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U.S. Hospitality Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies163
  • 7D-0.5%
  • 3M7.2%
  • 1Y-9.2%
  • YTD-3.8%

The Hospitality industry has been flat over the last week, but Booking Holdings has lost 3.3%. As for the longer term, the industry has declined 9.2% in the last year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026US$808.3bUS$356.1bUS$27.2b24.2x29.8x2.3x
Tue, 09 Jun 2026US$752.6bUS$354.9bUS$27.4b20.3x27.5x2.1x
Thu, 07 May 2026US$763.0bUS$353.3bUS$26.1b20.6x29.2x2.2x
Sat, 04 Apr 2026US$738.7bUS$350.1bUS$25.4b21.3x29.1x2.1x
Mon, 02 Mar 2026US$792.0bUS$348.5bUS$26.0b23.4x30.5x2.3x
Wed, 28 Jan 2026US$819.3bUS$340.8bUS$25.7b21.4x31.8x2.4x
Fri, 26 Dec 2025US$861.9bUS$340.6bUS$25.6b21.9x33.6x2.5x
Sun, 23 Nov 2025US$764.9bUS$342.9bUS$26.1b20.8x29.3x2.2x
Tue, 21 Oct 2025US$826.8bUS$329.3bUS$24.5b23.8x33.8x2.5x
Thu, 18 Sep 2025US$852.3bUS$331.0bUS$24.3b24.1x35x2.6x
Sat, 16 Aug 2025US$841.9bUS$327.9bUS$24.1b23.1x34.9x2.6x
Mon, 14 Jul 2025US$890.6bUS$324.4bUS$24.9b24.2x35.8x2.7x
Wed, 11 Jun 2025US$830.4bUS$325.5bUS$24.5b23x33.9x2.6x
Fri, 09 May 2025US$759.1bUS$315.8bUS$24.9b21.9x30.4x2.4x
Sun, 06 Apr 2025US$673.5bUS$318.3bUS$24.1b22.2x28x2.1x
Tue, 04 Mar 2025US$825.8bUS$317.6bUS$22.8b23.9x36.2x2.6x
Thu, 30 Jan 2025US$825.6bUS$309.0bUS$20.7b25x39.9x2.7x
Sat, 28 Dec 2024US$813.8bUS$303.7bUS$20.1b23.3x40.5x2.7x
Mon, 25 Nov 2024US$789.6bUS$303.9bUS$19.8b25x39.9x2.6x
Wed, 23 Oct 2024US$762.9bUS$301.8bUS$20.3b23.1x37.6x2.5x
Fri, 20 Sep 2024US$695.8bUS$301.3bUS$19.7b20.6x35.3x2.3x
Sun, 18 Aug 2024US$655.1bUS$299.8bUS$19.2b19.7x34x2.2x
Tue, 16 Jul 2024US$694.6bUS$296.5bUS$19.8b19.3x35.1x2.3x
Thu, 13 Jun 2024US$638.2bUS$283.2bUS$20.7b19.3x30.9x2.3x
Sat, 11 May 2024US$667.0bUS$284.2bUS$20.3b19.1x32.8x2.3x
Mon, 08 Apr 2024US$690.6bUS$279.0bUS$20.2b20.5x34.1x2.5x
Wed, 06 Mar 2024US$668.2bUS$277.0bUS$19.3b19.7x34.6x2.4x
Fri, 02 Feb 2024US$636.3bUS$271.6bUS$19.4b20.1x32.9x2.3x
Sun, 31 Dec 2023US$626.1bUS$269.2bUS$18.0b20.5x34.7x2.3x
Tue, 28 Nov 2023US$592.6bUS$267.3bUS$16.5b20.1x35.9x2.2x
Thu, 26 Oct 2023US$532.0bUS$259.7bUS$10.9b20.3x48.9x2x
Sat, 23 Sep 2023US$565.2bUS$255.5bUS$8.5b20x66.9x2.2x
Mon, 21 Aug 2023US$580.8bUS$254.6bUS$7.9b19.6x73.8x2.3x
Wed, 19 Jul 2023US$640.1bUS$245.0bUS$5.2b20.8x123x2.6x
Price to Earnings Ratio

123x


Total Market Cap: US$640.1bTotal Earnings: US$5.2bTotal Revenue: US$245.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 38x202420252026
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 29.8x which is lower than its 3-year average PE of 38.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 73% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market0.81%
Consumer Discretionary1.45%
Hospitality-0.53%
Leisure Facilities3.42%
Casinos and Gaming0.34%
Restaurants-0.15%
Hotels, Resorts and Cruise Lines-1.26%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 118x.
    • Analysts are expecting annual earnings growth of 25.3%, which is lower than the prior year's growth of 31.3% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, which is trading below its 3-year average of 61.8x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Leisure Facilities 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
SBUX StarbucksUS$106.011.7%
+US$2.0b		11.7%PE80.8x
TCOM Trip.com GroupUS$42.804.4%
+US$1.1b		-30.9%PE5.8x
MAR Marriott InternationalUS$376.110.8%
+US$833.3m		33.5%PE38.4x
FLUT Flutter EntertainmentUS$110.664.4%
+US$802.6m		-61.8%PS1.1x
YUMC Yum China HoldingsUS$43.023.2%
+US$456.1m		-9.6%PE15.7x

