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Company Analysis

Gaming and Leisure Properties, GLPI

A comprehensive view of key metrics, scores, and financial health for Gaming and Leisure Properties,

Overview of Gaming and Leisure Properties, Inc.

GLPI NMS
Real Estate REIT - Specialty Framework: Real Estate Investment Trusts Large Cap
Gaming and Leisure Properties, Inc. (GLPI), is a Large Cap company, in the REIT - Specialty industry, last closed at $41.62, about 64.6% overvalued vs fair value, -13.4% 1Y return, placing in the top 25% of its sector.
Metrics P/E 15.2× Rev Growth 4.1% ROE 18.6% Gross Margin 96.5% Div Yield 6.89%
USD 41.62
-0.72%
(Delayed)
• Vol 90d: 21.1%
52-Week Range
Market Cap
$12.15B
Enterprise Value
$20.21B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 64%
Updated: Sep 12
Top Beats
No strong beats yet

Quick Facts

Website https://www.glpropinc.com
HQ Wyomissing, PA
Employees 20
Fiscal year Dec 31

Next Events

Earnings Oct 29 Estimated

Fair Value Snapshot

Bear Base Bull
$13
$15
$17
Current: $41.62 -65% vs base

Engine Room Money Flow™

Large Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.6B
4.1%%
Net Operating Income
$1.2B
7.2%%
Net Income
$824.4M
5.2%%
FFO (Funds From Operations)
$1.1B
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
78.7%
Good

Dividends / FFO - basic dividend safety

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Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Gaming and Leisure Properties, 's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
75
/100
Strong
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Strong AFFO Generation AFFO generation is strong (score 0.90), supporting dividend sustainability.
  • Dividend Well-Covered by AFFO Dividend coverage is healthy (score 0.76).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Rent Pricing Power

Strong
76
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing GLPI's balance between Growth (30.9%), Profitability (38.8%), and Safety (30.3%). Growth 31% Safety 30% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

55th percentile vs peers
55
Key Signals
Revenue CAGR 3Y 6.7% 69p Rev Growth YoY 4.1% 55p FFO/Share 3.92 80p AFFO/Share 2.84 77p FFO Growth YoY 4.7% 48p
Strengths
  • FFO/Share in top 20% of peers (3.92, 80th percentile)
  • FFO Margin in top 20% of peers (69.5%, 89th percentile)
  • AFFO Margin in top 20% of peers (50.4%, 81th percentile)
  • FFO in top 20% of peers ($1108.2M, 86th percentile)
Risks
  • AFFO YoY Growth in bottom 20% of peers (-21.1%)

Profitability

69th percentile vs peers
70
Key Signals
Strengths
Risks
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Safety

54th percentile vs peers
54
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Gaming and Leisure Properties, .

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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Bear
-
- - -
- upside
-
Base
$14.73
- - -
-64.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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