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General Information

Aristocrat Leisure Limited
ALL
http://www.aristocratgaming.com
Casinos & Gaming
5,045
634

Current Price Data+

Current Price Open High Low Last Close Volume Price Movement
$7.96 $7.95 $7.97 $7.86 $8.05 2822692 $0.09 ( 1.12% )
  • +Security prices are delayed by least 20 minutes and are indicative only.

Current Broker Consensus Recommendation

Buy
02/07/2015
3

Company Overview

Business Description
Aristocrat Leisure Limited (ALL) operates as a developer, manufacturer and distributor of gaming content, platforms and systems in Australia, New Zealand, Americas, Japan and Rest of World. ALL also operates within the on-line social gaming and real money wager markets.
Strategy Analysis
Aristocrat aims to be a leading global provider of gaming solutions by maintaining market leadership in Australia and New Zealand, expanding its business into key international markets, increasing sales of gaming and progressive linked jackpots and developing the most entertaining games software. Aristocrat is expanding into video lotteries, table games and electronic poker. Aristocrat is focused on North America, Australia and Japan. Aristocrat Leisure reported NPAT up 39.6% to $34.7m for the half-year ended 30 June 2012. This was predominantly delivered through improved operational performance with EBIT growth of 29.3% (21.9% in constant currency). Revenues from ordinary activities were $396.39m, up 27.6% from the same period last year with all key regions delivering growth. Diluted EPS was 6.3 cents compared to 4.6 cents last year. Net operating cash flow was $29.21m compared to $15.01m last year. The interim dividend declared was 4 cents compared with 2.5 cents last year.

Financial Summary

Year to Sep NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2016 F 230.7 36.6 7.0% 21.7 21.0 2.6% 0.0%
2015 F 215.7 34.2 65.4% 23.2 19.0 2.4% 0.0%
2014 A 118.1 20.7 6.8% 24.6 16.0 3.1% 0.0%

Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2014 A 2015 F 2016 F 2014 A 2015 F 2016 F 2014 A 2015 F 2016 F
Aristocrat Leisure (ALL) $5,102M 0.4876 0.2024 0.1527 27.8933 23.1988 20.1250 1.99% 1.99% 1.99%
Crown Resorts (CWN) $9,578M 0.3037 -0.2186 -0.0017 14.9653 19.1523 19.1859 2.81% 2.81% 2.87%
Echo Entertainment Group (EGP) $3,831M 0.1399 0.5129 0.1071 29.8201 19.7111 17.8051 1.72% 2.16% 2.48%
Tabcorp (TAH) $3,956M 0.0417 0.0966 0.0028 24.4992 22.3419 22.2793 3.32% 3.98% 4.30%
Tatts Group (TTS) $5,653M -0.0784 0.1168 0.0913 24.0522 21.5359 19.7348 3.49% 4.32% 4.63%

Financial Summary

Earnings P/E Ratio P/B Ratio P/E Growth
Company 1.81 23.90 7.10 1.35
Market 0.91 16.10 1.33 1.27
Sector 1.39 16.90 2.45 0.84

Directors

Name Position Start Date
Mr Jamie Odell Chief Executive Officer, Managing Director 13/05/2009
Dr Ian David Blackburne Non-Executive Chairman 17/09/2010
Mr Roger Andrew Davis Non-Executive Director 20/06/2005
Ms Kathleen Marie Conlon Non-Executive Director 20/02/2014
Dr Rosalind Vivienne Dubs Non-Executive Director 15/06/2009
Mr Stephen Morro Non-Executive Director 15/12/2010
Mr David Craig Philip Banks Non-Executive Director 12/07/2011

Management

Name Position
Toni Korsanos Chief Financial Officer,Company Secretary

Substantial Shareholders

Holding Name
78,315,268 (14.20%) Commonwealth Bank of Australia
27,704,389 (5.02%) Ausbil Investment Management Limited

Calendar of Events

Date Event
24 May 2016 Report (Interim)
17 December 2015 Report (Annual)
24 November 2015 Report (Prelim)
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