Narrative Update • Aug 21

Over the last 7 days, the Casinos and Gaming industry has dropped 1.2%, driven by Aristocrat Leisure declining 0.9%. However, the industry is down 13% 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 |
|---|---|---|---|---|---|---|
| Tue, 01 Sep 2026 | AU$51.8b | AU$14.6b | AU$1.5b | 24.8x | 33.8x | 3.6x |
| Thu, 30 Jul 2026 | AU$56.3b | AU$14.8b | AU$1.6b | 26.8x | 35.1x | 3.8x |
| Sat, 27 Jun 2026 | AU$51.7b | AU$14.8b | AU$1.6b | 24x | 32.2x | 3.5x |
| Mon, 25 May 2026 | AU$45.6b | AU$14.8b | AU$1.6b | 20.7x | 28.4x | 3.1x |
| Wed, 22 Apr 2026 | AU$46.5b | AU$15.0b | AU$1.3b | 24.4x | 36x | 3.1x |
| Fri, 20 Mar 2026 | AU$43.7b | AU$15.0b | AU$1.3b | 22.9x | 33.8x | 2.9x |
| Sun, 15 Feb 2026 | AU$56.9b | AU$19.5b | AU$1.7b | 25.1x | 32.9x | 2.9x |
| Tue, 13 Jan 2026 | AU$66.5b | AU$19.8b | AU$1.8b | 29.8x | 37.8x | 3.4x |
| Thu, 11 Dec 2025 | AU$64.3b | AU$19.8b | AU$1.8b | 30.1x | 36.4x | 3.2x |
| Sat, 08 Nov 2025 | AU$55.0b | AU$15.5b | AU$1.1b | 33.2x | 48.1x | 3.5x |
| Mon, 06 Oct 2025 | AU$61.1b | AU$15.5b | AU$1.1b | 27.6x | 53.4x | 3.9x |
| Wed, 03 Sep 2025 | AU$61.0b | AU$15.5b | AU$1.1b | 28.1x | 55.5x | 3.9x |
| Fri, 01 Aug 2025 | AU$59.7b | AU$15.7b | -AU$1,149,260,495.00 | 16.8x | -51.9x | 3.8x |
| Sun, 29 Jun 2025 | AU$55.7b | AU$15.7b | -AU$1,149,260,495.00 | 15x | -48.5x | 3.6x |
| Tue, 27 May 2025 | AU$54.0b | AU$15.7b | -AU$1,149,260,495.00 | 15.3x | -46.9x | 3.4x |
| Thu, 24 Apr 2025 | AU$54.5b | AU$15.4b | -AU$1,008,160,495.00 | 15x | -54.1x | 3.5x |
| Sat, 22 Mar 2025 | AU$55.3b | AU$15.6b | -AU$697,160,495.00 | 17x | -79.3x | 3.6x |
| Mon, 17 Feb 2025 | AU$63.0b | AU$15.5b | -AU$1,363,728,645.00 | 23x | -46.2x | 4.1x |
| Wed, 15 Jan 2025 | AU$58.6b | AU$15.5b | -AU$1,363,728,645.00 | 22.5x | -43x | 3.8x |
| Fri, 13 Dec 2024 | AU$57.6b | AU$15.5b | -AU$1,363,728,645.00 | 23.7x | -42.2x | 3.7x |
| Sun, 10 Nov 2024 | AU$55.1b | AU$15.4b | -AU$1,154,728,645.00 | 22.5x | -47.7x | 3.6x |
| Tue, 08 Oct 2024 | AU$51.2b | AU$15.4b | -AU$1,154,728,645.00 | 21.8x | -44.3x | 3.3x |
| Thu, 05 Sep 2024 | AU$49.2b | AU$15.5b | -AU$632,261,645.00 | 21.1x | -77.9x | 3.2x |
| Sat, 03 Aug 2024 | AU$48.7b | AU$14.9b | -AU$61,934,868.00 | 21.8x | -785.6x | 3.3x |
| Mon, 01 Jul 2024 | AU$47.5b | AU$14.9b | -AU$61,934,868.00 | 20.8x | -767x | 3.2x |
| Wed, 29 May 2024 | AU$44.3b | AU$14.9b | -AU$61,934,868.00 | 18.8x | -715.2x | 3x |
| Fri, 26 Apr 2024 | AU$41.8b | AU$14.7b | -AU$120,234,868.00 | 17.9x | -347.4x | 2.8x |
| Sun, 24 Mar 2024 | AU$44.6b | AU$14.7b | -AU$122,732,868.00 | 19.1x | -363.8x | 3x |
| Tue, 20 Feb 2024 | AU$44.6b | AU$14.9b | -AU$803,837,719.00 | 28.4x | -55.5x | 3x |
| Thu, 18 Jan 2024 | AU$50.4b | AU$16.7b | -AU$1,140,837,719.00 | 25.5x | -44.1x | 3x |
| Sat, 16 Dec 2023 | AU$50.7b | AU$16.7b | -AU$1,140,837,719.00 | 25.4x | -44.5x | 3x |
| Mon, 13 Nov 2023 | AU$50.3b | AU$16.3b | -AU$1,506,437,719.00 | 27x | -33.4x | 3.1x |
| Wed, 11 Oct 2023 | AU$51.2b | AU$16.3b | -AU$1,506,437,719.00 | 31.2x | -34x | 3.1x |
| Fri, 08 Sep 2023 | AU$52.1b | AU$16.3b | -AU$1,514,060,733.00 | 32.6x | -34.4x | 3.2x |
-34.4x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | -0.43% | |
| Consumer Discretionary | -2.04% | |
| Hospitality | -1.06% | |
| Casinos and Gaming | -1.18% | |
| Restaurants | 1.49% | |
| Hotels, Resorts and Cruise Lines | -2.69% | |
| Leisure Facilities | -3.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RCT Reef Casino Trust | AU$3.80 | 8.0% +AU$7.0m | 1.1% | PE17.5x |