Narrative Update • Jul 24

In the last week, Leisure Facilities has been flat. As for the the longer term, the industry is up 22% over the past 12 months. Earnings are forecast to grow by 14% annually.
Has the U.K. Leisure Facilities Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | UK£888.4m | UK£592.4m | UK£40.7m | 25.4x | 21.8x | 1.5x |
| Thu, 23 Jul 2026 | UK£881.6m | UK£592.4m | UK£40.7m | 25.4x | 21.7x | 1.5x |
| Sat, 20 Jun 2026 | UK£891.5m | UK£592.4m | UK£40.7m | 26.7x | 21.9x | 1.5x |
| Mon, 18 May 2026 | UK£802.3m | UK£580.1m | UK£41.8m | 27.7x | 19.2x | 1.4x |
| Wed, 15 Apr 2026 | UK£801.4m | UK£579.1m | UK£42.0m | 19.5x | 19.1x | 1.4x |
| Fri, 13 Mar 2026 | UK£788.8m | UK£579.1m | UK£42.0m | 19.5x | 18.8x | 1.4x |
| Sun, 08 Feb 2026 | UK£793.0m | UK£569.4m | UK£42.1m | 19.5x | 18.8x | 1.4x |
| Tue, 06 Jan 2026 | UK£766.8m | UK£569.4m | UK£42.1m | 21.1x | 18.2x | 1.3x |
| Thu, 04 Dec 2025 | UK£750.5m | UK£555.9m | UK£35.8m | 21.1x | 21x | 1.3x |
| Sat, 01 Nov 2025 | UK£738.6m | UK£555.9m | UK£35.8m | 21.7x | 20.7x | 1.3x |
| Mon, 29 Sep 2025 | UK£731.8m | UK£555.9m | UK£35.8m | 22.4x | 20.5x | 1.3x |
| Wed, 27 Aug 2025 | UK£728.0m | UK£534.7m | UK£33.5m | 25.9x | 21.8x | 1.4x |
| Fri, 25 Jul 2025 | UK£729.4m | UK£534.7m | UK£33.5m | 25.9x | 21.8x | 1.4x |
| Sun, 22 Jun 2025 | UK£724.8m | UK£534.7m | UK£33.5m | 25.9x | 21.7x | 1.4x |
| Tue, 20 May 2025 | UK£804.4m | UK£524.6m | UK£34.8m | 24.2x | 23.1x | 1.5x |
| Thu, 17 Apr 2025 | UK£743.6m | UK£522.8m | UK£34.9m | 18x | 21.3x | 1.4x |
| Sat, 15 Mar 2025 | UK£722.0m | UK£522.8m | UK£34.9m | 17.8x | 20.7x | 1.4x |
| Mon, 10 Feb 2025 | UK£757.7m | UK£512.8m | UK£28.4m | 17x | 26.7x | 1.5x |
| Wed, 08 Jan 2025 | UK£804.1m | UK£512.8m | UK£28.4m | 17.3x | 28.3x | 1.6x |
| Fri, 06 Dec 2024 | UK£891.4m | UK£506.4m | UK£33.7m | 17.3x | 26.4x | 1.8x |
| Sun, 03 Nov 2024 | UK£871.5m | UK£506.4m | UK£33.7m | 16.4x | 25.9x | 1.7x |
| Tue, 01 Oct 2024 | UK£848.3m | UK£506.4m | UK£33.7m | 16.9x | 25.2x | 1.7x |
| Thu, 29 Aug 2024 | UK£866.0m | UK£491.6m | UK£27.1m | 19.9x | 32x | 1.8x |
| Sat, 27 Jul 2024 | UK£841.0m | UK£491.6m | UK£27.1m | 19.7x | 31x | 1.7x |
| Mon, 24 Jun 2024 | UK£793.7m | UK£491.6m | UK£27.1m | 21.6x | 29.3x | 1.6x |
| Wed, 22 May 2024 | UK£843.3m | UK£482.6m | UK£26.0m | 22x | 32.4x | 1.7x |
| Fri, 19 Apr 2024 | UK£808.5m | UK£481.3m | UK£24.8m | 16.7x | 32.6x | 1.7x |
| Sun, 17 Mar 2024 | UK£808.7m | UK£470.1m | UK£25.1m | 16.4x | 32.3x | 1.7x |
| Tue, 13 Feb 2024 | UK£732.0m | UK£454.6m | UK£11.5m | 14.5x | 63.9x | 1.6x |
| Thu, 11 Jan 2024 | UK£1.0b | UK£583.4m | UK£32.1m | 14.1x | 31.8x | 1.7x |
| Sat, 09 Dec 2023 | UK£994.1m | UK£571.9m | UK£29.9m | 15.3x | 33.3x | 1.7x |
| Mon, 06 Nov 2023 | UK£884.6m | UK£571.9m | UK£29.9m | 14.3x | 29.6x | 1.5x |
| Wed, 04 Oct 2023 | UK£876.0m | UK£571.9m | UK£29.9m | 12.9x | 29.3x | 1.5x |
| Fri, 01 Sep 2023 | UK£845.1m | UK£543.6m | UK£37.7m | 13x | 22.4x | 1.6x |
22.4x
How does U.K. Leisure Facilities compare with similar industries?
| GB Market | 0.93% | |
| Consumer Discretionary | -0.83% | |
| Hospitality | -1.63% | |
| Leisure Facilities | 0.51% | |
| Restaurants | -1.53% | |
| Casinos and Gaming | -1.75% | |
| Hotels, Resorts and Cruise Lines | -2.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BOWL Hollywood Bowl Group | UK£2.79 | 1.3% +UK£5.8m | 7.9% | PE13.9x | |
| NYR Newbury Racecourse | UK£5.15 | 5.1% +UK£837.1k | -16.3% | PE26.7x | |
| XPF XP Factory | UK£0.19 | 1.3% +UK£439.1k | 97.4% | PS0.6x |