Narrative Update • Jul 10

Over the last 7 days, the Hotel and Resort REITs industry has remained flat. The past year has been better, since the industry has gained 35% in that time. Looking forward, earnings are forecast to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | US$42.7b | US$20.6b | US$1.2b | 27.9x | 35.2x | 2.1x |
| Wed, 10 Jun 2026 | US$42.3b | US$20.6b | US$1.2b | 25.5x | 34.9x | 2.1x |
| Fri, 08 May 2026 | US$38.0b | US$22.4b | US$756.3m | 23.1x | 50.3x | 1.7x |
| Sun, 05 Apr 2026 | US$33.0b | US$22.3b | US$655.8m | 22.8x | 50.4x | 1.5x |
| Tue, 03 Mar 2026 | US$34.6b | US$22.3b | US$660.9m | 23.9x | 52.4x | 1.6x |
| Thu, 29 Jan 2026 | US$32.9b | US$22.2b | US$749.5m | 29.3x | 43.9x | 1.5x |
| Sat, 27 Dec 2025 | US$33.2b | US$22.2b | US$749.5m | 30x | 44.3x | 1.5x |
| Mon, 24 Nov 2025 | US$31.8b | US$22.2b | US$749.5m | 28.9x | 42.5x | 1.4x |
| Wed, 22 Oct 2025 | US$30.6b | US$22.2b | US$879.1m | 27.6x | 34.8x | 1.4x |
| Fri, 19 Sep 2025 | US$33.0b | US$22.3b | US$873.6m | 29.4x | 37.8x | 1.5x |
| Sun, 17 Aug 2025 | US$30.6b | US$22.3b | US$873.6m | 27.9x | 35x | 1.4x |
| Tue, 15 Jul 2025 | US$32.5b | US$22.1b | US$984.8m | 27.9x | 33x | 1.5x |
| Thu, 12 Jun 2025 | US$31.2b | US$22.1b | US$984.8m | 25x | 31.7x | 1.4x |
| Sat, 10 May 2025 | US$29.2b | US$22.1b | US$984.9m | 24.2x | 29.6x | 1.3x |
| Mon, 07 Apr 2025 | US$26.7b | US$21.9b | US$1.1b | 18.4x | 23.3x | 1.2x |
| Wed, 05 Mar 2025 | US$33.4b | US$21.9b | US$1.1b | 27.9x | 29.5x | 1.5x |
| Fri, 31 Jan 2025 | US$35.1b | US$21.8b | US$1.5b | 18.2x | 23x | 1.6x |
| Sun, 29 Dec 2024 | US$36.9b | US$21.8b | US$1.5b | 18.2x | 24.1x | 1.7x |
| Tue, 26 Nov 2024 | US$37.2b | US$21.8b | US$1.5b | 20.1x | 24.3x | 1.7x |
| Thu, 24 Oct 2024 | US$36.0b | US$21.6b | US$1.5b | 19.4x | 24.8x | 1.7x |
| Sat, 21 Sep 2024 | US$38.2b | US$21.6b | US$1.5b | 20.1x | 26.2x | 1.8x |
| Mon, 19 Aug 2024 | US$34.7b | US$21.6b | US$1.4b | 18.5x | 24x | 1.6x |
| Wed, 17 Jul 2024 | US$37.1b | US$21.4b | US$1.2b | 22.7x | 29.8x | 1.7x |
| Fri, 14 Jun 2024 | US$36.8b | US$21.4b | US$1.2b | 23x | 29.6x | 1.7x |
| Sun, 12 May 2024 | US$37.8b | US$21.4b | US$1.2b | 23.6x | 30.4x | 1.8x |
| Tue, 09 Apr 2024 | US$41.4b | US$21.3b | US$1.4b | 26.2x | 29.9x | 1.9x |
| Thu, 07 Mar 2024 | US$41.8b | US$21.2b | US$1.4b | 24.2x | 29.8x | 2x |
| Sat, 03 Feb 2024 | US$40.2b | US$21.4b | US$1.1b | 28.3x | 35.3x | 1.9x |
| Mon, 01 Jan 2024 | US$40.5b | US$21.4b | US$1.1b | 28.6x | 35.4x | 1.9x |
| Wed, 29 Nov 2023 | US$36.6b | US$21.4b | US$1.1b | 24.3x | 32x | 1.7x |
| Fri, 27 Oct 2023 | US$33.5b | US$21.3b | US$1.4b | 22x | 23.6x | 1.6x |
| Sun, 24 Sep 2023 | US$33.4b | US$21.3b | US$1.4b | 21.1x | 23.6x | 1.6x |
| Tue, 22 Aug 2023 | US$33.9b | US$21.3b | US$1.4b | 20.8x | 24x | 1.6x |
| Thu, 20 Jul 2023 | US$36.9b | US$21.2b | US$1.8b | 22.2x | 20.3x | 1.7x |
20.3x
How does U.S. Hotel and Resort REITs compare with similar industries?
| US Market | 0.11% | |
| Real Estate | -0.39% | |
| REITS | 1.34% | |
| Hotel and Resort REITs | -0.78% | |
| Diversified REITs | 1.34% | |
| Industrial REITs | 0.26% | |
| Retail REITs | -0.97% | |
| Healthcare REITs | -1.09% | |
| Specialized REITs | -1.46% | |
| Residential REITs | -2.27% | |
| Office REITs | -4.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SVC Service Properties Trust | US$8.83 | 1.5% +US$16.8m | -36.7% | PB2.3x | |
| SHO Sunstone Hotel Investors | US$11.22 | 0.4% +US$7.5m | 23.3% | PB1.3x | |
| CLDT Chatham Lodging Trust | US$12.86 | 1.0% +US$6.1m | 74.5% | PB0.8x | |
| AHT Ashford Hospitality Trust | US$3.20 | 0.3% +US$64.8k | -54.4% | PS0.02x |