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

U.S. Hospitality Industry Analysis

UpdatedSep 13, 2025
DataAggregated Company Financials
Companies159
  • 7D-1.0%
  • 3M8.9%
  • 1Y26.2%
  • YTD7.7%

Over the last 7 days, the Hospitality industry has dropped 1.0%, driven by McDonald's declining 2.9%. Over the past 12 months, the industry was up 26%. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Sep 2025US$869.2bUS$328.8bUS$24.3b24x35.8x2.6x
Mon, 11 Aug 2025US$826.2bUS$327.5bUS$24.3b22.5x34x2.5x
Wed, 09 Jul 2025US$885.5bUS$324.4bUS$24.9b24.4x35.6x2.7x
Fri, 06 Jun 2025US$823.3bUS$325.5bUS$24.5b22.6x33.6x2.5x
Sun, 04 May 2025US$771.9bUS$318.3bUS$24.0b22.6x32.1x2.4x
Tue, 01 Apr 2025US$749.2bUS$318.2bUS$24.0b23x31.3x2.4x
Thu, 27 Feb 2025US$803.2bUS$307.1bUS$22.0b24.1x36.5x2.6x
Sat, 25 Jan 2025US$801.6bUS$303.8bUS$20.1b23.6x39.8x2.6x
Mon, 23 Dec 2024US$812.0bUS$303.7bUS$20.1b23.7x40.4x2.7x
Wed, 20 Nov 2024US$795.1bUS$303.8bUS$19.8b24.4x40.2x2.6x
Fri, 18 Oct 2024US$758.7bUS$301.8bUS$20.3b22.8x37.4x2.5x
Sun, 15 Sep 2024US$685.2bUS$301.2bUS$19.7b19.9x34.7x2.3x
Tue, 13 Aug 2024US$641.4bUS$299.2bUS$19.0b18.8x33.7x2.1x
Thu, 11 Jul 2024US$685.7bUS$296.5bUS$19.8b19.4x34.6x2.3x
Sat, 08 Jun 2024US$665.0bUS$283.2bUS$20.7b19.2x32.2x2.3x
Mon, 06 May 2024US$669.6bUS$283.1bUS$19.9b20.3x33.6x2.4x
Wed, 03 Apr 2024US$697.5bUS$278.9bUS$20.2b20.5x34.5x2.5x
Fri, 01 Mar 2024US$662.6bUS$276.8bUS$19.5b20.2x33.9x2.4x
Sun, 28 Jan 2024US$629.2bUS$270.9bUS$18.6b19.9x33.8x2.3x
Tue, 26 Dec 2023US$627.1bUS$269.1bUS$18.0b20.4x34.8x2.3x
Thu, 23 Nov 2023US$591.7bUS$266.9bUS$16.2b20.6x36.5x2.2x
Sat, 21 Oct 2023US$528.4bUS$259.8bUS$10.8b19.5x48.8x2x
Mon, 18 Sep 2023US$593.2bUS$255.2bUS$8.4b19x70.7x2.3x
Wed, 16 Aug 2023US$597.7bUS$254.1bUS$8.0b20x74.7x2.4x
Fri, 14 Jul 2023US$632.2bUS$245.0bUS$5.2b20.6x121.5x2.6x
Sun, 11 Jun 2023US$587.1bUS$241.8bUS$3.7b19.9x158x2.4x
Tue, 09 May 2023US$574.7bUS$239.7bUS$2.7b18.4x216.5x2.4x
Thu, 06 Apr 2023US$643.4bUS$248.2bUS$1.9b19.5x347.5x2.6x
Sat, 04 Mar 2023US$648.7bUS$236.1bUS$1.2b19.7x532.8x2.7x
Mon, 30 Jan 2023US$692.7bUS$235.2bUS$1.3b19.2x535x2.9x
Wed, 28 Dec 2022US$579.8bUS$234.8bUS$1.3b17.4x445.4x2.5x
Fri, 25 Nov 2022US$602.0bUS$230.7bUS$396.5m18.5x1518.4x2.6x
Sun, 23 Oct 2022US$576.8bUS$219.0b-US$2,444,955,685.0018.2x-235.9x2.6x
Tue, 20 Sep 2022US$602.5bUS$215.3b-US$4,874,844,912.0017.4x-123.6x2.8x
Price to Earnings Ratio

-123.6x


Total Market Cap: US$602.5bTotal Earnings: -US$4,874,844,912.00Total Revenue: US$215.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 173.3x202320242025
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 35.8x which is lower than its 3-year average PE of 173x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 15% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.69%
Consumer Discretionary1.67%
Hospitality-1.01%
Restaurants0.15%
Hotels, Resorts and Cruise Lines-0.86%
Casinos and Gaming-2.89%
Leisure Facilities-4.85%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 72.0x.
    • Analysts are expecting annual earnings growth of 32.1%, which is higher than its past year's earnings decline of 0.03% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 0.03% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines 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
DASH DoorDashUS$257.984.5%
+US$4.8b		96.4%PE141.1x
YUM Yum! BrandsUS$149.493.4%
+US$1.4b		11.9%PE29x
EXPE Expedia GroupUS$222.193.4%
+US$895.7m		63.7%PE24.7x
TCOM Trip.com GroupUS$73.871.5%
+US$705.9m		56.2%PE19.1x
HLT Hilton Worldwide HoldingsUS$274.730.9%
+US$571.5m		26.7%PE40.7x

