Narrative Update • Jun 05

The Casinos and Gaming industry is up 6.0% in the last week, with Aristocrat Leisure up 5.1%. However, the industry is down 9.4% over the past year. Looking forward, 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, 14 Jun 2026 | AU$49.3b | AU$14.8b | AU$1.6b | 22.1x | 30.7x | 3.3x |
| Tue, 12 May 2026 | AU$43.8b | AU$15.0b | AU$1.3b | 23.6x | 33.8x | 2.9x |
| Thu, 09 Apr 2026 | AU$46.3b | AU$15.0b | AU$1.3b | 24.8x | 35.8x | 3.1x |
| Sat, 07 Mar 2026 | AU$45.7b | AU$15.0b | AU$1.3b | 24.2x | 35.3x | 3x |
| Mon, 02 Feb 2026 | AU$62.6b | AU$19.6b | AU$1.7b | 27.7x | 36x | 3.2x |
| Wed, 31 Dec 2025 | AU$65.0b | AU$19.8b | AU$1.8b | 30x | 36.9x | 3.3x |
| Fri, 28 Nov 2025 | AU$65.0b | AU$19.9b | AU$1.8b | 30.6x | 36.6x | 3.3x |
| Sun, 26 Oct 2025 | AU$57.4b | AU$15.5b | AU$1.1b | 34.4x | 50.2x | 3.7x |
| Tue, 23 Sep 2025 | AU$60.1b | AU$15.5b | AU$1.1b | 28x | 54.7x | 3.9x |
| Thu, 21 Aug 2025 | AU$60.7b | AU$15.5b | -AU$1,204,225,000.00 | 18x | -50.4x | 3.9x |
| Sat, 19 Jul 2025 | AU$58.6b | AU$15.7b | -AU$1,149,260,495.00 | 16.1x | -51x | 3.7x |
| Mon, 16 Jun 2025 | AU$55.6b | AU$15.7b | -AU$1,149,260,495.00 | 14.9x | -48.4x | 3.6x |
| Wed, 14 May 2025 | AU$58.0b | AU$15.4b | -AU$1,008,160,495.00 | 16.4x | -57.5x | 3.8x |
| Fri, 11 Apr 2025 | AU$53.8b | AU$15.6b | -AU$697,160,495.00 | 15.4x | -77.2x | 3.5x |
| Sun, 09 Mar 2025 | AU$57.9b | AU$15.6b | -AU$697,160,495.00 | 15.6x | -83.1x | 3.7x |
| Tue, 04 Feb 2025 | AU$61.0b | AU$15.5b | -AU$1,363,728,645.00 | 22.6x | -44.7x | 3.9x |
| Thu, 02 Jan 2025 | AU$57.6b | AU$15.5b | -AU$1,363,728,645.00 | 23.3x | -42.3x | 3.7x |
| Sat, 30 Nov 2024 | AU$57.8b | AU$15.5b | -AU$1,363,728,645.00 | 24x | -42.3x | 3.7x |
| Mon, 28 Oct 2024 | AU$51.6b | AU$15.4b | -AU$1,154,728,645.00 | 21.4x | -44.7x | 3.3x |
| Wed, 25 Sep 2024 | AU$52.1b | AU$15.5b | -AU$632,228,645.00 | 22x | -82.4x | 3.4x |
| Fri, 23 Aug 2024 | AU$49.2b | AU$15.5b | AU$87.4m | 22.3x | 562.2x | 3.2x |
| Sun, 21 Jul 2024 | AU$49.4b | AU$14.9b | -AU$61,934,868.00 | 22.2x | -798x | 3.3x |
| Tue, 18 Jun 2024 | AU$46.2b | AU$14.9b | -AU$61,934,868.00 | 19.8x | -746.4x | 3.1x |
| Thu, 16 May 2024 | AU$41.9b | AU$14.7b | -AU$120,234,868.00 | 17.8x | -348.1x | 2.8x |
| Sat, 13 Apr 2024 | AU$42.5b | AU$14.7b | -AU$120,234,868.00 | 17.9x | -353.8x | 2.9x |
| Mon, 11 Mar 2024 | AU$46.6b | AU$14.7b | -AU$122,732,868.00 | 20.4x | -379.3x | 3.2x |
| Wed, 07 Feb 2024 | AU$44.9b | AU$14.9b | -AU$803,837,719.00 | 29.1x | -55.9x | 3x |
| Fri, 05 Jan 2024 | AU$50.4b | AU$16.7b | -AU$1,140,837,719.00 | 26.5x | -44.1x | 3x |
| Sun, 03 Dec 2023 | AU$49.6b | AU$16.7b | -AU$1,140,837,719.00 | 25x | -43.4x | 3x |
| Tue, 31 Oct 2023 | AU$49.0b | AU$16.3b | -AU$1,506,437,719.00 | 26.5x | -32.5x | 3x |
| Thu, 28 Sep 2023 | AU$51.4b | AU$16.3b | -AU$1,506,437,719.00 | 31.9x | -34.1x | 3.2x |
| Sat, 26 Aug 2023 | AU$51.9b | AU$16.5b | -AU$701,709,733.00 | 32.3x | -74x | 3.2x |
| Mon, 24 Jul 2023 | AU$51.6b | AU$16.6b | -AU$752,887,733.00 | 28.5x | -68.5x | 3.1x |
| Wed, 21 Jun 2023 | AU$52.6b | AU$16.6b | -AU$752,887,733.00 | 28.1x | -69.8x | 3.2x |
-69.8x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | 1.68% | |
| Consumer Discretionary | 7.53% | |
| Hospitality | 5.41% | |
| Casinos and Gaming | 6.05% | |
| Restaurants | 2.45% | |
| Leisure Facilities | 1.99% | |
| Hotels, Resorts and Cruise Lines | 1.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$53.91 | 5.1% +AU$1.6b | -15.8% | PE22.1x | |
| TLC Lottery | AU$5.68 | 8.8% +AU$1.0b | 7.4% | PE34.8x | |
| LNW Light & Wonder | AU$127.26 | 9.8% +AU$884.2m | -1.1% | PE28.4x | |
| TAH Tabcorp Holdings | AU$0.83 | 5.7% +AU$102.9m | 12.1% | PE57.8x | |
| SGR Star Entertainment Group | AU$0.11 | 13.4% +AU$86.3m | -15.4% | PS0.5x |