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Gaming and Leisure Properties, Inc. GLPI
Real Estate - REIT - Specialty - NASDAQ - US
Watchlist
$ 46.49
-2.92 %
$ 12.8 B
Market Cap
16.2
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one GLPI stock under the worst case scenario is HIDDEN Compared to the current market price of 46.5 USD, Gaming and Leisure Properties, Inc. is HIDDEN

GLPI Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one GLPI stock under the base case scenario is HIDDEN Compared to the current market price of 46.5 USD, Gaming and Leisure Properties, Inc. is HIDDEN

GLPI Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one GLPI stock under the best case scenario is HIDDEN Compared to the current market price of 46.5 USD, Gaming and Leisure Properties, Inc. is HIDDEN

GLPI Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart GLPI

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1M -8%
6M -6%
1Y 16%
3Y 20%
5Y 156%
All
$52.0$52.0$51.0$51.0$50.0$50.0$49.0$49.0$48.0$48.0$47.0$47.0$46.0$46.0$45.0$45.0$44.0$44.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
1.53 B REVENUE
6.33%
Growth Rates
1Year 6.33%
3Years 7.98%
5Years 5.83%
7Years 6.72%
10Years 9.19%
1.13 B OPERATING INCOME
6.02%
Growth Rates
1Year 6.02%
3Years 10.34%
5Years 9.53%
7Years 9.33%
10Years 14.06%
808 M NET INCOME
6.92%
Growth Rates
1Year 6.92%
3Years 14.78%
5Years 15.62%
7Years 11.35%
10Years 15.86%
1.07 B OPERATING CASH FLOW
6.28%
Growth Rates
1Year 6.28%
3Years 10.10%
5Years 7.41%
7Years 8.69%
10Years 14.66%
-1.61 B INVESTING CASH FLOW
-146.76%
Growth Rates
1Year -146.76%
3Years -15.93%
5Years -255.79%
7Years -202.20%
10Years -17.60%
312 M FINANCING CASH FLOW
261.10%
Growth Rates
1Year 261.10%
3Years -11.05%
5Years 19.31%
7Years 14.07%
10Years 13.41%
390 M REVENUE
1.11%
Growth Rates
1Year 6.33%
3Years 7.98%
5Years 5.83%
7Years 6.72%
10Years 9.19%
308 M OPERATING INCOME
13.54%
Growth Rates
1Year 6.02%
3Years 10.34%
5Years 9.53%
7Years 9.33%
10Years 14.06%
224 M NET INCOME
17.63%
Growth Rates
1Year 6.92%
3Years 14.78%
5Years 15.62%
7Years 11.35%
10Years 15.86%
292 M OPERATING CASH FLOW
8.14%
Growth Rates
1Year 6.28%
3Years 10.10%
5Years 7.41%
7Years 8.69%
10Years 14.66%
-429 M INVESTING CASH FLOW
25.09%
Growth Rates
1Year -146.76%
3Years -15.93%
5Years -255.79%
7Years -202.20%
10Years -17.60%
105 M FINANCING CASH FLOW
-85.05%
Growth Rates
1Year 261.10%
3Years -11.05%
5Years 19.31%
7Years 14.07%
10Years 13.41%
Balance Sheet Gaming and Leisure Properties, Inc.
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Current Assets 3.77 B
Cash & Short-Term Investments 1.02 B
Receivables 2.75 B
Other Current Assets 0
Non-Current Assets 9.56 B
Long-Term Investments 0
PP&E 245 M
Other Non-Current Assets 9.31 B
7.68 %20.62 %69.87 %Total Assets$13.3b
Current Liabilities 534 M
Accounts Payable 5.8 M
Short-Term Debt 306 M
Other Current Liabilities 223 M
Non-Current Liabilities 7.9 B
Long-Term Debt 306 M
Other Non-Current Liabilities 7.59 B
3.63 %3.63 %90.04 %Total Liabilities$8.4b
EFFICIENCY
Earnings Waterfall Gaming and Leisure Properties, Inc.
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Revenue 1.53 B
Cost Of Revenue 47.7 M
Gross Profit 1.48 B
Operating Expenses 353 M
Operating Income 1.13 B
Other Expenses 323 M
Net Income 808 M
2b2b1b1b1b1b1b1b800m800m600m600m400m400m200m200m002b(48m)1b(353m)1b(323m)808mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
96.89% GROSS MARGIN
96.89%
Averages
1Year 96.89%
3Years 96.45%
5Years 94.90%
7Years 92.28%
10Years 88.69%
73.83% OPERATING MARGIN
73.83%
Averages
1Year 73.83%
3Years 75.46%
5Years 73.15%
7Years 69.17%
10Years 64.93%
51.23% NET MARGIN
51.23%
Averages
1Year 51.23%
3Years 51.47%
5Years 48.43%
7Years 44.03%
10Years 40.46%
18.38% ROE
18.38%
Averages
1Year 18.38%
3Years 18.06%
5Years 17.97%
7Years 17.67%
10Years 10.05%
6.00% ROA
6.00%
Averages
1Year 6.00%
3Years 6.16%
5Years 5.82%
7Years 5.38%
10Years 5.21%
8.61% ROIC
8.61%
Averages
1Year 8.61%
3Years 9.16%
5Years 8.93%
