Narrative Update • Jul 10

The Casinos and Gaming industry has been flat over the last week, but Playtech has lost 3.7%. Unfortunately though, the industry is down 35% over the past 12 months. As for the next few years, earnings are expected to grow by 75% 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | UK£5.4b | UK£7.0b | -UK£774,095,843.86 | 28.1x | -6.9x | 0.8x |
| Wed, 17 Jun 2026 | UK£5.5b | UK£7.0b | -UK£769,655,135.71 | 25.7x | -7.2x | 0.8x |
| Fri, 15 May 2026 | UK£4.9b | UK£6.8b | -UK£774,504,721.20 | 24.7x | -6.3x | 0.7x |
| Sun, 12 Apr 2026 | UK£5.0b | UK£6.8b | -UK£776,080,956.67 | 18.9x | -6.4x | 0.7x |
| Tue, 10 Mar 2026 | UK£5.2b | UK£6.8b | -UK£769,734,018.70 | 11.1x | -6.8x | 0.8x |
| Thu, 05 Feb 2026 | UK£5.5b | UK£6.7b | -UK£651,951,304.54 | 11.1x | -8.4x | 0.8x |
| Sat, 03 Jan 2026 | UK£6.3b | UK£6.7b | -UK£646,623,329.92 | 10.2x | -9.7x | 0.9x |
| Mon, 01 Dec 2025 | UK£6.4b | UK£6.7b | -UK£647,462,024.11 | 5572.4x | -9.9x | 1x |
| Wed, 29 Oct 2025 | UK£6.7b | UK£6.7b | -UK£647,767,151.62 | 1961.9x | -10.3x | 1x |
| Fri, 26 Sep 2025 | UK£7.5b | UK£6.7b | -UK£647,133,566.38 | 1002.8x | -11.6x | 1.1x |
| Sun, 24 Aug 2025 | UK£7.6b | UK£6.8b | -UK£623,812,528.39 | 190x | -12.3x | 1.1x |
| Tue, 22 Jul 2025 | UK£8.0b | UK£6.7b | -UK£539,826,370.79 | 92.5x | -14.8x | 1.2x |
| Thu, 19 Jun 2025 | UK£7.1b | UK£6.7b | -UK£538,562,776.79 | 97.3x | -13.2x | 1.1x |
| Sat, 17 May 2025 | UK£6.6b | UK£6.6b | -UK£536,430,725.17 | 94.2x | -12.3x | 1x |
| Mon, 14 Apr 2025 | UK£6.1b | UK£6.7b | -UK£542,222,257.04 | 80.3x | -11.3x | 0.9x |
| Wed, 12 Mar 2025 | UK£6.8b | UK£7.4b | -UK£321,510,387.62 | 12.2x | -21.1x | 0.9x |
| Fri, 07 Feb 2025 | UK£7.5b | UK£7.2b | -UK£286,092,650.58 | 13.1x | -26.4x | 1x |
| Sun, 05 Jan 2025 | UK£7.0b | UK£7.2b | -UK£306,522,214.99 | 23.2x | -22.7x | 1x |
| Tue, 03 Dec 2024 | UK£7.8b | UK£7.2b | -UK£310,107,258.79 | 23.5x | -25.2x | 1.1x |
| Thu, 31 Oct 2024 | UK£7.7b | UK£7.2b | -UK£309,478,578.98 | 23.7x | -24.8x | 1.1x |
| Sat, 28 Sep 2024 | UK£7.9b | UK£7.2b | -UK£315,933,862.99 | 26.4x | -24.9x | 1.1x |
| Mon, 26 Aug 2024 | UK£6.5b | UK£7.2b | -UK£315,479,050.55 | 22.3x | -20.7x | 0.9x |
| Wed, 24 Jul 2024 | UK£6.3b | UK£7.0b | -UK£766,508,272.78 | 19x | -8.2x | 0.9x |
| Fri, 21 Jun 2024 | UK£6.2b | UK£7.0b | -UK£765,894,708.59 | 16.2x | -8.1x | 0.9x |
| Sun, 19 May 2024 | UK£35.4b | UK£16.7b | -UK£1,800,573,742.64 | 16.4x | -19.7x | 2.1x |
| Tue, 16 Apr 2024 | UK£33.6b | UK£16.5b | -UK£1,746,001,530.14 | 15.3x | -19.3x | 2x |
| Thu, 14 Mar 2024 | UK£37.6b | UK£16.1b | -UK£934,709,536.18 | 15.6x | -40.2x | 2.3x |
| Sat, 10 Feb 2024 | UK£38.1b | UK£16.0b | -UK£552,493,028.64 | 15.6x | -69x | 2.4x |
| Mon, 08 Jan 2024 | UK£31.5b | UK£16.0b | -UK£660,516,307.00 | 8.4x | -47.6x | 2x |
| Wed, 06 Dec 2023 | UK£29.0b | UK£16.0b | -UK£656,464,392.00 | 7.9x | -44.2x | 1.8x |
| Fri, 03 Nov 2023 | UK£31.3b | UK£16.0b | -UK£656,495,917.00 | 8.2x | -47.7x | 2x |
| Sun, 01 Oct 2023 | UK£31.4b | UK£16.0b | -UK£656,379,691.00 | 8.6x | -47.9x | 2x |
| Tue, 29 Aug 2023 | UK£34.4b | UK£15.9b | -UK£599,546,840.00 | 9.6x | -57.4x | 2.2x |
| Thu, 27 Jul 2023 | UK£37.5b | UK£14.2b | -UK£346,309,688.00 | 30.4x | -108.3x | 2.6x |
-108.3x
How does U.K. Casinos and Gaming compare with similar industries?
| GB Market | 0.97% | |
| Consumer Discretionary | 0.20% | |
| Hospitality | -1.33% | |
| Casinos and Gaming | -1.16% | |
| Hotels, Resorts and Cruise Lines | 2.20% | |
| Leisure Facilities | -0.99% | |
| Restaurants | -1.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WVIA Winvia Entertainment | UK£2.55 | 2.0% +UK£5.3m | n/a | PE70.4x | |
| ENT Entain | UK£5.59 | 0.1% +UK£3.8m | -41.7% | PS0.7x | |
| RNK Rank Group | UK£0.95 | 0.8% +UK£3.7m | -39.1% | PE11.7x | |
| B90 B90 Holdings | UK£0.028 | 3.7% +UK£440.8k | -1.8% | PE36.8x | |
| VLRM Valereum | UK£0.025 | 0.8% +UK£98.0k | -20.0% | PS125.6x |