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U.S. Hospitality Industry Analysis

UpdatedNov 07, 2025
DataAggregated Company Financials
Companies163
  • 7D-6.7%
  • 3M-10.7%
  • 1Y-7.6%
  • YTD-6.4%

Over the last 7 days, the Hospitality industry has dropped 6.7%, driven by DoorDash declining 23%. On the other hand Marriott International is actually up 7.2%. The industry has fallen 7.6% in the last year. 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, 07 Nov 2025US$771.9bUS$333.3bUS$24.5b21.4x31.4x2.3x
Sun, 05 Oct 2025US$837.4bUS$329.3bUS$24.5b24.4x34.2x2.5x
Tue, 02 Sep 2025US$881.7bUS$328.5bUS$24.3b24.2x36.3x2.7x
Thu, 31 Jul 2025US$867.8bUS$324.6bUS$25.1b22.7x34.5x2.7x
Sat, 28 Jun 2025US$853.2bUS$325.5bUS$24.9b23.5x34.2x2.6x
Mon, 26 May 2025US$784.8bUS$324.9bUS$24.6b21.6x31.9x2.4x
Wed, 23 Apr 2025US$693.9bUS$317.9bUS$24.2b22.4x28.7x2.2x
Fri, 21 Mar 2025US$775.5bUS$317.8bUS$23.8b24.2x32.5x2.4x
Sun, 16 Feb 2025US$876.6bUS$308.4bUS$21.6b25.6x40.6x2.8x
Tue, 14 Jan 2025US$771.8bUS$291.9bUS$19.1b22.6x40.5x2.6x
Thu, 12 Dec 2024US$835.0bUS$303.9bUS$19.7b24.3x42.3x2.7x
Sat, 09 Nov 2024US$802.0bUS$303.2bUS$19.6b24.3x40.9x2.6x
Mon, 07 Oct 2024US$751.6bUS$302.4bUS$20.4b24.1x36.9x2.5x
Wed, 04 Sep 2024US$675.6bUS$301.1bUS$19.7b19.4x34.3x2.2x
Fri, 02 Aug 2024US$672.5bUS$299.0bUS$19.3b18.9x34.9x2.2x
Sun, 30 Jun 2024US$697.6bUS$296.5bUS$19.8b19.6x35.2x2.4x
Tue, 28 May 2024US$653.9bUS$283.2bUS$20.6b18.3x31.8x2.3x
Thu, 25 Apr 2024US$669.3bUS$279.8bUS$20.6b20.2x32.5x2.4x
Sat, 23 Mar 2024US$692.3bUS$277.7bUS$19.7b20.2x35.1x2.5x
Mon, 19 Feb 2024US$650.0bUS$272.0bUS$19.1b20.3x34x2.4x
Wed, 17 Jan 2024US$611.7bUS$269.0bUS$18.0b19.4x34x2.3x
Fri, 15 Dec 2023US$620.7bUS$267.3bUS$16.5b20.4x37.6x2.3x
Sun, 12 Nov 2023US$557.8bUS$264.9bUS$15.2b21.2x36.7x2.1x
Tue, 10 Oct 2023US$545.1bUS$258.0bUS$10.3b19.3x53.1x2.1x
Thu, 07 Sep 2023US$599.9bUS$255.1bUS$8.3b19.2x72.7x2.4x
Sat, 05 Aug 2023US$616.2bUS$252.4bUS$7.2b21.6x85.1x2.4x
Mon, 03 Jul 2023US$607.1bUS$244.7bUS$5.2b20.2x117.5x2.5x
Wed, 31 May 2023US$550.1bUS$240.6bUS$3.0b19.2x182.3x2.3x
Fri, 28 Apr 2023US$657.0bUS$250.1bUS$2.7b19.4x242x2.6x
Sun, 26 Mar 2023US$625.8bUS$245.0bUS$758.3m19.4x825.4x2.6x
Tue, 21 Feb 2023US$648.8bUS$234.6bUS$510.6m18.8x1270.7x2.8x
Thu, 19 Jan 2023US$645.7bUS$235.1bUS$1.2b18.5x531.5x2.7x
Sat, 17 Dec 2022US$594.5bUS$231.5bUS$157.7m17.9x3769.7x2.6x
Mon, 14 Nov 2022US$613.5bUS$229.9b-US$82,541,717.0018.8x-7433.1x2.7x
Price to Earnings Ratio

