Narrative Update • Jun 26

In the last week, the Casinos and Gaming industry is up 1.6%, with Aristocrat Leisure up 1.5%. However, the industry is down 4.1% over the past year. Earnings are forecast to grow by 10% annually.
Has the Australian Casinos and Gaming Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | AU$54.0b | AU$14.8b | AU$1.6b | 25.4x | 33.6x | 3.7x |
| Fri, 19 Jun 2026 | AU$48.7b | AU$14.8b | AU$1.6b | 21.9x | 30.3x | 3.3x |
| Sun, 17 May 2026 | AU$47.0b | AU$15.0b | AU$1.6b | 21.1x | 29.7x | 3.1x |
| Tue, 14 Apr 2026 | AU$45.3b | AU$15.0b | AU$1.3b | 23.9x | 35x | 3x |
| Thu, 12 Mar 2026 | AU$44.5b | AU$15.0b | AU$1.3b | 23.4x | 34.4x | 3x |
| Sat, 07 Feb 2026 | AU$60.2b | AU$19.6b | AU$1.7b | 26.3x | 34.7x | 3.1x |
| Mon, 05 Jan 2026 | AU$64.5b | AU$19.8b | AU$1.8b | 29.7x | 36.6x | 3.3x |
| Wed, 03 Dec 2025 | AU$64.4b | AU$19.9b | AU$1.8b | 30.2x | 36.3x | 3.2x |
| Fri, 31 Oct 2025 | AU$56.5b | AU$15.5b | AU$1.1b | 33.9x | 49.4x | 3.6x |
| Sun, 28 Sep 2025 | AU$60.0b | AU$15.5b | AU$1.1b | 27.8x | 54.6x | 3.9x |
| Tue, 26 Aug 2025 | AU$61.4b | AU$15.5b | -AU$1,204,743,000.00 | 20.3x | -51x | 4x |
| Thu, 24 Jul 2025 | AU$58.2b | AU$15.7b | -AU$1,149,260,495.00 | 16.1x | -50.6x | 3.7x |
| Sat, 21 Jun 2025 | AU$57.7b | AU$15.7b | -AU$1,149,260,495.00 | 15.1x | -50.2x | 3.7x |
| Mon, 19 May 2025 | AU$54.7b | AU$15.7b | -AU$1,149,260,495.00 | 16.2x | -47.6x | 3.5x |
| Wed, 16 Apr 2025 | AU$53.2b | AU$15.6b | -AU$697,160,495.00 | 15.5x | -76.3x | 3.4x |
| Fri, 14 Mar 2025 | AU$55.7b | AU$15.6b | -AU$697,160,495.00 | 15x | -79.9x | 3.6x |
| Sun, 09 Feb 2025 | AU$60.7b | AU$15.5b | -AU$1,363,728,645.00 | 23x | -44.5x | 3.9x |
| Tue, 07 Jan 2025 | AU$58.6b | AU$15.5b | -AU$1,363,728,645.00 | 23.6x | -43x | 3.8x |
| Thu, 05 Dec 2024 | AU$58.7b | AU$15.5b | -AU$1,363,728,645.00 | 24x | -43x | 3.8x |
| Sat, 02 Nov 2024 | AU$53.2b | AU$15.4b | -AU$1,154,728,645.00 | 22.2x | -46.1x | 3.5x |
| Mon, 30 Sep 2024 | AU$51.5b | AU$15.4b | -AU$1,154,728,645.00 | 22.1x | -44.6x | 3.3x |
| Wed, 28 Aug 2024 | AU$49.4b | AU$15.5b | AU$96.1m | 20.2x | 513.8x | 3.2x |
| Fri, 26 Jul 2024 | AU$48.8b | AU$14.9b | -AU$61,934,868.00 | 21.9x | -787.8x | 3.3x |
| Sun, 23 Jun 2024 | AU$47.3b | AU$14.9b | -AU$61,934,868.00 | 20.5x | -763.1x | 3.2x |
| Tue, 21 May 2024 | AU$46.2b | AU$14.9b | -AU$61,934,868.00 | 19.6x | -745.2x | 3.1x |
| Thu, 18 Apr 2024 | AU$41.2b | AU$14.7b | -AU$120,234,868.00 | 17.3x | -342.9x | 2.8x |
| Sat, 16 Mar 2024 | AU$44.6b | AU$14.7b | -AU$122,732,868.00 | 19.4x | -363x | 3x |
| Mon, 12 Feb 2024 | AU$44.6b | AU$14.9b | -AU$803,837,719.00 | 29.3x | -55.5x | 3x |
| Wed, 10 Jan 2024 | AU$49.8b | AU$16.7b | -AU$1,140,837,719.00 | 26.2x | -43.6x | 3x |
| Fri, 08 Dec 2023 | AU$49.5b | AU$16.7b | -AU$1,140,837,719.00 | 25.3x | -43.4x | 3x |
| Sun, 05 Nov 2023 | AU$49.7b | AU$16.3b | -AU$1,506,437,719.00 | 27.5x | -33x | 3.1x |
| Tue, 03 Oct 2023 | AU$50.4b | AU$16.3b | -AU$1,506,437,719.00 | 30.6x | -33.5x | 3.1x |
| Thu, 31 Aug 2023 | AU$52.8b | AU$16.4b | -AU$1,744,609,733.00 | 34x | -30.3x | 3.2x |
| Sat, 29 Jul 2023 | AU$52.2b | AU$16.6b | -AU$752,887,733.00 | 30.1x | -69.3x | 3.1x |
-69.3x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | -0.28% | |
| Consumer Discretionary | 1.44% | |
| Hospitality | 1.43% | |
| Casinos and Gaming | 1.62% | |
| Leisure Facilities | 7.21% | |
| Restaurants | 3.96% | |
| Hotels, Resorts and Cruise Lines | -4.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$62.55 | 1.5% +AU$578.9m | -7.2% | PE25.5x | |
| TAH Tabcorp Holdings | AU$0.90 | 6.5% +AU$125.7m | 14.0% | PE62x | |
| SGR Star Entertainment Group | AU$0.12 | 14.3% +AU$99.5m | 0% | PS0.6x | |
| PBH PointsBet Holdings | AU$0.94 | 1.6% +AU$5.2m | -21.7% | PS1.3x |