Narrative Update • Jul 24

The Casinos and Gaming industry is up 4.7% in the last week, with Entain up 3.6%. However, the industry is down 36% over the past year. 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 |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | UK£5.6b | UK£7.0b | -UK£775,308,177.76 | 27.7x | -7.2x | 0.8x |
| Sat, 27 Jun 2026 | UK£5.3b | UK£7.0b | -UK£769,311,963.18 | 27.1x | -6.9x | 0.8x |
| Mon, 25 May 2026 | UK£4.9b | UK£6.8b | -UK£773,271,140.02 | 19.5x | -6.4x | 0.7x |
| Wed, 22 Apr 2026 | UK£5.6b | UK£6.8b | -UK£775,900,050.03 | 20x | -7.2x | 0.8x |
| Fri, 20 Mar 2026 | UK£5.0b | UK£6.8b | -UK£765,634,074.06 | 20.1x | -6.5x | 0.7x |
| Sun, 15 Feb 2026 | UK£5.1b | UK£6.7b | -UK£652,759,682.76 | 11.2x | -7.9x | 0.8x |
| Tue, 13 Jan 2026 | UK£6.1b | UK£6.7b | -UK£646,035,366.25 | 10.2x | -9.5x | 0.9x |
| Thu, 11 Dec 2025 | UK£6.4b | UK£6.7b | -UK£646,956,707.57 | 6233x | -9.8x | 0.9x |
| Sat, 08 Nov 2025 | UK£6.0b | UK£6.7b | -UK£648,050,332.87 | 2317x | -9.3x | 0.9x |
| Mon, 06 Oct 2025 | UK£7.4b | UK£6.7b | -UK£646,527,087.80 | 913.7x | -11.5x | 1.1x |
| Wed, 03 Sep 2025 | UK£7.3b | UK£6.8b | -UK£624,125,761.53 | 202.4x | -11.7x | 1.1x |
| Fri, 01 Aug 2025 | UK£8.6b | UK£6.7b | -UK£539,488,224.95 | 171.7x | -15.9x | 1.3x |
| Sun, 29 Jun 2025 | UK£7.6b | UK£6.7b | -UK£538,392,260.07 | 95.5x | -14.1x | 1.1x |
| Tue, 27 May 2025 | UK£6.3b | UK£6.6b | -UK£536,366,415.46 | 94.2x | -11.7x | 0.9x |
| Thu, 24 Apr 2025 | UK£6.4b | UK£6.7b | -UK£540,302,806.35 | 77.7x | -11.9x | 1x |
| Sat, 22 Mar 2025 | UK£6.9b | UK£7.4b | -UK£330,000,196.82 | 23.9x | -20.9x | 0.9x |
| Mon, 17 Feb 2025 | UK£7.6b | UK£7.2b | -UK£286,246,163.56 | 12.9x | -26.5x | 1x |
| Wed, 15 Jan 2025 | UK£6.5b | UK£7.2b | -UK£304,706,516.17 | 22.8x | -21.5x | 0.9x |
| Fri, 13 Dec 2024 | UK£8.0b | UK£7.2b | -UK£306,961,075.03 | 24.3x | -26x | 1.1x |
| Sun, 10 Nov 2024 | UK£7.5b | UK£7.2b | -UK£310,294,171.80 | 23.6x | -24.1x | 1x |
| Tue, 08 Oct 2024 | UK£7.7b | UK£7.2b | -UK£309,414,325.39 | 24.1x | -24.8x | 1.1x |
| Thu, 05 Sep 2024 | UK£6.3b | UK£7.2b | -UK£315,851,796.67 | 21.7x | -19.9x | 0.9x |
| Sat, 03 Aug 2024 | UK£5.5b | UK£7.0b | -UK£765,344,182.87 | 18.4x | -7.2x | 0.8x |
| Mon, 01 Jul 2024 | UK£5.9b | UK£7.0b | -UK£765,687,269.53 | 15.9x | -7.7x | 0.8x |
| Wed, 29 May 2024 | UK£32.6b | UK£16.6b | -UK£1,796,441,306.93 | 16.1x | -18.1x | 2x |
| Fri, 26 Apr 2024 | UK£33.4b | UK£16.5b | -UK£1,740,571,430.24 | 15x | -19.2x | 2x |
| Sun, 24 Mar 2024 | UK£37.1b | UK£16.1b | -UK£934,657,800.79 | 15.6x | -39.7x | 2.3x |
| Tue, 20 Feb 2024 | UK£37.5b | UK£16.0b | -UK£552,522,214.24 | 15.6x | -67.9x | 2.3x |
| Thu, 18 Jan 2024 | UK£30.7b | UK£16.0b | -UK£660,414,395.00 | 8.8x | -46.6x | 1.9x |
| Sat, 16 Dec 2023 | UK£31.4b | UK£16.0b | -UK£656,645,389.00 | 7.8x | -47.8x | 2x |
| Mon, 13 Nov 2023 | UK£29.0b | UK£16.0b | -UK£656,641,132.00 | 8.2x | -44.2x | 1.8x |
| Wed, 11 Oct 2023 | UK£31.9b | UK£16.0b | -UK£656,342,111.00 | 8.6x | -48.6x | 2x |
| Fri, 08 Sep 2023 | UK£33.9b | UK£15.9b | -UK£597,811,503.00 | 9.6x | -56.6x | 2.1x |
| Sun, 06 Aug 2023 | UK£38.0b | UK£14.2b | -UK£345,946,317.00 | 28.9x | -109.8x | 2.7x |
-109.8x
How does U.K. Casinos and Gaming compare with similar industries?
| GB Market | 2.40% | |
| Consumer Discretionary | 4.25% | |
| Hospitality | 5.21% | |
| Casinos and Gaming | 4.72% | |
| Restaurants | 5.43% | |
| Hotels, Resorts and Cruise Lines | 4.66% | |
| Leisure Facilities | 0.092% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PTEC Playtech | UK£3.90 | 7.5% +UK£75.6m | -1.2% | PS1.7x | |
| ENT Entain | UK£5.61 | 2.1% +UK£74.2m | -44.9% | PS0.7x | |
| RNK Rank Group | UK£0.99 | 4.6% +UK£20.1m | -37.0% | PE12.1x | |
| VLRM Valereum | UK£0.029 | 13.1% +UK£1.6m | -14.9% | PS142x | |
| B90 B90 Holdings | UK£0.029 | 3.6% +UK£440.8k | -1.7% | PE37.8x |