Narrative Update • Jun 05

In the last week, the Casinos and Gaming industry is up 5.8%, with DraftKings leading the way, up 16%. In the past year, the industry is down 11%. Earnings are forecast to grow by 25% 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | US$130.7b | US$94.6b | US$595.9m | 32.6x | 219.3x | 1.4x |
| Tue, 12 May 2026 | US$123.2b | US$94.4b | US$654.1m | 30.9x | 188.4x | 1.3x |
| Thu, 09 Apr 2026 | US$121.5b | US$92.8b | US$1.3b | 24x | 92.4x | 1.3x |
| Sat, 07 Mar 2026 | US$126.2b | US$92.7b | US$2.3b | 22.7x | 54.6x | 1.4x |
| Mon, 02 Feb 2026 | US$133.0b | US$90.3b | US$2.2b | 21.7x | 61.3x | 1.5x |
| Wed, 31 Dec 2025 | US$161.9b | US$89.6b | US$2.1b | 27.1x | 77.3x | 1.8x |
| Fri, 28 Nov 2025 | US$156.3b | US$89.5b | US$2.1b | 26.8x | 74.5x | 1.7x |
| Sun, 26 Oct 2025 | US$166.4b | US$91.6b | US$3.9b | 25.1x | 42.5x | 1.8x |
| Tue, 23 Sep 2025 | US$181.8b | US$90.9b | US$2.5b | 26.7x | 73.1x | 2x |
| Thu, 21 Aug 2025 | US$184.5b | US$90.6b | US$2.5b | 26.8x | 74.5x | 2x |
| Sat, 19 Jul 2025 | US$190.9b | US$90.6b | US$3.0b | 25.4x | 64.1x | 2.1x |
| Mon, 16 Jun 2025 | US$162.2b | US$91.7b | US$3.0b | 22.1x | 53.4x | 1.8x |
| Wed, 14 May 2025 | US$162.6b | US$89.9b | US$3.4b | 23.6x | 47.9x | 1.8x |
| Fri, 11 Apr 2025 | US$145.9b | US$86.5b | US$2.7b | 22.8x | 53.7x | 1.7x |
| Sun, 09 Mar 2025 | US$161.3b | US$86.7b | US$2.6b | 22.3x | 62.4x | 1.9x |
| Tue, 04 Feb 2025 | US$172.9b | US$87.5b | US$1.3b | 22.5x | 130.4x | 2x |
| Thu, 02 Jan 2025 | US$169.9b | US$87.6b | US$1.4b | 23.9x | 122.8x | 1.9x |
| Sat, 30 Nov 2024 | US$183.3b | US$87.7b | US$1.4b | 25.4x | 134.7x | 2.1x |
| Mon, 28 Oct 2024 | US$170.0b | US$89.0b | US$307.9m | 24.6x | 552.1x | 1.9x |
| Wed, 25 Sep 2024 | US$164.7b | US$89.1b | US$410.9m | 20.3x | 400.8x | 1.8x |
| Fri, 23 Aug 2024 | US$157.6b | US$89.0b | US$425.5m | 19.3x | 370.5x | 1.8x |
| Sun, 21 Jul 2024 | US$157.2b | US$87.2b | US$1.3b | 15.9x | 125.6x | 1.8x |
| Tue, 18 Jun 2024 | US$120.2b | US$74.9b | US$2.6b | 15.4x | 46.6x | 1.6x |
| Thu, 16 May 2024 | US$125.6b | US$74.9b | US$2.5b | 15.2x | 49.8x | 1.7x |
| Sat, 13 Apr 2024 | US$135.2b | US$73.1b | US$3.2b | 16.1x | 42.8x | 1.9x |
| Mon, 11 Mar 2024 | US$133.1b | US$73.0b | US$3.1b | 14.2x | 43.2x | 1.8x |
| Wed, 07 Feb 2024 | US$135.0b | US$71.6b | US$2.8b | 14.6x | 48.6x | 1.9x |
| Fri, 05 Jan 2024 | US$128.1b | US$69.8b | US$2.2b | 14.2x | 57.5x | 1.8x |
| Sun, 03 Dec 2023 | US$128.3b | US$69.8b | US$2.2b | 14.2x | 57.5x | 1.8x |
| Tue, 31 Oct 2023 | US$116.2b | US$68.4b | US$1.9b | 15.4x | 60.3x | 1.7x |
| Thu, 28 Sep 2023 | US$121.9b | US$66.4b | US$1.4b | 16.6x | 89.5x | 1.8x |
| Sat, 26 Aug 2023 | US$131.9b | US$66.5b | US$1.4b | 17.7x | 96.8x | 2x |
| Mon, 24 Jul 2023 | US$139.3b | US$64.3b | US$2.1b | 14.8x | 65.6x | 2.2x |
| Wed, 21 Jun 2023 | US$138.0b | US$62.7b | US$1.5b | 13.5x | 91.2x | 2.2x |
91.2x
How does U.S. Casinos and Gaming compare with similar industries?
| US Market | 0.87% | |
| Consumer Discretionary | 0.70% | |
| Hospitality | 3.29% | |
| Casinos and Gaming | 5.84% | |
| Restaurants | 4.30% | |
| Leisure Facilities | 3.39% | |
| Hotels, Resorts and Cruise Lines | 1.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DKNG DraftKings | US$29.00 | 16.3% +US$2.0b | -20.5% | PE245.3x | |
| FLUT Flutter Entertainment | US$110.65 | 10.1% +US$1.8b | -58.2% | PS1.1x | |
| SRAD Sportradar Group | US$15.99 | 15.0% +US$651.6m | -34.3% | PE61.7x | |
| MGM MGM Resorts International | US$48.97 | 3.1% +US$373.5m | 54.3% | PE66.7x | |
| RSI Rush Street Interactive | US$29.60 | 13.2% +US$360.2m | 123.6% | PE83.2x |