Narrative Update • Jun 05

Aristocrat Leisure is up 2.0%, leading the way for the Casinos and Gaming industry, which has gained 2.1%. During this same period, the Ainsworth Game Technology underperformed, falling 9.8%. However, the industry is down 12% over the past year. 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 |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | AU$49.0b | AU$14.8b | AU$1.6b | 22.1x | 30.5x | 3.3x |
| Sat, 16 May 2026 | AU$47.0b | AU$15.0b | AU$1.6b | 21.1x | 29.7x | 3.1x |
| Mon, 13 Apr 2026 | AU$45.9b | AU$15.0b | AU$1.3b | 24.3x | 35.4x | 3.1x |
| Wed, 11 Mar 2026 | AU$44.9b | AU$15.0b | AU$1.3b | 23.9x | 34.7x | 3x |
| Fri, 06 Feb 2026 | AU$62.2b | AU$19.6b | AU$1.7b | 27x | 35.8x | 3.2x |
| Sun, 04 Jan 2026 | AU$64.5b | AU$19.8b | AU$1.8b | 29.7x | 36.6x | 3.3x |
| Tue, 02 Dec 2025 | AU$64.6b | AU$19.9b | AU$1.8b | 30.4x | 36.4x | 3.2x |
| Thu, 30 Oct 2025 | AU$57.5b | AU$15.5b | AU$1.1b | 34.3x | 50.3x | 3.7x |
| Sat, 27 Sep 2025 | AU$60.0b | AU$15.5b | AU$1.1b | 27.8x | 54.6x | 3.9x |
| Mon, 25 Aug 2025 | AU$60.8b | AU$15.5b | -AU$1,204,743,000.00 | 20.5x | -50.5x | 3.9x |
| Wed, 23 Jul 2025 | AU$58.0b | AU$15.7b | -AU$1,149,260,495.00 | 16x | -50.5x | 3.7x |
| Fri, 20 Jun 2025 | AU$57.2b | AU$15.7b | -AU$1,149,260,495.00 | 15x | -49.8x | 3.7x |
| Sun, 18 May 2025 | AU$54.7b | AU$15.7b | -AU$1,149,260,495.00 | 16.2x | -47.6x | 3.5x |
| Tue, 15 Apr 2025 | AU$53.6b | AU$15.6b | -AU$697,160,495.00 | 15.8x | -77x | 3.4x |
| Thu, 13 Mar 2025 | AU$56.0b | AU$15.6b | -AU$697,160,495.00 | 15.1x | -80.3x | 3.6x |
| Sat, 08 Feb 2025 | AU$60.7b | AU$15.5b | -AU$1,363,728,645.00 | 23x | -44.5x | 3.9x |
| Mon, 06 Jan 2025 | AU$58.4b | AU$15.5b | -AU$1,363,728,645.00 | 23.6x | -42.9x | 3.8x |
| Wed, 04 Dec 2024 | AU$58.9b | AU$15.5b | -AU$1,363,728,645.00 | 24x | -43.2x | 3.8x |
| Fri, 01 Nov 2024 | AU$53.0b | AU$15.4b | -AU$1,154,728,645.00 | 22.1x | -45.9x | 3.4x |
| Sun, 29 Sep 2024 | AU$51.5b | AU$15.4b | -AU$1,154,728,645.00 | 22.1x | -44.6x | 3.3x |
| Tue, 27 Aug 2024 | AU$49.0b | AU$15.5b | AU$96.1m | 19.9x | 509.8x | 3.2x |
| Thu, 25 Jul 2024 | AU$49.2b | AU$14.9b | -AU$61,934,868.00 | 22x | -793.7x | 3.3x |
| Sat, 22 Jun 2024 | AU$47.3b | AU$14.9b | -AU$61,934,868.00 | 20.5x | -763.1x | 3.2x |
| Mon, 20 May 2024 | AU$45.6b | AU$14.9b | -AU$61,934,868.00 | 19.4x | -735.5x | 3x |
| Wed, 17 Apr 2024 | AU$42.4b | AU$14.7b | -AU$120,234,868.00 | 17.5x | -352.7x | 2.9x |
| Fri, 15 Mar 2024 | AU$45.8b | AU$14.7b | -AU$122,732,868.00 | 20.1x | -373.4x | 3.1x |
| Sun, 11 Feb 2024 | AU$44.6b | AU$14.9b | -AU$803,837,719.00 | 29.3x | -55.5x | 3x |
| Tue, 09 Jan 2024 | AU$49.7b | AU$16.7b | -AU$1,140,837,719.00 | 26.4x | -43.5x | 3x |
| Thu, 07 Dec 2023 | AU$49.9b | AU$16.7b | -AU$1,140,837,719.00 | 25.4x | -43.7x | 3x |
| Sat, 04 Nov 2023 | AU$49.7b | AU$16.3b | -AU$1,506,437,719.00 | 27.5x | -33x | 3.1x |
| Mon, 02 Oct 2023 | AU$50.8b | AU$16.3b | -AU$1,506,437,719.00 | 31.2x | -33.7x | 3.1x |
| Wed, 30 Aug 2023 | AU$52.5b | AU$16.4b | -AU$1,744,609,733.00 | 33.5x | -30.1x | 3.2x |
| Fri, 28 Jul 2023 | AU$52.6b | AU$16.6b | -AU$752,887,733.00 | 30.3x | -69.8x | 3.2x |
| Sun, 25 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 | 3.70% | |
| Consumer Discretionary | 3.01% | |
| Hospitality | 2.76% | |
| Casinos and Gaming | 2.11% | |
| Hotels, Resorts and Cruise Lines | 13.39% | |
| Leisure Facilities | 4.31% | |
| Restaurants | 1.00% | |
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 |