Narrative Update • Jul 24

Over the last 7 days, the Casinos and Gaming industry has dropped 1.2%, driven by Lottery declining 3.2%. In contrast, Betmakers Technology Group has gained 8.8%. The industry has fallen 6.1% in the last year. 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 |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | AU$53.3b | AU$14.8b | AU$1.6b | 25.2x | 33.2x | 3.6x |
| Thu, 25 Jun 2026 | AU$51.2b | AU$14.8b | AU$1.6b | 23.8x | 31.9x | 3.5x |
| Sat, 23 May 2026 | AU$45.6b | AU$14.8b | AU$1.6b | 20.7x | 28.4x | 3.1x |
| Mon, 20 Apr 2026 | AU$46.9b | AU$15.0b | AU$1.3b | 25x | 36.2x | 3.1x |
| Wed, 18 Mar 2026 | AU$44.0b | AU$15.0b | AU$1.3b | 23x | 34x | 2.9x |
| Fri, 13 Feb 2026 | AU$59.7b | AU$19.5b | AU$1.7b | 26.4x | 34.6x | 3.1x |
| Sun, 11 Jan 2026 | AU$64.1b | AU$19.8b | AU$1.8b | 29.7x | 36.4x | 3.2x |
| Tue, 09 Dec 2025 | AU$64.2b | AU$19.8b | AU$1.8b | 30.1x | 36.3x | 3.2x |
| Thu, 06 Nov 2025 | AU$55.4b | AU$15.5b | AU$1.1b | 33.2x | 48.5x | 3.6x |
| Sat, 04 Oct 2025 | AU$61.1b | AU$15.5b | AU$1.1b | 27.6x | 55.5x | 3.9x |
| Mon, 01 Sep 2025 | AU$62.8b | AU$15.5b | AU$1.1b | 28.1x | 57.1x | 4x |
| Wed, 30 Jul 2025 | AU$58.5b | AU$15.7b | -AU$1,149,260,495.00 | 16.6x | -50.9x | 3.7x |
| Fri, 27 Jun 2025 | AU$56.3b | AU$15.7b | -AU$1,149,260,495.00 | 15x | -49x | 3.6x |
| Sun, 25 May 2025 | AU$53.5b | AU$15.7b | -AU$1,149,260,495.00 | 15.3x | -46.6x | 3.4x |
| Tue, 22 Apr 2025 | AU$53.6b | AU$15.4b | -AU$1,008,160,495.00 | 15.4x | -53.2x | 3.5x |
| Thu, 20 Mar 2025 | AU$53.8b | AU$15.6b | -AU$697,160,495.00 | 16.7x | -77.2x | 3.5x |
| Sat, 15 Feb 2025 | AU$63.0b | AU$15.5b | -AU$1,363,728,645.00 | 23x | -46.2x | 4.1x |
| Mon, 13 Jan 2025 | AU$59.3b | AU$15.5b | -AU$1,363,728,645.00 | 22.6x | -43.5x | 3.8x |
| Wed, 11 Dec 2024 | AU$57.9b | AU$15.5b | -AU$1,363,728,645.00 | 24.2x | -42.4x | 3.7x |
| Fri, 08 Nov 2024 | AU$54.4b | AU$15.4b | -AU$1,154,728,645.00 | 22.5x | -47.1x | 3.5x |
| Sun, 06 Oct 2024 | AU$50.5b | AU$15.4b | -AU$1,154,728,645.00 | 21.5x | -43.7x | 3.3x |
| Tue, 03 Sep 2024 | AU$49.4b | AU$15.5b | -AU$632,261,645.00 | 21.6x | -78.1x | 3.2x |
| Thu, 01 Aug 2024 | AU$50.2b | AU$14.9b | -AU$61,934,868.00 | 22.6x | -811.3x | 3.4x |
| Sat, 29 Jun 2024 | AU$47.5b | AU$14.9b | -AU$61,934,868.00 | 20.8x | -767x | 3.2x |
| Mon, 27 May 2024 | AU$44.1b | AU$14.9b | -AU$61,934,868.00 | 18.8x | -712.6x | 3x |
| Wed, 24 Apr 2024 | AU$42.0b | AU$14.7b | -AU$120,234,868.00 | 18x | -349.4x | 2.8x |
| Fri, 22 Mar 2024 | AU$45.4b | AU$14.7b | -AU$122,732,868.00 | 19.6x | -369.9x | 3.1x |
| Sun, 18 Feb 2024 | AU$44.8b | AU$14.9b | -AU$803,837,719.00 | 28.6x | -55.7x | 3x |
| Tue, 16 Jan 2024 | AU$50.0b | AU$16.7b | -AU$1,140,837,719.00 | 26.3x | -43.8x | 3x |
| Thu, 14 Dec 2023 | AU$49.6b | AU$16.7b | -AU$1,140,837,719.00 | 24.5x | -43.5x | 3x |
| Sat, 11 Nov 2023 | AU$50.3b | AU$16.3b | -AU$1,506,437,719.00 | 27x | -33.4x | 3.1x |
| Mon, 09 Oct 2023 | AU$50.7b | AU$16.3b | -AU$1,506,437,719.00 | 30.8x | -33.7x | 3.1x |
| Wed, 06 Sep 2023 | AU$53.3b | AU$16.3b | -AU$1,514,060,733.00 | 33.8x | -35.2x | 3.3x |
| Fri, 04 Aug 2023 | AU$52.7b | AU$16.6b | -AU$752,887,733.00 | 29.1x | -70x | 3.2x |
-70x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | 0.96% | |
| Consumer Discretionary | -3.61% | |
| Hospitality | -0.62% | |
| Casinos and Gaming | -1.17% | |
| Hotels, Resorts and Cruise Lines | 5.90% | |
| Leisure Facilities | 0.91% | |
| Restaurants | 0.38% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$63.79 | 2.0% +AU$742.5m | -6.7% | PE26x | |
| LNW Light & Wonder | AU$116.86 | 5.7% +AU$488.1m | -23.1% | PE25.8x | |
| TLC Lottery | AU$5.58 | 0.7% +AU$89.0m | 4.1% | PE34.2x | |
| SGR Star Entertainment Group | AU$0.13 | 8.3% +AU$66.4m | 13.0% | PS0.6x | |
| JIN Jumbo Interactive | AU$7.19 | 2.6% +AU$11.4m | -30.0% | PE12.1x |