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U.S. Hospitality Industry Analysis

UpdatedDec 11, 2025
DataAggregated Company Financials
Companies165
  • 7D0.5%
  • 3M-8.3%
  • 1Y-4.0%
  • YTD1.2%

The Hospitality is pretty flat in the last 7 days, but Booking Holdings has stood out, gaining 4.6%. As for the longer term, the industry has declined 4.0% in the last year. 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
Thu, 11 Dec 2025US$813.6bUS$339.8bUS$25.7b23.6x31.7x2.4x
Sat, 08 Nov 2025US$745.0bUS$334.0bUS$24.8b21.8x30x2.2x
Mon, 06 Oct 2025US$837.4bUS$329.3bUS$24.5b24.4x34.2x2.5x
Wed, 03 Sep 2025US$881.6bUS$328.5bUS$24.3b24x36.3x2.7x
Fri, 01 Aug 2025US$869.5bUS$325.3bUS$25.1b22.5x34.7x2.7x
Sun, 29 Jun 2025US$849.2bUS$325.5bUS$24.9b23.5x34.1x2.6x
Tue, 27 May 2025US$784.8bUS$324.9bUS$24.6b21.6x31.9x2.4x
Thu, 24 Apr 2025US$720.5bUS$318.0bUS$24.2b22.4x29.8x2.3x
Sat, 22 Mar 2025US$774.5bUS$318.2bUS$24.0b24x32.3x2.4x
Mon, 17 Feb 2025US$876.1bUS$308.4bUS$21.6b25.6x40.6x2.8x
Wed, 15 Jan 2025US$775.4bUS$303.5bUS$20.1b22.7x38.6x2.6x
Fri, 13 Dec 2024US$840.3bUS$303.8bUS$19.7b24.2x42.6x2.8x
Sun, 10 Nov 2024US$801.2bUS$305.4bUS$19.7b23.5x40.7x2.6x
Tue, 08 Oct 2024US$751.3bUS$302.5bUS$20.4b24x36.9x2.5x
Thu, 05 Sep 2024US$661.3bUS$301.1bUS$19.7b19.6x33.6x2.2x
Sat, 03 Aug 2024US$647.7bUS$295.3bUS$19.9b18.6x32.6x2.2x
Mon, 01 Jul 2024US$697.6bUS$296.5bUS$19.8b19.6x35.2x2.4x
Wed, 29 May 2024US$653.9bUS$283.1bUS$20.6b18.4x31.7x2.3x
Fri, 26 Apr 2024US$675.7bUS$281.0bUS$20.9b20.3x32.4x2.4x
Sun, 24 Mar 2024US$692.3bUS$277.7bUS$19.7b20.2x35.1x2.5x
Tue, 20 Feb 2024US$649.9bUS$272.0bUS$19.1b20.3x34x2.4x
Thu, 18 Jan 2024US$605.6bUS$269.0bUS$18.0b19.3x33.6x2.3x
Sat, 16 Dec 2023US$621.4bUS$267.5bUS$16.5b20.4x37.7x2.3x
Mon, 13 Nov 2023US$560.8bUS$264.9bUS$15.4b21.2x36.5x2.1x
Wed, 11 Oct 2023US$555.6bUS$258.0bUS$10.3b19.7x54.1x2.2x
Fri, 08 Sep 2023US$594.4bUS$255.2bUS$8.2b18.4x72.1x2.3x
Sun, 06 Aug 2023US$616.2bUS$252.4bUS$7.2b21.6x85.1x2.4x
Tue, 04 Jul 2023US$612.5bUS$244.8bUS$5.2b20.4x118.5x2.5x
Thu, 01 Jun 2023US$549.5bUS$240.8bUS$3.2b19.1x174x2.3x
Sat, 29 Apr 2023US$671.6bUS$250.4bUS$2.7b19.8x248.5x2.7x
Mon, 27 Mar 2023US$625.9bUS$245.0bUS$758.3m19.4x825.4x2.6x
Wed, 22 Feb 2023US$639.8bUS$234.6bUS$509.6m18.6x1255.5x2.7x
Fri, 20 Jan 2023US$646.1bUS$235.1bUS$1.2b18.6x531.2x2.7x
Sun, 18 Dec 2022US$594.5bUS$231.7bUS$317.6m17.9x1871.7x2.6x
Price to Earnings Ratio

1871.7x


Total Market Cap: US$594.5bTotal Earnings: US$317.6mTotal Revenue: US$231.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 137.5x202320242025
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 31.7x which is lower than its 3-year average PE of 138x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 332% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market0.42%
Consumer Discretionary0.093%
Hospitality0.54%
Hotels, Resorts and Cruise Lines1.34%
Casinos and Gaming1.16%
Restaurants-0.66%
Leisure Facilities-1.37%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 73.6x.
    • Analysts are expecting annual earnings growth of 36.5%, which is higher than its past year's earnings decline of 0.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 0.4% 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?

