Narrative Update • Jun 18

The Casinos and Gaming industry has stayed flat over the last week. Unfortunately though, the industry is down 12% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | AU$49.6b | AU$14.8b | AU$1.6b | 22.5x | 30.9x | 3.4x |
| Wed, 20 May 2026 | AU$46.7b | AU$14.8b | AU$1.6b | 21.2x | 29.1x | 3.2x |
| Fri, 17 Apr 2026 | AU$46.8b | AU$15.0b | AU$1.3b | 25.2x | 36.2x | 3.1x |
| Sun, 15 Mar 2026 | AU$44.8b | AU$15.0b | AU$1.3b | 23.7x | 34.6x | 3x |
| Tue, 10 Feb 2026 | AU$61.3b | AU$19.6b | AU$1.7b | 26.9x | 35.4x | 3.1x |
| Thu, 08 Jan 2026 | AU$63.0b | AU$19.8b | AU$1.8b | 28.9x | 35.9x | 3.2x |
| Sat, 06 Dec 2025 | AU$64.0b | AU$19.8b | AU$1.8b | 29.9x | 36.2x | 3.2x |
| Mon, 03 Nov 2025 | AU$56.1b | AU$15.5b | AU$1.1b | 33.6x | 49x | 3.6x |
| Wed, 01 Oct 2025 | AU$60.9b | AU$15.5b | AU$1.1b | 27.9x | 55.4x | 3.9x |
| Fri, 29 Aug 2025 | AU$62.9b | AU$15.7b | -AU$471,423,000.00 | 28.2x | -133.5x | 4x |
| Sun, 27 Jul 2025 | AU$58.0b | AU$15.7b | -AU$1,149,260,495.00 | 16.2x | -50.4x | 3.7x |
| Tue, 24 Jun 2025 | AU$56.3b | AU$15.7b | -AU$1,149,260,495.00 | 14.9x | -49x | 3.6x |
| Thu, 22 May 2025 | AU$54.1b | AU$15.7b | -AU$1,149,260,495.00 | 15.1x | -47.1x | 3.5x |
| Sat, 19 Apr 2025 | AU$53.6b | AU$15.4b | -AU$1,008,160,495.00 | 15.4x | -53.2x | 3.5x |
| Mon, 17 Mar 2025 | AU$55.8b | AU$15.6b | -AU$697,160,495.00 | 15.9x | -80.1x | 3.6x |
| Wed, 12 Feb 2025 | AU$61.7b | AU$15.5b | -AU$1,363,728,645.00 | 22.8x | -45.2x | 4x |
| Fri, 10 Jan 2025 | AU$59.5b | AU$15.5b | -AU$1,363,728,645.00 | 23x | -43.6x | 3.8x |
| Sun, 08 Dec 2024 | AU$57.7b | AU$15.5b | -AU$1,363,728,645.00 | 24x | -42.3x | 3.7x |
| Tue, 05 Nov 2024 | AU$53.9b | AU$15.4b | -AU$1,154,728,645.00 | 22.5x | -46.7x | 3.5x |
| Thu, 03 Oct 2024 | AU$51.5b | AU$15.4b | -AU$1,154,728,645.00 | 22x | -44.6x | 3.3x |
| Sat, 31 Aug 2024 | AU$49.5b | AU$15.4b | -AU$663,631,868.00 | 21.4x | -74.6x | 3.2x |
| Mon, 29 Jul 2024 | AU$48.9b | AU$14.9b | -AU$61,934,868.00 | 21.9x | -789.2x | 3.3x |
| Wed, 26 Jun 2024 | AU$47.8b | AU$14.9b | -AU$61,934,868.00 | 20.9x | -771.9x | 3.2x |
| Fri, 24 May 2024 | AU$44.7b | AU$14.9b | -AU$61,934,868.00 | 19x | -722.3x | 3x |
| Sun, 21 Apr 2024 | AU$41.3b | AU$14.7b | -AU$120,234,868.00 | 17.6x | -343.7x | 2.8x |
| Tue, 19 Mar 2024 | AU$44.9b | AU$14.7b | -AU$122,732,868.00 | 19.4x | -365.8x | 3x |
| Thu, 15 Feb 2024 | AU$44.0b | AU$14.9b | -AU$803,837,719.00 | 28.4x | -54.8x | 3x |
| Sat, 13 Jan 2024 | AU$50.1b | AU$16.7b | -AU$1,140,837,719.00 | 26.4x | -43.9x | 3x |
| Mon, 11 Dec 2023 | AU$49.2b | AU$16.7b | -AU$1,140,837,719.00 | 24.8x | -43.1x | 3x |
| Wed, 08 Nov 2023 | AU$50.0b | AU$16.3b | -AU$1,506,437,719.00 | 27.4x | -33.2x | 3.1x |
| Fri, 06 Oct 2023 | AU$50.4b | AU$16.3b | -AU$1,506,437,719.00 | 30.7x | -33.5x | 3.1x |
| Sun, 03 Sep 2023 | AU$52.9b | AU$16.3b | -AU$1,514,060,733.00 | 34x | -35x | 3.3x |
| Tue, 01 Aug 2023 | AU$52.2b | AU$16.6b | -AU$752,887,733.00 | 30.2x | -69.4x | 3.2x |
| Thu, 29 Jun 2023 | AU$50.6b | AU$16.6b | -AU$752,887,733.00 | 27.4x | -67.2x | 3.1x |
-67.2x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | 0.56% | |
| Consumer Discretionary | 0.66% | |
| Hospitality | 1.34% | |
| Casinos and Gaming | 0.66% | |
| Hotels, Resorts and Cruise Lines | 11.58% | |
| Leisure Facilities | 1.87% | |
| Restaurants | 0.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$56.57 | 6.6% +AU$2.1b | -13.6% | PE23.2x | |
| TAH Tabcorp Holdings | AU$0.85 | 0.6% +AU$11.4m | 21.3% | PE59.2x |