Narrative Update • Jun 05

Over the last 7 days, the Casinos and Gaming industry has risen 6.0%, and Light & Wonder contributed the most with a gain of 12%. During this same period, the Ainsworth Game Technology underperformed, falling 6.3%. In the past year, the industry is down 9.4%. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | AU$49.3b | AU$14.8b | AU$1.6b | 22.1x | 30.7x | 3.3x |
| Wed, 13 May 2026 | AU$43.3b | AU$15.0b | AU$1.3b | 23.4x | 33.5x | 2.9x |
| Fri, 10 Apr 2026 | AU$45.8b | AU$15.0b | AU$1.3b | 24.3x | 35.4x | 3x |
| Sun, 08 Mar 2026 | AU$45.7b | AU$15.0b | AU$1.3b | 24.2x | 35.3x | 3x |
| Tue, 03 Feb 2026 | AU$61.9b | AU$19.6b | AU$1.7b | 27.1x | 35.6x | 3.2x |
| Thu, 01 Jan 2026 | AU$65.3b | AU$19.8b | AU$1.8b | 30.2x | 37.1x | 3.3x |
| Sat, 29 Nov 2025 | AU$64.8b | AU$19.9b | AU$1.8b | 30.4x | 36.5x | 3.3x |
| Mon, 27 Oct 2025 | AU$57.4b | AU$15.5b | AU$1.1b | 34.4x | 50.2x | 3.7x |
| Wed, 24 Sep 2025 | AU$59.9b | AU$15.5b | AU$1.1b | 27.9x | 54.5x | 3.9x |
| Fri, 22 Aug 2025 | AU$61.7b | AU$15.5b | -AU$1,204,225,000.00 | 18.5x | -51.2x | 4x |
| Sun, 20 Jul 2025 | AU$58.6b | AU$15.7b | -AU$1,149,260,495.00 | 16.1x | -51x | 3.7x |
| Tue, 17 Jun 2025 | AU$55.6b | AU$15.7b | -AU$1,149,260,495.00 | 14.9x | -48.4x | 3.6x |
| Thu, 15 May 2025 | AU$54.1b | AU$15.7b | -AU$1,149,260,495.00 | 16.1x | -47.1x | 3.5x |
| Sat, 12 Apr 2025 | AU$53.5b | AU$15.6b | -AU$697,160,495.00 | 15.3x | -76.8x | 3.4x |
| Mon, 10 Mar 2025 | AU$57.9b | AU$15.6b | -AU$697,160,495.00 | 15.6x | -83.1x | 3.7x |
| Wed, 05 Feb 2025 | AU$60.2b | AU$15.5b | -AU$1,363,728,645.00 | 22.5x | -44.1x | 3.9x |
| Fri, 03 Jan 2025 | AU$57.6b | AU$15.5b | -AU$1,363,728,645.00 | 23.4x | -42.3x | 3.7x |
| Sun, 01 Dec 2024 | AU$57.8b | AU$15.5b | -AU$1,363,728,645.00 | 24x | -42.3x | 3.7x |
| Tue, 29 Oct 2024 | AU$52.2b | AU$15.4b | -AU$1,154,728,645.00 | 21.8x | -45.2x | 3.4x |
| Thu, 26 Sep 2024 | AU$50.8b | AU$15.5b | -AU$632,228,645.00 | 21.5x | -80.3x | 3.3x |
| Sat, 24 Aug 2024 | AU$48.4b | AU$15.5b | AU$96.1m | 19.5x | 503.8x | 3.1x |
| Mon, 22 Jul 2024 | AU$49.4b | AU$14.9b | -AU$61,934,868.00 | 22.2x | -798x | 3.3x |
| Wed, 19 Jun 2024 | AU$46.9b | AU$14.9b | -AU$61,934,868.00 | 20.3x | -757.7x | 3.1x |
| Fri, 17 May 2024 | AU$45.3b | AU$14.9b | -AU$61,934,868.00 | 19.2x | -731.8x | 3x |
| Sun, 14 Apr 2024 | AU$42.5b | AU$14.7b | -AU$120,234,868.00 | 17.9x | -353.8x | 2.9x |
| Tue, 12 Mar 2024 | AU$46.0b | AU$14.7b | -AU$122,732,868.00 | 20.1x | -375x | 3.1x |
| Thu, 08 Feb 2024 | AU$44.6b | AU$14.9b | -AU$803,837,719.00 | 29.3x | -55.5x | 3x |
| Sat, 06 Jan 2024 | AU$49.9b | AU$16.7b | -AU$1,140,837,719.00 | 26.3x | -43.7x | 3x |
| Mon, 04 Dec 2023 | AU$49.6b | AU$16.7b | -AU$1,140,837,719.00 | 25x | -43.4x | 3x |
| Wed, 01 Nov 2023 | AU$48.9b | AU$16.3b | -AU$1,506,437,719.00 | 26.8x | -32.5x | 3x |
| Fri, 29 Sep 2023 | AU$50.7b | AU$16.3b | -AU$1,506,437,719.00 | 31.2x | -33.6x | 3.1x |
| Sun, 27 Aug 2023 | AU$51.9b | AU$16.5b | -AU$701,709,733.00 | 32.3x | -74x | 3.2x |
| Tue, 25 Jul 2023 | AU$51.7b | AU$16.6b | -AU$752,887,733.00 | 28.6x | -68.7x | 3.1x |
| Thu, 22 Jun 2023 | AU$52.7b | AU$16.6b | -AU$752,887,733.00 | 28.1x | -70x | 3.2x |
-70x
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 | |
|---|---|---|---|---|---|
| LNW Light & Wonder | AU$130.00 | 12.2% +AU$1.1b | 2.9% | PE29.1x | |
| ALL Aristocrat Leisure | AU$53.09 | 3.5% +AU$1.1b | -17.7% | PE21.8x | |
| TLC Lottery | AU$5.64 | 8.0% +AU$934.4m | 8.5% | PE34.6x | |
| TAH Tabcorp Holdings | AU$0.85 | 7.6% +AU$137.2m | 16.4% | PE58.9x | |
| JIN Jumbo Interactive | AU$7.74 | 6.6% +AU$30.4m | -18.5% | PE13x |