CompanyLast Price7D1YValuation
BKNG Booking HoldingsUS$5.28k4.6%
+US$7.4b		-0.3%PE33.7x
ABNB AirbnbUS$127.576.2%
+US$4.5b		-8.1%PE29.4x
MCD McDonald'sUS$310.530.9%
+US$2.0b		4.9%PE26.3x
EXPE Expedia GroupUS$274.074.4%
+US$1.4b		44.0%PE24.2x
FLUT Flutter EntertainmentUS$218.343.1%
+US$1.1b		-21.3%PS2.5x

Latest News

RCL
US$260.38
Royal Caribbean Cruises
7D
-2.0%
1Y
6.1%
ABNB
US$127.57
Airbnb
7D
6.2%
1Y
-8.1%
EXPE
US$274.07
Expedia Group
7D
4.4%
1Y
44.0%
BKNG
US$5,277.20
Booking Holdings
7D
4.6%
1Y
-0.3%
HTHT
US$48.66
H World Group
7D
3.1%
1Y
45.4%

HTHT: Improving Margins And Southeast Asia Expansion Will Support Future Performance

Analysts have modestly raised their price target on H World Group by about $1.36 per share, citing improving profitability and stable to slightly easing discount rates, which help offset a marginally softer long term revenue growth outlook. Analyst Commentary Analyst views on H World Group remain mixed but constructive, with recent price target adjustments reflecting a balance between improving profitability and lingering macro and execution risks.
VIK
US$68.85
Viking Holdings
7D
1.9%
1Y
49.5%

VIK: Expanding River Fleet Will Shape Balanced Long Term Performance

Analysts have modestly raised their price target on Viking Holdings, increasing estimated fair value by about $1 to roughly $69 per share, citing slightly stronger projected revenue growth and profit margins that more than offset a marginal uptick in the assumed discount rate and a small trim to future valuation multiples. What's in the News Viking named nine new river ships, including its 100th vessel, in a ceremony in Basel, Switzerland, marking a milestone of more than 100 ships across its river, ocean and expedition fleet, the largest in the cruise industry (Key Developments) Newly named ships will expand capacity on key European itineraries.
SBUX
US$83.85
Starbucks
7D
-3.7%
1Y
-14.8%

SBUX: Turnaround And Labor Disputes Will Shape Traffic And Margin Recovery

Analysts have nudged their average Starbucks price target slightly higher by about $0.20 to approximately $94.20. This reflects a view that while revenue growth and profit margins may face near term pressure amid macro headwinds and a slower turnaround, the company’s long term earnings power and valuation multiple remain intact.
MCD
US$310.53
McDonald's
7D
0.9%
1Y
4.9%

MCD: Value Promotions And Remodels Will Balance Consumer And Margin Pressures

Analysts have trimmed their McDonald's fair value estimate slightly, lowering the target by about $0.30 to roughly $331. This reflects modestly softer long term revenue growth assumptions and a higher discount rate, which offset a small improvement in projected profit margins and still robust expectations for value driven traffic and potential multiple expansion.
YUM
US$143.89
Yum! Brands
7D
-3.1%
1Y
3.9%

YUM: Future Pizza Hut Exit And Taco Bell Strength Will Unlock Outperformance

Analysts have nudged their average price target for Yum! Brands modestly higher toward the mid $160s, reflecting increased confidence in Taco Bell driven growth and potential portfolio optimization, such as a Pizza Hut sale, partly offset by concerns around higher costs and mixed same store sales trends.
FLUT
US$218.34
Flutter Entertainment
7D
3.1%
1Y
-21.3%

FLUT: U.S. Market Expansion Will Offset U.K. Tax Headwinds Moving Forward

Flutter Entertainment's consensus analyst price target has decreased modestly, dropping from $314.62 to $303.07, as analysts cite UK gaming tax headwinds, margin pressures, and near-term volatility. However, the long-term growth outlook is seen as intact.
WYNN
US$123.60
Wynn Resorts
7D
-6.0%
1Y
29.8%

WYNN: Future Performance Will Balance International Expansion With Near-Term Macau Risks

Wynn Resorts’ analyst fair value price target has increased from $137.91 to $141.17. This adjustment is supported by analysts who cite the company’s strong international momentum, elevated Las Vegas demand, and growing expectations for its UAE project.
DASH
US$220.30
DoorDash
7D
-1.0%
1Y
24.9%

DASH: Expanded U.S. Market Partnerships And Drone Delivery Will Drive Shares Higher

DoorDash’s analyst price target has been revised up slightly by $0.98 to $276.17. Analysts cite strong execution, resilient revenue growth, and optimism for the company's long-term investments and market positioning.
MGM
US$37.20
MGM Resorts International
7D
5.1%
1Y
1.1%

MGM: Capital Deployment Flexibility From NY Exit Will Drive Recovery

The analyst price target for MGM Resorts International has declined from approximately $44.15 to $42.50. Analysts point to ongoing pressure in Las Vegas and regional markets, despite stable margins and some positive developments in Macau.
MAR
US$286.96
Marriott International
7D
-6.4%
1Y
-1.6%

MAR: Future Outlook Will Weigh Steady Profits Against New Market Expansion

Analysts have slightly increased their price target for Marriott International from $289.79 to $291.92, citing modest improvements in profit margin and a lower discount rate that supports long-term valuation. What's in the News Marriott launches Series by Marriott in India, adding 26 eco-sensitive hotels under The Fern Hotels & Resorts banner.
HLT
US$271.23
Hilton Worldwide Holdings
7D
-3.2%
1Y
5.6%

HLT: Asia-Pacific Expansion And Luxury Segment Development Will Balance Macroeconomic Risks

The consensus analyst price target for Hilton Worldwide Holdings has increased from $281.83 to $283.72. This change reflects robust development in growth regions and confidence in the company’s resilient business model despite macroeconomic uncertainties, according to analysts.
H
US$154.74
Hyatt Hotels
7D
-4.1%
1Y
-4.1%

H: Expansion Plans And Margins Are Expected To Steady Near-Term Performance

Analysts have raised their price target for Hyatt Hotels to $167.14 from $164.47. They cite slightly improved revenue growth expectations and a reduced discount rate as key factors behind the updated valuation.