Narrative Update • Jul 09

In the last week, the Casinos and Gaming industry is up 2.2%, with all of the companies up. In contrast, the industry has lost 3.2% 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 |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | €8.3b | €5.1b | €365.0m | 18.2x | 22.7x | 1.6x |
| Sun, 07 Jun 2026 | €8.1b | €5.1b | €374.0m | 15.1x | 21.6x | 1.6x |
| Tue, 05 May 2026 | €8.0b | €5.1b | €374.0m | 12.3x | 21.4x | 1.6x |
| Thu, 02 Apr 2026 | €8.5b | €5.1b | €374.0m | 12.7x | 22.7x | 1.7x |
| Sat, 28 Feb 2026 | €8.5b | €5.1b | €370.3m | 14.1x | 22.9x | 1.7x |
| Mon, 26 Jan 2026 | €7.8b | €4.9b | €473.7m | 13.6x | 16.4x | 1.6x |
| Wed, 24 Dec 2025 | €7.5b | €4.9b | €473.7m | 13.4x | 15.8x | 1.5x |
| Fri, 21 Nov 2025 | €7.4b | €4.9b | €466.4m | 13.6x | 15.9x | 1.5x |
| Sun, 19 Oct 2025 | €8.1b | €4.9b | €466.4m | 15.2x | 17.3x | 1.7x |
| Tue, 16 Sep 2025 | €8.4b | €4.9b | €466.4m | 16.5x | 18.1x | 1.7x |
| Thu, 14 Aug 2025 | €8.2b | €4.9b | €466.4m | 16.1x | 17.5x | 1.7x |
| Sat, 12 Jul 2025 | €8.6b | €4.4b | €543.7m | 14.1x | 15.7x | 1.9x |
| Mon, 09 Jun 2025 | €8.8b | €4.4b | €536.2m | 14.7x | 16.4x | 2x |
| Wed, 07 May 2025 | €8.9b | €4.4b | €536.2m | 14.7x | 16.6x | 2x |
| Fri, 04 Apr 2025 | €8.3b | €4.4b | €536.2m | 13.5x | 15.5x | 1.9x |
| Sun, 02 Mar 2025 | €9.7b | €4.1b | €593.2m | 14.9x | 16.3x | 2.4x |
| Tue, 28 Jan 2025 | €9.5b | €4.1b | €599.4m | 14.5x | 15.9x | 2.3x |
| Thu, 26 Dec 2024 | €9.6b | €4.1b | €599.4m | 14.6x | 16x | 2.3x |
| Sat, 23 Nov 2024 | €10.0b | €4.1b | €591.2m | 15.4x | 16.9x | 2.5x |
| Mon, 21 Oct 2024 | €9.9b | €4.1b | €591.2m | 14.9x | 16.8x | 2.4x |
| Wed, 18 Sep 2024 | €10.2b | €4.1b | €591.2m | 15.5x | 17.3x | 2.5x |
| Fri, 16 Aug 2024 | €9.5b | €4.1b | €591.2m | 14.5x | 16.1x | 2.3x |
| Sun, 14 Jul 2024 | €9.1b | €3.9b | €559.5m | 14.5x | 16.2x | 2.3x |
| Tue, 11 Jun 2024 | €9.2b | €3.9b | €544.6m | 14.3x | 16.9x | 2.4x |
| Thu, 09 May 2024 | €9.6b | €3.9b | €544.6m | 15.3x | 17.6x | 2.5x |
| Sat, 06 Apr 2024 | €10.3b | €3.9b | €544.6m | 16.8x | 18.9x | 2.6x |
| Mon, 04 Mar 2024 | €10.4b | €3.9b | €544.9m | 17.4x | 19.1x | 2.7x |
| Wed, 31 Jan 2024 | €10.2b | €3.8b | €460.4m | 19.2x | 22.1x | 2.7x |
| Fri, 29 Dec 2023 | €9.2b | €3.8b | €460.4m | 18.9x | 19.9x | 2.4x |
| Sun, 26 Nov 2023 | €9.3b | €3.8b | €1.3b | 7x | 7.4x | 2.5x |
| Tue, 24 Oct 2023 | €8.7b | €3.8b | €1.3b | 6.6x | 6.8x | 2.3x |
| Thu, 21 Sep 2023 | €9.5b | €3.8b | €1.3b | 7.7x | 7.5x | 2.5x |
| Sat, 19 Aug 2023 | €9.4b | €3.8b | €1.3b | 8.2x | 7.4x | 2.5x |
| Mon, 17 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 | -1.56% | |
| Consumer Discretionary | -1.14% | |
| Hospitality | -0.46% | |
| Casinos and Gaming | 2.22% | |
| Restaurants | 0.43% | |
| Leisure Facilities | -1.63% | |
| Hotels, Resorts and Cruise Lines | -2.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FDJU FDJ United | €23.03 | 3.2% +€131.0m | -24.3% | PE24.2x | |
| BAIN Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco | €139.00 | 2.6% +€85.8m | 35.6% | PE30.2x | |
| FCMC Société Fermière du Casino Municipal de Cannes | €2.90k | 4.3% +€18.9m | 93.3% | PE18.4x | |
| PARP Groupe Partouche | €18.00 | 0.3% +€481.0k | -8.6% | PE3.8x |