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U.S. Hospitality Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies164
  • 7D7.0%
  • 3M6.0%
  • 1Y-1.8%
  • YTD-4.9%

Royal Caribbean Cruises is up 15%, leading the way for the Hospitality industry, which has gained 3.9%. In contrast, the industry has lost 4.1% in the last 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$777.6bUS$355.0bUS$27.4b22.2x28.4x2.2x
Thu, 14 May 2026US$741.0bUS$354.2bUS$27.4b20x27x2.1x
Sat, 11 Apr 2026US$753.5bUS$350.4bUS$25.5b21.5x29.6x2.2x
Mon, 09 Mar 2026US$762.6bUS$349.1bUS$25.9b22.1x29.4x2.2x
Wed, 04 Feb 2026US$823.8bUS$342.2bUS$26.0b20.7x31.6x2.4x
Fri, 02 Jan 2026US$843.1bUS$340.6bUS$25.7b21.7x32.8x2.5x
Sun, 30 Nov 2025US$800.1bUS$339.9bUS$25.7b21.3x31.1x2.4x
Tue, 28 Oct 2025US$834.0bUS$329.6bUS$25.9b24.1x32.2x2.5x
Thu, 25 Sep 2025US$851.6bUS$329.1bUS$24.3b24.3x35x2.6x
Sat, 23 Aug 2025US$846.8bUS$328.0bUS$24.2b24x35x2.6x
Mon, 21 Jul 2025US$845.7bUS$324.4bUS$24.9b24x34x2.6x
Wed, 18 Jun 2025US$824.4bUS$324.6bUS$24.5b22.7x33.7x2.5x
Fri, 16 May 2025US$812.4bUS$325.0bUS$24.4b23x33.2x2.5x
Sun, 13 Apr 2025US$705.4bUS$316.3bUS$24.0b22.7x29.4x2.2x
Tue, 11 Mar 2025US$776.5bUS$318.0bUS$23.9b23.7x32.5x2.4x
Thu, 06 Feb 2025US$835.7bUS$309.4bUS$20.7b24.2x40.3x2.7x
Sat, 04 Jan 2025US$790.9bUS$303.5bUS$20.1b23.3x39.3x2.6x
Mon, 02 Dec 2024US$830.4bUS$303.9bUS$19.8b25.4x42x2.7x
Wed, 30 Oct 2024US$772.5bUS$302.8bUS$20.4b23.9x37.9x2.6x
Fri, 27 Sep 2024US$723.0bUS$301.6bUS$19.8b23.5x36.6x2.4x
Sun, 25 Aug 2024US$668.1bUS$300.1bUS$19.3b19.7x34.7x2.2x
Tue, 23 Jul 2024US$681.1bUS$296.5bUS$19.8b19.7x34.4x2.3x
Thu, 20 Jun 2024US$701.2bUS$295.4bUS$19.3b19.7x36.3x2.4x
Sat, 18 May 2024US$672.6bUS$282.5bUS$20.5b20.8x32.9x2.4x
Mon, 15 Apr 2024US$673.3bUS$279.0bUS$20.2b19.3x33.3x2.4x
Wed, 13 Mar 2024US$671.6bUS$277.4bUS$19.4b20.1x34.6x2.4x
Fri, 09 Feb 2024US$643.1bUS$269.5bUS$19.2b19.8x33.4x2.4x
Sun, 07 Jan 2024US$610.4bUS$269.1bUS$18.0b19.8x33.9x2.3x
Tue, 05 Dec 2023US$601.4bUS$267.3bUS$16.5b20.6x36.4x2.3x
Thu, 02 Nov 2023US$534.7bUS$262.5bUS$11.8b20.4x45.2x2x
Sat, 30 Sep 2023US$566.7bUS$258.0bUS$10.3b19.9x55.2x2.2x
Mon, 28 Aug 2023US$585.7bUS$254.9bUS$8.1b20.2x72.6x2.3x
Wed, 26 Jul 2023US$636.1bUS$246.6bUS$5.8b20.5x109.2x2.6x
Fri, 23 Jun 2023US$598.6bUS$242.5bUS$3.7b19.8x159.7x2.5x
Price to Earnings Ratio

