Narrative Update • Jun 18

Over the last 7 days, the Casinos and Gaming industry has risen 3.8%, driven by gains from Aristocrat Leisure of 9.0%. In contrast, the industry has lost 8.2% in the last 12 months. 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, 23 Jun 2026 | AU$50.5b | AU$14.8b | AU$1.6b | 23.2x | 31.5x | 3.4x |
| Thu, 21 May 2026 | AU$45.8b | AU$14.8b | AU$1.6b | 20.9x | 28.5x | 3.1x |
| Sat, 18 Apr 2026 | AU$47.0b | AU$15.0b | AU$1.3b | 25.1x | 36.4x | 3.1x |
| Mon, 16 Mar 2026 | AU$44.8b | AU$15.0b | AU$1.3b | 23.7x | 34.6x | 3x |
| Wed, 11 Feb 2026 | AU$61.8b | AU$19.5b | AU$1.7b | 27.2x | 35.8x | 3.2x |
| Fri, 09 Jan 2026 | AU$64.0b | AU$19.8b | AU$1.8b | 29.4x | 36.4x | 3.2x |
| Sun, 07 Dec 2025 | AU$64.0b | AU$19.8b | AU$1.8b | 29.9x | 36.2x | 3.2x |
| Tue, 04 Nov 2025 | AU$56.3b | AU$15.5b | AU$1.1b | 33.6x | 49.2x | 3.6x |
| Thu, 02 Oct 2025 | AU$60.5b | AU$15.5b | AU$1.1b | 27.7x | 55x | 3.9x |
| Sat, 30 Aug 2025 | AU$62.8b | AU$15.5b | AU$1.1b | 28.1x | 57.6x | 4x |
| Mon, 28 Jul 2025 | AU$58.0b | AU$15.7b | -AU$1,149,260,495.00 | 16.2x | -50.4x | 3.7x |
| Wed, 25 Jun 2025 | AU$56.5b | AU$15.7b | -AU$1,149,260,495.00 | 14.8x | -49.2x | 3.6x |
| Fri, 23 May 2025 | AU$53.4b | AU$15.7b | -AU$1,149,260,495.00 | 15.2x | -46.5x | 3.4x |
| Sun, 20 Apr 2025 | AU$53.6b | AU$15.4b | -AU$1,008,160,495.00 | 15.4x | -53.2x | 3.5x |
| Tue, 18 Mar 2025 | AU$55.8b | AU$15.6b | -AU$697,160,495.00 | 16.5x | -80x | 3.6x |
| Thu, 13 Feb 2025 | AU$61.3b | AU$15.5b | -AU$1,363,728,645.00 | 22.6x | -44.9x | 3.9x |
| Sat, 11 Jan 2025 | AU$59.3b | AU$15.5b | -AU$1,363,728,645.00 | 22.6x | -43.5x | 3.8x |
| Mon, 09 Dec 2024 | AU$57.7b | AU$15.5b | -AU$1,363,728,645.00 | 24x | -42.3x | 3.7x |
| Wed, 06 Nov 2024 | AU$53.9b | AU$15.4b | -AU$1,154,728,645.00 | 22.6x | -46.7x | 3.5x |
| Fri, 04 Oct 2024 | AU$50.5b | AU$15.4b | -AU$1,154,728,645.00 | 21.5x | -43.7x | 3.3x |
| Sun, 01 Sep 2024 | AU$49.5b | AU$15.5b | -AU$632,261,645.00 | 21.4x | -78.3x | 3.2x |
| Tue, 30 Jul 2024 | AU$50.0b | AU$14.9b | -AU$61,934,868.00 | 22.5x | -806.6x | 3.3x |
| Thu, 27 Jun 2024 | AU$47.8b | AU$14.9b | -AU$61,934,868.00 | 20.9x | -771.9x | 3.2x |
| Sat, 25 May 2024 | AU$44.1b | AU$14.9b | -AU$61,934,868.00 | 18.8x | -712.6x | 3x |
| Mon, 22 Apr 2024 | AU$41.3b | AU$14.7b | -AU$120,234,868.00 | 17.6x | -343.7x | 2.8x |
| Wed, 20 Mar 2024 | AU$45.1b | AU$14.7b | -AU$122,732,868.00 | 19.4x | -367.3x | 3.1x |
| Fri, 16 Feb 2024 | AU$44.8b | AU$14.9b | -AU$803,837,719.00 | 28.4x | -55.8x | 3x |
| Sun, 14 Jan 2024 | AU$50.1b | AU$16.7b | -AU$1,140,837,719.00 | 26.4x | -43.9x | 3x |
| Tue, 12 Dec 2023 | AU$49.1b | AU$16.7b | -AU$1,140,837,719.00 | 24.7x | -43x | 2.9x |
| Thu, 09 Nov 2023 | AU$50.4b | AU$16.3b | -AU$1,506,437,719.00 | 27.4x | -33.4x | 3.1x |
| Sat, 07 Oct 2023 | AU$50.3b | AU$16.3b | -AU$1,506,437,719.00 | 30.8x | -33.4x | 3.1x |
| Mon, 04 Sep 2023 | AU$52.9b | AU$16.3b | -AU$1,514,060,733.00 | 34x | -35x | 3.3x |
| Wed, 02 Aug 2023 | AU$52.7b | AU$16.6b | -AU$752,887,733.00 | 30x | -69.9x | 3.2x |
| Fri, 30 Jun 2023 | AU$52.0b | AU$16.6b | -AU$752,887,733.00 | 27.8x | -69.1x | 3.1x |
-69.1x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | -0.91% | |
| Consumer Discretionary | 0.99% | |
| Hospitality | 3.40% | |
| Casinos and Gaming | 3.82% | |
| Hotels, Resorts and Cruise Lines | 2.93% | |
| Restaurants | -0.34% | |
| Leisure Facilities | -0.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$56.95 | 9.0% +AU$2.8b | -13.6% | PE23.3x | |
| TLC Lottery | AU$5.59 | 0.5% +AU$66.7m | 7.7% | PE34.2x | |
| BBT Betr Entertainment | AU$0.17 | 6.3% +AU$10.4m | -41.4% | PS1.3x |