MGM
US$43.67
MGM Resorts International
7D
13.7%
1Y
38.0%
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VIK
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Viking Holdings
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MCD
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1Y
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SGHC
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Super Group (SGHC)
7D
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RCL
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Royal Caribbean Cruises
7D
11.1%
1Y
10.8%
SBUX
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Starbucks
7D
-3.8%
1Y
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MAR
US$375.60
Marriott International
7D
1.7%
1Y
42.4%
EXPE
US$225.79
Expedia Group
7D
5.2%
1Y
35.4%
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YUMC
US$42.43
Yum China Holdings
7D
-4.8%
1Y
-2.8%
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YUMC: Buybacks And Executed Store Base Will Support Future Re Rating

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CAVA
US$77.66
CAVA Group
7D
-3.4%
1Y
-4.4%
YUM
US$147.95
Yum! Brands
7D
-4.6%
1Y
2.8%
HLT
US$327.66
Hilton Worldwide Holdings
7D
2.0%
1Y
31.9%
Narrative Update • May 17

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Hilton Worldwide Holdings' updated analyst fair value has shifted modestly higher to about $347 per share, up from roughly $341. This reflects a series of recent price target adjustments around $320 to $360 as analysts factor in revised unit growth expectations, slightly refined discount rates, and modest tweaks to revenue growth, profit margin, and future P/E assumptions.