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U.S. Hospitality Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies157
  • 7D1.0%
  • 3M9.9%
  • 1Y-2.8%
  • YTD1.4%

In the last week, the Hospitality industry is up 1.0%, with DoorDash up 7.1%. During this same period, the Marriott International underperformed, falling 5.2%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026US$810.4bUS$345.7bUS$27.5b24.3x29.4x2.3x
Sat, 04 Jul 2026US$812.6bUS$356.0bUS$27.2b23.8x29.9x2.3x
Mon, 01 Jun 2026US$760.7bUS$354.9bUS$27.4b20.3x27.8x2.1x
Wed, 29 Apr 2026US$771.2bUS$351.1bUS$25.5b21.1x30.2x2.2x
Fri, 27 Mar 2026US$742.6bUS$349.8bUS$25.0b21.1x29.7x2.1x
Sun, 22 Feb 2026US$790.0bUS$346.2bUS$26.1b22.2x30.3x2.3x
Tue, 20 Jan 2026US$824.5bUS$340.7bUS$25.7b21.9x32.1x2.4x
Thu, 18 Dec 2025US$842.5bUS$339.9bUS$25.5b23.8x33.1x2.5x
Sat, 15 Nov 2025US$763.7bUS$335.0bUS$23.3b21.1x32.8x2.3x
Mon, 13 Oct 2025US$804.8bUS$329.3bUS$24.4b23.1x32.9x2.4x
Wed, 10 Sep 2025US$860.2bUS$328.8bUS$24.3b23.9x35.4x2.6x
Fri, 08 Aug 2025US$854.6bUS$328.2bUS$25.6b22.2x33.4x2.6x
Sun, 06 Jul 2025US$887.6bUS$324.4bUS$24.9b24.4x35.7x2.7x
Tue, 03 Jun 2025US$804.1bUS$325.3bUS$24.5b22.4x32.9x2.5x
Thu, 01 May 2025US$749.1bUS$318.8bUS$24.5b22.5x30.5x2.3x
Sat, 29 Mar 2025US$774.6bUS$318.2bUS$24.0b23x32.3x2.4x
Mon, 24 Feb 2025US$818.1bUS$309.2bUS$21.7b24.5x37.6x2.6x
Wed, 22 Jan 2025US$794.3bUS$303.7bUS$20.1b23x39.5x2.6x
Fri, 20 Dec 2024US$789.3bUS$303.7bUS$19.7b23.5x40x2.6x
Sun, 17 Nov 2024US$790.3bUS$303.5bUS$19.5b24.4x40.6x2.6x
Tue, 15 Oct 2024US$756.2bUS$301.9bUS$20.3b23.8x37.2x2.5x
Thu, 12 Sep 2024US$673.1bUS$301.2bUS$19.7b19.3x34.1x2.2x
Sat, 10 Aug 2024US$639.9bUS$299.3bUS$19.1b18.5x33.6x2.1x
Mon, 08 Jul 2024US$692.9bUS$296.5bUS$19.8b19.2x35x2.3x
Wed, 05 Jun 2024US$653.9bUS$283.2bUS$20.6b18.9x31.7x2.3x
Fri, 03 May 2024US$658.5bUS$282.3bUS$19.7b20.2x33.5x2.3x
Sun, 31 Mar 2024US$697.7bUS$278.9bUS$20.2b20.7x34.5x2.5x
Tue, 27 Feb 2024US$654.4bUS$276.5bUS$19.4b19.8x33.7x2.4x
Thu, 25 Jan 2024US$621.8bUS$269.1bUS$18.0b19.8x34.5x2.3x
Sat, 23 Dec 2023US$626.9bUS$269.1bUS$18.0b20.4x34.8x2.3x
Mon, 20 Nov 2023US$590.1bUS$265.9bUS$15.6b21.6x37.8x2.2x
Wed, 18 Oct 2023US$548.7bUS$258.1bUS$10.2b20.1x53.7x2.1x
Fri, 15 Sep 2023US$590.0bUS$255.2bUS$8.4b19.1x70.4x2.3x
Sun, 13 Aug 2023US$607.0bUS$254.2bUS$8.0b20.1x76.1x2.4x
Price to Earnings Ratio