7Years 8.66%
10Years 8.65%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Gaming and Leisure Properties, Inc.
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1b1b1b1b800m800m600m600m400m400m200m200m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 808 M
Depreciation & Amortization 273 M
Capital Expenditures 0
Stock-Based Compensation 24.3 M
Change in Working Capital 18.2 M
Others -32.6 M
Free Cash Flow 1.03 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Gaming and Leisure Properties, Inc.
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Wall Street analysts predict an average 1-year price target for GLPI of $55.8 , with forecasts ranging from a low of $51 to a high of $60 .
GLPI Lowest Price Target Wall Street Target
51 USD 9.70%
GLPI Average Price Target Wall Street Target
55.8 USD 19.92%
GLPI Highest Price Target Wall Street Target
60 USD 29.06%
Price
Max Price Target
Min Price Target
Average Price Target
606055555050454540403535May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
1.59% DIVIDEND YIELD
0.76 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
3.500003.500003.000003.000002.500002.500002.000002.000001.500001.500001.000001.000000.500000.500000.000000.000000.5450.560.620.630.680.671180.650.690.970.760.760.5450.560.620.630.680.117150.670.7050.720.760.5450.57530.630.630.680.60.670.7050.730.760.5452.180.57532.270.632.500.682.570.671182.710.121.510.672.660.242.340.7053.130.733.010.761.522015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 4
6. Ownership
Insider Ownership Gaming and Leisure Properties, Inc.
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Sold
0-3 MONTHS
2.53 M USD 2
3-6 MONTHS
5.24 M USD 5
6-9 MONTHS
3.15 M USD 3
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Gaming and Leisure Properties: Time To Double-Down On This High Yield Bargain Gaming and Leisure Properties' recent price drop results in a 6.4% yield and presents a buy-the-dip opportunity for income investors. GLPI's resilient portfolio, long-term triple-net leases, and conservative balance sheet drive steady performance and predictable cash flows. Rent escalations and acquisitions drive growth this year, and a forward P/FFO below historical average offers attractive risk-adjusted returns. seekingalpha.com - 1 week ago
This REIT Stock Offers A High Yield For Investors To Consider Gaming and Leisure owns 68 properties across 20 states that are leased on a long-term basis to casino operators. The post This REIT Stock Offers A High Yield For Investors To Consider appeared first on Investor's Business Daily. investors.com - 2 weeks ago
Gaming and Leisure Properties, Inc. Schedules First Quarter 2025 Earnings Release and Conference Call WYOMISSING, Pa., April 01, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2025 first quarter financial results after the market close on Thursday, April 24, 2025. The Company will host a conference call at 10:00 a.m. ET on Friday, April 25, 2025. globenewswire.com - 2 weeks ago
Gaming and Leisure Properties: Why This 6% Yielding Gaming REIT Is Just As Good As VICI Gaming and Leisure Properties offers a compelling investment with a higher yield of 6.22% compared to VICI Properties' 5.3%, despite less attention. GLPI's regional focus and solid growth, even amid economic challenges, make it a top income pick with a forward P/AFFO multiple of 12.91x. GLPI is better positioned for economic volatility than VICI, with regional markets performing better than Las Vegas during downturns. seekingalpha.com - 1 month ago
Winners Of REIT Earnings Season In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024. seekingalpha.com - 1 month ago
Buried Treasures: 4 Dramatically Undervalued REITs REITs are highly attractive now due to stable or falling interest rates and low inflation, with many offering strong yields while being undervalued. This article identifies 27 REITs yielding at least 75 basis points above the no-risk rate on Treasuries, while selling at discounts of 20% or greater to their Target Fair Value. The list is then screened for dividend safety, to eliminate sucker yields, and for stable revenues, excluding those with flat or declining FFO/share. seekingalpha.com - 1 month ago
