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U.S. Hospitality Industry Analysis
UpdatedAug 16, 2025
DataAggregated Company Financials
Companies159
- 7D2.3%
- 3M6.4%
- 1Y29.2%
- YTD6.4%
Last week, the Hospitality industry hasn't moved much but Chipotle Mexican Grill is up 6.3% in that time. As for the the longer term, the industry is up 28% over the past 12 months. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 16 Aug 2025 | US$841.9b | US$327.9b | US$24.1b | 23.1x | 34.9x | 2.6x |
| Mon, 14 Jul 2025 | US$890.6b | US$324.4b | US$24.9b | 24.2x | 35.8x | 2.7x |
| Wed, 11 Jun 2025 | US$830.4b | US$325.5b | US$24.5b | 23x | 33.9x | 2.6x |
| Fri, 09 May 2025 | US$759.1b | US$315.8b | US$24.9b | 21.9x | 30.4x | 2.4x |
| Sun, 06 Apr 2025 | US$673.5b | US$318.3b | US$24.1b | 22.2x | 28x | 2.1x |
| Tue, 04 Mar 2025 | US$825.8b | US$317.6b | US$22.8b | 23.9x | 36.2x | 2.6x |
| Thu, 30 Jan 2025 | US$825.6b | US$309.0b | US$20.7b | 25x | 39.9x | 2.7x |
| Sat, 28 Dec 2024 | US$813.8b | US$303.7b | US$20.1b | 23.3x | 40.5x | 2.7x |
| Mon, 25 Nov 2024 | US$789.6b | US$303.9b | US$19.8b | 25x | 39.9x | 2.6x |
| Wed, 23 Oct 2024 | US$762.9b | US$301.8b | US$20.3b | 23.1x | 37.6x | 2.5x |
| Fri, 20 Sep 2024 | US$695.8b | US$301.3b | US$19.7b | 20.6x | 35.3x | 2.3x |
| Sun, 18 Aug 2024 | US$655.1b | US$299.8b | US$19.2b | 19.7x | 34x | 2.2x |
| Tue, 16 Jul 2024 | US$694.6b | US$296.5b | US$19.8b | 19.3x | 35.1x | 2.3x |
| Thu, 13 Jun 2024 | US$638.2b | US$283.2b | US$20.7b | 19.3x | 30.9x | 2.3x |
| Sat, 11 May 2024 | US$667.0b | US$284.2b | US$20.3b | 19.1x | 32.8x | 2.3x |
| Mon, 08 Apr 2024 | US$690.6b | US$279.0b | US$20.2b | 20.5x | 34.1x | 2.5x |
| Wed, 06 Mar 2024 | US$668.2b | US$277.0b | US$19.3b | 19.7x | 34.6x | 2.4x |
| Fri, 02 Feb 2024 | US$636.3b | US$271.6b | US$19.4b | 20.1x | 32.9x | 2.3x |
| Sun, 31 Dec 2023 | US$626.1b | US$269.2b | US$18.0b | 20.5x | 34.7x | 2.3x |
| Tue, 28 Nov 2023 | US$592.6b | US$267.3b | US$16.5b | 20.1x | 35.9x | 2.2x |
| Thu, 26 Oct 2023 | US$532.0b | US$259.7b | US$10.9b | 20.3x | 48.9x | 2x |
| Sat, 23 Sep 2023 | US$565.2b | US$255.5b | US$8.5b | 20x | 66.9x | 2.2x |
| Mon, 21 Aug 2023 | US$580.8b | US$254.6b | US$7.9b | 19.6x | 73.8x | 2.3x |
| Wed, 19 Jul 2023 | US$640.1b | US$245.0b | US$5.2b | 20.8x | 123x | 2.6x |
| Fri, 16 Jun 2023 | US$602.4b | US$242.4b | US$3.7b | 20x | 164.4x | 2.5x |
| Sun, 14 May 2023 | US$553.3b | US$240.4b | US$2.8b | 18.2x | 197.2x | 2.3x |
| Tue, 11 Apr 2023 | US$645.2b | US$248.2b | US$1.9b | 20.2x | 343x | 2.6x |
| Thu, 09 Mar 2023 | US$638.3b | US$236.2b | US$1.6b | 19.5x | 391.8x | 2.7x |
| Sat, 04 Feb 2023 | US$700.7b | US$235.2b | US$1.3b | 19.4x | 552x | 3x |
| Mon, 02 Jan 2023 | US$580.6b | US$234.9b | US$1.2b | 17.4x | 472x | 2.5x |
| Wed, 30 Nov 2022 | US$606.7b | US$230.8b | US$272.5m | 18.5x | 2226.5x | 2.6x |
| Fri, 28 Oct 2022 | US$575.7b | US$219.4b | -US$2,375,330,536.00 | 18.9x | -242.4x | 2.6x |
| Sun, 25 Sep 2022 | US$536.8b | US$215.0b | -US$4,802,777,307.00 | 16.6x | -111.8x | 2.5x |
| Tue, 23 Aug 2022 | US$600.9b | US$215.3b | -US$4,762,894,957.00 | 18x | -126.2x | 2.8x |
Price to Earnings Ratio
-126.2x
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 35.2x which is lower than its 3-year average PE of 169x.
- 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 | 1.01% | |
| Consumer Discretionary | 2.71% | |
| Hospitality | 2.29% | |
| Leisure Facilities | 4.35% | |
| Hotels, Resorts and Cruise Lines | 4.21% | |
| Casinos and Gaming | 3.91% | |
| Restaurants | -0.56% | |
Industry PE
- Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 60.8x.
- Analysts are expecting annual earnings growth of 30.3%, which is higher than its past year's earnings decline of 0.03% per year.
Forecasted Growth
- Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 31% over the next 5 years.
- However this is lower than its past earnings growth rate of 56% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CMG Chipotle Mexican Grill | US$44.04 | 6.3% +US$3.5b | -16.1% | PE38.3x | |
| RCL Royal Caribbean Cruises | US$313.95 | 4.2% +US$3.4b | 99.0% | PE23.7x | |
| ABNB Airbnb | US$125.10 | 3.4% +US$2.5b | 7.6% | PE29.2x | |
| MCD McDonald's | US$308.93 | 1.1% +US$2.5b | 10.9% | PE26.3x | |
| TCOM Trip.com Group | US$62.37 | 6.1% +US$2.3b | 45.9% | PE17.2x |
