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 declined by 3.5%. As for the longer term, the industry has declined 11% 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 |
|---|---|---|---|---|---|---|
| Fri, 29 May 2026 | €8.0b | €5.1b | €374.0m | 12.2x | 21.5x | 1.6x |
| Sun, 26 Apr 2026 | €8.3b | €5.1b | €374.0m | 12.6x | 22.2x | 1.6x |
| Tue, 24 Mar 2026 | €8.3b | €5.1b | €374.0m | 11.1x | 22.1x | 1.6x |
| Thu, 19 Feb 2026 | €8.1b | €4.9b | €516.2m | 13.1x | 15.6x | 1.6x |
| Sat, 17 Jan 2026 | €7.8b | €4.9b | €473.7m | 13.6x | 16.4x | 1.6x |
| Mon, 15 Dec 2025 | €7.3b | €4.9b | €473.7m | 13.2x | 15.4x | 1.5x |
| Wed, 12 Nov 2025 | €7.5b | €4.9b | €466.4m | 14.2x | 16.1x | 1.5x |
| Fri, 10 Oct 2025 | €8.4b | €4.9b | €466.4m | 16.1x | 18x | 1.7x |
| Sun, 07 Sep 2025 | €8.2b | €4.9b | €466.4m | 16x | 17.5x | 1.7x |
| Tue, 05 Aug 2025 | €8.2b | €4.9b | €466.4m | 16.2x | 17.6x | 1.7x |
| Thu, 03 Jul 2025 | €9.2b | €4.4b | €545.7m | 15.7x | 16.9x | 2.1x |
| Sat, 31 May 2025 | €8.9b | €4.4b | €536.2m | 15x | 16.6x | 2x |
| Mon, 28 Apr 2025 | €8.7b | €4.4b | €536.2m | 14.4x | 16.1x | 2x |
| Wed, 26 Mar 2025 | €8.4b | €4.4b | €536.2m | 13.7x | 15.7x | 1.9x |
| Fri, 21 Feb 2025 | €9.7b | €4.1b | €593.2m | 14.9x | 16.3x | 2.4x |
| Sun, 19 Jan 2025 | €9.4b | €4.1b | €599.4m | 14.2x | 15.7x | 2.3x |
| Tue, 17 Dec 2024 | €9.8b | €4.1b | €599.4m | 15.1x | 16.4x | 2.4x |
| Thu, 14 Nov 2024 | €10.3b | €4.1b | €591.2m | 15.9x | 17.4x | 2.5x |
| Sat, 12 Oct 2024 | €9.9b | €4.1b | €591.2m | 14.8x | 16.7x | 2.4x |
| Mon, 09 Sep 2024 | €10.1b | €4.1b | €591.2m | 15.4x | 17.1x | 2.5x |
| Wed, 07 Aug 2024 | €9.3b | €4.1b | €591.2m | 13.9x | 15.7x | 2.3x |
| Fri, 05 Jul 2024 | €8.9b | €3.9b | €533.1m | 21.2x | 16.8x | 2.3x |
| Sun, 02 Jun 2024 | €9.1b | €3.9b | €544.6m | 14.3x | 16.7x | 2.3x |
| Tue, 30 Apr 2024 | €9.9b | €3.9b | €544.6m | 15.9x | 18.1x | 2.5x |
| Thu, 28 Mar 2024 | €10.2b | €3.9b | €544.6m | 16.9x | 18.7x | 2.6x |
| Sat, 24 Feb 2024 | €10.5b | €3.9b | €548.3m | 17.6x | 19.2x | 2.7x |
| Mon, 22 Jan 2024 | €9.6b | €3.8b | €460.4m | 19.4x | 20.8x | 2.5x |
| Wed, 20 Dec 2023 | €9.3b | €3.8b | €460.4m | 19.2x | 20.1x | 2.4x |
| Fri, 17 Nov 2023 | €9.2b | €3.8b | €1.3b | 7x | 7.2x | 2.4x |
| Sun, 15 Oct 2023 | €8.8b | €3.8b | €1.3b | 7x | 7x | 2.3x |
| Tue, 12 Sep 2023 | €9.4b | €3.8b | €1.3b | 8.1x | 7.4x | 2.5x |
| Thu, 10 Aug 2023 | €9.7b | €3.8b | €1.3b | 8.1x | 7.6x | 2.6x |
| Sat, 08 Jul 2023 | €9.8b | €3.7b | €1.3b | 8x | 7.6x | 2.7x |
| Mon, 05 Jun 2023 | €10.1b | €3.7b | €1.3b | 5.9x | 7.6x | 2.8x |
7.6x
How does French Casinos and Gaming compare with similar industries?
| FR Market | 1.56% | |
| Consumer Discretionary | 1.83% | |
| Hospitality | 2.19% | |
| Casinos and Gaming | -0.30% | |
| Hotels, Resorts and Cruise Lines | 4.40% | |
| Restaurants | 1.54% | |
| Leisure Facilities | 0.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FCMC Société Fermière du Casino Municipal de Cannes | €2.66k | 16.7% +€59.9m | 75.0% | PE14.7x | |
| BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco | €137.00 | 1.5% +€49.0m | 34.3% | PE28.6x | |
| SFCA Société Française de Casinos Société Anonyme | €2.06 | 11.4% +€1.1m | 14.4% | PE9.5x | |
| PARP Groupe Partouche | €18.40 | 0.3% +€481.0k | -3.2% | PE3.5x |