Narrative Update • Aug 21

Over the last 7 days, the Casinos and Gaming industry has dropped 2.4%, driven by Aristocrat Leisure declining 1.4%. The industry has fallen 13% in the last year. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Australian Casinos and Gaming Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 03 Sep 2026 | AU$51.3b | AU$14.5b | AU$1.5b | 24.5x | 34.9x | 3.5x |
| Sat, 01 Aug 2026 | AU$55.1b | AU$14.8b | AU$1.6b | 26.1x | 34.3x | 3.7x |
| Mon, 29 Jun 2026 | AU$51.6b | AU$14.8b | AU$1.6b | 24x | 32.1x | 3.5x |
| Wed, 27 May 2026 | AU$44.6b | AU$14.8b | AU$1.6b | 20x | 27.8x | 3x |
| Fri, 24 Apr 2026 | AU$45.9b | AU$15.0b | AU$1.3b | 24.1x | 35.5x | 3.1x |
| Sun, 22 Mar 2026 | AU$43.9b | AU$15.0b | AU$1.3b | 23.2x | 33.9x | 2.9x |
| Tue, 17 Feb 2026 | AU$57.9b | AU$19.5b | AU$1.7b | 25.6x | 33.5x | 3x |
| Thu, 15 Jan 2026 | AU$66.8b | AU$19.8b | AU$1.8b | 30.1x | 37.9x | 3.4x |
| Sat, 13 Dec 2025 | AU$63.6b | AU$19.8b | AU$1.8b | 29.5x | 36.1x | 3.2x |
| Mon, 10 Nov 2025 | AU$55.0b | AU$15.5b | AU$1.1b | 33.2x | 48.1x | 3.5x |
| Wed, 08 Oct 2025 | AU$59.7b | AU$15.5b | AU$1.1b | 27.1x | 52.3x | 3.8x |
| Fri, 05 Sep 2025 | AU$60.7b | AU$15.5b | AU$1.1b | 28.2x | 55.2x | 3.9x |
| Sun, 03 Aug 2025 | AU$59.0b | AU$15.7b | -AU$1,149,260,495.00 | 16.7x | -51.3x | 3.8x |
| Tue, 01 Jul 2025 | AU$56.3b | AU$15.7b | -AU$1,149,260,495.00 | 15x | -49x | 3.6x |
| Thu, 29 May 2025 | AU$54.8b | AU$15.7b | -AU$1,149,260,495.00 | 15x | -47.7x | 3.5x |
| Sat, 26 Apr 2025 | AU$54.5b | AU$15.4b | -AU$1,008,160,495.00 | 15x | -54.1x | 3.5x |
| Mon, 24 Mar 2025 | AU$55.3b | AU$15.6b | -AU$697,160,495.00 | 17x | -79.3x | 3.6x |
| Wed, 19 Feb 2025 | AU$63.8b | AU$15.5b | -AU$1,363,728,645.00 | 22.9x | -46.8x | 4.1x |
| Fri, 17 Jan 2025 | AU$58.7b | AU$15.5b | -AU$1,363,728,645.00 | 22.1x | -43x | 3.8x |
| Sun, 15 Dec 2024 | AU$58.1b | AU$15.5b | -AU$1,363,728,645.00 | 23.8x | -42.6x | 3.7x |
| Tue, 12 Nov 2024 | AU$55.8b | AU$15.4b | -AU$1,154,728,645.00 | 22.5x | -48.4x | 3.6x |
| Thu, 10 Oct 2024 | AU$51.8b | AU$15.4b | -AU$1,154,728,645.00 | 22x | -44.9x | 3.4x |
| Sat, 07 Sep 2024 | AU$49.5b | AU$15.5b | -AU$632,261,645.00 | 21.2x | -78.3x | 3.2x |
| Mon, 05 Aug 2024 | AU$48.7b | AU$14.9b | -AU$61,934,868.00 | 21.8x | -785.6x | 3.3x |
| Wed, 03 Jul 2024 | AU$47.2b | AU$14.9b | -AU$61,934,868.00 | 20.7x | -761.6x | 3.2x |
| Fri, 31 May 2024 | AU$43.1b | AU$14.9b | -AU$61,934,868.00 | 18.4x | -695.7x | 2.9x |
| Sun, 28 Apr 2024 | AU$41.1b | AU$14.7b | -AU$120,234,868.00 | 17.5x | -341.6x | 2.8x |
| Tue, 26 Mar 2024 | AU$44.6b | AU$14.7b | -AU$122,732,868.00 | 18.9x | -363.8x | 3x |
| Thu, 22 Feb 2024 | AU$44.9b | AU$14.9b | -AU$759,337,719.00 | 27.9x | -59.1x | 3x |
| Sat, 20 Jan 2024 | AU$52.0b | AU$16.7b | -AU$1,140,837,719.00 | 26.7x | -45.6x | 3.1x |
| Mon, 18 Dec 2023 | AU$50.7b | AU$16.7b | -AU$1,140,837,719.00 | 25.4x | -44.5x | 3x |
| Wed, 15 Nov 2023 | AU$50.1b | AU$16.3b | -AU$1,506,437,719.00 | 27.2x | -33.2x | 3.1x |
| Fri, 13 Oct 2023 | AU$50.8b | AU$16.3b | -AU$1,506,437,719.00 | 30.5x | -33.7x | 3.1x |
| Sun, 10 Sep 2023 | AU$51.6b | AU$16.3b | -AU$1,514,060,733.00 | 32.5x | -34.1x | 3.2x |
-34.1x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | -1.15% | |
| Consumer Discretionary | -4.50% | |
| Hospitality | -2.51% | |
| Casinos and Gaming | -2.42% | |
| Leisure Facilities | -1.53% | |
| Restaurants | -1.79% | |
| Hotels, Resorts and Cruise Lines | -4.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AGI Ainsworth Game Technology | AU$1.10 | 4.3% +AU$15.2m | 8.9% | PS1.5x | |
| RCT Reef Casino Trust | AU$3.85 | 9.1% +AU$8.0m | 2.4% | PE17.7x |