Narrative Update • May 28

Over the last 7 days, the Hotel and Resort REITs industry has risen 3.7%, driven by gains from every company within the industry. This means that the industry has gained 36% over the past year. Looking forward, earnings are forecast to grow by 1.6% annually.
Has the U.S. Hotel and Resort REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 29 May 2026 | US$40.3b | US$20.6b | US$1.2b | 24.2x | 33.3x | 2x |
| Sun, 26 Apr 2026 | US$36.8b | US$22.3b | US$655.8m | 24.9x | 56.2x | 1.7x |
| Tue, 24 Mar 2026 | US$32.4b | US$22.3b | US$659.4m | 22.6x | 49.1x | 1.5x |
| Thu, 19 Feb 2026 | US$35.3b | US$22.1b | US$757.7m | 32x | 46.5x | 1.6x |
| Sat, 17 Jan 2026 | US$33.4b | US$22.2b | US$749.5m | 30x | 44.5x | 1.5x |
| Mon, 15 Dec 2025 | US$33.2b | US$22.2b | US$749.5m | 30.2x | 44.2x | 1.5x |
| Wed, 12 Nov 2025 | US$32.9b | US$22.2b | US$725.8m | 29.8x | 45.3x | 1.5x |
| Fri, 10 Oct 2025 | US$30.4b | US$22.3b | US$873.6m | 27x | 34.8x | 1.4x |
| Sun, 07 Sep 2025 | US$33.6b | US$22.2b | US$901.9m | 30.3x | 37.2x | 1.5x |
| Tue, 05 Aug 2025 | US$29.9b | US$22.3b | US$931.5m | 25.7x | 32.1x | 1.3x |
| Thu, 03 Jul 2025 | US$31.4b | US$22.1b | US$984.8m | 26.9x | 31.8x | 1.4x |
| Sat, 31 May 2025 | US$30.4b | US$22.1b | US$984.8m | 24.1x | 30.9x | 1.4x |
| Mon, 28 Apr 2025 | US$27.7b | US$21.9b | US$1.1b | 18.8x | 24.3x | 1.3x |
| Wed, 26 Mar 2025 | US$31.4b | US$21.9b | US$1.1b | 24.7x | 27.5x | 1.4x |
| Fri, 21 Feb 2025 | US$35.0b | US$21.9b | US$1.4b | 17.9x | 25.3x | 1.6x |
| Sun, 19 Jan 2025 | US$35.5b | US$21.8b | US$1.5b | 17.7x | 23.2x | 1.6x |
| Tue, 17 Dec 2024 | US$38.3b | US$21.8b | US$1.5b | 19.1x | 25x | 1.8x |
| Thu, 14 Nov 2024 | US$37.0b | US$21.7b | US$1.6b | 19.4x | 23.9x | 1.7x |
| Sat, 12 Oct 2024 | US$36.6b | US$21.6b | US$1.5b | 20.4x | 25.2x | 1.7x |
| Mon, 09 Sep 2024 | US$34.6b | US$21.7b | US$1.4b | 18.2x | 23.9x | 1.6x |
| Wed, 07 Aug 2024 | US$33.5b | US$21.7b | US$1.5b | 17.9x | 22.1x | 1.5x |
| Fri, 05 Jul 2024 | US$35.7b | US$21.4b | US$1.2b | 21.4x | 28.7x | 1.7x |
| Sun, 02 Jun 2024 | US$37.1b | US$21.4b | US$1.2b | 23.5x | 29.8x | 1.7x |
| Tue, 30 Apr 2024 | US$38.7b | US$21.3b | US$1.4b | 25.1x | 28.1x | 1.8x |
| Thu, 28 Mar 2024 | US$41.7b | US$21.3b | US$1.4b | 26.4x | 30.2x | 2x |
| Sat, 24 Feb 2024 | US$41.2b | US$21.3b | US$1.2b | 26.5x | 34x | 1.9x |
| Mon, 22 Jan 2024 | US$41.1b | US$21.4b | US$1.1b | 26.6x | 36x | 1.9x |
| Wed, 20 Dec 2023 | US$40.4b | US$21.4b | US$1.1b | 28.3x | 35.3x | 1.9x |
| Fri, 17 Nov 2023 | US$36.1b | US$21.4b | US$1.1b | 24.4x | 31.6x | 1.7x |
| Sun, 15 Oct 2023 | US$33.7b | US$21.3b | US$1.4b | 22x | 23.8x | 1.6x |
| Tue, 12 Sep 2023 | US$34.9b | US$21.3b | US$1.4b | 21.9x | 24.7x | 1.6x |
| Thu, 10 Aug 2023 | US$35.6b | US$21.3b | US$1.4b | 22.4x | 24.8x | 1.7x |
| Sat, 08 Jul 2023 | US$36.7b | US$21.2b | US$1.8b | 21.9x | 20.2x | 1.7x |
| Mon, 05 Jun 2023 | US$36.9b | US$21.2b | US$1.8b | 22x | 20.3x | 1.7x |
20.3x
How does U.S. Hotel and Resort REITs compare with similar industries?
| US Market | 1.83% | |
| Real Estate | -0.048% | |
| REITS | -0.40% | |
| Hotel and Resort REITs | 3.69% | |
| Office REITs | 2.47% | |
| Industrial REITs | 1.22% | |
| Residential REITs | 0.70% | |
| Retail REITs | 0.34% | |
| Diversified REITs | -0.40% | |
| Specialized REITs | -0.43% | |
| Healthcare REITs | -1.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HST Host Hotels & Resorts | US$23.28 | 3.9% +US$595.8m | 50.4% | PB2.3x | |
| RHP Ryman Hospitality Properties | US$115.88 | 3.1% +US$216.4m | 19.0% | PB9.9x | |
| PK Park Hotels & Resorts | US$12.17 | 6.2% +US$143.0m | 16.0% | PB0.8x | |
| APLE Apple Hospitality REIT | US$14.98 | 3.2% +US$111.0m | 26.3% | PB1.1x | |
| DRH DiamondRock Hospitality | US$11.17 | 3.6% +US$79.8m | 45.6% | PB1.6x |