Aristocrat Leisure Limited

Report azionario ASX:ALL

Capitalizzazione di mercato: AU$38.5b

Aristocrat Leisure Crescita futura

Criteri Future verificati 2/6

Aristocrat Leisure prevede che gli utili e i ricavi cresceranno rispettivamente di 8.5% e 4.6% all'anno. Si prevede che l'EPS crescerà di 10.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 31.1% in 3 anni.

Informazioni chiave

8.5%

Tasso di crescita degli utili

10.51%

Tasso di crescita dell'EPS

Hospitality crescita degli utili13.3%
Tasso di crescita dei ricavi4.6%
Rendimento futuro del capitale proprio31.09%
Copertura analitica

Good

Ultimo aggiornamento03 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa Aug 03

ALL: Buybacks And Gaming Execution Will Support Balanced Future Shareholder Returns

Analysts have modestly lifted their fair value estimate for Aristocrat Leisure, with the updated price target moving from A$64.36 to A$65.75. This reflects slightly lower discount rate assumptions, a small adjustment to long term revenue growth and P/E expectations, and a marginally softer profit margin outlook.
Nuova narrativa Aug 02

Aristocrat Leisure: The Hidden Moat Behind the Machines

(This story appeared on my substack page around a week ago - https://piproberts25.substack.com/p/aristocrat-leisure-the-hidden-moat?r=6kjdcg ) Aristocrat Leisure (ASX) is a high-quality, cash-generative business with a durable competitive moat and attractive long-term growth prospects. Once known primarily as a poker machine manufacturer, the company has steadily transformed itself into a global gaming technology business with operations spanning land-based gaming, social casino games, online gaming and iGaming platforms.
Aggiornamento narrativa Jul 01

ALL: Buybacks And Gaming Execution Will Support Future Shareholder Returns

Analysts have nudged their fair value estimate for Aristocrat Leisure to A$64.36 from A$63.04, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research around Aristocrat Leisure points to a generally constructive stance from the Street, even as analysts highlight areas where execution, competition and valuation need watching.
Aggiornamento narrativa Jun 06

ALL: Premium P E And Buybacks Will Support Future Shareholder Returns

Aristocrat Leisure's analyst price target has been reset to A$63.04, with the change tied to updated views on discount rates, slightly adjusted revenue growth and margin assumptions, and a modestly higher future P/E multiple cited by analysts. Analyst Commentary Recent Street research on Aristocrat Leisure has been limited, with one fresh initiation providing a clear bullish signal and the new A$63.04 price target reflecting adjustments to discount rates, revenue growth, margin assumptions, and the assumed future P/E multiple.
Aggiornamento narrativa May 15

ALL: Lower P E Framework And Dividend Payout Will Support Future Returns

Analysts have adjusted their price target on Aristocrat Leisure to A$63.04 from A$63.97, reflecting updated assumptions around slightly higher revenue, improved profit margins and a lower future P/E multiple. Analyst Commentary Recent research on Aristocrat Leisure points to a generally constructive tone, with price targets and assumptions being refined rather than overhauled.
Aggiornamento narrativa Apr 26

ALL: Refined P/E Framework And Execution Execution Will Support Future Earnings Resilience

Aristocrat Leisure's analyst price target has been revised slightly lower to A$63.97 from A$66.40 as analysts incorporate more conservative assumptions for revenue growth and profit margins, as well as a minor adjustment to the discount rate and future P/E expectations. Analyst Commentary Recent research on Aristocrat Leisure focuses on how the revised A$63.97 price target aligns with execution risks and growth expectations, especially after the stock was removed as a top sector pick by Morgan Stanley.
Aggiornamento narrativa Apr 11

ALL: Refined P/E Framework And Execution Discipline Will Support Future Earnings Resilience

Analysts have adjusted their price target on Aristocrat Leisure by refining assumptions, such as a slightly higher discount rate and updated future P/E expectations. This has resulted in a new target of A$66.40.
Aggiornamento narrativa Mar 27

ALL: Expanded Buyback And Steady Margins Will Support Future Earnings Resilience

Narrative Update on Aristocrat Leisure Analysts have trimmed the price target on Aristocrat Leisure to A$66.40 from A$67.07, reflecting slightly lower fair value and future P/E assumptions, while revenue growth and profit margin forecasts remain broadly unchanged. Analyst Commentary Recent research points to a more measured stance on Aristocrat Leisure, with the trimmed price target reflecting modest adjustments rather than a wholesale change in thesis.
Aggiornamento narrativa Mar 13

ALL: Expanded Buyback And Stable Assumptions Will Support Future Earnings Resilience

