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 | 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

$60.73

23 May
2025

0.160

OPEN

$60.07

0.26%

HIGH

$60.85

1,116,181

LOW

$59.92

TARGET
$73.229 20.6% 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 204.8 246.4 xxx
DPS (cps) xxx 78.0 86.3 xxx
EPS Growth xxx - 8.0% 20.3% xxx
DPS Growth xxx 21.9% 10.6% xxx
PE Ratio xxx N/A 24.7 xxx
Dividend Yield xxx N/A 1.4% xxx
Div Pay Ratio(%) xxx 38.1% 35.0% xxx

Dividend yield today if purchased 3 years ago: 2.32%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.28

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

0.9

No. Of Recommendations

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

Morgans

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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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

15/05/2025

1

Buy

$71.00

16.91%

Citi notes Aristocrat Leisure’s 1H25 result missed expectations, with earnings (EBITA) including joint ventures falling around -8% short of the broker’s forecast, driven primarily by a sharp decline in fee-per-day (FPD).

The broker anticipates a more moderate -3% year-on-year decline in the second half and sees no change to Aristocrat’s competitive position or medium-term outlook.

Management confirmed there are no material tariff impacts expected in FY25.

Citi lowers EBITA forecasts by approximately -6% across the forecast period.

The target price falls to $71.00 from $75.00. Buy rating retained.

FORECAST
Citi forecasts a full year FY25 dividend of 81.30 cents and EPS of 244.30 cents.
Citi forecasts a full year FY26 dividend of 90.00 cents and EPS of 272.50 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$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

Goldman Sachs

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Jarden

19/05/2025

2

Overweight

$64.00

5.38%

Jarden is disappointed with Aristocrat Leisure missing its forecast for 1H25 earnings by -7% and consensus by -6%. The bigger miss was in gaming operations fee per day (FPD), which the broker reckons was in response to competitive pressures.

The broker expects FPD to recover in 2H but not recoup the entire decline since FY24. The analyst suggests the company considers a low double-digit total shareholder return strategy, which might potentially lead to a positive re-rate at lower risk.

FY25-27 EPS forecasts trimmed by an average -5.7% on lower gaming FPD, and a higher effective tax rate.

Overweight. Target cut to $64 from $68.

FORECAST
Jarden forecasts a full year FY25 dividend of 91.00 cents and EPS of 243.20 cents.
Jarden forecasts a full year FY26 dividend of 106.00 cents and EPS of 282.70 cents.
Access Extra Coverage Research History >

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