Header cover image

U.S. Hospitality Industry Analysis

UpdatedAug 16, 2024
DataAggregated Company Financials
Companies151
  • 7D3.1%
  • 3M-6.2%
  • 1Y9.1%
  • YTD4.3%

The Hospitality industry is up 3.1% in the last week, with Starbucks up 25%. This takes the industry's 12 month performance to a gain of 9.1%. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Aug 2024US$642.6bUS$299.8bUS$19.3b19.1x33.4x2.1x
Sun, 14 Jul 2024US$694.5bUS$296.6bUS$19.8b19.8x35.1x2.3x
Tue, 11 Jun 2024US$658.4bUS$283.2bUS$20.7b19x31.9x2.3x
Thu, 09 May 2024US$671.3bUS$283.7bUS$19.8b20.1x33.9x2.4x
Sat, 06 Apr 2024US$681.6bUS$279.0bUS$20.2b20.5x33.7x2.4x
Mon, 04 Mar 2024US$671.7bUS$276.9bUS$19.6b20.3x34.3x2.4x
Wed, 31 Jan 2024US$638.2bUS$270.9bUS$18.6b20.1x34.3x2.4x
Fri, 29 Dec 2023US$625.7bUS$269.1bUS$18.0b20.5x34.7x2.3x
Sun, 26 Nov 2023US$592.6bUS$267.3bUS$16.5b20.4x35.8x2.2x
Tue, 24 Oct 2023US$534.6bUS$259.9bUS$10.8b19.6x49.4x2.1x
Thu, 21 Sep 2023US$583.1bUS$255.2bUS$8.5b19.7x68.9x2.3x
Sat, 19 Aug 2023US$583.8bUS$254.6bUS$7.9b19.6x74.2x2.3x
Mon, 17 Jul 2023US$631.3bUS$245.1bUS$5.2b20.2x121.3x2.6x
Wed, 14 Jun 2023US$584.9bUS$241.8bUS$3.7b20.5x157.5x2.4x
Fri, 12 May 2023US$561.3bUS$240.4bUS$2.8b17.9x200.7x2.3x
Sun, 09 Apr 2023US$640.6bUS$248.2bUS$1.9b19.7x343x2.6x
Tue, 07 Mar 2023US$648.2bUS$236.1bUS$1.2b19.8x531.3x2.7x
Thu, 02 Feb 2023US$696.1bUS$235.3bUS$1.3b19.2x537.7x3x
Sat, 31 Dec 2022US$579.9bUS$234.9bUS$1.2b17.4x471.4x2.5x
Mon, 28 Nov 2022US$602.7bUS$230.7bUS$355.5m18.6x1695.5x2.6x
Wed, 26 Oct 2022US$577.7bUS$219.0b-US$2,439,318,899.0018.6x-236.8x2.6x
Fri, 23 Sep 2022US$549.2bUS$214.9b-US$4,771,847,896.0016.7x-115.1x2.6x
Sun, 21 Aug 2022US$610.8bUS$215.3b-US$4,763,121,636.0018.5x-128.2x2.8x
Tue, 19 Jul 2022US$529.8bUS$200.5b-US$13,576,243,995.0018.5x-39x2.6x
Thu, 16 Jun 2022US$542.0bUS$197.1b-US$12,877,235,587.0017.3x-42.1x2.7x
Sat, 14 May 2022US$598.2bUS$195.4b-US$12,701,348,588.0017.7x-47.1x3.1x
Mon, 11 Apr 2022US$685.3bUS$185.5b-US$15,897,646,665.0018.3x-43.1x3.7x
Wed, 09 Mar 2022US$628.6bUS$181.7b-US$16,962,312,311.0020x-37.1x3.5x
Fri, 04 Feb 2022US$665.8bUS$164.0b-US$25,130,167,736.0022.7x-26.5x4.1x
Sun, 02 Jan 2022US$704.4bUS$163.2b-US$25,693,236,634.0025.1x-27.4x4.3x
Tue, 30 Nov 2021US$688.6bUS$160.0b-US$24,758,022,415.0023.5x-27.8x4.3x
Thu, 28 Oct 2021US$711.2bUS$144.3b-US$28,088,225,552.0026.4x-25.3x4.9x
Sat, 25 Sep 2021US$726.6bUS$140.6b-US$28,266,658,848.0025x-25.7x5.2x
Mon, 23 Aug 2021US$632.7bUS$133.6b-US$28,318,217,983.7523.6x-22.3x4.7x
Price to Earnings Ratio

-22.3x


Total Market Cap: US$632.7bTotal Earnings: -US$28,318,217,983.75Total Revenue: US$133.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 144.8x202220232024
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 33.4x which is lower than its 3-year average PE of 145x.
  • The 3-year average PS ratio of 2.9x is higher than the industry's current PS ratio of 2.1x.
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 31% 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 Market4.04%
Consumer Discretionary4.99%
Hospitality3.11%
Casinos and Gaming4.04%
Hotels, Resorts and Cruise Lines3.71%
Restaurants2.16%
Leisure Facilities0.17%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 38.2%, which is higher than its past year's earnings growth of 0.8% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 5.1x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings growth rate of 0.8% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 10% 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$94.8825.3%
+US$21.7b
-1.8%PE26.4x
BKNG Booking HoldingsUS$3.63k7.1%
+US$8.0b
16.8%PE24.2x
FLUT Flutter EntertainmentUS$207.748.5%
+US$2.9b
20.6%PS2.9x
ABNB AirbnbUS$118.883.7%
+US$2.7b
-7.1%PE15.5x
MCD McDonald'sUS$274.871.4%
+US$2.6b
-2.5%PE23.7x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

FLUT

US$207.74

Flutter Entertainment

7D

8.5%

1Y

20.6%

SBUX

US$94.88

Starbucks

7D

25.3%

1Y

-1.8%

MLCO

US$5.18

Melco Resorts & Entertainment

7D

-8.3%

1Y

-51.9%

LTH

US$22.50

Life Time Group Holdings

7D

-5.4%

1Y

40.1%

TCOM

US$42.01

Trip.com Group

7D

-0.6%

1Y

9.2%

ABNB

US$118.88

Airbnb

7D

3.7%

1Y

-7.1%

DKNG

US$34.14

DraftKings

7D

11.8%

1Y

29.5%

DASH

US$130.29

DoorDash

7D

4.4%

1Y

67.3%

SERV

US$11.44

Serve Robotics

7D

-18.2%

1Y

n/a

HTHT

US$28.58

H World Group

7D

-1.0%

1Y

-36.3%