Taking Stock: Analysing US operator and supplier performance

Operators

Penn Entertainment

• Six-month high – January ($25.95)

• Six-month low – November ($19.60)

• Market capitalisation – US$3.24bn (as of February 1 2024)

DraftKings

• Six-month high – February ($40.65)

• Six-month low – November ($27.23)

• Market capitalisation – US$18.19bn (as of February 1 2024)

Caesars Entertainment

• Six-month high – September ($55.75)

• Six-month low – November ($39.47)

• Market capitalisation – US$9.32bn (as of February 1 2024)

MGM Resorts

• Six-month high – January ($45.48)

• Six-month low – November ($34.97)

• Market capitalisation – US$14.94bn (as of February 1 2024)

Suppliers

Light & Wonder

• Six-month high – December ($88.39)

• Six-month low – October ($70.87)

• Market capitalisation – US$7.31bn (as of February 1 2024)

Aristocrat

• Six-month high – February (AU$43.95)

• Six-month low – November (AU$39.04)

• Market capitalisation – US$18.53bn (as of February 1 2024)

IGT

• Six-month high – September ($32.16)

• Six-month low – November ($25.73)

• Market capitalisation – US$5.24bn (as of February 1 2024)

Konami

• Six-month high – February (JPY 8,846.00)

• Six-month low – December (JPY 7,297.00)

• Market capitalisation – US$8.21bn (as of February 1 2024)