76.1x


Total Market Cap: US$607.0bTotal Earnings: US$8.0bTotal Revenue: US$254.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 36.2x202420252026
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 29.4x which is lower than its 3-year average PE of 36.2x.
  • 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 51% 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 Market5.51%
Consumer Discretionary9.27%
Hospitality1.01%
Restaurants3.22%
Hotels, Resorts and Cruise Lines1.62%
Leisure Facilities-2.67%
Casinos and Gaming-7.47%
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 28.2%, 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 27.6x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 28% 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
DASH DoorDashUS$207.277.1%
+US$6.0b		-19.7%PE97.5x
CCL CarnivalUS$29.676.7%
+US$2.5b		1.5%PE13.2x
VIK Viking HoldingsUS$108.265.5%
+US$2.5b		88.4%PE40.3x
SBUX StarbucksUS$106.001.8%
+US$2.1b		19.1%PE60.9x
EXPE Expedia GroupUS$319.665.1%
+US$1.8b		72.7%PE25.8x

Latest News

VIK
US$108.26
Viking Holdings
7D
5.5%
1Y
88.4%
SGHC
US$13.11
Super Group (SGHC)
7D
-12.0%
1Y
21.5%
FLUT
US$92.91
Flutter Entertainment
7D
-13.8%
1Y
-69.7%
EXPE
US$319.66
Expedia Group
7D
5.1%
1Y
72.7%
MCD
US$274.00
McDonald's
7D
0.9%
1Y
-10.9%
SBUX
US$106.00
Starbucks
7D
1.8%
1Y
19.1%
MAR
US$361.31
Marriott International
7D
-5.2%
1Y
37.5%
Narrative Update • Aug 05

MAR: New Egypt And All Inclusive Deals Will Drive Future Upside

Analysts have trimmed their price target on Marriott International to $425 from $446, reflecting updated views on slightly adjusted revenue growth assumptions, a modestly different discount rate, a lower future P/E, and a small change in projected profit margins. What’s in the News for Marriott International Marriott International reported second quarter revenue below Wall Street estimates, with global RevPAR up 3.4%, RevPAR in the US and Canada up 5%, and RevPAR in international markets down 0.5% due largely to a 43% drop in the Middle East region.
BYD
US$84.32
Boyd Gaming
7D
-7.1%
1Y
1.2%
DASH
US$207.27
DoorDash
7D
7.1%
1Y
-19.7%
Seeking Alpha • Aug 04

DoorDash: Recent Acquisitions Reveal The Company's Growth Strategy Ahead Of Q2 Earnings

Summary DoorDash is evolving beyond food delivery, leveraging strategic acquisitions to build a comprehensive local commerce stack. Recent acquisitions—Deliveroo, SevenRooms, and Symbiosys—expand DASH's international reach, CRM capabilities, and off-platform advertising, deepening its merchant and consumer ecosystem. DASH's core business remains robust, with Q1 2026 organic Marketplace GOV up 24% and accelerating partner signups via SevenRooms. Despite premium valuation metrics, DASH's superior revenue growth and expanding verticals justify its high-growth profile relative to peers. Read the full article on Seeking Alpha
H
US$178.91
Hyatt Hotels
7D
-3.8%
1Y
31.5%
SRAD
US$12.65
Sportradar Group
7D
-15.4%
1Y
-55.5%
LVS
US$45.85
Las Vegas Sands
7D
-5.6%
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.
RCL
US$327.42
Royal Caribbean Cruises
7D
1.2%
1Y
4.3%
CCL
US$29.67
Carnival
7D
6.7%
1Y
1.5%
EAT
US$225.97
Brinker International
7D
9.8%
1Y
42.0%
DKNG
US$21.76
DraftKings
7D
-8.3%
1Y
-51.9%