Analysts have made only marginal adjustments to their assumptions for Aristocrat Leisure, keeping the fair value estimate steady at A$67.07. They are fine tuning inputs such as the discount rate, revenue growth, profit margin and future P/E, supported by recent sector commentary that highlights more measured expectations for growth and returns.
Aggiornamento narrativa Feb 27

ALL: Expanded Buyback Will Support Future Earnings Resilience

Analysts have trimmed their fair value estimate for Aristocrat Leisure to about A$67.07 from around A$70.11, reflecting slightly softer assumptions for revenue growth and profit margins while keeping the forward P/E broadly steady. Analyst Commentary Recent Street research on Aristocrat Leisure has focused on how much upside is left after a strong run in sector peers and what a lower fair value implies for risk and reward from here.
Aggiornamento narrativa Feb 11

ALL: Expanded Buyback And Margin Strength Will Support Future Upside

Analysts have trimmed their price target on Aristocrat Leisure to about A$70 from around A$73, citing a slightly higher discount rate, more measured revenue growth assumptions, and a modestly lower future P/E multiple, partly balanced by a small uplift in projected profit margins. Analyst Commentary Recent research on Aristocrat Leisure points to a more balanced stance, with some analysts reassessing how much they are willing to pay for the company while still acknowledging its profitability profile.
Aggiornamento narrativa Jan 19

ALL: Strong Capital Returns And Margin Resilience Will Support Future Upside

Analysts have nudged their price target for Aristocrat Leisure slightly higher to A$72.95 from A$72.81, citing small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions that collectively support a modestly higher fair value estimate. Analyst Commentary Recent research around insurers offers some useful context for how analysts might be looking at Aristocrat Leisure, particularly on valuation discipline, growth expectations, and margin resilience.
Aggiornamento narrativa Jan 05

ALL: Calmer Operating Backdrop And Rising Dividend Will Support Stronger Returns

Analysts have modestly raised their price target on Aristocrat Leisure to $72.81, citing an updated risk outlook and relatively calm operating conditions that, similar to recent insurance sector commentary, have not materially disrupted earnings expectations. Analyst Commentary Recent commentary from bullish analysts indicates that the modest price target uplift for Aristocrat Leisure is supported by a more stable macro backdrop, particularly when compared with sectors that are highly sensitive to catastrophic events and sudden claims volatility.
Articolo di analisi Jan 01

Earnings Tell The Story For Aristocrat Leisure Limited (ASX:ALL)

With a price-to-earnings (or "P/E") ratio of 30.2x Aristocrat Leisure Limited ( ASX:ALL ) may be sending bearish...
Aggiornamento narrativa Dec 15

ALL: Rising Dividend And Stable Margins Will Support Stronger Returns

Analysts have modestly raised their price target on Aristocrat Leisure, reflecting slightly higher assumed discount rates and a marginal uptick in long-term valuation multiples, as macro uncertainties appear less disruptive to earnings than previously feared. Analyst Commentary Analyst perspectives on Aristocrat Leisure highlight a balanced mix of optimism around earnings resilience and caution regarding valuation and macro risk, with recent target moves reflecting these cross-currents.
Articolo di analisi Dec 04

Are Investors Undervaluing Aristocrat Leisure Limited (ASX:ALL) By 24%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Aristocrat Leisure fair value estimate is AU$76.81 Aristocrat...
Aggiornamento narrativa Nov 30

ALL: Sustained Earnings And Dividend Growth Will Drive Returns Over The Next Year

Aristocrat Leisure's analyst price target saw a slight downward revision from $73.12 to $72.81, as analysts factor in modestly higher revenue projections but a marginal decline in profit margin expectations. Analyst Commentary Analyst sentiment around Aristocrat Leisure remains mixed as they weigh recent adjustments in financial forecasts and industry trends.
Articolo di analisi Nov 16

Aristocrat Leisure's (ASX:ALL) Shareholders Will Receive A Bigger Dividend Than Last Year

Aristocrat Leisure Limited ( ASX:ALL ) has announced that it will be increasing its dividend from last year's...
Aggiornamento narrativa Nov 16

ALL: Sustained ROE Strength Will Drive Share Price Higher In Future

The analyst price target for Aristocrat Leisure has been adjusted downward from $74.52 to $73.12. This change reflects revised assumptions around future revenue growth and profit margin improvements, as highlighted by analysts reviewing the company’s updated financial outlook.
Aggiornamento narrativa Nov 01

ALL: Future Margin Improvements And Lower Capital Costs Will Drive Further Upside Potential

