Narrative Update • May 20

Over the last 7 days, the Casinos and Gaming industry has remained flat, although notably Société Fermière du Casino Municipal de Cannes gained 17%. As for the longer term, the industry has declined 8.3% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.
Has the French Casinos and Gaming Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | €8.2b | €5.1b | €374.0m | 14.7x | 21.8x | 1.6x |
| Thu, 30 Apr 2026 | €8.1b | €5.1b | €374.0m | 13.1x | 21.7x | 1.6x |
| Sat, 28 Mar 2026 | €8.3b | €5.1b | €374.0m | 12.6x | 22.1x | 1.6x |
| Mon, 23 Feb 2026 | €8.4b | €5.1b | €370.3m | 14.2x | 22.8x | 1.6x |
| Wed, 21 Jan 2026 | €7.9b | €4.9b | €473.7m | 13.5x | 16.6x | 1.6x |
| Fri, 19 Dec 2025 | €7.4b | €4.9b | €473.7m | 13.3x | 15.6x | 1.5x |
| Sun, 16 Nov 2025 | €7.4b | €4.9b | €466.4m | 13.7x | 15.8x | 1.5x |
| Tue, 14 Oct 2025 | €8.3b | €4.9b | €466.4m | 15.9x | 17.8x | 1.7x |
| Thu, 11 Sep 2025 | €8.3b | €4.9b | €466.4m | 16.2x | 17.7x | 1.7x |
| Sat, 09 Aug 2025 | €8.2b | €4.9b | €466.4m | 16.3x | 17.6x | 1.7x |
| Mon, 07 Jul 2025 | €9.0b | €4.4b | €545.7m | 15.2x | 16.5x | 2x |
| Wed, 04 Jun 2025 | €8.9b | €4.4b | €536.2m | 14.8x | 16.6x | 2x |
| Fri, 02 May 2025 | €8.7b | €4.4b | €536.2m | 14.6x | 16.3x | 2x |
| Sun, 30 Mar 2025 | €8.3b | €4.4b | €536.2m | 13.5x | 15.5x | 1.9x |
| Tue, 25 Feb 2025 | €9.7b | €4.1b | €593.2m | 14.8x | 16.3x | 2.4x |
| Thu, 23 Jan 2025 | €9.4b | €4.1b | €599.4m | 14.3x | 15.7x | 2.3x |
| Sat, 21 Dec 2024 | €9.7b | €4.1b | €599.4m | 14.9x | 16.2x | 2.4x |
| Mon, 18 Nov 2024 | €10.3b | €4.1b | €591.2m | 15.9x | 17.4x | 2.5x |
| Wed, 16 Oct 2024 | €9.7b | €4.1b | €591.2m | 14.5x | 16.5x | 2.4x |
| Fri, 13 Sep 2024 | €10.1b | €4.1b | €591.2m | 15.5x | 17.1x | 2.5x |
| Sun, 11 Aug 2024 | €9.4b | €4.1b | €591.2m | 14.2x | 15.9x | 2.3x |
| Tue, 09 Jul 2024 | €9.0b | €3.9b | €559.5m | 14.3x | 16.2x | 2.3x |
| Thu, 06 Jun 2024 | €9.2b | €3.9b | €544.6m | 14.5x | 16.9x | 2.4x |
| Sat, 04 May 2024 | €9.5b | €3.9b | €544.6m | 15.2x | 17.5x | 2.5x |
| Mon, 01 Apr 2024 | €10.2b | €3.9b | €544.6m | 16.9x | 18.7x | 2.6x |
| Wed, 28 Feb 2024 | €10.4b | €3.9b | €548.3m | 17.3x | 19x | 2.7x |
| Fri, 26 Jan 2024 | €10.2b | €3.8b | €460.4m | 19.4x | 22.1x | 2.7x |
| Sun, 24 Dec 2023 | €9.2b | €3.8b | €460.4m | 18.9x | 19.9x | 2.4x |
| Tue, 21 Nov 2023 | €9.2b | €3.8b | €1.3b | 6.9x | 7.3x | 2.4x |
| Thu, 19 Oct 2023 | €8.6b | €3.8b | €1.3b | 6.8x | 6.8x | 2.3x |
| Sat, 16 Sep 2023 | €9.3b | €3.8b | €1.3b | 7.9x | 7.3x | 2.5x |
| Mon, 14 Aug 2023 | €9.6b | €3.8b | €1.3b | 8.3x | 7.6x | 2.5x |
| Wed, 12 Jul 2023 | €9.9b | €3.7b | €1.3b | 8x | 7.6x | 2.7x |
| Fri, 09 Jun 2023 | €10.0b | €3.7b | €1.3b | 5.9x | 7.6x | 2.7x |
7.6x
How does French Casinos and Gaming compare with similar industries?
| FR Market | -0.39% | |
| Consumer Discretionary | -0.69% | |
| Hospitality | 1.22% | |
| Casinos and Gaming | 1.00% | |
| Hotels, Resorts and Cruise Lines | 1.57% | |
| Restaurants | 1.01% | |
| Leisure Facilities | 0.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco | €137.00 | 3.0% +€98.1m | 34.3% | PE28.6x | |
| FCMC Société Fermière du Casino Municipal de Cannes | €2.68k | 16.5% +€59.9m | 76.3% | PE14.8x | |
| SFCA Société Française de Casinos Société Anonyme | €2.18 | 17.8% +€1.7m | 21.1% | PE10x |