Gaming and Leisure Properties: Accretive Investment Spreads And An Attractive Total Return We maintain our buy recommendation on Gaming and Leisure Properties, Inc. stock due to a still attractive investment spread and a potential total return that exceeds fair value. With an 8.20% cap rate on recent acquisitions and a weighted average cost of capital of 7.37%, GLPI creates 83 basis points of value in the current environment. GLPI's total return potential of 9.90% materially exceeds the 8.36% hurdle rate given the risk profile of the asset. seekingalpha.com - 1 month ago
INN vs. GLPI: Which Stock Is the Better Value Option? Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Summit Hotel Properties (INN) and Gaming and Leisure Properties (GLPI). But which of these two stocks presents investors with the better value opportunity right now? zacks.com - 1 month ago
Gaming and Leisure Properties, Inc. (GLPI) Q4 2024 Earnings Call Transcript Gaming and Leisure Properties, Inc. (NASDAQ:GLPI ) Q4 2024 Earnings Conference Call February 21, 2025 11:00 AM ET Company Participants Joe Jaffoni - Investor Relations Peter Carlino - Chairman and CEO Brandon Moore - President and COO Desiree Burke - Chief Financial Officer and Treasurer Steve Ladany - Senior Vice President and CDO Matthew Demchyk - Senior Vice President and CIO Conference Call Participants Brad Heffern - RBC Capital Markets Ron Kamdem - Morgan Stanley Barry Jonas - Truist Securities John Kilichowski - Wells Fargo Greg McGinnis - Scotiabank Ravi Vaidya - Mizuho David Katz - Jefferies Michael Herring - Green Street Advisors Caitlin Burrows - Goldman Sachs Todd Thomas - KeyBanc Capital Markets Mitch Germain - Citizens JMP Chad Beynon - Macquarie Rich Hightower - Barclays Daniel Guglielmo - Capital One Securities Robin Farley - UBS Colin Mansfield - CBRE Institutional Research Operator Greetings. And welcome to the Gaming and Leisure Properties Fourth Quarter 2024 Earnings Conference Call. seekingalpha.com - 1 month ago
Gaming and Leisure Properties (GLPI) Q4 FFO Surpass Estimates Gaming and Leisure Properties (GLPI) came out with quarterly funds from operations (FFO) of $0.95 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to FFO of $0.93 per share a year ago. zacks.com - 1 month ago
Gaming and Leisure Properties, Inc. Reports Record Fourth Quarter Results, Establishes 2025 Guidance and Announces 2025 First Quarter Dividend of $0.76 Per Share WYOMISSING, Pa., Feb. 20, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI” or the “Company”) today announced record results for the fourth quarter and year-ended December 31, 2024. globenewswire.com - 1 month ago
Gaming and Leisure Properties Inc. Announces 2024 Distribution Tax Treatment WYOMISSING, Pa., Jan. 24, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (the “Company”) announced the income tax allocation for federal income tax purposes of its aggregate distributions in 2024 of $3.04 per share of common stock (CUSIP: 36467J108). globenewswire.com - 2 months ago
8. Profile Summary

Gaming and Leisure Properties, Inc. GLPI

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COUNTRY US
INDUSTRY REIT - Specialty
MARKET CAP $ 12.8 B
Dividend Yield 1.59%
Description GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.
Contact 845 Berkshire Boulevard, Wyomissing, PA, 19610 https://www.glpropinc.com
IPO Date Oct. 14, 2013
Employees 19
Officers Ms. Desiree A. Burke CPA Chief Financial Officer & Treasurer Mr. Brandon John Moore President, Chief Operating Officer & Secretary Mr. Matthew R. Demchyk CFA Senior Vice President & Chief Investment Officer Mr. Steven L. Ladany Senior Vice President & Chief Development Officer Mr. Peter M. Carlino Chairman of the Board & Chief Executive Officer