Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Hotels, Resorts and Cruise Lines Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies34
  • 7D3.9%
  • 3M-11.4%
  • 1Y34.3%
  • YTDn/a

Over the last 7 days, the Hotels, Resorts and Cruise Lines industry has risen 3.9%, and Booking Holdings contributed the most with a gain of 3.3%. In the last 12 months, the industry was up 34%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the U.S. Hotels, Resorts and Cruise Lines Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$341.2bUS$119.2bUS$18.2b21.3x18.8x2.9x
Tue, 03 Mar 2026US$371.6bUS$118.0bUS$17.6b29.2x21.1x3.1x
Thu, 29 Jan 2026US$368.3bUS$116.1bUS$17.8b23.5x20.6x3.2x
Sat, 27 Dec 2025US$387.1bUS$116.0bUS$17.8b26.4x21.8x3.3x
Mon, 24 Nov 2025US$341.5bUS$115.3bUS$17.8b21.8x19.2x3x
Wed, 22 Oct 2025US$331.6bUS$106.8bUS$15.0b23.9x22.1x3.1x
Fri, 19 Sep 2025US$343.1bUS$106.6bUS$14.9b24.6x23x3.2x
Sun, 17 Aug 2025US$325.1bUS$106.1bUS$14.6b22.2x22.2x3.1x
Tue, 15 Jul 2025US$343.6bUS$105.8bUS$14.8b20x23.1x3.2x
Thu, 12 Jun 2025US$319.5bUS$106.1bUS$14.4b19x22.1x3x
Sat, 10 May 2025US$295.4bUS$106.4bUS$14.6b18.3x20.3x2.8x
Mon, 07 Apr 2025US$251.5bUS$106.9bUS$14.7b16.1x17.1x2.4x
Wed, 05 Mar 2025US$317.5bUS$106.5bUS$14.6b21.2x21.7x3x
Fri, 31 Jan 2025US$325.0bUS$98.9bUS$12.7b22.2x25.6x3.3x
Sun, 29 Dec 2024US$314.5bUS$98.4bUS$12.4b22.6x25.4x3.2x
Tue, 26 Nov 2024US$315.2bUS$97.9bUS$12.1b21.6x26.1x3.2x
Thu, 24 Oct 2024US$291.3bUS$96.4bUS$13.9b21x20.9x3x
Sat, 21 Sep 2024US$260.2bUS$95.4bUS$13.3b18.3x19.6x2.7x
Mon, 19 Aug 2024US$233.6bUS$94.8bUS$12.8b17.3x18.3x2.5x
Wed, 17 Jul 2024US$267.4bUS$93.8bUS$12.2b20.7x21.9x2.9x
Fri, 14 Jun 2024US$259.5bUS$92.9bUS$11.7b20.3x22.1x2.8x
Sun, 12 May 2024US$256.2bUS$92.3bUS$11.4b18.8x22.4x2.8x
Tue, 09 Apr 2024US$266.6bUS$90.8bUS$10.7b22.7x24.9x2.9x
Thu, 07 Mar 2024US$255.9bUS$89.3bUS$10.0b21x25.5x2.9x
Sat, 03 Feb 2024US$244.9bUS$86.0bUS$11.1b20.4x22x2.8x
Mon, 01 Jan 2024US$241.6bUS$85.3bUS$10.4b21.4x23.3x2.8x
Wed, 29 Nov 2023US$221.8bUS$83.7bUS$8.8b22.1x25.2x2.6x
Fri, 27 Oct 2023US$194.1bUS$81.7bUS$4.9b21.8x39.5x2.4x
Sun, 24 Sep 2023US$214.6bUS$78.0bUS$2.1b21.9x102.6x2.8x
Tue, 22 Aug 2023US$220.9bUS$76.7bUS$1.8b22x125.8x2.9x
Thu, 20 Jul 2023US$238.4bUS$74.4bUS$100.1m21.7x2382.5x3.2x
Sat, 17 Jun 2023US$220.0bUS$72.2b-US$1,318,042,768.0020.4x-166.9x3x
Mon, 15 May 2023US$186.5bUS$71.2b-US$2,202,539,070.0020.5x-84.7x2.6x
Wed, 12 Apr 2023US$300.7bUS$86.2b-US$234,206,912.0025.8x-1284.1x3.5x
Price to Earnings Ratio

-1284.1x


Total Market Cap: US$300.7bTotal Earnings: -US$234,206,912.00Total Revenue: US$86.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hotels, Resorts and Cruise Lines Industry Price to Earnings3Y Average 54.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Hotels, Resorts and Cruise Lines 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 18.8x which is lower than its 3-year average PE of 53.1x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • Total earnings for the Hotels, Resorts and Cruise Lines industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 11% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Hotels, Resorts and Cruise Lines compare with similar industries?

US Market3.46%
Consumer Discretionary2.68%
Hospitality4.53%
Hotels, Resorts and Cruise Lines3.91%
Restaurants5.35%
Casinos and Gaming4.69%
Leisure Facilities2.99%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BKNG Booking HoldingsUS$4.19k3.3%
+US$4.2b		-2.1%PE24.6x
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
VIK Viking HoldingsUS$74.809.1%
+US$2.8b		114.1%PE29x
HLT Hilton Worldwide HoldingsUS$304.953.7%
+US$2.4b		46.0%PE47.9x

Latest News

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%
NAVN
US$12.08
Navan
7D
-1.1%
1Y
n/a
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.
CCL
US$25.64
Carnival Corporation &
7D
6.0%
1Y
55.4%

CCL: Share Repurchases And Strong Cruise Demand Will Support Multi-Year Earnings Upside

The analyst price target for Carnival Corporation & has been trimmed by a few dollars to reflect a slightly higher discount rate, more cautious assumptions on revenue growth and margins, and mixed recent Street research. Several firms reduced targets on fuel and geopolitical risks, while others lifted or maintained targets in light of still solid cruise demand.
MAR
US$331.93
Marriott International
7D
4.5%
1Y
54.7%
TCOM
US$50.48
Trip.com Group
7D
4.1%
1Y
-9.7%

TCOM: Q4 Execution And Regulatory Resolution Will Support Long-Term Overseas Demand

The updated analyst price target for Trip.com Group has edged slightly lower to approximately $76.21. Analysts point to reduced industry multiples and some margin pressure, despite broadly solid Q4 revenue performance and generally supportive ratings.
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.
ABNB
US$124.95
Airbnb
7D
1.7%
1Y
17.1%

ABNB: AI Multiple Compression Will Limit Upside Despite Easing Disintermediation Concerns

Airbnb's fair value estimate has been trimmed slightly, with the updated analyst price target moving a touch lower as analysts balance stronger revenue growth and margins with modestly lower assumed future P/E and discount rate, while also factoring in recent research that views the company as relatively insulated from AI disintermediation and supported by travel demand and new product levers such as reserve now pay later and expanding hotel inventory. Analyst Commentary Street research around Airbnb has been active, with a mix of reassessments on artificial intelligence risk, refreshed models after recent results, and several valuation resets.
TOUR
US$0.73
Tuniu
7D
-4.7%
1Y
-25.7%