-7433.1x


Total Market Cap: US$613.5bTotal Earnings: -US$82,541,717.00Total Revenue: US$229.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 187.1x202320242025
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 31.4x which is lower than its 3-year average PE of 187x.
  • 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 13% 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-1.75%
Consumer Discretionary1.27%
Hospitality-6.70%
Casinos and Gaming-0.76%
Leisure Facilities-3.45%
Hotels, Resorts and Cruise Lines-5.35%
Restaurants-11.19%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry even though it's trading below its 3-year average PE ratio of 66.0x.
    • Analysts are expecting annual earnings growth of 31.0%, which is higher than its past year's earnings growth of 2.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings growth rate of 2.6% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 16% 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$281.147.2%
+US$4.2b		1.2%PE28.9x
LVS Las Vegas SandsUS$62.796.5%
+US$2.6b		22.0%PE27.3x
YUM Yum! BrandsUS$147.616.1%
+US$2.4b		7.7%PE28.3x
HLT Hilton Worldwide HoldingsUS$265.272.0%
+US$1.2b		7.7%PE37x
PLNT Planet FitnessUS$103.2414.7%
+US$1.1b		9.6%PE42.1x

Latest News

PLNT
US$103.24
Planet Fitness
7D
14.7%
1Y
9.6%
H
US$146.37
Hyatt Hotels
7D
4.1%
1Y
-4.9%
DASH
US$196.46
DoorDash
7D
-22.7%
1Y
15.2%
WING
US$244.60
Wingstop
7D
12.9%
1Y
-28.1%
MCD
US$298.41
McDonald's
7D
-1.3%
1Y
1.3%
CMG
US$30.56
Chipotle Mexican Grill
7D
-6.1%
1Y
-47.5%
CCL
US$26.37
Carnival Corporation &
7D
-6.9%
1Y
11.4%
RCL
US$253.57
Royal Caribbean Cruises
7D
-10.9%
1Y
15.0%
LNW
US$79.70
Light & Wonder
7D
11.6%
1Y
-21.9%

LNW: Free Cash Flow Trends Will Shape Coming Earnings Performance

Light & Wonder's analyst price target was revised downward to $105.85 from $106.55, as analysts cite increased challenges to meeting core EBITDA targets along with concerns over future cash flow and leverage. Analyst Commentary Bullish Takeaways The revised fiscal 2025 EBITDA guidance points to growth, particularly with the inclusion of Grover.
YUM
US$147.61
Yum! Brands
7D
6.1%
1Y
7.7%

YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory

The analyst price target for Yum! Brands was raised slightly in recent updates, with the average moving from $158.67 to $161.33.
MAR
US$281.14
Marriott International
7D
7.2%
1Y
1.2%
FLUT
US$216.49
Flutter Entertainment
7D
-6.2%
1Y
-9.0%

FLUT: Recent Prediction Market Volatility Will Unlock Buying Opportunity

Flutter Entertainment's analyst price target has been reduced slightly to $330 from $340, as analysts cite near-term headwinds and expectations for a softer Q3. However, they continue to view the company as well positioned in the industry.
BKNG
US$4,899.05
Booking Holdings
7D
-3.6%
1Y
-0.4%
LVS
US$62.79
Las Vegas Sands
7D
6.5%
1Y
22.0%

LVS: Singapore And Macau Performance Will Balance Ongoing Market Uncertainties

Analysts have raised their price target for Las Vegas Sands from $60.68 to $65.34, citing stronger profit margins, higher revenue growth expectations, and ongoing improvements in both Singapore and Macau operations. Analyst Commentary Recent street research has provided a nuanced view of Las Vegas Sands as analysts weigh both positive developments and lingering uncertainties for the company’s near-term outlook.
HLT
US$265.27
Hilton Worldwide Holdings
7D
2.0%
1Y
7.7%

Future Expansion in Asia-Pacific Luxury and Lifestyle Will Drive Steady Returns

Hilton Worldwide Holdings’ analyst price target has increased from $276 to approximately $281 per share. Analysts cite robust business execution, a resilient earnings outlook, and strong development trends despite macroeconomic challenges.
ABNB
US$120.53
Airbnb
7D
-4.6%
1Y
-18.2%