Aristocrat Leisure Limited (ARLUF) fair value: what the stock is really worth
As of Oct 2, 2026: fair value of Aristocrat Leisure Limited $42.42, price $43.60, upside -2.7%, quality 83 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
- Fair value above price? No
- Good quality? Yes
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Aristocrat Leisure Limited
ARLUF · USQuality WatchlistQuality growthA strong company, but the current price is close to Fair Value.
What runs behind every stock
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 29, 2026.
How to read this chart
60‑month range $4.44 – $48.11 · fair‑value band $25.31 – $59.48 · the $43.60 price screens above the $42.42 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 29, 2026.
Company profile
Aristocrat Leisure Limited, together with its subsidiaries, operates as a gaming content and technology company in Australia and internationally. It operates through three segments: Aristocrat Gaming, Product Madness, and Aristocrat Interactive.
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Aristocrat Leisure Limited, together with its subsidiaries, operates as a gaming content and technology company in Australia and internationally. It operates through three segments: Aristocrat Gaming, Product Madness, and Aristocrat Interactive. The company designs, develops, assembles, distributes, sells, and services gaming content, platforms, and systems, including electronic gaming machines, casino management systems, and iLottery and free-to-play mobile games. It also offers product madness, a publisher in the social casino genre of free-to-play mobile games; aristocrat gaming, a regulated land-based gaming; and Aristocrat Interactive, a regulated online real money gaming. Aristocrat Leisure Limited was founded in 1950 and is headquartered in North Ryde, Australia.
Stock analysis
Aristocrat Leisure Limited (ARLUF) currently trades at $43.60, while our model-based Fair Value estimate is $42.42, so the stock looks roughly fairly valued today (gap 2.8%).
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Valuation
Bull case: the Growth Earnings group reads highest at a median of $37.61 per share, and 4 of the 26 models we run sit above the $43.60 price.
Bear case: the Asset-Based group reads lowest at $5.07, and 22 of the 26 models stay below the price. Evidence for this calculation is high.
Scenario range: $25.31 (bear) to $59.48 (bull), the price of $43.60 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 83/100 (high quality), in the Consumer Cyclical sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Aristocrat Leisure Limited reported revenue of A$6.3B in FY2025 versus A$4.7B in FY2021, a compound +7.4%/yr. Reported net income was A$1.6B in FY2025, compounding +18.9%/yr from FY2021.
Key figures
Market cap $27.3B · P/E ratio 26.0 · P/S ratio 6.76 · EPS (TTM) $1.68 · Dividend yield 2.3% · Net margin 26.0% · Return on equity 22.0% · Return on assets (EBIT) 14.8%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 58 out of 100 (medium confidence).
What moves the price
The share trades about 7% below its 52-week high and 44% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at 33% fair-value upside, at −3%, ARLUF screens richer than that median.
Fair Value models
All 26 models by family
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Set up alert →Quality Score breakdown
Of which business quality 78 · Market factors (momentum, volatility) 49
Revenue & earnings trend
Growth Forecast
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Compare Aristocrat Leisure Limited with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Gambling · 47 stocks
Valuation Multiplesvs Gambling median · lower = cheaper
Context: sector, industry, market
- Is the Consumer Discretionary sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Gambling stocks, each showing price versus our Fair Value estimate.
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| Evolution AB EVO | kr 802.40 | kr 2,263 | +182% |
| Flutter Entertainment plc FLUT | $83.23 | $148.10 | +78% |
| The Lottery Corporation TLC | A$4.81 | A$2.08 | −57% |
| Lottomatica Group LTMC | €26.54 | €29.19 | +10% |
| Super Group SGHC | $11.72 | $12.89 | +10% |
| Light & Wonder, Inc LNWO | $77.14 | $102.32 | +33% |
| Churchill Downs Incorporated CHDN | $76.16 | $105.50 | +39% |
| Rush Street Interactive, Inc RSI | $19.87 | $21.86 | +10% |
| FDJ United FDJU | €21.14 | €23.25 | +10% |
| Brightstar Lottery PLC BRSL | $9.89 | $13.37 | +35% |
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Frequently asked questions
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Key figures of Aristocrat Leisure Limited
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