Narrative Update • Aug 07

The Casinos and Gaming industry is up 1.0% in the last week, with Aristocrat Leisure up 2.3%. In the past year, the industry is down 3.9%. Earnings are forecast to grow by 11% annually.
Has the Australian Casinos and Gaming Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | AU$55.7b | AU$14.8b | AU$1.6b | 26.7x | 34.7x | 3.8x |
| Tue, 07 Jul 2026 | AU$52.9b | AU$14.8b | AU$1.6b | 25.2x | 33x | 3.6x |
| Thu, 04 Jun 2026 | AU$46.2b | AU$14.8b | AU$1.6b | 20.9x | 28.8x | 3.1x |
| Sat, 02 May 2026 | AU$46.2b | AU$15.0b | AU$1.3b | 24.3x | 35.7x | 3.1x |
| Mon, 30 Mar 2026 | AU$44.5b | AU$15.0b | AU$1.3b | 23.5x | 34.4x | 3x |
| Wed, 25 Feb 2026 | AU$55.9b | AU$19.6b | AU$1.7b | 19.4x | 32.3x | 2.9x |
| Fri, 23 Jan 2026 | AU$65.6b | AU$19.7b | AU$1.8b | 29.9x | 37.5x | 3.3x |
| Sun, 21 Dec 2025 | AU$64.1b | AU$19.9b | AU$1.8b | 30x | 36.2x | 3.2x |
| Tue, 18 Nov 2025 | AU$51.5b | AU$15.0b | AU$1.2b | 31.2x | 44.2x | 3.4x |
| Thu, 16 Oct 2025 | AU$57.7b | AU$15.5b | AU$1.1b | 26.9x | 50.4x | 3.7x |
| Sat, 13 Sep 2025 | AU$59.7b | AU$15.5b | AU$1.1b | 28.2x | 54.3x | 3.8x |
| Mon, 11 Aug 2025 | AU$59.6b | AU$15.7b | -AU$1,149,260,495.00 | 17x | -51.9x | 3.8x |
| Wed, 09 Jul 2025 | AU$58.0b | AU$15.7b | -AU$1,149,260,495.00 | 15.1x | -50.4x | 3.7x |
| Fri, 06 Jun 2025 | AU$54.4b | AU$15.7b | -AU$1,149,260,495.00 | 15x | -47.3x | 3.5x |
| Sun, 04 May 2025 | AU$57.3b | AU$15.4b | -AU$1,008,160,495.00 | 15.7x | -56.8x | 3.7x |
| Tue, 01 Apr 2025 | AU$54.1b | AU$15.6b | -AU$697,160,495.00 | 16.1x | -77.7x | 3.5x |
| Thu, 27 Feb 2025 | AU$60.9b | AU$15.5b | -AU$720,882,645.00 | 15.7x | -84.5x | 3.9x |
| Sat, 25 Jan 2025 | AU$57.8b | AU$15.5b | -AU$1,363,728,645.00 | 22.5x | -42.4x | 3.7x |
| Mon, 23 Dec 2024 | AU$57.5b | AU$15.5b | -AU$1,363,728,645.00 | 23.4x | -42.2x | 3.7x |
| Wed, 20 Nov 2024 | AU$58.3b | AU$15.5b | -AU$1,363,728,645.00 | 23.4x | -42.7x | 3.8x |
| Fri, 18 Oct 2024 | AU$51.7b | AU$15.4b | -AU$1,154,728,645.00 | 21.7x | -44.8x | 3.4x |
| Sun, 15 Sep 2024 | AU$50.1b | AU$15.5b | -AU$632,228,645.00 | 21.3x | -79.3x | 3.2x |
| Tue, 13 Aug 2024 | AU$48.7b | AU$14.9b | -AU$61,934,868.00 | 21.9x | -786.1x | 3.3x |
| Thu, 11 Jul 2024 | AU$48.5b | AU$14.9b | -AU$61,934,868.00 | 21.6x | -782.3x | 3.2x |
| Sat, 08 Jun 2024 | AU$45.9b | AU$14.9b | -AU$61,934,868.00 | 19.7x | -741x | 3.1x |
| Mon, 06 May 2024 | AU$41.0b | AU$14.7b | -AU$120,234,868.00 | 17.4x | -340.6x | 2.8x |
| Wed, 03 Apr 2024 | AU$44.1b | AU$14.7b | -AU$120,234,868.00 | 18.8x | -366.7x | 3x |
| Fri, 01 Mar 2024 | AU$46.3b | AU$14.7b | -AU$105,112,868.00 | 26.7x | -440.1x | 3.1x |
| Sun, 28 Jan 2024 | AU$52.7b | AU$16.7b | -AU$1,140,837,719.00 | 27.2x | -46.2x | 3.2x |
| Tue, 26 Dec 2023 | AU$50.8b | AU$16.7b | -AU$1,140,837,719.00 | 27.8x | -44.5x | 3x |
| Thu, 23 Nov 2023 | AU$50.0b | AU$16.7b | -AU$1,140,837,719.00 | 26.2x | -43.8x | 3x |
| Sat, 21 Oct 2023 | AU$49.5b | AU$16.3b | -AU$1,506,437,719.00 | 28.9x | -32.9x | 3x |
| Mon, 18 Sep 2023 | AU$51.5b | AU$16.3b | -AU$1,514,060,733.00 | 32.4x | -34x | 3.2x |
| Wed, 16 Aug 2023 | AU$53.9b | AU$16.6b | -AU$752,887,733.00 | 29.7x | -71.6x | 3.3x |
-71.6x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | 3.35% | |
| Consumer Discretionary | 1.57% | |
| Hospitality | 1.10% | |
| Casinos and Gaming | 1.00% | |
| Hotels, Resorts and Cruise Lines | 2.13% | |
| Restaurants | 1.65% | |
| Leisure Facilities | -3.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$65.56 | 2.3% +AU$879.6m | -6.5% | PE26.7x | |
| LNW Light & Wonder | AU$124.30 | 8.8% +AU$666.1m | 4.7% | PE25x | |
| JIN Jumbo Interactive | AU$7.44 | 2.8% +AU$12.7m | -31.3% | PE12.5x | |
| BBT Betr Entertainment | AU$0.20 | 5.3% +AU$10.5m | -34.4% | PS1.5x | |
| PBH PointsBet Holdings | AU$0.89 | 0.6% +AU$1.7m | -29.6% | PS1.2x |