Narrative Update • Jun 25

Over the last 7 days, the Casinos and Gaming industry has risen 2.3%, driven by gains from FDJ United of 4.6%. In contrast, the industry has lost 11% in the last 12 months. 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 |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | €8.1b | €5.1b | €365.0m | 17.7x | 22.1x | 1.6x |
| Mon, 01 Jun 2026 | €8.2b | €5.1b | €374.0m | 14.7x | 21.8x | 1.6x |
| Wed, 29 Apr 2026 | €8.1b | €5.1b | €374.0m | 13.1x | 21.6x | 1.6x |
| Fri, 27 Mar 2026 | €8.4b | €5.1b | €374.0m | 12.2x | 22.4x | 1.6x |
| Sun, 22 Feb 2026 | €8.4b | €5.1b | €370.3m | 14.2x | 22.8x | 1.6x |
| Tue, 20 Jan 2026 | €7.8b | €4.9b | €473.7m | 13.4x | 16.6x | 1.6x |
| Thu, 18 Dec 2025 | €7.5b | €4.9b | €473.7m | 13.4x | 15.8x | 1.5x |
| Sat, 15 Nov 2025 | €7.4b | €4.9b | €466.4m | 13.7x | 15.8x | 1.5x |
| Mon, 13 Oct 2025 | €8.3b | €4.9b | €466.4m | 15.9x | 17.8x | 1.7x |
| Wed, 10 Sep 2025 | €8.3b | €4.9b | €466.4m | 16.2x | 17.7x | 1.7x |
| Fri, 08 Aug 2025 | €8.2b | €4.9b | €466.4m | 16.2x | 17.6x | 1.7x |
| Sun, 06 Jul 2025 | €9.0b | €4.4b | €545.7m | 15.2x | 16.5x | 2x |
| Tue, 03 Jun 2025 | €8.9b | €4.4b | €536.2m | 15x | 16.6x | 2x |
| Thu, 01 May 2025 | €8.7b | €4.4b | €536.2m | 14.6x | 16.3x | 2x |
| Sat, 29 Mar 2025 | €8.3b | €4.4b | €536.2m | 13.5x | 15.5x | 1.9x |
| Mon, 24 Feb 2025 | €9.6b | €4.1b | €593.2m | 14.8x | 16.2x | 2.3x |
| Wed, 22 Jan 2025 | €9.4b | €4.1b | €599.4m | 14.3x | 15.7x | 2.3x |
| Fri, 20 Dec 2024 | €9.8b | €4.1b | €599.4m | 15x | 16.3x | 2.4x |
| Sun, 17 Nov 2024 | €10.3b | €4.1b | €591.2m | 15.9x | 17.4x | 2.5x |
| Tue, 15 Oct 2024 | €9.9b | €4.1b | €591.2m | 14.8x | 16.7x | 2.4x |
| Thu, 12 Sep 2024 | €10.1b | €4.1b | €591.2m | 15.4x | 17.1x | 2.5x |
| Sat, 10 Aug 2024 | €9.4b | €4.1b | €591.2m | 14.2x | 15.9x | 2.3x |
| Mon, 08 Jul 2024 | €9.0b | €3.9b | €559.5m | 14.3x | 16.1x | 2.3x |
| Wed, 05 Jun 2024 | €9.1b | €3.9b | €544.6m | 14.5x | 16.8x | 2.4x |
| Fri, 03 May 2024 | €9.9b | €3.9b | €544.6m | 15.8x | 18.1x | 2.5x |
| Sun, 31 Mar 2024 | €10.2b | €3.9b | €544.6m | 16.9x | 18.7x | 2.6x |
| Tue, 27 Feb 2024 | €10.5b | €3.9b | €548.3m | 17.5x | 19.2x | 2.7x |
| Thu, 25 Jan 2024 | €9.9b | €3.8b | €460.4m | 19.4x | 21.6x | 2.6x |
| Sat, 23 Dec 2023 | €9.2b | €3.8b | €460.4m | 18.9x | 19.9x | 2.4x |
| Mon, 20 Nov 2023 | €9.2b | €3.8b | €1.3b | 7x | 7.2x | 2.4x |
| Wed, 18 Oct 2023 | €8.8b | €3.8b | €1.3b | 6.9x | 7x | 2.3x |
| Fri, 15 Sep 2023 | €9.3b | €3.8b | €1.3b | 7.9x | 7.3x | 2.5x |
| Sun, 13 Aug 2023 | €9.6b | €3.8b | €1.3b | 8.3x | 7.6x | 2.5x |
| Tue, 11 Jul 2023 | €9.8b | €3.7b | €1.3b | 8x | 7.6x | 2.7x |
7.6x
How does French Casinos and Gaming compare with similar industries?
| FR Market | 1.51% | |
| Consumer Discretionary | 0.09% | |
| Hospitality | 1.90% | |
| Casinos and Gaming | 1.86% | |
| Restaurants | 3.36% | |
| Hotels, Resorts and Cruise Lines | 1.23% | |
| Leisure Facilities | 0.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FDJU FDJ United | €22.32 | 4.6% +€182.7m | -32.0% | PE23.4x | |
| SFCA Société Française de Casinos Société Anonyme | €2.38 | 15.5% +€1.6m | 22.1% | PE11x |