Narrative Update • May 20

In the last week, Casinos and Gaming has been flat. Unfortunately though, the industry is down 11% over the past 12 months. Looking forward, earnings are forecast to grow by 17% annually.
Has the French Casinos and Gaming Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | €8.1b | €5.1b | €374.0m | 12.6x | 21.7x | 1.6x |
| Wed, 22 Apr 2026 | €8.5b | €5.1b | €374.0m | 12.4x | 22.8x | 1.7x |
| Fri, 20 Mar 2026 | €8.4b | €5.1b | €374.0m | 11.1x | 22.5x | 1.6x |
| Sun, 15 Feb 2026 | €8.0b | €4.9b | €516.2m | 13.1x | 15.5x | 1.6x |
| Tue, 13 Jan 2026 | €7.5b | €4.9b | €473.7m | 13.2x | 15.8x | 1.5x |
| Thu, 11 Dec 2025 | €7.3b | €4.9b | €473.7m | 13.1x | 15.4x | 1.5x |
| Sat, 08 Nov 2025 | €7.4b | €4.9b | €466.4m | 14.2x | 16x | 1.5x |
| Mon, 06 Oct 2025 | €8.5b | €4.9b | €466.4m | 16.5x | 18.2x | 1.7x |
| Wed, 03 Sep 2025 | €8.0b | €4.9b | €466.4m | 15.6x | 17.2x | 1.6x |
| Fri, 01 Aug 2025 | €8.0b | €4.9b | €466.4m | 15.7x | 17.2x | 1.6x |
| Sun, 29 Jun 2025 | €9.1b | €4.4b | €543.7m | 15.4x | 16.8x | 2.1x |
| Tue, 27 May 2025 | €9.1b | €4.4b | €536.2m | 15.4x | 17x | 2.1x |
| Thu, 24 Apr 2025 | €8.6b | €4.4b | €536.2m | 14.4x | 16.1x | 1.9x |
| Sat, 22 Mar 2025 | €8.3b | €4.4b | €536.2m | 13.3x | 15.4x | 1.9x |
| Mon, 17 Feb 2025 | €9.5b | €4.1b | €593.2m | 14.5x | 16x | 2.3x |
| Wed, 15 Jan 2025 | €9.6b | €4.1b | €599.4m | 14.7x | 16.1x | 2.3x |
| Fri, 13 Dec 2024 | €10.1b | €4.1b | €599.4m | 15.5x | 16.8x | 2.5x |
| Sun, 10 Nov 2024 | €10.4b | €4.1b | €591.2m | 16x | 17.6x | 2.6x |
| Tue, 08 Oct 2024 | €9.5b | €4.1b | €591.2m | 14.1x | 16.1x | 2.4x |
| Thu, 05 Sep 2024 | €10.1b | €4.1b | €591.2m | 15.4x | 17.1x | 2.5x |
| Sat, 03 Aug 2024 | €9.5b | €4.1b | €591.2m | 14.2x | 16x | 2.3x |
| Mon, 01 Jul 2024 | €8.7b | €3.9b | €533.1m | 21.2x | 16.3x | 2.2x |
| Wed, 29 May 2024 | €9.2b | €3.9b | €544.6m | 14.5x | 16.8x | 2.4x |
| Fri, 26 Apr 2024 | €9.7b | €3.9b | €544.6m | 15.5x | 17.8x | 2.5x |
| Sun, 24 Mar 2024 | €10.1b | €3.9b | €544.6m | 16.8x | 18.6x | 2.6x |
| Tue, 20 Feb 2024 | €10.5b | €3.9b | €548.3m | 17.5x | 19.1x | 2.7x |
| Thu, 18 Jan 2024 | €9.4b | €3.8b | €460.4m | 19.4x | 20.3x | 2.5x |
| Sat, 16 Dec 2023 | €9.4b | €3.8b | €460.4m | 19.2x | 20.3x | 2.5x |
| Mon, 13 Nov 2023 | €9.0b | €3.8b | €1.3b | 6.8x | 7.1x | 2.4x |
| Wed, 11 Oct 2023 | €9.1b | €3.8b | €1.3b | 7.2x | 7.2x | 2.4x |
| Fri, 08 Sep 2023 | €9.3b | €3.8b | €1.3b | 8.1x | 7.4x | 2.5x |
| Sun, 06 Aug 2023 | €9.6b | €3.8b | €1.3b | 8.2x | 7.6x | 2.5x |
| Tue, 04 Jul 2023 | €10.0b | €3.7b | €1.3b | 8x | 7.7x | 2.7x |
| Thu, 01 Jun 2023 | €10.1b | €3.7b | €1.3b | 5.9x | 7.6x | 2.7x |
7.6x
How does French Casinos and Gaming compare with similar industries?
| FR Market | 1.81% | |
| Consumer Discretionary | 2.34% | |
| Hospitality | -1.26% | |
| Casinos and Gaming | 0.10% | |
| Leisure Facilities | 2.55% | |
| Hotels, Resorts and Cruise Lines | 1.47% | |
| Restaurants | -7.47% | |
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 | €135.00 | 0.7% +€24.5m | 31.7% | PE28.2x | |
| FCMC Société Fermière du Casino Municipal de Cannes | €2.28k | 0.9% +€3.2m | 51.0% | PE12.6x | |
| PARP Groupe Partouche | €18.35 | 0.8% +€1.4m | -2.4% | PE3.5x |