ARISTOCRAT LEISURE LIMITED (ALL)
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ALL

ALL - ARISTOCRAT LEISURE LIMITED

FNArena Sector : Gaming
Year End: September
GICS Industry Group : Consumer Services
Debt/EBITDA: 0.99
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Aristocrat Leisure designs, manufactures and services gaming machines and associated equipment. It also has a range of digital games and operates in over 90 countries. It was first listed in July 1996.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$66.89

24 Mar
2025

1.180

OPEN

$65.80

1.80%

HIGH

$67.17

920,918

LOW

$65.57

TARGET
$78.071 16.7% upside
OTHER COMPANIES IN THE SAME SECTOR
AGI . BBT . BET . JIN . LNW . PBH . PLY . SGR . SKC . TAH . TLC . TLC .
FNARENA'S MARKET CONSENSUS FORECASTS
ALL: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 204.8 268.6 xxx
DPS (cps) xxx 78.0 90.3 xxx
EPS Growth xxx - 8.0% 31.2% xxx
DPS Growth xxx 21.9% 15.8% xxx
PE Ratio xxx N/A 24.9 xxx
Dividend Yield xxx N/A 1.3% xxx
Div Pay Ratio(%) xxx 38.1% 33.6% xxx

Dividend yield today if purchased 3 years ago: 2.13%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.19

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 29/11 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx204.8
DPS All xxxxxxxxxxxxxxx78.0
Sales/Revenue xxxxxxxxxxxxxxx6,603.6 M
Book Value Per Share xxxxxxxxxxxxxxx1,000.5
Net Operating Cash Flow xxxxxxxxxxxxxxx1,765.2 M
Net Profit Margin xxxxxxxxxxxxxxx19.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx20.04 %
Return on Invested Capital xxxxxxxxxxxxxxx14.66 %
Return on Assets xxxxxxxxxxxxxxx12.28 %
Return on Equity xxxxxxxxxxxxxxx20.04 %
Return on Total Capital xxxxxxxxxxxxxxx21.61 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx898.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx154 M
Long Term Debt xxxxxxxxxxxxxxx2,254 M
Total Debt xxxxxxxxxxxxxxx2,408 M
Goodwill - Gross xxxxxxxxxxxxxxx4,382 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx952 M
Price To Book Value xxxxxxxxxxxxxxx5.86

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx494.1 M
Capex % of Sales xxxxxxxxxxxxxxx7.48 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,857 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,791 M
Research & Development xxxxxxxxxxxxxxx848 M
Investments - Total xxxxxxxxxxxxxxx116 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

21/02/2025

1

Overweight

$75.00

12.12%

At its AGM, Aristocrat Leisure has announced a new share buyback of up to $750m. The company also intends to repay the US$250m term loan B debt facility by the end of March, ahead of the 2029 maturity.

Morgan Stanley notes the performance is tracking in line with its plans. The company is also taking steps to mitigate the impact of tariffs wherever possible.

Overweight rating. Target $75.Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY25 EPS of 260.00 cents.
Morgan Stanley forecasts a full year FY26 EPS of 292.00 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Goldman Sachs

26/02/2025

1

Buy

$82.00

22.59%

Goldman Sachs notes Aristocrat Leisure's AGM commentary suggesting encouraging Australia/NZ performance reflecting new product which follows a softer 2H24 due to intensifying competition.

The company's $750m share buyback announcement was consistent with the broker's expectations but the analyst believes Aristocrat is retaining optionality for further M&A, likely within Interactive.

The broker cut FY25 EBITDA forecast by -7% and FY26 by -6% to incorporate the sale of Plarium. Target price rises to $82 from $78 reflecting a 1x increase in core multiple in line with peers. Buy maintained.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 93.00 cents and EPS of 266.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 106.00 cents and EPS of 302.00 cents.
Access Extra Coverage Research History >

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