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

U.S. Hospitality Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies164
  • 7D-0.002%
  • 3M3.4%
  • 1Y-8.1%
  • YTD-10.6%

Over the last 7 days, the Hospitality industry has remained flat, although notably McDonald's gained 3.4%. As for the longer term, the industry has declined 8.1% in the last year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026US$759.2bUS$354.9bUS$27.3b21.3x27.8x2.1x
Sat, 09 May 2026US$776.3bUS$356.5bUS$26.3b20.2x29.5x2.2x
Mon, 06 Apr 2026US$738.7bUS$350.1bUS$25.4b21.3x29.1x2.1x
Wed, 04 Mar 2026US$777.1bUS$348.6bUS$25.7b22.9x30.2x2.2x
Fri, 30 Jan 2026US$810.9bUS$342.2bUS$26.0b22x31.2x2.4x
Sun, 28 Dec 2025US$860.5bUS$340.6bUS$25.6b22.3x33.6x2.5x
Tue, 25 Nov 2025US$779.8bUS$342.9bUS$26.1b21.2x29.9x2.3x
Thu, 23 Oct 2025US$833.4bUS$329.3bUS$24.5b24.3x34.1x2.5x
Sat, 20 Sep 2025US$856.5bUS$329.1bUS$24.3b24x35.2x2.6x
Mon, 18 Aug 2025US$845.5bUS$327.9bUS$24.1b23.1x35.1x2.6x
Wed, 16 Jul 2025US$894.8bUS$324.4bUS$24.9b23.7x36x2.8x
Fri, 13 Jun 2025US$827.3bUS$325.5bUS$24.5b23.3x33.7x2.5x
Sun, 11 May 2025US$761.1bUS$317.7bUS$24.9b22.7x30.5x2.4x
Tue, 08 Apr 2025US$673.2bUS$318.3bUS$24.1b22x28x2.1x
Thu, 06 Mar 2025US$802.1bUS$318.3bUS$23.8b24.3x33.7x2.5x
Sat, 01 Feb 2025US$846.2bUS$309.0bUS$20.6b24.8x41x2.7x
Mon, 30 Dec 2024US$804.2bUS$303.7bUS$20.1b23.3x40x2.6x
Wed, 27 Nov 2024US$817.6bUS$303.9bUS$19.8b25x41.4x2.7x
Fri, 25 Oct 2024US$755.8bUS$301.9bUS$20.3b23.6x37.3x2.5x
Sun, 22 Sep 2024US$716.2bUS$301.5bUS$19.7b20.9x36.3x2.4x
Tue, 20 Aug 2024US$655.1bUS$299.9bUS$19.2b19.8x34x2.2x
Thu, 18 Jul 2024US$706.9bUS$296.6bUS$19.8b19.3x35.7x2.4x
Sat, 15 Jun 2024US$663.6bUS$283.2bUS$20.6b19.5x32.2x2.3x
Mon, 13 May 2024US$666.5bUS$284.2bUS$20.3b19.2x32.9x2.3x
Wed, 10 Apr 2024US$690.4bUS$279.0bUS$20.2b20.1x34.1x2.5x
Fri, 08 Mar 2024US$672.8bUS$277.4bUS$19.4b19.7x34.7x2.4x
Sun, 04 Feb 2024US$636.8bUS$271.5bUS$19.4b19.8x32.9x2.3x
Tue, 02 Jan 2024US$625.0bUS$269.2bUS$18.0b20.5x34.7x2.3x
Thu, 30 Nov 2023US$589.4bUS$267.4bUS$16.5b20.1x35.6x2.2x
Sat, 28 Oct 2023US$525.4bUS$261.5bUS$11.9b19.7x44.1x2x
Mon, 25 Sep 2023US$565.2bUS$255.5bUS$8.5b20x66.9x2.2x
Wed, 23 Aug 2023US$632.9bUS$254.6bUS$7.9b19.3x80.3x2.5x
Fri, 21 Jul 2023US$632.9bUS$246.5bUS$5.8b21x109.1x2.6x
Sun, 18 Jun 2023US$600.7bUS$242.4bUS$3.7b20x162.8x2.5x
Price to Earnings Ratio

162.8x


Total Market Cap: US$600.7bTotal Earnings: US$3.7bTotal Revenue: US$242.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 41x202420252026
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 27.8x which is lower than its 3-year average PE of 41.0x.
  • 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 95% 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 Market-4.05%
Consumer Discretionary-4.36%
Hospitality-0.002%
Casinos and Gaming5.57%
Leisure Facilities3.57%
Restaurants1.40%
Hotels, Resorts and Cruise Lines-2.93%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 114x.
    • 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 92.1x.
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
MCD McDonald'sUS$282.523.4%
+US$6.6b		-6.4%PE23.1x
SBUX StarbucksUS$98.763.0%
+US$3.3b		3.5%PE75.3x
MAR Marriott InternationalUS$386.232.5%
+US$2.5b		45.2%PE39.4x
CMG Chipotle Mexican GrillUS$30.425.8%
+US$2.2b		-41.3%PE26.9x
FLUT Flutter EntertainmentUS$112.9412.2%
+US$2.1b		-58.1%PS1.2x

