Narrative Update • Aug 19

The Casinos and Gaming is pretty flat in the last 7 days, but Playtech has stood out, gaining 5.8%. Unfortunately though, the industry is down 31% over the past 12 months. As for the next few years, earnings are expected to grow by 61% 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 |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | UK£5.4b | UK£7.2b | -UK£732,191,184.06 | 28.7x | -7.4x | 0.8x |
| Fri, 24 Jul 2026 | UK£5.3b | UK£7.0b | -UK£774,830,571.52 | 28.2x | -6.8x | 0.8x |
| Sun, 21 Jun 2026 | UK£5.1b | UK£7.0b | -UK£770,059,583.83 | 26.8x | -6.7x | 0.7x |
| Tue, 19 May 2026 | UK£4.9b | UK£6.8b | -UK£773,995,536.64 | 24.8x | -6.4x | 0.7x |
| Thu, 16 Apr 2026 | UK£5.5b | UK£6.8b | -UK£775,901,982.97 | 20x | -7.1x | 0.8x |
| Sat, 14 Mar 2026 | UK£5.0b | UK£6.8b | -UK£769,502,498.65 | 11.3x | -6.6x | 0.7x |
| Mon, 09 Feb 2026 | UK£5.3b | UK£6.7b | -UK£652,565,702.49 | 11.2x | -8.2x | 0.8x |
| Wed, 07 Jan 2026 | UK£6.3b | UK£6.7b | -UK£645,873,999.25 | 10.4x | -9.7x | 0.9x |
| Fri, 05 Dec 2025 | UK£6.3b | UK£6.7b | -UK£646,933,459.81 | 6232.9x | -9.7x | 0.9x |
| Sun, 02 Nov 2025 | UK£6.5b | UK£6.7b | -UK£647,678,979.55 | 2761.7x | -10.1x | 1x |
| Tue, 30 Sep 2025 | UK£7.7b | UK£6.7b | -UK£646,880,705.78 | 771.7x | -11.8x | 1.1x |
| Thu, 28 Aug 2025 | UK£7.7b | UK£6.8b | -UK£623,094,463.42 | 189.7x | -12.3x | 1.1x |
| Sat, 26 Jul 2025 | UK£8.4b | UK£6.7b | -UK£540,801,914.38 | 100.2x | -15.5x | 1.3x |
| Mon, 23 Jun 2025 | UK£7.1b | UK£6.7b | -UK£538,758,793.06 | 94.8x | -13.2x | 1.1x |
| Wed, 21 May 2025 | UK£6.6b | UK£6.6b | -UK£536,812,874.72 | 93.5x | -12.3x | 1x |
| Fri, 18 Apr 2025 | UK£6.4b | UK£6.7b | -UK£540,816,910.57 | 81.5x | -11.8x | 1x |
| Sun, 16 Mar 2025 | UK£6.8b | UK£7.4b | -UK£321,747,161.62 | 12.2x | -21.1x | 0.9x |
| Tue, 11 Feb 2025 | UK£7.6b | UK£7.2b | -UK£286,261,246.10 | 13.2x | -26.4x | 1x |
| Thu, 09 Jan 2025 | UK£6.9b | UK£7.2b | -UK£305,960,020.41 | 22.4x | -22.5x | 1x |
| Sat, 07 Dec 2024 | UK£8.0b | UK£7.2b | -UK£306,741,374.16 | 24.4x | -25.9x | 1.1x |
| Mon, 04 Nov 2024 | UK£7.4b | UK£7.2b | -UK£309,302,059.14 | 23.6x | -24x | 1x |
| Wed, 02 Oct 2024 | UK£7.7b | UK£7.2b | -UK£310,082,652.77 | 24.3x | -24.8x | 1.1x |
| Fri, 30 Aug 2024 | UK£6.5b | UK£7.2b | -UK£316,049,861.02 | 22.3x | -20.4x | 0.9x |
| Sun, 28 Jul 2024 | UK£6.3b | UK£7.0b | -UK£766,246,505.77 | 19.2x | -8.2x | 0.9x |
| Tue, 25 Jun 2024 | UK£6.1b | UK£7.0b | -UK£765,868,672.29 | 15.8x | -8x | 0.9x |
| Thu, 23 May 2024 | UK£35.6b | UK£16.7b | -UK£1,800,225,367.91 | 16.5x | -19.8x | 2.1x |
| Sat, 20 Apr 2024 | UK£33.3b | UK£16.5b | -UK£1,746,650,825.11 | 15x | -19x | 2x |
| Mon, 18 Mar 2024 | UK£37.0b | UK£16.1b | -UK£934,648,408.76 | 16.2x | -39.6x | 2.3x |
| Wed, 14 Feb 2024 | UK£37.0b | UK£16.0b | -UK£552,353,630.23 | 15.8x | -66.9x | 2.3x |
| Fri, 12 Jan 2024 | UK£30.2b | UK£16.0b | -UK£660,539,673.00 | 8.5x | -45.7x | 1.9x |
| Sun, 10 Dec 2023 | UK£30.0b | UK£16.0b | -UK£656,474,117.00 | 7.9x | -45.8x | 1.9x |
| Tue, 07 Nov 2023 | UK£31.7b | UK£16.0b | -UK£656,557,968.00 | 8.3x | -48.3x | 2x |
| Thu, 05 Oct 2023 | UK£31.2b | UK£16.0b | -UK£656,255,448.00 | 8.5x | -47.6x | 1.9x |
| Sat, 02 Sep 2023 | UK£35.0b | UK£15.9b | -UK£599,593,756.00 | 9.6x | -58.4x | 2.2x |
-58.4x
How does U.K. Casinos and Gaming compare with similar industries?
| GB Market | 1.40% | |
| Consumer Discretionary | -0.18% | |
| Hospitality | -0.49% | |
| Casinos and Gaming | -0.34% | |
| Restaurants | -0.34% | |
| Leisure Facilities | -0.80% | |
| Hotels, Resorts and Cruise Lines | -1.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PTEC Playtech | UK£4.05 | 4.5% +UK£48.3m | -3.0% | PS1.7x | |
| RNK Rank Group | UK£1.09 | 4.0% +UK£19.7m | -17.7% | PE17x | |
| WVIA Winvia Entertainment | UK£2.43 | 0.6% +UK£1.6m | n/a | PE66.9x | |
| B90 B90 Holdings | UK£0.03 | 1.7% +UK£220.4k | -12.9% | PE39.9x |