Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GLPI
BuyFLAGGaming and Leisure Properties, Inc. · Real Estate · United States · $12.7B · Avg Vol: $109M/d
Gaming and Leisure Properties has quality Q72 and momentum M65, but value at V46 is below the calibrated floor, so stage one fails. The insider selling rounds to 0.00% and is unusable in either direction.
COMPANY DESCRIPTION
Gaming and Leisure Properties, Inc. (GLPI) is a leading REIT specializing in the ownership and acquisition of gaming-related real estate assets, primarily casino properties. The company generates stable revenue through long-term, triple-net lease agreements with major casino operators, mitigating operating risks. Its first-mover advantage and diversified portfolio of high-quality assets provide a significant competitive moat in the high-barrier-to-entry gaming real estate sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.3B | 1.4B | 1.5B | 1.6B | 6.7% | 1.7B | 1.7B | 1.8B | 7.1% |
| EPS | 2.71 | 2.78 | 2.87 | 2.95 | 2.9% | 3.42 | 3.11 | 3.30 | 5.8% |
| Shares | 260.7M | 270.9M | 274.4M | 283.0M | +8.6% | 290.9M | — | — | — |
| Debt | 6.4B | 6.9B | 8.0B | 7.5B | 5.7% | 8.4B | — | — | — |
| Equity | 3.8B | 4.2B | 4.3B | 4.6B | 7.0% | — | — | — | — |
| Op CF | 920.1M | 1.0B | 1.1B | 1.1B | 7.1% | 1.2B | — | — | — |
| Inv CF | -354.5M | -650.8M | -1.6B | -308.8M | — | — | — | — | — |
| Fin CF | -1.1B | 86.4M | 311.8M | -1.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of GLPI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GLPI | Gaming and Leisure Properties, Inc.(you) | $12.7B | 65 | Buy |
| LAMR | Lamar Advertising Company | $15.3B | 71 | Buy |
| SBAC | SBA Communications Corporation | $20.3B | 60 | Hold |
| OUT | OUTFRONT Media Inc. | $5.2B | 71 | Buy |
| UNIT | Uniti Group Inc. | $2.4B | 65 | Buy |
| EPR | EPR Properties | $4.6B | 82 | Strong Buy |
| IRM | Iron Mountain Incorporated | $35.0B | 45 | Hold |
| WY | Weyerhaeuser Company | $17.0B | 27 | Sell |
| AMT | American Tower Corporation | $82.1B | 59 | Hold |
| CCI | Crown Castle Inc. | $33.3B | 35 | Sell |
Peer medians: ROE 4.9% · P/E 25.1x · Gross margin 66.6%