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U.S. Hospitality Industry Analysis

UpdatedSep 01, 2025
DataAggregated Company Financials
Companies159
  • 7D1.6%
  • 3M10.8%
  • 1Y31.1%
  • YTD11.0%

Over the last 7 days, the Hospitality industry has risen 1.6%, driven by gains in Trip.com Group and Royal Caribbean Cruises of 12% and 5.3%, respectively. In the last 12 months, the industry was up 31%. 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
Mon, 01 Sep 2025US$881.7bUS$328.5bUS$24.3b24.2x36.3x2.7x
Wed, 30 Jul 2025US$882.7bUS$324.5bUS$25.1b22.6x35.2x2.7x
Fri, 27 Jun 2025US$839.2bUS$325.5bUS$24.9b23.6x33.7x2.6x
Sun, 25 May 2025US$784.8bUS$324.9bUS$24.6b21.6x31.9x2.4x
Tue, 22 Apr 2025US$709.7bUS$318.0bUS$24.3b21.5x29.2x2.2x
Thu, 20 Mar 2025US$764.0bUS$317.6bUS$23.9b23.7x31.9x2.4x
Sat, 15 Feb 2025US$853.9bUS$308.4bUS$21.6b25.6x39.6x2.8x
Mon, 13 Jan 2025US$771.8bUS$291.9bUS$19.1b22.7x40.5x2.6x
Wed, 11 Dec 2024US$839.1bUS$303.9bUS$19.8b24.7x42.5x2.8x
Fri, 08 Nov 2024US$794.2bUS$304.6bUS$20.9b23.8x38x2.6x
Sun, 06 Oct 2024US$751.8bUS$302.4bUS$20.4b24.1x36.9x2.5x
Tue, 03 Sep 2024US$675.5bUS$301.1bUS$19.7b19.9x34.3x2.2x
Thu, 01 Aug 2024US$672.1bUS$298.6bUS$19.4b19.7x34.7x2.3x
Sat, 29 Jun 2024US$696.0bUS$296.5bUS$19.8b19.6x35.2x2.3x
Mon, 27 May 2024US$653.9bUS$283.2bUS$20.6b18.3x31.8x2.3x
Wed, 24 Apr 2024US$669.1bUS$279.8bUS$20.6b20x32.5x2.4x
Fri, 22 Mar 2024US$694.5bUS$277.8bUS$19.7b20.3x35.2x2.5x
Sun, 18 Feb 2024US$650.0bUS$272.0bUS$19.1b20.3x34x2.4x
Tue, 16 Jan 2024US$611.7bUS$269.1bUS$18.0b19.6x33.9x2.3x
Thu, 14 Dec 2023US$612.5bUS$267.2bUS$16.5b20.2x37.2x2.3x
Sat, 11 Nov 2023US$550.4bUS$264.9bUS$15.2b21.2x36.2x2.1x
Mon, 09 Oct 2023US$544.7bUS$258.0bUS$10.3b18.9x53x2.1x
Wed, 06 Sep 2023US$602.3bUS$255.2bUS$8.3b19.2x72.9x2.4x
Fri, 04 Aug 2023US$617.3bUS$251.6bUS$6.8b20.8x90.1x2.5x
Sun, 02 Jul 2023US$607.1bUS$244.7bUS$5.2b20.2x117.5x2.5x
Tue, 30 May 2023US$556.3bUS$240.6bUS$3.0b19.5x184.3x2.3x
Thu, 27 Apr 2023US$646.7bUS$249.8bUS$2.6b19x251.1x2.6x
Sat, 25 Mar 2023US$625.9bUS$245.0bUS$758.3m19.4x825.5x2.6x
Mon, 20 Feb 2023US$648.8bUS$234.6bUS$510.6m18.8x1270.7x2.8x
Wed, 18 Jan 2023US$653.3bUS$235.1bUS$1.2b18.8x537.5x2.8x
Fri, 16 Dec 2022US$602.2bUS$231.7bUS$321.0m18.1x1875.8x2.6x
Sun, 13 Nov 2022US$613.6bUS$229.9b-US$82,522,717.0018.8x-7435.5x2.7x
Tue, 11 Oct 2022US$545.8bUS$218.9b-US$2,687,920,346.0016.9x-203.1x2.5x
Thu, 08 Sep 2022US$575.4bUS$215.1b-US$4,877,456,151.0016.7x-118x2.7x
Price to Earnings Ratio

