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U.S. Hospitality Industry Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies165
  • 7D4.5%
  • 3M-12.9%
  • 1Y10.7%
  • YTD-12.8%

The Hospitality industry has gained 4.5% in the last week and DoorDash up 6.7%. This takes the industry's 12 month performance to a gain of 11%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$738.7bUS$350.1bUS$25.4b21.3x29.1x2.1x
Tue, 03 Mar 2026US$792.0bUS$348.5bUS$26.0b23.4x30.5x2.3x
Thu, 29 Jan 2026US$814.3bUS$340.9bUS$25.8b21.5x31.6x2.4x
Sat, 27 Dec 2025US$862.3bUS$340.6bUS$25.6b22.3x33.7x2.5x
Mon, 24 Nov 2025US$779.9bUS$342.9bUS$26.1b20.8x29.9x2.3x
Wed, 22 Oct 2025US$826.9bUS$329.3bUS$24.5b24.2x33.8x2.5x
Fri, 19 Sep 2025US$851.8bUS$330.9bUS$24.3b24x35x2.6x
Sun, 17 Aug 2025US$845.5bUS$327.9bUS$24.1b23.1x35.1x2.6x
Tue, 15 Jul 2025US$890.6bUS$324.4bUS$24.9b24.1x35.8x2.7x
Thu, 12 Jun 2025US$828.1bUS$325.5bUS$24.5b23.2x33.8x2.5x
Sat, 10 May 2025US$765.6bUS$317.7bUS$25.0b22.7x30.6x2.4x
Mon, 07 Apr 2025US$673.5bUS$318.3bUS$24.1b22.2x28x2.1x
Wed, 05 Mar 2025US$815.1bUS$317.7bUS$22.8b23.5x35.7x2.6x
Fri, 31 Jan 2025US$831.5bUS$309.0bUS$20.6b24.5x40.3x2.7x
Sun, 29 Dec 2024US$804.2bUS$303.7bUS$20.1b23.3x40x2.6x
Tue, 26 Nov 2024US$807.1bUS$303.9bUS$19.8b24.8x40.8x2.7x
Thu, 24 Oct 2024US$763.3bUS$301.8bUS$20.3b23.2x37.6x2.5x
Sat, 21 Sep 2024US$713.9bUS$301.5bUS$19.7b20.9x36.2x2.4x
Mon, 19 Aug 2024US$655.1bUS$299.8bUS$19.2b19.7x34x2.2x
Wed, 17 Jul 2024US$693.5bUS$296.5bUS$19.8b19.5x35x2.3x
Fri, 14 Jun 2024US$663.2bUS$283.2bUS$20.7b19.8x32.1x2.3x
Sun, 12 May 2024US$666.4bUS$284.2bUS$20.3b19.2x32.9x2.3x
Tue, 09 Apr 2024US$690.7bUS$279.0bUS$20.2b20.3x34.2x2.5x
Thu, 07 Mar 2024US$665.6bUS$277.0bUS$19.3b19.9x34.4x2.4x
Sat, 03 Feb 2024US$636.8bUS$271.5bUS$19.4b19.8x32.9x2.3x
Mon, 01 Jan 2024US$625.0bUS$269.2bUS$18.0b20.5x34.7x2.3x
Wed, 29 Nov 2023US$593.2bUS$267.3bUS$16.5b20.3x35.9x2.2x
Fri, 27 Oct 2023US$527.9bUS$261.2bUS$11.8b19.8x44.6x2x
Sun, 24 Sep 2023US$565.2bUS$255.5bUS$8.5b20x66.9x2.2x
Tue, 22 Aug 2023US$580.8bUS$254.6bUS$7.9b19.3x73.8x2.3x
Thu, 20 Jul 2023US$638.9bUS$244.9bUS$5.2b21.1x122.9x2.6x
Sat, 17 Jun 2023US$600.7bUS$242.4bUS$3.7b20x162.8x2.5x
Mon, 15 May 2023US$553.3bUS$240.4bUS$2.8b18.2x197.2x2.3x
Wed, 12 Apr 2023US$650.4bUS$248.2bUS$1.9b20.1x345.5x2.6x
Price to Earnings Ratio

345.5x


Total Market Cap: US$650.4bTotal Earnings: US$1.9bTotal Revenue: US$248.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 53.9x202420252026
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 29.1x which is lower than its 3-year average PE of 54.2x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 138% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market3.46%
Consumer Discretionary2.68%
Hospitality4.53%
Restaurants5.35%
Casinos and Gaming4.69%
Hotels, Resorts and Cruise Lines3.91%
Leisure Facilities2.99%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 103x.
    • Analysts are expecting annual earnings growth of 24.7%, which is lower than the prior year's growth of 42.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 64% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 14% 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
DASH DoorDashUS$156.456.7%
+US$4.3b		-4.1%PE72.7x
BKNG Booking HoldingsUS$4.19k3.3%
+US$4.2b		-2.1%PE24.6x
SBUX StarbucksUS$90.374.1%
+US$4.1b		10.1%PE75.2x
MAR Marriott InternationalUS$331.934.5%
+US$3.8b		54.7%PE33.8x
RCL Royal Caribbean CruisesUS$273.594.5%
+US$3.2b		53.8%PE17.3x

