Earnings Tell The Story For Aristocrat Leisure Limited (ASX:ALL)
Jan 01
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Australian (ASX) Hospitality Industry Analysis
UpdatedJan 02, 2026
DataAggregated Company Financials
Companies24
- 7D0.7%
- 3M-6.4%
- 1Y-7.7%
- YTDn/a
The Hospitality industry has been flat over the last week, but Web Travel Group has lost 3.2%. As for the longer term, the industry has declined 7.3% in the last year. Looking forward, earnings are forecast to grow by 17% annually.
Industry Valuation and Performance
Has the Australian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 02 Jan 2026 | AU$76.9b | AU$28.2b | AU$1.9b | 31.4x | 40x | 2.7x |
| Sun, 30 Nov 2025 | AU$76.4b | AU$28.3b | AU$1.9b | 31.2x | 39.5x | 2.7x |
| Tue, 28 Oct 2025 | AU$71.2b | AU$24.6b | AU$1.4b | 35x | 51.7x | 2.9x |
| Thu, 25 Sep 2025 | AU$72.4b | AU$24.6b | AU$1.3b | 35.2x | 54.4x | 2.9x |
| Sat, 23 Aug 2025 | AU$74.1b | AU$24.5b | -AU$956,804,722.00 | 35.2x | -77.4x | 3x |
| Mon, 21 Jul 2025 | AU$72.2b | AU$24.6b | -AU$895,993,544.00 | 33x | -80.6x | 2.9x |
| Wed, 18 Jun 2025 | AU$68.8b | AU$24.6b | -AU$854,437,544.00 | 26.7x | -80.6x | 2.8x |
| Fri, 16 May 2025 | AU$69.1b | AU$24.7b | -AU$808,437,544.00 | 21.7x | -85.5x | 2.8x |
| Sun, 13 Apr 2025 | AU$67.5b | AU$24.6b | -AU$356,337,544.00 | 20.3x | -189.5x | 2.7x |
| Tue, 11 Mar 2025 | AU$72.8b | AU$24.6b | -AU$357,022,544.00 | 23.1x | -204x | 3x |
| Thu, 06 Feb 2025 | AU$77.4b | AU$24.6b | -AU$917,403,528.00 | 24x | -84.4x | 3.1x |
| Sat, 04 Jan 2025 | AU$74.9b | AU$24.6b | -AU$912,156,528.00 | 23.8x | -82.1x | 3x |
| Mon, 02 Dec 2024 | AU$75.5b | AU$24.6b | -AU$912,156,528.00 | 25.6x | -82.7x | 3.1x |
| Wed, 30 Oct 2024 | AU$69.3b | AU$24.6b | -AU$731,088,528.00 | 20.8x | -94.8x | 2.8x |
| Fri, 27 Sep 2024 | AU$71.5b | AU$24.5b | -AU$196,095,201.00 | 23.1x | -364.5x | 2.9x |
| Sun, 25 Aug 2024 | AU$66.2b | AU$24.5b | AU$565.4m | 20.7x | 117x | 2.7x |
| Tue, 23 Jul 2024 | AU$67.4b | AU$23.9b | AU$385.0m | 22x | 175.1x | 2.8x |
| Thu, 20 Jun 2024 | AU$64.5b | AU$23.6b | AU$365.2m | 24.3x | 176.5x | 2.7x |
| Sat, 18 May 2024 | AU$61.2b | AU$23.5b | AU$350.3m | 24.3x | 174.7x | 2.6x |
| Mon, 15 Apr 2024 | AU$59.2b | AU$23.4b | AU$292.0m | 26.1x | 202.6x | 2.5x |
| Wed, 13 Mar 2024 | AU$62.8b | AU$23.4b | AU$288.9m | 31.1x | 217.3x | 2.7x |
| Fri, 09 Feb 2024 | AU$61.6b | AU$23.0b | -AU$533,097,447.00 | 36.3x | -115.6x | 2.7x |
| Sun, 07 Jan 2024 | AU$67.6b | AU$24.8b | -AU$868,553,717.00 | 33.2x | -77.8x | 2.7x |
| Tue, 05 Dec 2023 | AU$66.8b | AU$24.8b | -AU$868,553,717.00 | 32.9x | -77x | 2.7x |
| Thu, 02 Nov 2023 | AU$65.4b | AU$24.2b | -AU$1,296,867,811.00 | 33.6x | -50.4x | 2.7x |
| Sat, 30 Sep 2023 | AU$67.5b | AU$24.2b | -AU$1,296,867,901.00 | 33.2x | -52x | 2.8x |
| Mon, 28 Aug 2023 | AU$69.6b | AU$23.8b | -AU$707,997,774.00 | 35.2x | -98.3x | 2.9x |
| Wed, 26 Jul 2023 | AU$69.0b | AU$23.6b | -AU$742,294,541.00 | 31.6x | -92.9x | 2.9x |
| Fri, 23 Jun 2023 | AU$68.9b | AU$23.5b | -AU$714,143,541.00 | 29.6x | -96.4x | 2.9x |
| Sun, 21 May 2023 | AU$69.4b | AU$23.4b | -AU$749,643,541.00 | 27.7x | -92.6x | 3x |
| Tue, 18 Apr 2023 | AU$68.8b | AU$23.0b | -AU$889,670,541.00 | 30.8x | -77.3x | 3x |
| Thu, 16 Mar 2023 | AU$64.7b | AU$23.0b | -AU$886,710,541.00 | 24.9x | -73x | 2.8x |
| Sat, 11 Feb 2023 | AU$67.6b | AU$21.1b | AU$74.1m | 29.9x | 912.6x | 3.2x |
| Mon, 09 Jan 2023 | AU$62.4b | AU$21.1b | AU$74.1m | 29.1x | 842.6x | 3x |
Price to Earnings Ratio
842.6x
Current Industry PE
- Investors are optimistic on the Australian Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 40.0x which is higher than its 3-year average PE of 7.3x.
- The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have grown 196% per year over the last three years.
- Revenues for these companies have grown 10% 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 Australian Consumer Discretionary industry?
| AU Market | -0.47% | |
| Consumer Discretionary | -0.22% | |
| Hospitality | 0.70% | |
| Casinos and Gaming | 1.07% | |
| Leisure Facilities | 0.12% | |
| Restaurants | -0.87% | |
| Hotels, Resorts and Cruise Lines | -1.89% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 187x.
- Analysts are expecting annual earnings growth of 31.4%, which is higher than its past year's earnings decline of 76.4% per year.
- Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 4.1x.
Forecasted Growth
- Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 51% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Casinos and Gaming industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$58.18 | 1.1% +AU$387.3m | -15.2% | PE30.2x | |
| SGR Star Entertainment Group | AU$0.18 | 38.5% +AU$331.8m | -5.3% | PS0.9x | |
| TAH Tabcorp Holdings | AU$0.99 | 1.0% +AU$22.8m | 70.7% | PE61.7x | |
| JIN Jumbo Interactive | AU$11.51 | 2.1% +AU$15.2m | -17.0% | PE18.2x | |
| BBT Betr Entertainment | AU$0.20 | 5.3% +AU$10.4m | -34.4% | PS1.6x |
