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U.S. Hospitality Industry Analysis

UpdatedJul 18, 2026
DataAggregated Company Financials
Companies163
  • 7D-1.5%
  • 3M-0.3%
  • 1Y-11.4%
  • YTD-5.3%

Over the last 7 days, the Hospitality industry has remained flat. As for the longer term, the industry has declined 10% in the last year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 18 Jul 2026US$805.6bUS$356.1bUS$27.2b24.1x29.7x2.3x
Mon, 15 Jun 2026US$777.6bUS$355.0bUS$27.4b22.7x28.4x2.2x
Wed, 13 May 2026US$744.7bUS$353.5bUS$27.3b20.5x27.2x2.1x
Fri, 10 Apr 2026US$760.9bUS$350.3bUS$25.5b21.5x29.9x2.2x
Sun, 08 Mar 2026US$762.6bUS$349.1bUS$25.9b22.1x29.4x2.2x
Tue, 03 Feb 2026US$810.0bUS$342.2bUS$26.0b21.3x31.1x2.4x
Thu, 01 Jan 2026US$848.7bUS$340.7bUS$25.6b21.7x33.1x2.5x
Sat, 29 Nov 2025US$799.7bUS$339.9bUS$25.7b21.3x31.1x2.4x
Mon, 27 Oct 2025US$833.5bUS$329.6bUS$25.9b23.9x32.2x2.5x
Wed, 24 Sep 2025US$853.7bUS$329.1bUS$24.3b24.2x35.1x2.6x
Fri, 22 Aug 2025US$845.7bUS$327.9bUS$24.2b23.2x35x2.6x
Sun, 20 Jul 2025US$845.7bUS$324.4bUS$24.9b24x34x2.6x
Tue, 17 Jun 2025US$806.7bUS$325.5bUS$24.5b23x32.9x2.5x
Thu, 15 May 2025US$809.9bUS$325.8bUS$24.6b23x32.9x2.5x
Sat, 12 Apr 2025US$701.2bUS$316.3bUS$24.0b22.7x29.2x2.2x
Mon, 10 Mar 2025US$776.7bUS$318.1bUS$23.9b23.9x32.5x2.4x
Wed, 05 Feb 2025US$829.9bUS$309.1bUS$20.7b23.8x40.1x2.7x
Fri, 03 Jan 2025US$796.0bUS$303.6bUS$20.1b23.3x39.6x2.6x
Sun, 01 Dec 2024US$830.4bUS$303.9bUS$19.8b25.4x42x2.7x
Tue, 29 Oct 2024US$761.8bUS$302.1bUS$20.3b23.8x37.6x2.5x
Thu, 26 Sep 2024US$724.8bUS$301.5bUS$19.7b20.9x36.7x2.4x
Sat, 24 Aug 2024US$662.2bUS$300.1bUS$19.3b19.7x34.4x2.2x
Mon, 22 Jul 2024US$679.6bUS$296.5bUS$19.8b19.3x34.3x2.3x
Wed, 19 Jun 2024US$667.1bUS$283.2bUS$20.6b19.7x32.3x2.4x
Fri, 17 May 2024US$670.2bUS$282.5bUS$20.5b20x32.8x2.4x
Sun, 14 Apr 2024US$689.9bUS$278.9bUS$20.2b19.3x34.1x2.5x
Tue, 12 Mar 2024US$671.5bUS$277.4bUS$19.4b19.9x34.7x2.4x
Thu, 08 Feb 2024US$633.9bUS$269.5bUS$19.2b19.8x33x2.4x
Sat, 06 Jan 2024US$606.7bUS$269.1bUS$18.0b19.8x33.7x2.3x
Mon, 04 Dec 2023US$601.3bUS$267.3bUS$16.5b20.3x36.4x2.2x
Wed, 01 Nov 2023US$535.0bUS$261.6bUS$11.8b20.3x45.5x2x
Fri, 29 Sep 2023US$566.8bUS$255.5bUS$8.4b19.7x67.1x2.2x
Sun, 27 Aug 2023US$585.8bUS$254.9bUS$8.1b20.2x72.6x2.3x
Tue, 25 Jul 2023US$635.4bUS$246.5bUS$5.8b20.7x109.6x2.6x
Price to Earnings Ratio

