Narrative Update • Aug 05

Over the last 7 days, the Casinos and Gaming industry has dropped 7.5%, driven by Flutter Entertainment declining 14%. In contrast, Genius Sports has gained 14%. Overall the industry is down 39% in 12 months. Earnings are forecast to grow by 28% annually.
Has the U.S. Casinos and Gaming Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | US$88.7b | US$81.3b | US$627.2m | 19x | 141.5x | 1.1x |
| Sat, 04 Jul 2026 | US$126.2b | US$94.6b | US$595.0m | 32.6x | 212.2x | 1.3x |
| Mon, 01 Jun 2026 | US$120.7b | US$94.6b | US$597.2m | 30.5x | 202.2x | 1.3x |
| Wed, 29 Apr 2026 | US$126.2b | US$93.6b | US$1.4b | 28.9x | 91.8x | 1.3x |
| Fri, 27 Mar 2026 | US$121.9b | US$92.8b | US$1.3b | 23.1x | 92.9x | 1.3x |
| Sun, 22 Feb 2026 | US$125.6b | US$91.4b | US$2.3b | 24x | 54.1x | 1.4x |
| Tue, 20 Jan 2026 | US$147.8b | US$89.5b | US$2.1b | 23.8x | 70.6x | 1.7x |
| Thu, 18 Dec 2025 | US$162.9b | US$89.6b | US$2.1b | 26.9x | 77.6x | 1.8x |
| Sat, 15 Nov 2025 | US$159.6b | US$92.8b | US$2.5b | 26.8x | 64x | 1.7x |
| Mon, 13 Oct 2025 | US$159.6b | US$90.9b | US$2.5b | 24.4x | 64.2x | 1.8x |
| Wed, 10 Sep 2025 | US$185.3b | US$90.9b | US$2.5b | 26.6x | 74.5x | 2x |
| Fri, 08 Aug 2025 | US$190.2b | US$91.9b | US$3.1b | 26.2x | 62.1x | 2.1x |
| Sun, 06 Jul 2025 | US$181.3b | US$90.6b | US$3.0b | 25.6x | 60.9x | 2x |
| Tue, 03 Jun 2025 | US$160.2b | US$91.7b | US$3.0b | 22.3x | 52.8x | 1.7x |
| Thu, 01 May 2025 | US$147.2b | US$86.5b | US$2.6b | 23.2x | 56.7x | 1.7x |
| Sat, 29 Mar 2025 | US$154.1b | US$86.2b | US$2.6b | 22.4x | 59.8x | 1.8x |
| Mon, 24 Feb 2025 | US$174.3b | US$87.9b | US$1.2b | 23.1x | 148x | 2x |
| Wed, 22 Jan 2025 | US$166.7b | US$87.6b | US$1.4b | 22.6x | 120.4x | 1.9x |
| Fri, 20 Dec 2024 | US$170.5b | US$87.7b | US$1.4b | 23.7x | 126x | 1.9x |
| Sun, 17 Nov 2024 | US$173.2b | US$87.7b | US$1.4b | 23.7x | 127.5x | 2x |
| Tue, 15 Oct 2024 | US$169.0b | US$89.0b | US$411.1m | 24.2x | 410.9x | 1.9x |
| Thu, 12 Sep 2024 | US$157.3b | US$89.0b | US$411.0m | 19.3x | 382.8x | 1.8x |
| Sat, 10 Aug 2024 | US$148.2b | US$88.3b | US$222.7m | 18.1x | 665.2x | 1.7x |
| Mon, 08 Jul 2024 | US$155.6b | US$87.2b | US$1.3b | 15.1x | 124.3x | 1.8x |
| Wed, 05 Jun 2024 | US$120.8b | US$74.9b | US$2.6b | 15.1x | 46.8x | 1.6x |
| Fri, 03 May 2024 | US$121.1b | US$74.3b | US$2.1b | 15x | 57.6x | 1.6x |
| Sun, 31 Mar 2024 | US$137.7b | US$73.1b | US$3.2b | 17.3x | 43.4x | 1.9x |
| Tue, 27 Feb 2024 | US$134.3b | US$72.7b | US$2.9b | 14x | 46x | 1.8x |
| Thu, 25 Jan 2024 | US$131.5b | US$69.8b | US$2.2b | 14.3x | 59x | 1.9x |
| Sat, 23 Dec 2023 | US$130.8b | US$69.8b | US$2.2b | 14.7x | 58.7x | 1.9x |
| Mon, 20 Nov 2023 | US$129.0b | US$69.8b | US$2.2b | 14.1x | 57.5x | 1.8x |
| Wed, 18 Oct 2023 | US$120.4b | US$66.4b | US$1.3b | 16x | 90.6x | 1.8x |
| Fri, 15 Sep 2023 | US$129.3b | US$66.4b | US$1.4b | 17.3x | 94.9x | 1.9x |
| Sun, 13 Aug 2023 | US$133.6b | US$66.5b | US$1.6b | 17.2x | 83.5x | 2x |
83.5x
How does U.S. Casinos and Gaming compare with similar industries?
| US Market | 5.51% | |
| Consumer Discretionary | 9.27% | |
| Hospitality | 1.01% | |
| Casinos and Gaming | -7.47% | |
| Restaurants | 3.22% | |
| Hotels, Resorts and Cruise Lines | 1.62% | |
| Leisure Facilities | -2.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GENI Genius Sports | US$8.33 | 14.0% +US$273.0m | -28.6% | PS3.1x | |
| CHDN Churchill Downs | US$86.41 | 4.5% +US$259.3m | -15.4% | PE14.6x | |
| WYNN Wynn Resorts | US$101.15 | 2.2% +US$218.9m | -5.7% | PE23x | |
| BRSL Brightstar Lottery | US$11.30 | 9.2% +US$170.9m | -27.2% | PE11x | |
| CZR Caesars Entertainment | US$30.10 | 1.1% +US$67.2m | 21.0% | PS0.5x |