Narrative Update • Jun 05

In the last week, the Casinos and Gaming industry is up 4.7%, with Light & Wonder up 9.7%. In contrast, the industry has lost 11% in the last 12 months. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | AU$47.9b | AU$14.8b | AU$1.6b | 21.4x | 29.8x | 3.2x |
| Fri, 15 May 2026 | AU$46.8b | AU$15.0b | AU$1.6b | 21.1x | 29.6x | 3.1x |
| Sun, 12 Apr 2026 | AU$45.9b | AU$15.0b | AU$1.3b | 24.3x | 35.4x | 3.1x |
| Tue, 10 Mar 2026 | AU$44.6b | AU$15.0b | AU$1.3b | 23.6x | 34.5x | 3x |
| Thu, 05 Feb 2026 | AU$62.0b | AU$19.6b | AU$1.7b | 26.8x | 35.8x | 3.2x |
| Sat, 03 Jan 2026 | AU$64.5b | AU$19.8b | AU$1.8b | 29.7x | 36.6x | 3.3x |
| Mon, 01 Dec 2025 | AU$64.7b | AU$19.9b | AU$1.8b | 30.4x | 36.5x | 3.3x |
| Wed, 29 Oct 2025 | AU$58.3b | AU$15.5b | AU$1.1b | 34.8x | 51x | 3.8x |
| Fri, 26 Sep 2025 | AU$59.4b | AU$15.5b | AU$1.1b | 27.5x | 54x | 3.8x |
| Sun, 24 Aug 2025 | AU$60.8b | AU$15.5b | -AU$1,204,743,000.00 | 20.5x | -50.5x | 3.9x |
| Tue, 22 Jul 2025 | AU$57.8b | AU$15.7b | -AU$1,149,260,495.00 | 15.8x | -50.3x | 3.7x |
| Thu, 19 Jun 2025 | AU$56.6b | AU$15.7b | -AU$1,149,260,495.00 | 14.9x | -49.2x | 3.6x |
| Sat, 17 May 2025 | AU$54.7b | AU$15.7b | -AU$1,149,260,495.00 | 16.2x | -47.6x | 3.5x |
| Mon, 14 Apr 2025 | AU$53.5b | AU$15.6b | -AU$697,160,495.00 | 15.3x | -76.8x | 3.4x |
| Wed, 12 Mar 2025 | AU$56.8b | AU$15.6b | -AU$697,160,495.00 | 15.6x | -81.5x | 3.7x |
| Fri, 07 Feb 2025 | AU$61.5b | AU$15.5b | -AU$1,363,728,645.00 | 22.9x | -45.1x | 4x |
| Sun, 05 Jan 2025 | AU$58.5b | AU$15.5b | -AU$1,363,728,645.00 | 23.6x | -42.9x | 3.8x |
| Tue, 03 Dec 2024 | AU$58.0b | AU$15.5b | -AU$1,363,728,645.00 | 23.7x | -42.5x | 3.7x |
| Thu, 31 Oct 2024 | AU$53.0b | AU$15.4b | -AU$1,154,728,645.00 | 22x | -45.9x | 3.4x |
| Sat, 28 Sep 2024 | AU$51.5b | AU$15.4b | -AU$1,154,728,645.00 | 22.1x | -44.6x | 3.3x |
| Mon, 26 Aug 2024 | AU$48.4b | AU$15.5b | AU$96.1m | 19.5x | 503.8x | 3.1x |
| Wed, 24 Jul 2024 | AU$49.1b | AU$14.9b | -AU$61,934,868.00 | 22x | -793.4x | 3.3x |
| Fri, 21 Jun 2024 | AU$47.3b | AU$14.9b | -AU$61,934,868.00 | 20.4x | -763.4x | 3.2x |
| Sun, 19 May 2024 | AU$45.6b | AU$14.9b | -AU$61,934,868.00 | 19.4x | -735.5x | 3x |
| Tue, 16 Apr 2024 | AU$42.4b | AU$14.7b | -AU$120,234,868.00 | 18x | -352.7x | 2.9x |
| Thu, 14 Mar 2024 | AU$46.7b | AU$14.7b | -AU$122,732,868.00 | 20.5x | -380.6x | 3.2x |
| Sat, 10 Feb 2024 | AU$44.6b | AU$14.9b | -AU$803,837,719.00 | 29.3x | -55.5x | 3x |
| Mon, 08 Jan 2024 | AU$49.9b | AU$16.7b | -AU$1,140,837,719.00 | 26.3x | -43.7x | 3x |
| Wed, 06 Dec 2023 | AU$49.0b | AU$16.7b | -AU$1,140,837,719.00 | 25.1x | -42.9x | 2.9x |
| Fri, 03 Nov 2023 | AU$49.6b | AU$16.3b | -AU$1,506,437,719.00 | 27.6x | -32.9x | 3x |
| Sun, 01 Oct 2023 | AU$50.8b | AU$16.3b | -AU$1,506,437,719.00 | 31.2x | -33.7x | 3.1x |
| Tue, 29 Aug 2023 | AU$52.4b | AU$16.5b | -AU$701,709,733.00 | 33.4x | -74.7x | 3.2x |
| Thu, 27 Jul 2023 | AU$51.8b | AU$16.6b | -AU$752,887,733.00 | 29.7x | -68.8x | 3.1x |
| Sat, 24 Jun 2023 | AU$51.2b | AU$16.6b | -AU$752,887,733.00 | 27.5x | -68x | 3.1x |
-68x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | 3.44% | |
| Consumer Discretionary | 5.23% | |
| Hospitality | 2.50% | |
| Casinos and Gaming | 2.14% | |
| Hotels, Resorts and Cruise Lines | 7.79% | |
| Restaurants | 2.32% | |
| Leisure Facilities | 0.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$53.87 | 2.0% +AU$633.2m | -18.0% | PE22.1x | |
| LNW Light & Wonder | AU$128.97 | 5.9% +AU$561.2m | -2.3% | PE28.8x | |
| TLC Lottery | AU$5.59 | 2.4% +AU$289.2m | 6.5% | PE34.2x | |
| TAH Tabcorp Holdings | AU$0.86 | 5.5% +AU$102.9m | 18.6% | PE59.6x | |
| SGR Star Entertainment Group | AU$0.10 | 5.0% +AU$33.2m | -30.0% | PS0.5x |