Latest News

CCL
US$26.83
Carnival
7D
-3.9%
1Y
-6.4%
SBUX
US$106.01
Starbucks
7D
1.7%
1Y
11.7%
MTN
US$150.14
Vail Resorts
7D
6.7%
1Y
-8.9%
RCL
US$285.37
Royal Caribbean Cruises
7D
-3.7%
1Y
-15.7%
YUMC
US$43.02
Yum China Holdings
7D
3.2%
1Y
-9.6%
TCOM
US$42.80
Trip.com Group
7D
4.4%
1Y
-30.9%
New Narrative • Jul 10

Inbound Travel And AI Infrastructure Will Drive Long-Term Upside For This Travel Platform

Catalysts About Trip.com Group Trip.com Group operates a global online travel platform connecting travelers with accommodation, transportation, tours and local experiences. What are the underlying business or industry changes driving this perspective?
WYNN
US$99.77
Wynn Resorts
7D
4.0%
1Y
-10.3%
Narrative Update • Jul 09

WYNN: Future Returns Will Hinge On UAE Project Cash Flow Execution

The analyst price target for Wynn Resorts has been reduced by about $5 to $118, as analysts factor in updated assumptions on fair value, discount rate, revenue growth and profit margins, along with recent Street research that includes both new Buy-rated initiation and a series of lowered price targets. Analyst Commentary Recent Street research on Wynn Resorts reflects a split view, with one side highlighting growth opportunities and another group of bearish analysts trimming expectations and price targets.
BKNG
US$178.39
Booking Holdings
7D
-3.3%
1Y
-22.0%
WING
US$153.29
Wingstop
7D
-13.9%
1Y
-53.3%
Narrative Update • Jul 08

WING: Slower Unit Expansion And Weaker Same Store Sales Will Pressure Returns

Analysts have reduced the Wingstop fair value estimate from $237.28 to $148.41 as they recalibrate models for more moderate unit growth, slightly softer revenue and margin assumptions, and a lower future P/E multiple in line with recent price target cuts across the Street. Analyst Commentary Recent Street research on Wingstop has leaned more cautious, with several firms trimming price targets and reassessing how much investors should pay for the stock relative to its growth profile.
HLT
US$335.48
Hilton Worldwide Holdings
7D
-0.8%
1Y
21.0%
BROS
US$67.56
Dutch Bros
7D
-6.4%
1Y
6.7%
MCD
US$274.60
McDonald's
7D
-2.1%
1Y
-8.4%
VIK
US$99.14
Viking Holdings
7D
-1.5%
1Y
75.6%
Narrative Update • Jul 02

VIK: Future Fleet Expansion And Margin Improvements Will Drive Upside

Analysts have lifted their price target for Viking Holdings to $118.48 from $80.21, citing updated assumptions for slightly lower discount rates, higher projected revenue growth, improved profit margins, and a richer future P/E multiple. What’s in the News for Viking Holdings Viking Holdings reported Q1 revenue growth of 17.5% year over year, ahead of analyst expectations, with higher net profit and operating efficiency supporting a 19% rise in the stock price in the latest trading reaction to results.
MAR
US$376.11
Marriott International
7D
0.8%
1Y
33.5%
Narrative Update • Jun 30

MAR: Expansion Into China And Saudi Arabia Will Drive Future Upside

Analysts have lifted their price target on Marriott International from $370 to $446, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E that adjust their view of the stock's valuation profile. What's in the News Marriott International introduced the AI powered Ask Bonvoy tool in beta, using conversational search to help travelers find and book stays across its portfolio of more than 10,000 properties.
ARMK
US$57.88
Aramark
7D
2.8%
1Y
33.0%
Narrative Update • Jun 29

ARMK: Data Center Builds And Nexus Platform Will Shape Future Cash Flows

Analysts increased their fair value estimate for Aramark to $58.25 from $56.63, citing a series of recent price target raises toward $65 to $70.50 that reflect growing confidence in the Nexus platform, tighter cost control through the middle of the P&L and the long-term potential of the data center services opportunity. Analyst Commentary Recent Street research on Aramark clusters around a more constructive view of the company’s growth and margin potential, particularly around the Nexus platform and the emerging data center services business.
FLUT
US$110.66
Flutter Entertainment
7D
4.4%
1Y
-61.8%