{"id":39516,"date":"2022-12-12T06:22:05","date_gmt":"2022-12-12T06:22:05","guid":{"rendered":"https:\/\/thepatientinvestor.com\/?p=39516"},"modified":"2022-12-12T06:22:05","modified_gmt":"2022-12-12T06:22:05","slug":"aristocrat-leisure-all-2","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2022\/12\/12\/aristocrat-leisure-all-2\/","title":{"rendered":"Aristocrat Leisure (ALL)"},"content":{"rendered":"\n\n\n\n\n\n\n\n\n\n
Stock:<\/td>\nAristocrat Leisure Ltd<\/strong><\/td>\n<\/tr>\n
Exchange:<\/td>\nASX<\/td>\nSymbol:<\/td>\nALL<\/strong><\/td>\n<\/tr>\n
Date:<\/td>\n12-Dec-22<\/td>\nLatest price:<\/td>\nA$33.64
\n<\/strong><\/td>\n<\/tr>\n
Market Cap:<\/td>\nA$22.2 bn<\/td>\nFair Value:<\/td>\nA$25.21<\/strong><\/td>\n<\/tr>\n
Forward DY:<\/td>\n1.5%<\/td>\nPayback (Years):<\/td>\n11<\/td>\n<\/tr>\n
Financial Y\/E:<\/td>\n30-Sep-23<\/td>\nRating:<\/td>\nHOLD<\/strong><\/td>\n<\/tr>\n
Sector:<\/td>\nDiscretionary<\/td>\nIndustry:<\/td>\nGambling<\/td>\n<\/tr>\n
Investment Theme:<\/td>\nLT Growth<\/td>\nMacro Trends:<\/td>\nOnline Entertainment<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Aristocrat is trading at a premium to our estimate of fair value while the stock is in a down-trend. Our recommendation is to HOLD.<\/p>\n

Valuation<\/h2>\n

We increased our fair value estimate for Aristocrat (ALL) by 66%, to A$25.21, based on the following long-term projections:<\/p>\n