109.6x


Total Market Cap: US$635.4bTotal Earnings: US$5.8bTotal Revenue: US$246.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 37.5x202420252026
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 29.5x which is lower than its 3-year average PE of 37.5x.
  • 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 67% 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-2.02%
Consumer Discretionary-1.12%
Hospitality-1.46%
Leisure Facilities-0.32%
Hotels, Resorts and Cruise Lines-0.89%
Restaurants-1.82%
Casinos and Gaming-2.46%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 118x.
    • Analysts are expecting annual earnings growth of 25.6%, 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 49.9x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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$181.681.8%
+US$2.5b		-20.4%PE22.9x
DPZ Domino's PizzaUS$322.187.6%
+US$755.7m		-30.9%PE18.1x
TXRH Texas RoadhouseUS$197.034.0%
+US$494.9m		7.0%PE31.2x
RCL Royal Caribbean CruisesUS$286.960.6%
+US$426.4m		-18.0%PE17.2x
YUMC Yum China HoldingsUS$43.872.0%
+US$293.7m		-6.3%PE16x

Latest News

CAKE
US$85.77
Cheesecake Factory
7D
3.6%
1Y
36.8%
DPZ
US$322.18
Domino's Pizza
7D
7.6%
1Y
-30.9%
DASH
US$184.14
DoorDash
7D
-4.0%
1Y
-23.0%
TXRH
US$197.03
Texas Roadhouse
7D
4.0%
1Y
7.0%
CMG
US$34.44
Chipotle Mexican Grill
7D
-2.3%
1Y
-36.1%
VIK
US$97.04
Viking Holdings
7D
-2.1%
1Y
66.4%
Narrative Update • Jul 16

VIK: Pricing Strength And Expanded Itineraries Will Offset Margin Constraints

Analysts have raised their price target for Viking Holdings to $102.09 from $97.05, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations in their valuation work. What’s in the News for Viking Holdings Bernstein SocGen reiterated an Outperform rating on Viking Holdings with a US$120 price target, pointing to strong pricing in both river and ocean cruises and reporting that 2027 bookings are progressing with prices up 11% despite higher capacity (source: Bernstein SocGen Group).
ABNB
US$145.98
Airbnb
7D
-1.8%
1Y
4.8%
Seeking Alpha • Jul 15

Airbnb's Cost Of Market Creation And Regulatory Survival

Summary Airbnb is one of those rare marketplaces that derive the supermajority of their demand organically. However, Airbnb appears to have a different "recurring" expense to keep their business growing: field operations and policy expenses, which is reported under Sales & Marketing (S&M). Over the last few years, the regulatory headaches around the impact of short-term rentals on housing has been intensifying. Airbnb is fairly resilient to any city-specific regulations, since no city represents more than 1% of its revenue, but it could become a major headache if very restrictive policies spread like wildfire to more and more cities over time. Read the full article on Seeking Alpha
MAR
US$366.24
Marriott International
7D
-2.6%
1Y
34.4%
RCL
US$286.96
Royal Caribbean Cruises
7D
0.6%
1Y
-18.0%
Narrative Update • Jul 14

RCL: Future Upside Will Come From Resilient Cruise Demand Strength

Royal Caribbean Cruises' analyst price target is updated to $413.58 from $425.00, as analysts weigh strong cruise demand, expanding capacity, and cost control against project delays and mixed revisions across recent research coverage. Analyst Commentary Recent research coverage on Royal Caribbean Cruises highlights a mix of optimism around demand, pricing, and cost control, alongside caution around project timing and industry headlines.
YUM
US$147.92
Yum! Brands
7D
-9.6%
1Y
-0.7%
YUMC
US$43.87
Yum China Holdings
7D
2.0%
1Y
-6.3%
EAT
US$189.35
Brinker International
7D
2.2%
1Y
17.0%
Narrative Update • Jul 09

EAT: Margin Pressures And Traffic Headwinds Will Restrain Chili’s Earnings Power

Brinker International's analyst price target has shifted lower, moving from about $160 to roughly $148, as analysts factor in updated expectations for revenue growth, profit margins, and future P/E multiples following mixed revisions across recent research reports. Analyst Commentary Recent Street research around Brinker International reflects a mixed backdrop, with several bearish analysts trimming price targets even as a few others make modest upward adjustments.
BKNG
US$181.68
Booking Holdings
7D
1.8%
1Y
-20.4%
HLT
US$321.32
Hilton Worldwide Holdings
7D
-4.2%
1Y
17.8%
HTHT
US$41.73
H World Group
7D
1.5%
1Y
26.6%
Narrative Update • Jul 06

HTHT: Accor Alliance And Expansion Pipeline Will Drive Future Upside Potential

Analysts have lifted their price target on H World Group from about $40 to about $49, pointing to updated fair value and P/E assumptions that are reflected in recent research, such as the addition of the stock to an upside 30 day catalyst watch. What's in the News H World Group reported Q1 2026 earnings with EPS above analyst estimates by 7.35%, supported by performance in its hotel operations.
MCD
US$267.71
McDonald's
7D
-2.5%
1Y
-9.9%