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U.S. Hospitality Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies162
  • 7D1.6%
  • 3M16.0%
  • 1Y-4.9%
  • YTD-3.2%

Over the last 7 days, the Hospitality industry has risen 1.6%, driven by gains from Booking Holdings of 8.2%. During this same period, the Trip.com Group underperformed, falling 12%. However, the industry is down 4.9% over the past year. 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
Mon, 29 Jun 2026US$813.6bUS$356.0bUS$27.1b23.9x30x2.3x
Wed, 27 May 2026US$738.6bUS$355.0bUS$27.4b19.8x27x2.1x
Fri, 24 Apr 2026US$786.2bUS$351.0bUS$25.7b21.5x30.6x2.2x
Sun, 22 Mar 2026US$732.0bUS$349.7bUS$25.4b21x28.9x2.1x
Tue, 17 Feb 2026US$767.9bUS$344.9bUS$26.3b21.4x29.2x2.2x
Thu, 15 Jan 2026US$858.6bUS$340.7bUS$25.7b21.4x33.4x2.5x
Sat, 13 Dec 2025US$834.7bUS$339.8bUS$25.6b24.6x32.5x2.5x
Mon, 10 Nov 2025US$762.5bUS$334.0bUS$24.8b21.2x30.8x2.3x
Wed, 08 Oct 2025US$840.5bUS$329.3bUS$24.5b24.8x34.4x2.6x
Fri, 05 Sep 2025US$867.1bUS$328.5bUS$24.3b24.1x35.7x2.6x
Sun, 03 Aug 2025US$845.9bUS$325.5bUS$25.0b21.9x33.8x2.6x
Tue, 01 Jul 2025US$866.0bUS$325.6bUS$24.9b23.6x34.7x2.7x
Thu, 29 May 2025US$802.3bUS$324.9bUS$24.6b22.5x32.6x2.5x
Sat, 26 Apr 2025US$738.5bUS$318.1bUS$24.0b22.2x30.7x2.3x
Mon, 24 Mar 2025US$772.4bUS$318.2bUS$24.0b24x32.2x2.4x
Wed, 19 Feb 2025US$876.1bUS$308.4bUS$21.6b25.2x40.6x2.8x
Fri, 17 Jan 2025US$782.1bUS$303.5bUS$20.1b22.8x38.9x2.6x
Sun, 15 Dec 2024US$824.5bUS$303.8bUS$19.7b23.7x41.8x2.7x
Tue, 12 Nov 2024US$801.2bUS$305.3bUS$19.7b24.1x40.7x2.6x
Thu, 10 Oct 2024US$743.8bUS$302.4bUS$20.3b23.6x36.6x2.5x
Sat, 07 Sep 2024US$659.5bUS$301.2bUS$19.7b19.5x33.5x2.2x
Mon, 05 Aug 2024US$631.7bUS$297.8bUS$19.3b18.6x32.7x2.1x
Wed, 03 Jul 2024US$689.8bUS$296.5bUS$19.8b19.7x34.8x2.3x
Fri, 31 May 2024US$646.5bUS$283.2bUS$20.7b18.4x31.3x2.3x
Sun, 28 Apr 2024US$682.2bUS$281.0bUS$20.8b20.4x32.8x2.4x
Tue, 26 Mar 2024US$692.4bUS$277.8bUS$19.7b20.2x35.1x2.5x
Thu, 22 Feb 2024US$641.0bUS$272.0bUS$19.5b19.9x32.9x2.4x
Sat, 20 Jan 2024US$617.2bUS$269.0bUS$18.0b19.4x34.3x2.3x
Mon, 18 Dec 2023US$621.1bUS$267.5bUS$16.5b20.4x37.6x2.3x
Wed, 15 Nov 2023US$564.2bUS$265.0bUS$15.4b21.7x36.7x2.1x
Fri, 13 Oct 2023US$556.9bUS$258.0bUS$10.2b19.5x54.4x2.2x
Sun, 10 Sep 2023US$582.5bUS$255.2bUS$8.2b18.4x70.6x2.3x
Tue, 08 Aug 2023US$623.8bUS$252.8bUS$7.5b21.6x83.4x2.5x
Thu, 06 Jul 2023US$604.9bUS$244.7bUS$5.2b19.7x117.1x2.5x
Price to Earnings Ratio

117.1x


Total Market Cap: US$604.9bTotal Earnings: US$5.2bTotal Revenue: US$244.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 39x202420252026
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 30.0x which is lower than its 3-year average PE of 39.0x.
  • 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 74% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market-2.52%
Consumer Discretionary-2.93%
Hospitality1.63%
Leisure Facilities4.95%
Restaurants2.55%
Hotels, Resorts and Cruise Lines1.09%
Casinos and Gaming0.85%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 116x.
    • Analysts are expecting annual earnings growth of 24.7%, 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 88.6x.
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 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
BKNG Booking HoldingsUS$181.468.2%
+US$10.6b		-21.6%PE22.8x
SBUX StarbucksUS$104.604.4%
+US$5.1b		14.2%PE79.7x
DASH DoorDashUS$183.096.4%
+US$4.8b		-25.7%PE86.2x
ABNB AirbnbUS$145.564.6%
+US$3.8b		10.0%PE34.3x
CMG Chipotle Mexican GrillUS$33.349.2%
+US$3.6b		-40.6%PE29.5x

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1Y
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MAR
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HLT
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SBUX
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ABNB
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WYNN
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Wynn Resorts
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1Y
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