Narrative Update • Jun 25

The Casinos and Gaming industry is up 1.2% in the last week, with FDJ United up 3.2%. However, the industry is down 9.2% 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 |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | €8.1b | €5.1b | €365.0m | 18.4x | 22.3x | 1.6x |
| Thu, 04 Jun 2026 | €8.1b | €5.1b | €374.0m | 14.7x | 21.6x | 1.6x |
| Sat, 02 May 2026 | €8.1b | €5.1b | €374.0m | 13.1x | 21.5x | 1.6x |
| Mon, 30 Mar 2026 | €8.3b | €5.1b | €374.0m | 12.6x | 22.1x | 1.6x |
| Wed, 25 Feb 2026 | €8.4b | €5.1b | €370.3m | 14.1x | 22.7x | 1.6x |
| Fri, 23 Jan 2026 | €7.8b | €4.9b | €473.7m | 13.4x | 16.4x | 1.6x |
| Sun, 21 Dec 2025 | €7.5b | €4.9b | €473.7m | 13.5x | 15.8x | 1.5x |
| Tue, 18 Nov 2025 | €7.3b | €4.9b | €466.4m | 13.6x | 15.7x | 1.5x |
| Thu, 16 Oct 2025 | €8.3b | €4.9b | €466.4m | 15.9x | 17.8x | 1.7x |
| Sat, 13 Sep 2025 | €8.4b | €4.9b | €466.4m | 16.4x | 18x | 1.7x |
| Mon, 11 Aug 2025 | €8.2b | €4.9b | €466.4m | 16.3x | 17.6x | 1.7x |
| Wed, 09 Jul 2025 | €8.8b | €4.4b | €545.7m | 14.7x | 16.1x | 2x |
| Fri, 06 Jun 2025 | €8.8b | €4.4b | €536.2m | 14.8x | 16.5x | 2x |
| Sun, 04 May 2025 | €8.8b | €4.4b | €536.2m | 14.6x | 16.5x | 2x |
| Tue, 01 Apr 2025 | €8.3b | €4.4b | €536.2m | 13.5x | 15.5x | 1.9x |
| Thu, 27 Feb 2025 | €9.7b | €4.1b | €593.2m | 14.9x | 16.3x | 2.4x |
| Sat, 25 Jan 2025 | €9.5b | €4.1b | €599.4m | 14.6x | 15.9x | 2.3x |
| Mon, 23 Dec 2024 | €9.7b | €4.1b | €599.4m | 14.9x | 16.2x | 2.4x |
| Wed, 20 Nov 2024 | €10.2b | €4.1b | €591.2m | 15.9x | 17.3x | 2.5x |
| Fri, 18 Oct 2024 | €9.8b | €4.1b | €591.2m | 14.7x | 16.6x | 2.4x |
| Sun, 15 Sep 2024 | €10.3b | €4.1b | €591.2m | 15.6x | 17.4x | 2.5x |
| Tue, 13 Aug 2024 | €9.4b | €4.1b | €591.2m | 14.3x | 16x | 2.3x |
| Thu, 11 Jul 2024 | €9.0b | €3.9b | €559.5m | 14.4x | 16.1x | 2.3x |
| Sat, 08 Jun 2024 | €9.2b | €3.9b | €544.6m | 14.4x | 16.9x | 2.4x |
| Mon, 06 May 2024 | €9.5b | €3.9b | €544.6m | 15.2x | 17.5x | 2.5x |
| Wed, 03 Apr 2024 | €10.1b | €3.9b | €544.6m | 16.8x | 18.6x | 2.6x |
| Fri, 01 Mar 2024 | €10.4b | €3.9b | €544.9m | 17.4x | 19.1x | 2.7x |
| Sun, 28 Jan 2024 | €10.2b | €3.8b | €460.4m | 19.4x | 22.1x | 2.7x |
| Tue, 26 Dec 2023 | €9.2b | €3.8b | €460.4m | 18.9x | 19.9x | 2.4x |
| Thu, 23 Nov 2023 | €9.3b | €3.8b | €1.3b | 7x | 7.3x | 2.5x |
| Sat, 21 Oct 2023 | €8.7b | €3.8b | €1.3b | 6.7x | 6.9x | 2.3x |
| Mon, 18 Sep 2023 | €9.4b | €3.8b | €1.3b | 7.9x | 7.5x | 2.5x |
| Wed, 16 Aug 2023 | €9.6b | €3.8b | €1.3b | 8.3x | 7.6x | 2.5x |
| Fri, 14 Jul 2023 | €10.1b | €3.7b | €1.3b | 7.9x | 7.7x | 2.7x |
7.7x
How does French Casinos and Gaming compare with similar industries?
| FR Market | 1.48% | |
| Consumer Discretionary | 0.14% | |
| Hospitality | 1.55% | |
| Casinos and Gaming | 2.17% | |
| Restaurants | 3.97% | |
| Leisure Facilities | 1.41% | |
| Hotels, Resorts and Cruise Lines | -0.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FDJU FDJ United | €22.22 | 3.2% +€127.4m | -31.0% | PE23.3x | |
| BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco | €138.50 | 0.7% +€24.5m | 35.8% | PE28.9x | |
| FCMC Société Fermière du Casino Municipal de Cannes | €2.90k | 5.1% +€22.1m | 92.1% | PE18.4x |