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U.K. (FTSE) Hospitality Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies33
  • 7D6.9%
  • 3M-7.8%
  • 1Y-6.6%
  • YTD-8.1%

In the last week, the Hospitality industry is up 6.9%, with Compass Group up 7.7%. During this same period, the Evoke underperformed, falling 17%. In the past year, the industry is down 6.6%. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026UK£68.0bUK£70.3bUK£1.9b14.7x36x1x
Tue, 03 Mar 2026UK£58.4bUK£58.2bUK£1.6b14.4x37.4x1x
Thu, 29 Jan 2026UK£57.2bUK£57.4bUK£1.6b13.5x36.9x1x
Sat, 27 Dec 2025UK£60.6bUK£58.1bUK£1.6b13.6x38.4x1x
Mon, 24 Nov 2025UK£61.4bUK£57.3bUK£1.3b15.8x46.5x1.1x
Wed, 22 Oct 2025UK£64.4bUK£56.6bUK£1.3b16.2x50.1x1.1x
Fri, 19 Sep 2025UK£67.5bUK£58.3bUK£1.3b17.1x53.5x1.2x
Sun, 17 Aug 2025UK£69.3bUK£58.3bUK£1.3b17x53.8x1.2x
Tue, 15 Jul 2025UK£69.2bUK£58.4bUK£1.4b17.1x48.8x1.2x
Thu, 12 Jun 2025UK£69.1bUK£58.1bUK£1.4b18.2x49.3x1.2x
Sat, 10 May 2025UK£67.6bUK£57.0bUK£1.4b17.2x49x1.2x
Mon, 07 Apr 2025UK£63.2bUK£58.1bUK£1.4b16.4x46x1.1x
Wed, 05 Mar 2025UK£70.9bUK£58.9bUK£1.7b14.7x42.8x1.2x
Fri, 31 Jan 2025UK£71.8bUK£60.0bUK£1.7b18.3x43.2x1.2x
Sun, 29 Dec 2024UK£71.2bUK£59.6bUK£1.7b20.2x43.1x1.2x
Tue, 26 Nov 2024UK£71.6bUK£58.9bUK£1.8b20.6x40.3x1.2x
Thu, 24 Oct 2024UK£69.6bUK£57.9bUK£1.7b23.1x40.9x1.2x
Sat, 21 Sep 2024UK£68.5bUK£56.9bUK£1.7b23.6x40.2x1.2x
Mon, 19 Aug 2024UK£66.5bUK£57.8bUK£1.7b22.6x39.9x1.2x
Wed, 17 Jul 2024UK£62.9bUK£57.5bUK£1.2b21.8x52.2x1.1x
Fri, 14 Jun 2024UK£89.1bUK£67.5bUK£215.2m21.6x414.1x1.3x
Sun, 12 May 2024UK£94.7bUK£65.7bUK£160.4m22.6x590.5x1.4x
Tue, 09 Apr 2024UK£92.3bUK£65.7bUK£97.2m21.8x950.1x1.4x
Thu, 07 Mar 2024UK£94.1bUK£65.1bUK£1.1b21.3x85x1.4x
Sat, 03 Feb 2024UK£94.8bUK£66.3bUK£1.1b21.6x86.5x1.4x
Mon, 01 Jan 2024UK£91.2bUK£66.2bUK£984.8m22.8x92.6x1.4x
Wed, 29 Nov 2023UK£84.8bUK£65.7bUK£1.1b20.5x78.6x1.3x
Fri, 27 Oct 2023UK£84.4bUK£64.3bUK£1.0b20.2x80.6x1.3x
Sun, 24 Sep 2023UK£89.0bUK£64.0bUK£1.0b19.6x88.9x1.4x
Tue, 22 Aug 2023UK£87.3bUK£63.7bUK£1.0b23.7x85.7x1.4x
Thu, 20 Jul 2023UK£95.6bUK£61.8bUK£1.2b24.1x80.5x1.5x
Sat, 17 Jun 2023UK£96.6bUK£61.7bUK£1.2b22.6x80.6x1.6x
Mon, 15 May 2023UK£97.5bUK£61.0bUK£1.2b22.2x78.1x1.6x
Wed, 12 Apr 2023UK£91.8bUK£57.2bUK£1.2b19.1x74.2x1.6x
Price to Earnings Ratio

74.2x


Total Market Cap: UK£91.8bTotal Earnings: UK£1.2bTotal Revenue: UK£57.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 106.3x202420252026
Current Industry PE
  • Investors are pessimistic on the British 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 36.0x which is lower than its 3-year average PE of 106x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 7.1% 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.K. Consumer Discretionary industry?