-118x


Total Market Cap: US$575.4bTotal Earnings: -US$4,877,456,151.00Total Revenue: US$215.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 171.3x202320242025
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 36.3x which is lower than its 3-year average PE of 171x.
  • 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 Market0.46%
Consumer Discretionary0.14%
Hospitality1.57%
Hotels, Resorts and Cruise Lines3.65%
Casinos and Gaming1.44%
Restaurants-0.44%
Leisure Facilities-1.72%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 73.9x.
    • Analysts are expecting annual earnings growth of 31.8%, 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
TCOM Trip.com GroupUS$73.7511.9%
+US$5.1b		56.4%PE19x
RCL Royal Caribbean CruisesUS$363.225.3%
+US$5.0b		120.6%PE27.4x
SBUX StarbucksUS$88.192.8%
+US$2.7b		-6.7%PE38.1x
VIK Viking HoldingsUS$63.625.9%
+US$1.6b		89.6%PE40.6x
ABNB AirbnbUS$130.531.9%
+US$1.5b		11.3%PE30.4x

Latest News

CHA
US$19.11
Chagee Holdings
7D
-14.6%
1Y
n/a
WYNN
US$126.75
Wynn Resorts
7D
7.1%
1Y
64.9%

Luxury Resorts Will Capture Asian And Middle East Demand

Driven by stronger Macau estimates, early UAE expansion optimism, and resilient Las Vegas performance—partially offset by near-term Macau share loss concerns and sector risks—the consensus analyst price target for Wynn Resorts has increased modestly from $123.06 to $125.76. Analyst Commentary Bullish analysts highlight increased Macau estimates and a more optimistic outlook for Wynn's Al Marjan resort, citing first-mover advantage in the UAE to capture loyalty among ultra high net worth international customers.
TCOM
US$73.75
Trip.com Group
7D
11.9%
1Y
56.4%

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.
LVS
US$57.63
Las Vegas Sands
7D
2.5%
1Y
47.8%

Macao And Singapore Resorts Will Boost Future Prospects

The analyst price target for Las Vegas Sands was raised to $59.34, reflecting stronger-than-expected Singapore performance and improving Macau trends, partially offset by ongoing macro and regulatory risks. Analyst Commentary Stronger-than-expected Q2 results, particularly driven by outstanding performance at Singapore properties.
BKNG
US$5,599.05
Booking Holdings
7D
-1.8%
1Y
43.2%
CMG
US$42.14
Chipotle Mexican Grill
7D
-1.4%
1Y
-24.9%
SBUX
US$88.19
Starbucks
7D
2.8%
1Y
-6.7%
TXRH
US$172.55
Texas Roadhouse
7D
-2.4%
1Y
2.3%
YUMC
US$44.72
Yum China Holdings
7D
-4.9%
1Y
32.3%
MMYT
US$98.75
MakeMyTrip
7D
-3.4%
1Y
2.7%
FUN
US$22.69
Six Flags Entertainment
7D
-10.9%
1Y
-48.2%

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.
VIK
US$63.62
Viking Holdings
7D
5.9%
1Y
89.6%

Sustainable Fleet Expansion And New Markets Will Shape Future Success

Viking Holdings' consensus price target has increased, reflecting higher valuation expectations as indicated by a rising future P/E ratio, despite a slight decline in net profit margin, with the fair value now set at $64.88. What's in the News Viking is executing significant fleet expansion, including the delivery of the new Nile river ship Viking Amun and additional planned ships in Egypt, alongside a committed orderbook targeting 112 river ships by 2028 and 23 ocean/expedition ships by 2031.
RCL
US$363.22
Royal Caribbean Cruises
7D
5.3%
1Y
120.6%
SBET
US$17.82
SharpLink Gaming
7D
-7.0%
1Y
118.4%
ABNB
US$130.53
Airbnb
7D
1.9%
1Y
11.3%
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$307.17
Flutter Entertainment
7D
2.4%
1Y
44.6%

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).