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U.S. Hospitality Industry Analysis

UpdatedSep 05, 2025
DataAggregated Company Financials
Companies159
  • 7D-2.0%
  • 3M7.0%
  • 1Y30.8%
  • YTD9.4%

Over the last 7 days, the Hospitality industry has dropped 2.0%, driven by declines in Airbnb and Flutter Entertainment of 3.9% and 5.3%, respectively. Over the past 12 months, the industry was up 31%. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Sep 2025US$867.1bUS$328.5bUS$24.3b24.1x35.7x2.6x
Sun, 03 Aug 2025US$845.9bUS$325.5bUS$25.0b21.9x33.8x2.6x
Tue, 01 Jul 2025US$866.0bUS$325.6bUS$24.9b23.6x34.7x2.7x
Thu, 29 May 2025US$802.3bUS$324.9bUS$24.6b22.5x32.6x2.5x
Sat, 26 Apr 2025US$738.5bUS$318.1bUS$24.0b22.2x30.7x2.3x
Mon, 24 Mar 2025US$772.4bUS$318.2bUS$24.0b24x32.2x2.4x
Wed, 19 Feb 2025US$876.1bUS$308.4bUS$21.6b25.2x40.6x2.8x
Fri, 17 Jan 2025US$782.1bUS$303.5bUS$20.1b22.8x38.9x2.6x
Sun, 15 Dec 2024US$824.5bUS$303.8bUS$19.7b23.7x41.8x2.7x
Tue, 12 Nov 2024US$801.2bUS$305.3bUS$19.7b24.1x40.7x2.6x
Thu, 10 Oct 2024US$743.8bUS$302.4bUS$20.3b23.6x36.6x2.5x
Sat, 07 Sep 2024US$659.5bUS$301.2bUS$19.7b19.5x33.5x2.2x
Mon, 05 Aug 2024US$631.7bUS$297.8bUS$19.3b18.6x32.7x2.1x
Wed, 03 Jul 2024US$689.8bUS$296.5bUS$19.8b19.7x34.8x2.3x
Fri, 31 May 2024US$646.5bUS$283.2bUS$20.7b18.4x31.3x2.3x
Sun, 28 Apr 2024US$682.2bUS$281.0bUS$20.8b20.4x32.8x2.4x
Tue, 26 Mar 2024US$692.4bUS$277.8bUS$19.7b20.2x35.1x2.5x
Thu, 22 Feb 2024US$641.0bUS$272.0bUS$19.5b19.9x32.9x2.4x
Sat, 20 Jan 2024US$617.2bUS$269.0bUS$18.0b19.4x34.3x2.3x
Mon, 18 Dec 2023US$621.1bUS$267.5bUS$16.5b20.4x37.6x2.3x
Wed, 15 Nov 2023US$564.2bUS$265.0bUS$15.4b21.7x36.7x2.1x
Fri, 13 Oct 2023US$556.9bUS$258.0bUS$10.2b19.5x54.4x2.2x
Sun, 10 Sep 2023US$582.5bUS$255.2bUS$8.2b18.4x70.6x2.3x
Tue, 08 Aug 2023US$623.8bUS$252.8bUS$7.5b21.6x83.4x2.5x
Thu, 06 Jul 2023US$604.9bUS$244.7bUS$5.2b19.7x117.1x2.5x
Sat, 03 Jun 2023US$564.4bUS$240.9bUS$3.2b19.8x178.8x2.3x
Mon, 01 May 2023US$671.6bUS$250.4bUS$2.7b19.8x248.5x2.7x
Wed, 29 Mar 2023US$632.2bUS$247.9bUS$2.0b19.8x315.1x2.6x
Fri, 24 Feb 2023US$635.9bUS$235.5bUS$866.1m19.1x734.2x2.7x
Sun, 22 Jan 2023US$660.5bUS$235.1bUS$1.2b19x542.5x2.8x
Tue, 20 Dec 2022US$581.3bUS$231.9bUS$312.2m17.5x1861.9x2.5x
Thu, 17 Nov 2022US$610.4bUS$230.5bUS$372.2m19x1639.8x2.6x
Sat, 15 Oct 2022US$543.1bUS$218.9b-US$2,737,480,545.0017.9x-198.4x2.5x
Mon, 12 Sep 2022US$615.7bUS$215.3b-US$4,900,621,127.0017.8x-125.6x2.9x
Price to Earnings Ratio

