Narrative Update • May 20

Over the last 7 days, the Casinos and Gaming industry has remained flat. Unfortunately though, the industry is down 11% over the past 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 |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | €8.1b | €5.1b | €374.0m | 12.6x | 21.7x | 1.6x |
| Mon, 20 Apr 2026 | €8.6b | €5.1b | €374.0m | 12.2x | 23.1x | 1.7x |
| Wed, 18 Mar 2026 | €8.4b | €5.1b | €374.0m | 11.1x | 22.5x | 1.6x |
| Fri, 13 Feb 2026 | €8.0b | €4.9b | €516.2m | 13.1x | 15.5x | 1.6x |
| Sun, 11 Jan 2026 | €7.5b | €4.9b | €473.7m | 13.3x | 15.9x | 1.5x |
| Tue, 09 Dec 2025 | €7.2b | €4.9b | €473.7m | 13.1x | 15.2x | 1.5x |
| Thu, 06 Nov 2025 | €7.6b | €4.9b | €466.4m | 14.3x | 16.3x | 1.6x |
| Sat, 04 Oct 2025 | €8.5b | €4.9b | €466.4m | 16.5x | 18.2x | 1.7x |
| Mon, 01 Sep 2025 | €8.1b | €4.9b | €466.4m | 15.8x | 17.4x | 1.7x |
| Wed, 30 Jul 2025 | €8.5b | €4.4b | €543.4m | 13.9x | 15.6x | 1.9x |
| Fri, 27 Jun 2025 | €9.1b | €4.4b | €543.7m | 15.3x | 16.7x | 2x |
| Sun, 25 May 2025 | €9.0b | €4.4b | €536.2m | 15.2x | 16.7x | 2x |
| Tue, 22 Apr 2025 | €8.5b | €4.4b | €536.2m | 14x | 15.8x | 1.9x |
| Thu, 20 Mar 2025 | €8.4b | €4.4b | €536.2m | 13.8x | 15.8x | 1.9x |
| Sat, 15 Feb 2025 | €9.5b | €4.1b | €593.2m | 14.5x | 16x | 2.3x |
| Mon, 13 Jan 2025 | €9.5b | €4.1b | €599.4m | 14.3x | 15.8x | 2.3x |
| Wed, 11 Dec 2024 | €10.0b | €4.1b | €599.4m | 15.4x | 16.7x | 2.4x |
| Fri, 08 Nov 2024 | €10.4b | €4.1b | €591.2m | 15.9x | 17.5x | 2.6x |
| Sun, 06 Oct 2024 | €9.5b | €4.1b | €591.2m | 14x | 16.1x | 2.3x |
| Tue, 03 Sep 2024 | €9.9b | €4.1b | €591.2m | 14.9x | 16.8x | 2.4x |
| Thu, 01 Aug 2024 | €9.6b | €4.1b | €591.2m | 14.5x | 16.2x | 2.4x |
| Sat, 29 Jun 2024 | €8.7b | €3.9b | €533.0m | 21.2x | 16.3x | 2.2x |
| Mon, 27 May 2024 | €9.2b | €3.9b | €544.6m | 14.7x | 17x | 2.4x |
| Wed, 24 Apr 2024 | €9.8b | €3.9b | €544.6m | 15.8x | 18.1x | 2.5x |
| Fri, 22 Mar 2024 | €10.1b | €3.9b | €544.6m | 16.7x | 18.6x | 2.6x |
| Sun, 18 Feb 2024 | €10.5b | €3.9b | €548.3m | 17.7x | 19.2x | 2.7x |
| Tue, 16 Jan 2024 | €9.3b | €3.8b | €460.4m | 19.2x | 20.2x | 2.4x |
| Thu, 14 Dec 2023 | €9.4b | €3.8b | €460.4m | 19.1x | 20.4x | 2.5x |
| Sat, 11 Nov 2023 | €9.0b | €3.8b | €1.3b | 6.8x | 7.1x | 2.4x |
| Mon, 09 Oct 2023 | €9.1b | €3.8b | €1.3b | 7.5x | 7.1x | 2.4x |
| Wed, 06 Sep 2023 | €9.4b | €3.8b | €1.3b | 8.4x | 7.5x | 2.5x |
| Fri, 04 Aug 2023 | €9.7b | €3.8b | €1.3b | 8.2x | 7.6x | 2.6x |
| Sun, 02 Jul 2023 | €10.0b | €3.7b | €1.3b | 8x | 7.6x | 2.7x |
| Tue, 30 May 2023 | €10.3b | €3.7b | €1.3b | 5.9x | 7.8x | 2.8x |
7.8x
How does French Casinos and Gaming compare with similar industries?
| FR Market | 2.05% | |
| Consumer Discretionary | 2.58% | |
| Hospitality | -0.56% | |
| Casinos and Gaming | 0.23% | |
| Leisure Facilities | 2.58% | |
| Hotels, Resorts and Cruise Lines | 2.34% | |
| Restaurants | -6.36% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FDJU FDJ United | €23.04 | 0.4% +€16.6m | -29.9% | PE24.2x | |
| PARP Groupe Partouche | €18.35 | 1.7% +€2.9m | -2.4% | PE3.5x |