Latest News

FLUT
US$281.09
Flutter Entertainment
7D
-4.8%
1Y
26.9%
RCL
US$336.42
Royal Caribbean Cruises
7D
-4.5%
1Y
100.3%
DASH
US$257.98
DoorDash
7D
4.5%
1Y
96.4%

Expanding International Markets And Automation Will Drive Future Success

DoorDash’s analyst price target increased modestly to $294.19 as strong Q2 results, ongoing order growth, new verticals, and accretive acquisitions (including Deliveroo) bolstered long-term growth optimism, though rising competition remains a key risk. Analyst Commentary Bullish analysts raised price targets driven by strong Q2 results, including beats on Gross Order Value, revenue, and adjusted EBITDA, combined with continued order frequency growth and positive demand trends.
CMG
US$38.63
Chipotle Mexican Grill
7D
-5.9%
1Y
-31.2%

Restaurant Expansion In Mexico And Europe Will Boost Performance

Analysts modestly lowered Chipotle's consensus price target to $57.75, citing disappointing Q2 results, macro headwinds, and heightened competitive pressures, though some remain constructive on resilient demand, recent menu innovation, and the company's long-term growth outlook. Analyst Commentary Bullish analysts cite improved risk/reward following a 31% YTD selloff, with expectations that market pessimism regarding same-store-sales is overly priced in.
YUM
US$149.49
Yum! Brands
7D
3.4%
1Y
11.9%
MAR
US$266.50
Marriott International
7D
0.7%
1Y
15.0%

Is It Time To Consider Buying Marriott International, Inc. (NASDAQ:MAR)?

Sep 09
Is It Time To Consider Buying Marriott International, Inc. (NASDAQ:MAR)?
NCLH
US$26.65
Norwegian Cruise Line Holdings
7D
3.9%
1Y
37.9%
MCD
US$305.40
McDonald's
7D
-2.9%
1Y
3.0%

International Expansion And Digital Commerce Will Shape Future Success

Analysts remain divided on the benefits and risks of McDonald's value initiatives amid a challenging competitive landscape and cautious U.S. consumer outlook, with the consensus price target unchanged at $334.85. Analyst Commentary Bullish analysts highlight McDonald's scale, marketing power, and digital leadership as key advantages in navigating consumer uncertainty and driving share gains, especially through new products and targeted promotions.
BKNG
US$5,458.32
Booking Holdings
7D
-0.9%
1Y
38.8%

AI Integration And Global Partnerships Will Transform Travel Experiences

Despite persistent bullish sentiment driven by resilient leisure travel demand, accelerating reservation data, and valuation discounts versus peers, recent analyst caution over softer Q3 guidance has resulted in no net change to Booking Holdings' consensus analyst price target, which remains at $6,100. Analyst Commentary Bullish analysts continue to raise price targets based on reduced macro risks, a resilient leisure travel backdrop, and incrementally positive trends in Booking’s Asia exposure.
DKNG
US$43.98
DraftKings
7D
-5.5%
1Y
16.3%

Legal Online Sports Betting Will Expand iGaming Markets

Analysts maintain a positive outlook on DraftKings driven by ongoing revenue growth, market expansion, and asset revaluation despite manageable tax and regulatory risks, leaving the consensus Analyst Price Target unchanged at $54.86. Analyst Commentary Bullish analysts anticipate continued revenue growth driven by the legalization of online sports betting in additional states, market share gains, and improving customer retention, supported by declining acquisition costs and strong Q2 performance.
EXPE
US$222.19
Expedia Group
7D
3.4%
1Y
63.7%
WING
US$266.02
Wingstop
7D
-14.1%
1Y
-32.6%
SBET
US$17.70
SharpLink Gaming
7D
18.5%
1Y
110.0%
TCOM
US$73.87
Trip.com Group
7D
1.5%
1Y
56.2%

Promoting Inbound Travel And Rural Revitalization In China Will Support Sustainable Long-Term Growth

The consensus Analyst Price Target for Trip.com Group has risen to $79.15, primarily reflecting a sharp decline in the company’s future P/E ratio, while revenue growth expectations remain stable. What's in the News Completed repurchase of 7,000,000 shares (1.06%) for $400 million under the buyback announced in February 2025.
SBUX
US$81.90
Starbucks
7D
-4.1%
1Y
-16.9%
HLT
US$274.73
Hilton Worldwide Holdings
7D
0.9%
1Y
26.7%