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ALL: Gaming Giant - Peak Margins, Premium Pricing, Perilous Positioning
Updated 12 Nov 2025
$42.42 fair value (-35% vs current). Aristocrat's 43% Gaming Ops share and 41.7% EBITDA margin (570bp above 10-yr avg) face inevitable compression as ROIC 19.2% invites competitive response. NeoGames integration critical.
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