GB Market4.54%
Consumer Discretionary4.30%
Hospitality6.95%
Casinos and Gaming7.82%
Restaurants7.14%
Hotels, Resorts and Cruise Lines5.43%
Leisure Facilities1.69%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 33.8x.
    • Analysts are expecting annual earnings growth of 12.6%, which is lower than the prior year's growth of 19.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 88% over the next 5 years.
  • However this is lower than its past earnings growth rate of 277% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 11% 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
CPG Compass GroupUS$29.177.7%
+US$3.5b		-10.1%PE26.6x
IHG InterContinental Hotels GroupUS$134.253.2%
+US$599.6m		36.0%PE26.5x
ENT EntainUK£5.776.9%
+UK£236.7m		15.0%PS0.7x
WTB WhitbreadUK£23.986.1%
+UK£230.4m		-1.4%PE16x
PTEC PlaytechUK£3.7517.2%
+UK£150.5m		-42.7%PS1.6x

Latest News

TRN
UK£2.26
Trainline
7D
8.7%
1Y
-13.5%

TRN: Leadership Transition And Buybacks Will Support Higher P E Multiple

Analysts have adjusted Trainline's blended price target, with changes ranging from a cut from £5.00 to £3.50 to a lift from £2.15 to £2.35. These revisions reflect differing views on growth, profitability and the appropriate P/E multiple.
IHG
US$134.25
InterContinental Hotels Group
7D
3.2%
1Y
36.0%
PTEC
UK£3.75
Playtech
7D
17.2%
1Y
-42.7%
PPH
UK£15.96
PPHE Hotel Group
7D
-0.5%
1Y
24.5%

PPH: Freehold Repurchase And Higher Margins Will Support Future Upside Potential

Analysts have nudged their price target for PPHE Hotel Group slightly higher to about £20.48 from around £20.41, citing updated assumptions that include a different revenue growth outlook, a higher profit margin and a revised future P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo for £147.9 million, reversing a 2017 sale and leaseback arrangement on the 494 room hotel (Key Developments).
CPG
US$29.17
Compass Group
7D
7.7%
1Y
-10.1%

Slower Outsourcing Benefits And Incremental Margins Will Shape A Balanced Long Term Outlook

Catalysts About Compass Group Compass Group is a global food and support services provider, focused on sector based onsite catering, vending, and facilities services for clients across business, education, health care, sports and leisure, and remote sites. What are the underlying business or industry changes driving this perspective?
ENT
UK£5.77
Entain
7D
6.9%
1Y
15.0%

ENT: Future Upside Will Depend On Dividend Support And Margin Stability

Narrative Update on Entain The analyst price target for Entain has been revised lower to reflect a reduced fair value estimate of £7.09 from £8.00, as analysts factor in lower margin and revenue growth assumptions, along with recent cuts to published targets across several firms. Analyst Commentary Recent Street research on Entain points to a more cautious tone, with several bearish analysts reducing price targets and trimming their expectations.
EVOK
UK£0.31
Evoke
7D
-16.6%
1Y
-22.9%

EVOK: Future Returns Will Rely On Executing Against Post Downgrade Assumptions

Analysts have adjusted their price target on Evoke to £X.XX from £Y.YY, citing recent downgrade actions and a reassessment of growth, margins, and future P/E assumptions reflected in the updated fair value inputs. Analyst Commentary Recent research around Evoke focuses on how realistic prior expectations were on growth, margins, and the P/E multiple that investors might be willing to pay.
WTB
UK£23.98
Whitbread
7D
6.1%
1Y
-1.4%

WTB: Future Earnings Momentum Will Reflect Buybacks And Mixed Discount Rate Sentiment

Whitbread's analyst price target has been trimmed by £100 to £2,600, as analysts factor in a slightly higher discount rate and only modest tweaks to revenue growth, profit margin expectations and future P/E assumptions. Analyst Commentary Recent Street research on Whitbread presents a mixed picture, with several firms adjusting price targets and one downgrade, which feeds directly into how the current £2,600 target is being framed.
GRG
UK£15.64
Greggs
7D
5.7%
1Y
-11.1%

GRG: Firmer Margins And Lower P E Assumptions Will Support Upside

Analysts have nudged Greggs' fair value estimate lower from £17.80 to about £17.31, reflecting a series of reduced price targets in the £1,830 to £2,090 range as they factor in a slightly higher discount rate, more cautious revenue growth and a lower assumed future P/E, partly offset by firmer profit margin expectations. Analyst Commentary Recent price target moves for Greggs cluster in a relatively tight band between £18.30 and £20.90, with several trims over time as analysts factor in updated assumptions on discount rates, growth and P/E.
NXQ
UK£0.70
Nexteq
7D
-2.1%
1Y
16.5%
GYM
UK£1.73
Gym Group
7D
-0.1%
1Y
35.6%
COPC
UK£0.14
Coppa Collective
7D
-4.9%
1Y
7.4%
SSPG
UK£1.83
SSP Group
7D
5.7%
1Y
27.5%
VLRM
UK£0.043
Valereum
7D
-39.3%
1Y
-75.7%
THW
UK£0.93
Daniel Thwaites
7D
-2.6%
1Y
18.6%
BOW
UK£0.0027
Bow Street Group
7D
-7.0%
1Y
-57.6%