Obermatt

Aristocrat Leisure

ASX:ALL · AU000000ALL7
Hotels, Restaurants & LeisureX-Large

360

62
EV / EBIT24
Price / Owner Earnings30
Owner Earnings Yield62
Dividend Yield65
Price/Sales1
EV / Gross Profit6
Price/Book20
Return on Capital83
Cash Return on Capital84
Return on Equity72
EBIT Margin89
Gross Profitability55
Cash Conversion23
Accruals25
Owner Earnings Margin88
Sales growth4
Profit Growth94
Long-Term EPS Growth70
Owner Earnings Growth46
Reinvestment46
Price momentum39
Debt load73
Refinancing89
Debt Payback64
Liquidity68
Analyst ratings68
Opinion Changes76
Price Target Upside40
Market mood85
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Aristocrat Leisure clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryAustralia
IndustryHotels, Restaurants & Leisure
SizeX-Large
TypePublic Company
ExchangeASX
Founded1984
Employees4,516
ISINAU000000ALL7
Last UpdateApr 2, 2026
Themes
Video GamesEntertainment SystemsDigital Media

Description

Aristocrat Leisure Limited, together with its subsidiaries, engages in the development, assembly, sale, distribution, and servicing of games and systems in the Americas, Australia, New Zealand, and internationally. The company offers gaming content;…

Analysis

Hope premium

Aristocrat Leisure Limited is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 21.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 7% a year, against analyst forecasts of 12%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
86
2023202420252026

All-time high

86

Jun 2026

All-time low

26

Oct 2025

Average rank

51

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
1
7
16
17
Price/Earnings
40
23
56
50
Price/Book
20
3
25
16
Dividend Yield
65
48
42
49
Value (overall)
23
16
11
33

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →