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U.S. Hospitality Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies164
  • 7D0.1%
  • 3M0.8%
  • 1Y-7.4%
  • YTD-9.5%

The Hospitality is pretty flat in the last 7 days, but Marriott International has stood out, gaining 5.3%. Unfortunately though, the industry is down 7.4% over the past 12 months. 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
Wed, 10 Jun 2026US$747.4bUS$354.9bUS$27.3b20.6x27.4x2.1x
Fri, 08 May 2026US$763.0bUS$353.3bUS$26.1b20.6x29.2x2.2x
Sun, 05 Apr 2026US$738.7bUS$350.1bUS$25.4b21.3x29.1x2.1x
Tue, 03 Mar 2026US$792.0bUS$348.5bUS$26.0b23.4x30.5x2.3x
Thu, 29 Jan 2026US$814.3bUS$340.9bUS$25.8b21.5x31.6x2.4x
Sat, 27 Dec 2025US$862.3bUS$340.6bUS$25.6b22.3x33.7x2.5x
Mon, 24 Nov 2025US$779.9bUS$342.9bUS$26.1b20.8x29.9x2.3x
Wed, 22 Oct 2025US$826.9bUS$329.3bUS$24.5b24.2x33.8x2.5x
Fri, 19 Sep 2025US$851.8bUS$330.9bUS$24.3b24x35x2.6x
Sun, 17 Aug 2025US$845.5bUS$327.9bUS$24.1b23.1x35.1x2.6x
Tue, 15 Jul 2025US$890.6bUS$324.4bUS$24.9b24.1x35.8x2.7x
Thu, 12 Jun 2025US$828.1bUS$325.5bUS$24.5b23.2x33.8x2.5x
Sat, 10 May 2025US$765.6bUS$317.7bUS$25.0b22.7x30.6x2.4x
Mon, 07 Apr 2025US$673.5bUS$318.3bUS$24.1b22.2x28x2.1x
Wed, 05 Mar 2025US$815.1bUS$317.7bUS$22.8b23.5x35.7x2.6x
Fri, 31 Jan 2025US$831.5bUS$309.0bUS$20.6b24.5x40.3x2.7x
Sun, 29 Dec 2024US$804.2bUS$303.7bUS$20.1b23.3x40x2.6x
Tue, 26 Nov 2024US$807.1bUS$303.9bUS$19.8b24.8x40.8x2.7x
Thu, 24 Oct 2024US$763.3bUS$301.8bUS$20.3b23.2x37.6x2.5x
Sat, 21 Sep 2024US$713.9bUS$301.5bUS$19.7b20.9x36.2x2.4x
Mon, 19 Aug 2024US$655.1bUS$299.8bUS$19.2b19.7x34x2.2x
Wed, 17 Jul 2024US$693.5bUS$296.5bUS$19.8b19.5x35x2.3x
Fri, 14 Jun 2024US$663.2bUS$283.2bUS$20.7b19.8x32.1x2.3x
Sun, 12 May 2024US$666.4bUS$284.2bUS$20.3b19.2x32.9x2.3x
Tue, 09 Apr 2024US$690.7bUS$279.0bUS$20.2b20.3x34.2x2.5x
Thu, 07 Mar 2024US$665.6bUS$277.0bUS$19.3b19.9x34.4x2.4x
Sat, 03 Feb 2024US$636.8bUS$271.5bUS$19.4b19.8x32.9x2.3x
Mon, 01 Jan 2024US$625.0bUS$269.2bUS$18.0b20.5x34.7x2.3x
Wed, 29 Nov 2023US$593.2bUS$267.3bUS$16.5b20.3x35.9x2.2x
Fri, 27 Oct 2023US$527.9bUS$261.2bUS$11.8b19.8x44.6x2x
Sun, 24 Sep 2023US$565.2bUS$255.5bUS$8.5b20x66.9x2.2x
Tue, 22 Aug 2023US$580.8bUS$254.6bUS$7.9b19.3x73.8x2.3x
Thu, 20 Jul 2023US$638.9bUS$244.9bUS$5.2b21.1x122.9x2.6x
Sat, 17 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 41.1x202420252026
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 27.4x which is lower than its 3-year average PE of 41.1x.
  • 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-3.33%
Consumer Discretionary-3.31%
Hospitality0.14%
Casinos and Gaming4.22%
Restaurants0.067%
Leisure Facilities-0.48%
Hotels, Resorts and Cruise Lines-1.14%
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 24.3%, 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 91.9x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 24% 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
MAR Marriott InternationalUS$393.615.3%
+US$5.2b		46.8%PE40.2x
MCD McDonald'sUS$282.252.1%
+US$4.2b		-6.1%PE23.1x
HLT Hilton Worldwide HoldingsUS$342.572.9%
+US$2.2b		35.1%PE50.6x
SBUX StarbucksUS$97.412.0%
+US$2.2b		6.5%PE74.2x
FLUT Flutter EntertainmentUS$111.319.1%
+US$1.6b		-58.4%PS1.1x

Latest News

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MCD
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McDonald's
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2.1%
1Y
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MCD: Value Menu And Dividend Strength Will Support Franchise Cash Returns

Analysts now set McDonald's fair value at about $331.29, a modest adjustment from $330. This reflects a blend of recent target cuts from several firms and inclusion on Jefferies' Franchise Picks list, with updated assumptions for slightly higher revenue growth, a similar profit margin profile, and a future P/E of about 28.47x.
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Yum! Brands
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TCOM
US$47.04
Trip.com Group
7D
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1Y
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HLT
US$342.57
Hilton Worldwide Holdings
7D
2.9%
1Y
35.1%
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FLUT
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Flutter Entertainment
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9.1%
1Y
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MAR
US$393.61
Marriott International
7D
5.3%
1Y
46.8%
Narrative Update • Jun 01

MAR: Future Outlook Will Balance Buybacks With Global Expansion And Event Driven Demand

Analysts have slightly adjusted their fair value estimate for Marriott International, lifting the price target from about $377.33 to roughly $377.67 as updated assumptions on discount rate, long term revenue growth, profit margin, and future P/E are incorporated into their models. What's in the News Marriott plans to present its latest company direction at the upcoming Morgan Stanley Travel & Leisure Conference, alongside leadership changes and adjustments following a challenging Q1 2026 earnings report, with April data showing an 8% year over year rise in contract sales and updated full year contract sales guidance (source: Morgan Stanley conference coverage).
RCL
US$282.26
Royal Caribbean Cruises
7D
-2.9%
1Y
4.7%
Narrative Update • Jun 01

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NAVN
US$20.68
Navan
7D
-9.6%
1Y
n/a
MMYT
US$41.03
MakeMyTrip
7D
-12.4%
1Y
-58.5%
Narrative Update • May 26

MMYT: India Listing Plans And Margin Focus Will Support Future Repricing

Analysts have trimmed their fair value estimate for MakeMyTrip to $71.90 from $88.10, reflecting lower price targets across the Street as they factor in slightly softer revenue growth assumptions, a higher profit margin outlook, and the impact of ongoing geopolitical risks on future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to adjusted EBIT of US$46 million, which they highlight as modestly ahead of their internal forecasts, as a sign of disciplined execution on profitability.