Narrative Update • Jun 26

Over the last 7 days, the Casinos and Gaming industry has remained flat, although notably Lottery gained 3.8%. As for the longer term, the industry has declined 5.9% in the last year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | AU$53.7b | AU$14.8b | AU$1.6b | 25.1x | 33.5x | 3.6x |
| Wed, 17 Jun 2026 | AU$47.9b | AU$14.8b | AU$1.6b | 21.4x | 29.8x | 3.2x |
| Fri, 15 May 2026 | AU$46.8b | AU$15.0b | AU$1.6b | 21.1x | 29.6x | 3.1x |
| Sun, 12 Apr 2026 | AU$45.9b | AU$15.0b | AU$1.3b | 24.3x | 35.4x | 3.1x |
| Tue, 10 Mar 2026 | AU$44.6b | AU$15.0b | AU$1.3b | 23.6x | 34.5x | 3x |
| Thu, 05 Feb 2026 | AU$62.0b | AU$19.6b | AU$1.7b | 26.8x | 35.8x | 3.2x |
| Sat, 03 Jan 2026 | AU$64.5b | AU$19.8b | AU$1.8b | 29.7x | 36.6x | 3.3x |
| Mon, 01 Dec 2025 | AU$64.7b | AU$19.9b | AU$1.8b | 30.4x | 36.5x | 3.3x |
| Wed, 29 Oct 2025 | AU$58.3b | AU$15.5b | AU$1.1b | 34.8x | 51x | 3.8x |
| Fri, 26 Sep 2025 | AU$59.4b | AU$15.5b | AU$1.1b | 27.5x | 54x | 3.8x |
| Sun, 24 Aug 2025 | AU$60.8b | AU$15.5b | -AU$1,204,743,000.00 | 20.5x | -50.5x | 3.9x |
| Tue, 22 Jul 2025 | AU$57.8b | AU$15.7b | -AU$1,149,260,495.00 | 15.8x | -50.3x | 3.7x |
| Thu, 19 Jun 2025 | AU$56.6b | AU$15.7b | -AU$1,149,260,495.00 | 14.9x | -49.2x | 3.6x |
| Sat, 17 May 2025 | AU$54.7b | AU$15.7b | -AU$1,149,260,495.00 | 16.2x | -47.6x | 3.5x |
| Mon, 14 Apr 2025 | AU$53.5b | AU$15.6b | -AU$697,160,495.00 | 15.3x | -76.8x | 3.4x |
| Wed, 12 Mar 2025 | AU$56.8b | AU$15.6b | -AU$697,160,495.00 | 15.6x | -81.5x | 3.7x |
| Fri, 07 Feb 2025 | AU$61.5b | AU$15.5b | -AU$1,363,728,645.00 | 22.9x | -45.1x | 4x |
| Sun, 05 Jan 2025 | AU$58.5b | AU$15.5b | -AU$1,363,728,645.00 | 23.6x | -42.9x | 3.8x |
| Tue, 03 Dec 2024 | AU$58.0b | AU$15.5b | -AU$1,363,728,645.00 | 23.7x | -42.5x | 3.7x |
| Thu, 31 Oct 2024 | AU$53.0b | AU$15.4b | -AU$1,154,728,645.00 | 22x | -45.9x | 3.4x |
| Sat, 28 Sep 2024 | AU$51.5b | AU$15.4b | -AU$1,154,728,645.00 | 22.1x | -44.6x | 3.3x |
| Mon, 26 Aug 2024 | AU$48.4b | AU$15.5b | AU$96.1m | 19.5x | 503.8x | 3.1x |
| Wed, 24 Jul 2024 | AU$49.1b | AU$14.9b | -AU$61,934,868.00 | 22x | -793.4x | 3.3x |
| Fri, 21 Jun 2024 | AU$47.3b | AU$14.9b | -AU$61,934,868.00 | 20.4x | -763.4x | 3.2x |
| Sun, 19 May 2024 | AU$45.6b | AU$14.9b | -AU$61,934,868.00 | 19.4x | -735.5x | 3x |
| Tue, 16 Apr 2024 | AU$42.4b | AU$14.7b | -AU$120,234,868.00 | 18x | -352.7x | 2.9x |
| Thu, 14 Mar 2024 | AU$46.7b | AU$14.7b | -AU$122,732,868.00 | 20.5x | -380.6x | 3.2x |
| Sat, 10 Feb 2024 | AU$44.6b | AU$14.9b | -AU$803,837,719.00 | 29.3x | -55.5x | 3x |
| Mon, 08 Jan 2024 | AU$49.9b | AU$16.7b | -AU$1,140,837,719.00 | 26.3x | -43.7x | 3x |
| Wed, 06 Dec 2023 | AU$49.0b | AU$16.7b | -AU$1,140,837,719.00 | 25.1x | -42.9x | 2.9x |
| Fri, 03 Nov 2023 | AU$49.6b | AU$16.3b | -AU$1,506,437,719.00 | 27.6x | -32.9x | 3x |
| Sun, 01 Oct 2023 | AU$50.8b | AU$16.3b | -AU$1,506,437,719.00 | 31.2x | -33.7x | 3.1x |
| Tue, 29 Aug 2023 | AU$52.4b | AU$16.5b | -AU$701,709,733.00 | 33.4x | -74.7x | 3.2x |
| Thu, 27 Jul 2023 | AU$51.8b | AU$16.6b | -AU$752,887,733.00 | 29.7x | -68.8x | 3.1x |
-68.8x
How does Australian Casinos and Gaming compare with similar industries?
| AU Market | -0.24% | |
| Consumer Discretionary | 2.20% | |
| Hospitality | 0.97% | |
| Casinos and Gaming | 0.91% | |
| Restaurants | 4.40% | |
| Leisure Facilities | 0.016% | |
| Hotels, Resorts and Cruise Lines | -2.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TLC Lottery | AU$5.69 | 3.8% +AU$467.2m | 5.4% | PE34.9x | |
| LNW Light & Wonder | AU$112.42 | 5.3% +AU$438.2m | -25.7% | PE24.9x | |
| TAH Tabcorp Holdings | AU$0.87 | 4.8% +AU$91.4m | 10.8% | PE60.3x | |
| SGR Star Entertainment Group | AU$0.11 | 10.0% +AU$66.4m | -12.0% | PS0.5x | |
| PBH PointsBet Holdings | AU$0.93 | 0.5% +AU$1.7m | -22.2% | PS1.3x |