Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Hospitality Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies164
  • 7D0.2%
  • 3M-2.2%
  • 1Y-4.4%
  • YTD-12.1%

Over the last 7 days, the Hospitality industry has remained flat, although notably Booking Holdings gained 4.5%. Unfortunately though, the industry is down 4.4% over the past 12 months. 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
Sun, 24 May 2026US$738.5bUS$354.9bUS$27.4b19.8x27x2.1x
Tue, 21 Apr 2026US$804.2bUS$350.3bUS$25.5b21.8x31.6x2.3x
Thu, 19 Mar 2026US$760.2bUS$349.4bUS$25.4b21.1x29.9x2.2x
Sat, 14 Feb 2026US$777.1bUS$344.9bUS$26.3b21.4x29.6x2.3x
Mon, 12 Jan 2026US$867.0bUS$340.7bUS$25.7b22.2x33.7x2.5x
Wed, 10 Dec 2025US$812.3bUS$339.8bUS$25.7b23.1x31.6x2.4x
Fri, 07 Nov 2025US$771.9bUS$333.3bUS$24.5b21.4x31.4x2.3x
Sun, 05 Oct 2025US$837.4bUS$329.3bUS$24.5b24.4x34.2x2.5x
Tue, 02 Sep 2025US$881.7bUS$328.5bUS$24.3b24.2x36.3x2.7x
Thu, 31 Jul 2025US$867.8bUS$324.6bUS$25.1b22.7x34.5x2.7x
Sat, 28 Jun 2025US$853.2bUS$325.5bUS$24.9b23.5x34.2x2.6x
Mon, 26 May 2025US$784.8bUS$324.9bUS$24.6b21.6x31.9x2.4x
Wed, 23 Apr 2025US$693.9bUS$317.9bUS$24.2b22.4x28.7x2.2x
Fri, 21 Mar 2025US$775.5bUS$317.8bUS$23.8b24.2x32.5x2.4x
Sun, 16 Feb 2025US$876.6bUS$308.4bUS$21.6b25.6x40.6x2.8x
Tue, 14 Jan 2025US$771.8bUS$291.9bUS$19.1b22.6x40.5x2.6x
Thu, 12 Dec 2024US$835.0bUS$303.9bUS$19.7b24.3x42.3x2.7x
Sat, 09 Nov 2024US$802.0bUS$303.2bUS$19.6b24.3x40.9x2.6x
Mon, 07 Oct 2024US$751.6bUS$302.4bUS$20.4b24.1x36.9x2.5x
Wed, 04 Sep 2024US$675.6bUS$301.1bUS$19.7b19.4x34.3x2.2x
Fri, 02 Aug 2024US$672.5bUS$299.0bUS$19.3b18.9x34.9x2.2x
Sun, 30 Jun 2024US$697.6bUS$296.5bUS$19.8b19.6x35.2x2.4x
Tue, 28 May 2024US$653.9bUS$283.2bUS$20.6b18.3x31.8x2.3x
Thu, 25 Apr 2024US$669.3bUS$279.8bUS$20.6b20.2x32.5x2.4x
Sat, 23 Mar 2024US$692.3bUS$277.7bUS$19.7b20.2x35.1x2.5x
Mon, 19 Feb 2024US$650.0bUS$272.0bUS$19.1b20.3x34x2.4x
Wed, 17 Jan 2024US$611.7bUS$269.0bUS$18.0b19.4x34x2.3x
Fri, 15 Dec 2023US$620.7bUS$267.3bUS$16.5b20.4x37.6x2.3x
Sun, 12 Nov 2023US$557.8bUS$264.9bUS$15.2b21.2x36.7x2.1x
Tue, 10 Oct 2023US$545.1bUS$258.0bUS$10.3b19.3x53.1x2.1x
Thu, 07 Sep 2023US$599.9bUS$255.1bUS$8.3b19.2x72.7x2.4x
Sat, 05 Aug 2023US$616.2bUS$252.4bUS$7.2b21.6x85.1x2.4x
Mon, 03 Jul 2023US$607.1bUS$244.7bUS$5.2b20.2x117.5x2.5x
Wed, 31 May 2023US$550.1bUS$240.6bUS$3.0b19.2x182.3x2.3x
Price to Earnings Ratio

182.3x


Total Market Cap: US$550.1bTotal Earnings: US$3.0bTotal Revenue: US$240.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 43.6x202420252026
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 27.0x which is lower than its 3-year average PE of 43.6x.
  • 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 109% 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 Market1.06%
Consumer Discretionary1.69%
Hospitality0.19%
Casinos and Gaming0.81%
Restaurants0.64%
Hotels, Resorts and Cruise Lines-0.33%
Leisure Facilities-0.73%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 112x.
    • Analysts are expecting annual earnings growth of 24.8%, 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 90.0x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 25% 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
BKNG Booking HoldingsUS$161.064.5%
+US$5.4b		-24.5%PE20.3x
MAR Marriott InternationalUS$369.154.5%
+US$4.2b		43.2%PE37.7x
MCD McDonald'sUS$282.272.1%
+US$4.2b		-10.3%PE23.1x
CCL CarnivalUS$25.985.4%
+US$1.9b		16.8%PE11.6x
YUM Yum! BrandsUS$155.153.5%
+US$1.4b		6.7%PE24.6x

Latest News

BKNG
US$161.06
Booking Holdings
7D
4.5%
1Y
-24.5%
Seeking Alpha • 6h

No Doubt Risks Are Higher, But Booking Holdings Rarely Trades As Cheaply

Summary Booking Holdings reported Q1 results reflecting visible headwinds from Iran tensions and lowered its full-year outlook. The decline in share prices over the past month has left Booking's valuation multiples severely reduced from historical levels, de-risking investors' entry point. Gross bookings continue to grow at a mid-teens clip, albeit buoyed by a weaker dollar substantially boosting as-reported growth rates. I believe the current macro represents a temporary setback for Booking, and it will re-rate higher when travel demand snaps back. Read the full article on Seeking Alpha
LTH
US$32.07
Life Time Group Holdings
7D
-4.9%
1Y
10.8%
TCOM
US$46.37
Trip.com Group
7D
-6.5%
1Y
-25.6%
MCD
US$282.27
McDonald's
7D
2.1%
1Y
-10.3%
ARMK
US$51.26
Aramark
7D
-3.4%
1Y
31.0%
RCL
US$256.10
Royal Caribbean Cruises
7D
-1.6%
1Y
6.7%
ATAT
US$33.84
Atour Lifestyle Holdings
7D
-11.5%
1Y
4.2%
YUM
US$155.15
Yum! Brands
7D
3.5%
1Y
6.7%
CCL
US$25.98
Carnival
7D
5.4%
1Y
16.8%
MAR
US$369.15
Marriott International
7D
4.5%
1Y
43.2%
SBUX
US$103.11
Starbucks
7D
-3.5%
1Y
22.2%
HTHT
US$44.79
H World Group
7D
-2.7%
1Y
23.5%
Analysis Article • May 18

H World Group Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that H World Group Limited ( NASDAQ:HTHT ) released its quarterly result to the market...
HLT
US$321.08
Hilton Worldwide Holdings
7D
1.6%
1Y
31.2%
Narrative Update • May 17

HLT: Unit Expansion And AI Adoption Will Shape Balanced 2026 Risk Reward Profile

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.
LVS
US$49.43
Las Vegas Sands
7D
-3.4%
1Y
24.2%
FLUT
US$97.38
Flutter Entertainment
7D
5.4%
1Y
-59.6%
DRI
US$203.51
Darden Restaurants
7D
3.9%
1Y
-0.3%