159.7x


Total Market Cap: US$598.6bTotal Earnings: US$3.7bTotal Revenue: US$242.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 40.4x202420252026
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 28.4x which is lower than its 3-year average PE of 40.4x.
  • 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 94% 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 Market2.20%
Consumer Discretionary1.88%
Hospitality6.98%
Restaurants8.52%
Hotels, Resorts and Cruise Lines7.21%
Casinos and Gaming3.94%
Leisure Facilities1.71%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 115x.
    • Analysts are expecting annual earnings growth of 25.0%, 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 92.9x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 25% 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
RCL Royal Caribbean CruisesUS$313.6715.3%
+US$11.2b		18.5%PE18.8x
BKNG Booking HoldingsUS$174.647.6%
+US$9.6b		-18.7%PE22x
SBUX StarbucksUS$101.597.1%
+US$7.7b		8.7%PE77.4x
DASH DoorDashUS$168.0910.2%
+US$6.8b		-24.2%PE79.1x
MCD McDonald'sUS$286.123.0%
+US$5.9b		-3.4%PE23.4x

Latest News

DPZ
US$316.52
Domino's Pizza
7D
-0.4%
1Y
-31.0%
Seeking Alpha • 4h

Domino's Pizza For A Rising Dividend And Appreciation

Summary Domino’s Pizza is trading 35% below its 52-week high, offering a 2.5% yield and a compelling long-term entry point. I expect DPZ’s headwinds—high gas prices, inflation, and GLP-1 weight-loss drugs—to be temporary, with normalized conditions driving a return to growth. DPZ’s best-in-class profitability, robust share repurchases, and sustainable dividend growth support my Buy rating and double-digit total return outlook. Valuation models suggest a 13–18% annualized return potential over five years as multiples revert and EPS growth accelerates. Read the full article on Seeking Alpha
RCL
US$313.67
Royal Caribbean Cruises
7D
15.3%
1Y
18.5%
DASH
US$168.09
DoorDash
7D
10.2%
1Y
-24.2%
CCL
US$30.12
Carnival
7D
11.5%
1Y
26.3%
SBUX
US$101.59
Starbucks
7D
7.1%
1Y
8.7%
PLNT
US$49.98
Planet Fitness
7D
-1.5%
1Y
-52.4%
VENU
US$2.71
Venu Holding
7D
-20.1%
1Y
-73.5%
ABNB
US$138.96
Airbnb
7D
5.8%
1Y
4.2%
BKNG
US$174.64
Booking Holdings
7D
7.6%
1Y
-18.7%
Narrative Update • Jun 12

BKNG: AI Travel Platform And Stock Split Will Drive Future Repricing

Analysts have modestly adjusted the Booking Holdings price target around recent stock split updates, with mixed increases and reductions across firms. The fair value estimate remains stable at about $224.41 as slight changes in the discount rate, revenue growth, profit margin, and future P/E assumptions are incorporated.
MTN
US$134.40
Vail Resorts
7D
-2.0%
1Y
-13.5%
Seeking Alpha • Jun 12

Vail Resorts: Still Need More Proof That Demand Is Not Impaired

Summary I maintain a hold rating on Vail Resorts as proof of demand recovery remains insufficient. MTN's Q3 results were weak, with resort revenue down 7% and early pass units for next season down 10%. Weather was the primary headwind, but the pass model, cost actions, and potential normalization still offer a credible recovery path. Valuation is undemanding at 9.5x forward EBITDA, but I need clearer evidence of pass sales inflection before upgrading. Read the full article on Seeking Alpha
NAVN
US$20.10
Navan
7D
-6.3%
1Y
n/a
MCD
US$286.12
McDonald's
7D
3.0%
1Y
-3.4%
MLCO
US$5.44
Melco Resorts & Entertainment
7D
-8.6%
1Y
-15.8%
LVS
US$49.74
Las Vegas Sands
7D
-2.1%
1Y
16.2%
Narrative Update • Jun 08

LVS: Future Returns Will Lean On Macau Recovery And Ongoing Share Repurchases

Analysts have trimmed their average price target on Las Vegas Sands by about $0.47 to $69.09. This reflects a mix of recent target cuts and modest increases as they factor in slightly adjusted discount rates, revenue expectations, profit margins and future P/E assumptions.
CMG
US$32.73
Chipotle Mexican Grill
7D
11.8%
1Y
-37.7%
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.
MSC
US$2.09
Studio City International Holdings
7D
-10.7%
1Y
-24.0%