Analysts have raised their price target for Aristocrat Leisure from $73.61 to $74.52, citing slightly higher projected revenue growth, improved profit margins, and a small decrease in discount rate as the key drivers behind the updated valuation. Analyst Commentary Following the updated price target for Aristocrat Leisure, analysts have provided additional insight into the key factors shaping their outlook for the company.
Aggiornamento narrativa Oct 18

Integration With NeoGames And New Gaming Content Will Expand Market Reach In iLottery And iGaming

Analysts have raised their price target for Aristocrat Leisure to $73.61 from $73.12. They cite incremental improvements in forecast revenue growth, profit margin, and a slightly lower discount rate, which supports a higher fair value estimate.
Aggiornamento narrativa Oct 04

Integration With NeoGames And New Gaming Content Will Expand Market Reach In iLottery And iGaming

Analysts have raised their price target for Aristocrat Leisure from $71.52 to $73.12, citing improved profit margins and a slightly lower discount rate. These factors offset more conservative revenue growth projections.
Articolo di analisi Sep 29

Under The Bonnet, Aristocrat Leisure's (ASX:ALL) Returns Look Impressive

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi Aug 31

Estimating The Fair Value Of Aristocrat Leisure Limited (ASX:ALL)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Aristocrat Leisure fair value estimate is AU$70.64 With...
Articolo di analisi Aug 17

Is Aristocrat Leisure (ASX:ALL) A Risky Investment?

ASX:ALL 1 Year Share Price vs Fair Value Explore Aristocrat Leisure's Fair Values from the Community and select yours...
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Nuova narrativa Feb 09

Integration With NeoGames And New Gaming Content Will Expand Market Reach In iLottery And iGaming

Strategic divestitures and integration of new business units could enhance market reach and focus on core strengths, potentially increasing growth and profits.

Previsioni di crescita degli utili e dei ricavi

ASX:ALL - Stime future degli analisti e dati finanziari passati (AUD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
9/30/20286,9051,8061,8142,38615
9/30/20276,4751,6191,6622,18717
9/30/20266,1331,5261,4762,07217
3/31/20266,2911,4721,5521,981N/A
12/31/20256,2941,3281,5141,957N/A
9/30/20256,2971,1841,4751,934N/A
6/30/20256,1071,0971,4401,908N/A
3/31/20255,9171,0101,4041,882N/A
12/31/20245,7951,0801,3421,823N/A
9/30/20245,6731,1511,2801,765N/A
6/30/20245,8401,3021,3021,804N/A
3/31/20246,0061,4531,3241,842N/A
12/31/20236,1511,4541,3351,821N/A
9/30/20236,2961,4541,3461,799N/A
6/30/20236,1021,2711,1961,578N/A
3/31/20235,9091,0891,0461,357N/A
12/31/20225,7411,0191,0121,301N/A
9/30/20225,5749499771,246N/A
6/30/20225,4139681,0971,362N/A
3/31/20225,2529871,2171,477N/A
12/31/20214,9949031,1591,403N/A
9/30/20214,7378201,1011,328N/A
6/30/20214,4276208311,040N/A
3/31/20214,117419562752N/A
12/31/20204,128898669885N/A
9/30/20204,1391,3787751,019N/A
6/30/20204,3421,5188621,143N/A
3/31/20204,5441,6589491,267N/A
12/31/20194,4711,178N/A1,176N/A
9/30/20194,397699N/A1,086N/A
6/30/20194,226665N/A1,105N/A
3/31/20194,055632N/A1,124N/A
12/31/20183,782587N/A1,029N/A
9/30/20183,510543N/A934N/A
6/30/20183,147522N/A789N/A
3/31/20182,785502N/A645N/A
12/31/20172,620499N/A722N/A
9/30/20172,454495N/A799N/A
6/30/20172,400468N/A798N/A
3/31/20172,347441N/A798N/A
12/31/20162,238396N/A739N/A
9/30/20162,129351N/A681N/A
3/31/20161,907242N/A621N/A
12/31/20151,745199N/A529N/A
9/30/20151,582157N/A438N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ALL ( 8.5% all'anno) è superiore al tasso di risparmio ( 3.6% ).

Guadagni vs Mercato: Si prevede che gli utili di ALL ( 8.5% all'anno) cresceranno più lentamente rispetto al mercato Australian ( 11.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ALL cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di ALL ( 4.6% all'anno) crescerà più lentamente rispetto al mercato Australian ( 5.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ALL ( 4.6% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ALL sarà elevato tra 3 anni ( 31.1 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/03 04:01
Prezzo dell'azione a fine giornata2026/08/03 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Aristocrat Leisure Limited è coperta da 28 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Matthew RyanBarrenjoey Markets Pty Limited
Baxter KirkBell Potter
Sriharsh SinghBofA Global Research