GLPI

BuyFallen FavouriteAI neutral

Gaming and Leisure Properties, Inc. · Real Estate · United States · $11.8B cap · $154.8M/day traded

$38.48 +0.5% · close 12 Oct · scored 14 Oct

StockRank down 4.3 since 13 Oct: Momentum down 4.

Fallen Favourite: A good business, still expensive, and the price is falling.

68
StockRank
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Report expected 29 Oct: the next-year EPS estimate has been little changed over the last 13 weeks.

Quality
72
Value
47
Momentum
44

As of 14 Oct 2026, MoatMap's StockRank for Gaming and Leisure Properties, Inc. (GLPI) is 68/100, ranked against 24,000+ stocks in 35 markets (Quality 72, Value 47, Momentum 44, each scored against its sector).

Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →

P/E (TTM)
11.2x
peers 22.0x
ROE
19.4%
peers 4.6%
D/E
1.6x
peers 1.1x
Dividend %
8.4%
trailing yield
AI CONVICTION THESIS

Gaming and Leisure Properties owns casino real estate leased to operators such as PENN and Bally's on long triple-net leases with built-in escalators, producing a steady $0.82 quarterly dividend. The income is durable, but growth is slow, the business depends on acquisitions funded with debt and equity, and it trades as a bond proxy in a rising-yield environment.

ABOUT GAMING AND LEISURE PROPERTIES, INC.

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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)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue1.3B1.4B1.5B1.6B6.7%1.7B1.7B1.8B7.2%
EPS2.712.782.872.952.9%3.423.113.346.4%
Shares260.7M270.9M274.4M283.0M+8.6%290.9M———
Debt6.4B6.9B8.0B7.5B5.7%8.4B———
Equity3.8B4.2B4.3B4.6B7.0%————
Op CF920.1M1.0B1.1B1.1B7.1%1.2B———
Inv CF-354.5M-650.8M-1.6B-308.8M—————
Fin CF-1.1B86.4M311.8M-1.1B—————
Loading 1Y...
PRICE (1Y) · USD-8.5%
37.638.840.041.242.431 Aug22 Sep12 Oct
SMA 50SMA 200

Price checkNo clear trendExperimental

No clear trend: not near its 52-week low, and not in a steady uptrend.

SwingsVery calm

Calmer than 92% of stocks we rank over the past year (19% a year).

How this is worked out

StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.

The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.

In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.

What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.

What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.

Calm is not safe: a calm stock can still slide steadily.

Rules fixed before any data was fetched. Describes the chart, not a recommendation.

Close
$38.48
RSI (14)
33.4
52-Week Range-18.7% from high
Low $37.33High $47.34

SCORE BREAKDOWN

Quality
72
ROIC
9.7%78.8
ROE
19.4%91.4
GP/Assets
13.1%84.5
Op. Margin
77.5%93.1
FCF/Assets
3.8%66.9
Piotroski
660.9
Int. Cover
3.3x41.6
D/E Ratio
1.56x18.2
Current Ratio
24.29x98.2
Value
47
P/E (TTM)
11.2x56.2
EV/EBITDA
11.9x72.3
P/FCF
24.2x25.1
P/B
2.2x13.4
P/S
6.9x25.6
Div Yield
8.4%80.6
Momentum
44
52W High %
81%53.3
RS 6M
-29%25.0
SMA 50/200
0.94x28.5
EPS Rev 4W
0.0%47.8
EPS Rev 12W
+0.0%47.2
EPS Improve
-3%39.2
Q Growth
51%73.3

FUNDAMENTALS

Market Cap
$11.8B
P/E (Forward)
11.5x
Gross Margin
102.2%

SECTOR PEERS

Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of GLPI are excluded.

TickerCompanyMkt CapStockRankSignal
GLPIGaming and Leisure Properties, Inc.(you)$11.8B68Buy
LAMRLamar Advertising Company$14.6B71Buy
OUTOUTFRONT Media Inc.$5.0B66Buy
SBACSBA Communications Corporation$18.1B52Hold
EPREPR Properties$4.4B79Buy
CCICrown Castle Inc.$30.7B49Hold
AMTAmerican Tower Corporation$79.6B65Hold
RYNRayonier Inc.$5.9B36Hold
IRMIron Mountain Incorporated$34.3B42Hold
WYWeyerhaeuser Company$15.3B14Strong Sell

Peer medians: ROE 4.6% · P/E 22.0x · Gross margin 67.3%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Gaming and Leisure Properties, Inc. (GLPI): Stock Score Summary

Gaming and Leisure Properties, Inc. (GLPI) has a MoatMap StockRank of 68/100 based on Quality (72/100), Value (47/100), and Momentum (44/100) factor scores. The current signal is BUY. Gaming and Leisure Properties owns casino real estate leased to operators such as PENN and Bally's on long triple-net leases with built-in escalators, producing a steady $0.82 quarterly dividend. The income is durable, but growth is slow, the business depends on acquisitions funded with debt and equity, and it trades as a bond proxy in a rising-yield environment.

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.

Key Financial Metrics

Price$38.48
Market Cap$11.8B
P/E (TTM)11.19
P/E (Forward)11.50
Price/Book2.23
Return on Equity19.4%
Return on Invested Capital9.7%
Debt/Equity1.56x
Gross Margin102.2%
Operating Margin77.5%
Revenue Growth9.0%
Dividend Yield8.4%
Free Cash Flow$486M

Gaming and Leisure Properties, Inc. operates in the REIT - Specialty industry, part of the Real Estate sector (United States).

Frequently Asked Questions

What is Gaming and Leisure Properties, Inc.’s (GLPI) StockRank?
MoatMap’s StockRank for Gaming and Leisure Properties, Inc. (GLPI) is 68/100, with a Buy signal. It is a composite of Quality (72), Value (47), and Momentum (44), each scored against its sector. The composite is then ranked across MoatMap’s universe of 24,000+ stocks.
Does Gaming and Leisure Properties, Inc. have an economic moat?
Gaming and Leisure Properties, Inc. (GLPI) has a Quality factor score of 72/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Gaming and Leisure Properties, Inc. a buy, hold, or sell?
MoatMap’s current signal for Gaming and Leisure Properties, Inc. (GLPI) is Buy, based on a StockRank of 68/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Gaming and Leisure Properties, Inc. in?
Gaming and Leisure Properties, Inc. (GLPI) operates in the Real Estate sector, specifically the REIT - Specialty industry (United States).