Aristocrat Leisure（ALL）株式概要
アリストクラート・レジャー・リミテッドは、その子会社とともに、オーストラリアおよび海外でゲーム・コンテンツおよびテクノロジー企業として事業を展開している。 詳細
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Aristocrat Leisure
19.0% 割安 内在価値ディスカウント
Aristocrat Leisure: The Hidden Moat Behind the Machines
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Published 2 Aug
Aristocrat Leisure Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$59.77 |
| 52週高値 | AU$70.89 |
| 52週安値 | AU$44.18 |
| ベータ | 0.36 |
| 1ヶ月の変化 | -8.52% |
| 3ヶ月変化 | 10.87% |
| 1年変化 | -14.93% |
| 3年間の変化 | 47.54% |
| 5年間の変化 | 26.52% |
| IPOからの変化 | 6,931.76% |
最新ニュース
ナラティブ更新 • 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.
新しいナラティブ • 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.Recent updates
ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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.株主還元
| ALL | AU Hospitality | AU 市場 | |
|---|---|---|---|
| 7D | -2.7% | -0.9% | -0.6% |
| 1Y | -14.9% | -12.7% | -0.3% |
業界別リターン: ALL過去 1 年間で-12.7 % の収益を上げたAustralian Hospitality業界を下回りました。
リターン対市場: ALLは、過去 1 年間で-0.3 % のリターンを上げたAustralian市場を下回りました。
価格変動
| ALL volatility | |
|---|---|
| ALL Average Weekly Movement | 3.1% |
| Hospitality Industry Average Movement | 6.5% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 16.9% |
| 10% least volatile stocks in AU Market | 4.0% |
安定した株価: ALL 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ALLの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1950 | 7,300 | Trevor Croker | www.aristocrat.com |
アリストクラート・レジャー・リミテッドは、その子会社とともに、オーストラリアおよび海外でゲーム・コンテンツおよびテクノロジー企業として事業を展開している。3つのセグメントで事業を展開している：アリストクラット・ゲーミング、プロダクト・マッドネス、アリストクラット・インタラクティブ。同社は、電子ゲーム機、カジノ・マネジメント・システム、iロトや無料で遊べるモバイル・ゲームなどのゲーム・コンテンツ、プラットフォーム、システムの設計、開発、組み立て、配布、販売、サービスを行っている。また、無料で遊べるモバイルゲームのソーシャルカジノジャンルのパブリッシャーであるプロダクト・マッドネス、規制対象のランドベースゲーミングのアリストクラット・ゲーミング、規制対象のオンラインリアルマネーゲーミングのアリストクラット・インタラクティブも提供している。アリストクラット・レジャー・リミテッドは1950年に設立され、オーストラリアのノースライドに本社を置いている。
Aristocrat Leisure Limited 基礎のまとめ
| ALL 基礎統計学 | |
|---|---|
| 時価総額 | AU$35.90b |
| 収益（TTM） | AU$1.47b |
| 売上高(TTM) | AU$6.29b |
24.3x
PER（株価収益率5.7x
P/SレシオALL は割高か？
公正価値と評価分析を参照収益と収入
| ALL 損益計算書（TTM） | |
|---|---|
| 収益 | AU$6.29b |
| 売上原価 | AU$2.48b |
| 売上総利益 | AU$3.81b |
| その他の費用 | AU$2.34b |
| 収益 | AU$1.47b |
直近の収益報告
Mar 31, 2026
次回決算日
Nov 12, 2026
| 一株当たり利益（EPS） | 2.46 |
| グロス・マージン | 60.61% |
| 純利益率 | 23.39% |
| 有利子負債／自己資本比率 | 25.8% |
ALL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.7%
現在の配当利回り42%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 09:33 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Aristocrat Leisure Limited 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Baxter Kirk | Bell Potter |
| Sriharsh Singh | BofA Global Research |