Narrative Update • Aug 19

Over the last 7 days, the Casinos and Gaming industry has dropped 2.7%, driven by Entain declining 4.5%. Overall the industry is down 35% in 12 months. As for the next few years, earnings are expected to grow by 64% per annum.
Has the U.K. Casinos and Gaming Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | UK£5.2b | UK£7.2b | -UK£732,199,035.52 | 30.9x | -7.1x | 0.7x |
| Mon, 27 Jul 2026 | UK£5.3b | UK£7.0b | -UK£774,686,237.27 | 27.5x | -6.9x | 0.8x |
| Wed, 24 Jun 2026 | UK£5.2b | UK£7.0b | -UK£769,254,215.36 | 27.1x | -6.7x | 0.7x |
| Fri, 22 May 2026 | UK£4.9b | UK£6.8b | -UK£773,449,759.29 | 19.5x | -6.4x | 0.7x |
| Sun, 19 Apr 2026 | UK£5.8b | UK£6.8b | -UK£776,018,534.22 | 20.1x | -7.5x | 0.9x |
| Tue, 17 Mar 2026 | UK£5.0b | UK£6.8b | -UK£769,502,498.65 | 11.3x | -6.6x | 0.7x |
| Thu, 12 Feb 2026 | UK£5.4b | UK£6.7b | -UK£652,920,364.87 | 11.3x | -8.2x | 0.8x |
| Sat, 10 Jan 2026 | UK£6.2b | UK£6.7b | -UK£646,109,225.50 | 10.4x | -9.7x | 0.9x |
| Mon, 08 Dec 2025 | UK£6.3b | UK£6.7b | -UK£646,926,352.98 | 6515.9x | -9.8x | 0.9x |
| Wed, 05 Nov 2025 | UK£6.5b | UK£6.7b | -UK£648,236,756.88 | 2850.5x | -10x | 1x |
| Fri, 03 Oct 2025 | UK£7.4b | UK£6.7b | -UK£646,722,069.28 | 860.4x | -11.5x | 1.1x |
| Sun, 31 Aug 2025 | UK£7.6b | UK£6.8b | -UK£623,620,989.99 | 191.3x | -12.1x | 1.1x |
| Tue, 29 Jul 2025 | UK£8.4b | UK£6.7b | -UK£539,751,718.88 | 30.5x | -15.5x | 1.3x |
| Thu, 26 Jun 2025 | UK£7.2b | UK£6.7b | -UK£538,292,177.37 | 96.3x | -13.4x | 1.1x |
| Sat, 24 May 2025 | UK£6.3b | UK£6.6b | -UK£536,366,415.46 | 94.2x | -11.7x | 0.9x |
| Mon, 21 Apr 2025 | UK£6.4b | UK£6.7b | -UK£540,827,183.59 | 81.7x | -11.8x | 1x |
| Wed, 19 Mar 2025 | UK£6.9b | UK£7.4b | -UK£321,750,405.10 | 12.3x | -21.6x | 0.9x |
| Fri, 14 Feb 2025 | UK£7.2b | UK£7.2b | -UK£286,184,765.92 | 12.7x | -25.3x | 1x |
| Sun, 12 Jan 2025 | UK£6.6b | UK£7.2b | -UK£305,298,270.22 | 22.8x | -21.6x | 0.9x |
| Tue, 10 Dec 2024 | UK£7.9b | UK£7.2b | -UK£307,002,970.19 | 24x | -25.8x | 1.1x |
| Thu, 07 Nov 2024 | UK£7.5b | UK£7.2b | -UK£309,906,099.95 | 23.5x | -24.1x | 1x |
| Sat, 05 Oct 2024 | UK£7.7b | UK£7.2b | -UK£309,705,257.17 | 24.2x | -24.7x | 1.1x |
| Mon, 02 Sep 2024 | UK£6.6b | UK£7.2b | -UK£315,988,675.60 | 22.4x | -20.7x | 0.9x |
| Wed, 31 Jul 2024 | UK£5.7b | UK£7.0b | -UK£766,308,602.32 | 19.1x | -7.4x | 0.8x |
| Fri, 28 Jun 2024 | UK£5.9b | UK£7.0b | -UK£765,745,085.42 | 15.8x | -7.7x | 0.8x |
| Sun, 26 May 2024 | UK£34.9b | UK£16.7b | -UK£1,798,304,861.11 | 16.4x | -19.4x | 2.1x |
| Tue, 23 Apr 2024 | UK£33.5b | UK£16.6b | -UK£1,751,259,637.68 | 14.9x | -19.1x | 2x |
| Thu, 21 Mar 2024 | UK£36.4b | UK£16.1b | -UK£934,668,501.80 | 15.6x | -39x | 2.3x |
| Sat, 17 Feb 2024 | UK£38.0b | UK£16.0b | -UK£552,505,704.73 | 15.8x | -68.7x | 2.4x |
| Mon, 15 Jan 2024 | UK£30.3b | UK£16.0b | -UK£660,512,079.00 | 8.4x | -45.9x | 1.9x |
| Wed, 13 Dec 2023 | UK£29.9b | UK£16.0b | -UK£656,530,100.00 | 7.8x | -45.6x | 1.9x |
| Fri, 10 Nov 2023 | UK£29.4b | UK£16.0b | -UK£656,632,818.00 | 8.2x | -44.7x | 1.8x |
| Sun, 08 Oct 2023 | UK£31.0b | UK£16.0b | -UK£656,368,753.00 | 8.6x | -47.3x | 1.9x |
| Tue, 05 Sep 2023 | UK£35.0b | UK£15.9b | -UK£599,700,663.00 | 9.6x | -58.3x | 2.2x |
-58.3x
How does U.K. Casinos and Gaming compare with similar industries?
| GB Market | 0.12% | |
| Consumer Discretionary | 0.65% | |
| Hospitality | -0.76% | |
| Casinos and Gaming | -2.71% | |
| Hotels, Resorts and Cruise Lines | 0.66% | |
| Restaurants | -0.68% | |
| Leisure Facilities | -2.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PTEC Playtech | UK£4.06 | 3.7% +UK£40.0m | -0.8% | PS1.7x | |
| VLRM Valereum | UK£0.036 | 26.3% +UK£4.1m | 22.0% | PS198.6x | |
| WVIA Winvia Entertainment | UK£2.40 | 1.1% +UK£2.6m | n/a | PE66.3x | |
| NXQ Nexteq | UK£0.49 | 6.5% +UK£1.6m | -33.3% | PE18.7x | |
| B90 B90 Holdings | UK£0.033 | 6.5% +UK£881.6k | -5.7% | PE43.1x |