Latest News

MCD
US$284.77
McDonald's
7D
4.4%
1Y
-6.1%
DKNG
US$30.02
DraftKings
7D
18.3%
1Y
-21.0%
Seeking Alpha • 21h

DraftKings: Prediction Market Potential Is Becoming Clearer

Summary DraftKings Inc. disclosed strong 24% May month-over-month volume growth to $1.3 billion in the company's prediction market platform. The platform is gaining scale but remains small for now. DraftKings Predictions' volume is still tens of times smaller than Kalshi's or Polymarket's. DKNG's platform should see significant further growth through a marketing ramp-up and platform improvements; the platform launch is still early. I estimate DKNG stock to have 35% upside to $37.3. Read the full article on Seeking Alpha
SBUX
US$102.28
Starbucks
7D
8.6%
1Y
8.4%
MAR
US$396.89
Marriott International
7D
3.0%
1Y
50.8%
RCL
US$287.96
Royal Caribbean Cruises
7D
-1.8%
1Y
8.4%
FLUT
US$110.80
Flutter Entertainment
7D
9.9%
1Y
-59.2%
EXPE
US$224.66
Expedia Group
7D
-1.1%
1Y
30.8%
MMYT
US$41.74
MakeMyTrip
7D
-7.6%
1Y
-58.4%
Narrative Update • Jun 09

MMYT: India Listing Path And Cost Discipline Will Support Future Repricing

Analysts have adjusted MakeMyTrip's implied fair value from $71.90 to $70.40, reflecting lower price targets that consider slightly softer growth assumptions and potential ongoing impacts from geopolitical conditions, even though recent results were modestly ahead of some estimates. Analyst Commentary Bullish Takeaways Bullish analysts point to adjusted EBIT of $46M coming in 2% ahead of their estimates as evidence of tighter cost control and operational execution supporting current valuations.
ABNB
US$130.87
Airbnb
7D
-2.1%
1Y
-5.7%
Seeking Alpha • Jun 08

Airbnb: Undeniable Appeal As Profits Expand Alongside Bookings

Summary Airbnb continues to show accelerating bookings and revenue growth, outperforming peers despite macro headwinds and a flat share price year-to-date. ABNB's Q1 revenue grew 18% y/y to $2.68B, beating expectations and highlighting strong demand, especially from higher-spending customers. The company is gaining market share versus Booking Holdings and Expedia, supported by product expansion and a robust experiences offering. With ~30% adjusted EBITDA and FCF margins, ABNB demonstrates high efficiency and remains well-positioned for further gains. I reiterate my buy rating. Read the full article on Seeking Alpha
CAVA
US$88.25
CAVA Group
7D
23.0%
1Y
12.8%
DASH
US$154.59
DoorDash
7D
-3.4%
1Y
-28.6%
CMG
US$31.25
Chipotle Mexican Grill
7D
10.9%
1Y
-38.6%
Narrative Update • Jun 06

CMG: 2026 International Expansion Plans Will Support Higher P E Multiple

Analysts have trimmed the Chipotle Mexican Grill fair value estimate by about $0.52 to $42.88, reflecting a mix of lower average price targets and a slightly higher discount rate, even as revenue growth expectations and future P/E assumptions remain broadly steady across recent research. Analyst Commentary Recent research on Chipotle Mexican Grill highlights a split between analysts who see current levels as an opportunity and those who are more cautious on the company’s execution and growth trajectory.
DRI
US$210.84
Darden Restaurants
7D
9.0%
1Y
-3.2%
Narrative Update • Jun 05

DRI: Core Brand Resilience And Buybacks Will Support Future Earnings Power

Analysts have slightly raised their price expectations for Darden Restaurants, with the fair value estimate moving from about $267.90 to roughly $268.64. This adjustment reflects updated views on revenue growth, profit margins, and beef cost trends discussed in recent research.
BKNG
US$163.59
Booking Holdings
7D
-2.3%
1Y
-25.1%
MGM
US$47.22
MGM Resorts International
7D
-1.5%
1Y
42.5%
TCOM
US$47.39
Trip.com Group
7D
-1.4%
1Y
-22.2%
Narrative Update • Jun 03

TCOM: AI Expansion And Global Partnerships Should Support Future Overseas Demand

Analysts have inched their price target for Trip.com Group higher to about $77.06 from around $76.91, citing updated fair value estimates, a slightly revised discount rate, and a modest adjustment to expected future P/E levels. What's in the News Trip.com Group hosted its Envision 2026 Global Partner Conference, highlighting new artificial intelligence tools aimed at more personalized travel experiences in the Attractions & Tours segment.