Narrative Update • Jun 05

Over the last 7 days, the Casinos and Gaming industry has dropped 1.5%, driven by a pullback from Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco of 2.9%. However, the industry is down 8.9% over the past 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 |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €8.2b | €5.1b | €374.0m | 15.2x | 21.9x | 1.6x |
| Fri, 08 May 2026 | €8.0b | €5.1b | €374.0m | 12.3x | 21.4x | 1.6x |
| Sun, 05 Apr 2026 | €8.5b | €5.1b | €374.0m | 12.9x | 22.6x | 1.7x |
| Tue, 03 Mar 2026 | €8.5b | €5.1b | €370.3m | 14.1x | 23x | 1.7x |
| Thu, 29 Jan 2026 | €7.9b | €4.9b | €473.7m | 14.4x | 16.8x | 1.6x |
| Sat, 27 Dec 2025 | €7.5b | €4.9b | €473.7m | 13.5x | 15.8x | 1.5x |
| Mon, 24 Nov 2025 | €7.5b | €4.9b | €466.4m | 13.9x | 16x | 1.5x |
| Wed, 22 Oct 2025 | €8.0b | €4.9b | €466.4m | 15.1x | 17.2x | 1.6x |
| Fri, 19 Sep 2025 | €8.4b | €4.9b | €466.4m | 16.4x | 18.1x | 1.7x |
| Sun, 17 Aug 2025 | €8.1b | €4.9b | €466.4m | 16x | 17.4x | 1.7x |
| Tue, 15 Jul 2025 | €8.6b | €4.4b | €543.7m | 14.1x | 15.8x | 1.9x |
| Thu, 12 Jun 2025 | €8.8b | €4.4b | €536.2m | 14.8x | 16.5x | 2x |
| Sat, 10 May 2025 | €8.9b | €4.4b | €536.2m | 14.9x | 16.5x | 2x |
| Mon, 07 Apr 2025 | €8.1b | €4.4b | €536.2m | 13.3x | 15.2x | 1.8x |
| Wed, 05 Mar 2025 | €9.9b | €4.1b | €594.2m | 15.1x | 16.6x | 2.4x |
| Fri, 31 Jan 2025 | €9.7b | €4.1b | €593.2m | 14.7x | 16.3x | 2.4x |
| Sun, 29 Dec 2024 | €9.6b | €4.1b | €599.4m | 14.8x | 16.1x | 2.3x |
| Tue, 26 Nov 2024 | €10.2b | €4.1b | €591.2m | 15.6x | 17.2x | 2.5x |
| Thu, 24 Oct 2024 | €9.9b | €4.1b | €591.2m | 15x | 16.7x | 2.4x |
| Sat, 21 Sep 2024 | €10.2b | €4.1b | €591.2m | 15.3x | 17.3x | 2.5x |
| Mon, 19 Aug 2024 | €9.5b | €4.1b | €591.2m | 14.5x | 16.1x | 2.3x |
| Wed, 17 Jul 2024 | €9.2b | €3.9b | €559.5m | 14.7x | 16.4x | 2.3x |
| Fri, 14 Jun 2024 | €9.0b | €3.9b | €544.6m | 13.9x | 16.5x | 2.3x |
| Sun, 12 May 2024 | €9.6b | €3.9b | €544.6m | 15.3x | 17.6x | 2.5x |
| Tue, 09 Apr 2024 | €10.2b | €3.9b | €544.6m | 16.8x | 18.8x | 2.6x |
| Thu, 07 Mar 2024 | €10.0b | €3.9b | €544.9m | 16.6x | 18.4x | 2.6x |
| Sat, 03 Feb 2024 | €10.3b | €3.8b | €452.6m | 19.4x | 22.8x | 2.7x |
| Mon, 01 Jan 2024 | €9.2b | €3.8b | €460.4m | 19x | 20x | 2.4x |
| Wed, 29 Nov 2023 | €9.3b | €3.8b | €1.3b | 7.2x | 7.3x | 2.4x |
| Fri, 27 Oct 2023 | €8.8b | €3.8b | €1.3b | 6.3x | 7x | 2.3x |
| Sun, 24 Sep 2023 | €9.3b | €3.8b | €1.3b | 7.7x | 7.4x | 2.5x |
| Tue, 22 Aug 2023 | €9.4b | €3.8b | €1.3b | 8.1x | 7.4x | 2.5x |
| Thu, 20 Jul 2023 | €9.9b | €3.7b | €1.3b | 7.6x | 7.6x | 2.7x |
| Sat, 17 Jun 2023 | €10.2b | €3.7b | €1.3b | 6.1x | 7.7x | 2.8x |
7.7x
How does French Casinos and Gaming compare with similar industries?
| FR Market | 0.32% | |
| Consumer Discretionary | 2.83% | |
| Hospitality | 0.66% | |
| Casinos and Gaming | 0.64% | |
| Restaurants | 2.47% | |
| Hotels, Resorts and Cruise Lines | -0.31% | |
| Leisure Facilities | -0.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FDJU FDJ United | €22.89 | 0.7% +€27.7m | -28.8% | PE24x | |
| FCMC Société Fermière du Casino Municipal de Cannes | €2.74k | 3.0% +€12.6m | 85.1% | PE15.2x | |
| BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco | €137.00 | 0.4% +€12.3m | 32.4% | PE28.6x | |
| SFCA Société Française de Casinos Société Anonyme | €2.56 | 11.3% +€1.3m | 32.0% | PE11.8x |