Latest News

YUMC
US$49.19
Yum China Holdings
7D
-0.8%
1Y
2.7%
SBUX
US$90.37
Starbucks
7D
4.1%
1Y
10.1%
HLT
US$304.95
Hilton Worldwide Holdings
7D
3.7%
1Y
46.0%
RCL
US$273.59
Royal Caribbean Cruises
7D
4.5%
1Y
53.8%
WING
US$152.51
Wingstop
7D
-1.3%
1Y
-34.4%
SABR
US$1.45
Sabre
7D
-4.6%
1Y
-32.6%

SABR: AI First Travel Platform And Booking Share Gains Will Unlock Upside

Analyst price targets for Sabre have been revised lower by $0.50 to $2.40, reflecting updated views on outer year growth, free cash flow and booking assumptions, as well as more cautious expectations around potential returns from AI-driven distribution. Analyst Commentary Recent research shows a mixed set of views on Sabre, with lower price targets reflecting more cautious assumptions on growth, bookings and free cash flow, while some analysts still see room for the company to outperform parts of the Global Distribution System market on air bookings.
BKNG
US$4,194.31
Booking Holdings
7D
3.3%
1Y
-2.1%

Booking Holdings: The Reverse Split Creates Opportunity

Apr 02
VIK
US$74.80
Viking Holdings
7D
9.1%
1Y
114.1%

VIK: New Ships And Partnerships Will Support A Balanced Forward Outlook

Analysts have raised their fair value estimate for Viking Holdings slightly, from about $81.94 to $82.50, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E. What's in the News Viking reported the float out of its two newest Nile River ships, Viking Ptah and Viking Sekhmet.
DASH
US$156.45
DoorDash
7D
6.7%
1Y
-4.1%

DASH: Local Commerce Platform Investments Will Outweigh Multiple Compression Concerns

DoorDash's updated analyst price target moves lower to $198, as analysts factor in slightly softer revenue growth and margin assumptions, alongside higher future P/E expectations and ongoing sector wide multiple pressure. Analyst Commentary Recent research updates around DoorDash cluster around two themes: softer near term profit expectations and pressure on valuation multiples across the broader tech and internet peer group.
MAR
US$331.93
Marriott International
7D
4.5%
1Y
54.7%
SRAD
US$16.95
Sportradar Group
7D
-1.2%
1Y
-16.6%

SRAD: Prediction Market Data Partnerships Will Underpin 2026 Best Idea Thesis

Analysts have trimmed their average price target on Sportradar Group by a few dollars, reflecting slightly softer long term growth and margin assumptions, even as recent research still highlights solid core growth, cost control, and emerging opportunities in prediction markets and AI driven data demand. Analyst Commentary Recent research paints a mixed picture, with many firms cutting price targets while still pointing to solid execution in key areas like cost control, data monetization, and prediction markets.
CMG
US$33.16
Chipotle Mexican Grill
7D
7.5%
1Y
-29.9%

CMG: 2026 Sales Initiatives And Buybacks Will Sustain Elevated P E Multiple

The analyst price target for Chipotle Mexican Grill has been trimmed by about $0.07 to reflect slightly lower modeled fair value, even as analysts highlight modest improvements in revenue growth, profit margin assumptions, and a still elevated future P/E, informed by a mix of recent target cuts, fresh Buy initiations, and sector-wide re-rating work for 2026. Analyst Commentary Recent research on Chipotle Mexican Grill reflects an active debate around how much investors should pay for the company given mixed sector trends, shifting consumer behavior, and company specific execution questions.
PLNT
US$73.29
Planet Fitness
7D
-0.7%
1Y
-20.9%
EXPE
US$225.30
Expedia Group
7D
-0.2%
1Y
58.8%

EXPE: AI Efficiencies And B2B Expansion Will Support Future Margin Strength

Analysts have trimmed the fair value estimate for Expedia Group to about $280.76 from $287.50, as a series of slightly lower price targets and questions around AI disruption offset models that now assume higher revenue growth, stronger profit margins, and a lower future P/E. Analyst Commentary Recent research on Expedia Group reflects a mix of optimism around execution and ongoing caution around disruption risk and valuation, with many firms adjusting their price targets rather than making major shifts in ratings.
BALY
US$9.65
Bally's
7D
-8.4%
1Y
-14.3%
MSC
US$2.89
Studio City International Holdings
7D
-14.2%
1Y
-23.9%