-125.6x


Total Market Cap: US$615.7bTotal Earnings: -US$4,900,621,127.00Total Revenue: US$215.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 171.8x202320242025
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 35.7x which is lower than its 3-year average PE of 172x.
  • 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 Market-0.008%
Consumer Discretionary0.63%
Hospitality-1.99%
Leisure Facilities1.14%
Restaurants-0.91%
Hotels, Resorts and Cruise Lines-1.94%
Casinos and Gaming-4.09%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 73.3x.
    • Analysts are expecting annual earnings growth of 33.0%, 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 33% 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
MCD McDonald'sUS$316.991.5%
+US$3.4b		10.1%PE27x
DASH DoorDashUS$248.780.6%
+US$619.4m		96.9%PE136.1x
DPZ Domino's PizzaUS$462.603.0%
+US$463.1m		12.8%PE26.3x
HLT Hilton Worldwide HoldingsUS$278.060.6%
+US$413.9m		28.7%PE41.2x
DRI Darden RestaurantsUS$210.191.7%
+US$405.8m		33.1%PE23.3x

Latest News

DASH
US$248.78
DoorDash
7D
0.6%
1Y
96.9%
RCL
US$360.06
Royal Caribbean Cruises
7D
-1.6%
1Y
127.9%

New Cruise Ships And Private Destinations Will Expand Markets

Despite a less attractive near-term tactical setup following a sector rally, analysts cite strong demand, robust pricing, and superior margins as drivers for Royal Caribbean's long-term EPS and market share growth, resulting in the consensus price target remaining unchanged at $351.65. Analyst Commentary Bullish analysts highlight strong forward demand, robust pricing, and optionality from land-based projects as drivers for increased price targets.
MCD
US$316.99
McDonald's
7D
1.5%
1Y
10.1%

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.
EAT
US$159.88
Brinker International
7D
2.8%
1Y
122.8%

Digital Upgrades And Menu Innovation Will Unlock New Opportunities

Driven by strong same-store sales and margin improvements at Chili’s, but tempered by concerns over difficult comps and sustainability of recent momentum, the consensus analyst price target for Brinker International remained unchanged at $179. Analyst Commentary Markedly strong same-store sales growth at Chili’s (~25%) and robust adjusted EPS expansion (>100%) with significant improvements in restaurant-level margins and de-leveraging of the balance sheet.
BKNG
US$5,585.86
Booking Holdings
7D
-1.2%
1Y
47.7%

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.
LVS
US$55.11
Las Vegas Sands
7D
-4.5%
1Y
37.8%
EXPE
US$216.52
Expedia Group
7D
0.8%
1Y
60.2%
CMG
US$41.41
Chipotle Mexican Grill
7D
-2.4%
1Y
-21.9%
DPZ
US$462.60
Domino's Pizza
7D
3.0%
1Y
12.8%
TCOM
US$72.99
Trip.com Group
7D
-2.7%
1Y
53.0%

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$87.01
Starbucks
7D
-1.1%
1Y
-5.0%
FUN
US$25.58
Six Flags Entertainment
7D
10.4%
1Y
-41.3%

Revamped Attractions And Digital Integration Will Boost Demand

With both consensus revenue growth and net profit margin forecasts unchanged, analysts have maintained their fair value estimate for Six Flags Entertainment at $34.15. What's in the News Six Flags to launch expanded Halloween nighttime events across 25 parks, including a new premium interactive attraction, “The Conjuring: Beyond Fear,” and multiple new horror-themed mazes and scare zones.
HLT
US$278.06
Hilton Worldwide Holdings
7D
0.6%
1Y
28.7%
DRI
US$210.19
Darden Restaurants
7D
1.7%
1Y
33.1%
ABNB
US$125.37
Airbnb
7D
-3.9%
1Y
7.9%
User avatar

Airbnb (ABNB): Still one of the most interesting bets in travel

Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences)
FLUT
US$292.38
Flutter Entertainment
7D
-5.3%
1Y
36.1%

Brazil And US Markets Will Unlock iGaming Opportunities

The Consensus Analyst Price Target for Flutter Entertainment has been revised upward to $342.80, reflecting improved profitability and a lower forward P/E multiple. What's in the News Flutter Entertainment is nearing an agreement to acquire an additional 5% stake in FanDuel from Boyd Gaming for approximately $2 billion, with a potential announcement expected this week (Sky News).