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Real Estate - REIT - Specialty - NASDAQ - US
$ 46.76
0.527 %
$ 12.9 B
Market Cap
16.86
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one GLPI stock under the worst case scenario is HIDDEN Compared to the current market price of 46.8 USD, Gaming and Leisure Properties, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one GLPI stock under the base case scenario is HIDDEN Compared to the current market price of 46.8 USD, Gaming and Leisure Properties, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one GLPI stock under the best case scenario is HIDDEN Compared to the current market price of 46.8 USD, Gaming and Leisure Properties, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart GLPI

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$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$45.0Feb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 Jul
FINANCIALS
1.53 B REVENUE
6.33%
1.13 B OPERATING INCOME
5.66%
784 M NET INCOME
3.81%
1.07 B OPERATING CASH FLOW
6.28%
-1.61 B INVESTING CASH FLOW
-146.76%
312 M FINANCING CASH FLOW
261.10%
395 M REVENUE
1.44%
259 M OPERATING INCOME
-16.02%
170 M NET INCOME
-23.82%
252 M OPERATING CASH FLOW
-13.65%
534 M INVESTING CASH FLOW
224.54%
-1.08 B FINANCING CASH FLOW
-1029.98%
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 255 M
PP&E 245 M
Other Non-Current Assets 9.06 B
7.68 %20.62 %67.96 %Total Assets$13.3b
Current Liabilities 534 M
Accounts Payable 5.8 M
Short-Term Debt 0
Other Current Liabilities 528 M
Non-Current Liabilities 8.34 B
Long-Term Debt 0
Other Non-Current Liabilities 8.34 B
5.96 %93.98 %Total Liabilities$8.9b
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 343 M
Net Income 784 M
2b2b1b1b1b1b1b1b800m800m600m600m400m400m200m200m002b(48m)1b(353m)1b(343m)784mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
96.89% GROSS MARGIN
96.89%
73.58% OPERATING MARGIN
73.58%
51.23% NET MARGIN
51.23%
18.38% ROE
18.38%
6.00% ROA
6.00%
8.78% ROIC
8.78%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Gaming and Leisure Properties, Inc.
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1b1b1b1b800m800m600m600m400m400m200m200m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 784 M
Depreciation & Amortization 273 M
Capital Expenditures 0
Stock-Based Compensation 0
Change in Working Capital 18.2 M
Others 15.2 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 $55.7 , with forecasts ranging from a low of $55 to a high of $57 .
GLPI Lowest Price Target Wall Street Target
55 USD 17.62%
GLPI Average Price Target Wall Street Target
55.7 USD 19.05%
GLPI Highest Price Target Wall Street Target
57 USD 21.90%
Price
Max Price Target
Min Price Target
Average Price Target
58585656545452525050484846464444Sep '24Sep '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '26
4. DIVIDEND ANALYSIS
1.51% DIVIDEND YIELD
0.78 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
3.500003.500003.000003.000002.500002.500002.000002.000001.500001.500001.000001.000000.500000.500000.000000.000000.5450.560.620.630.680.671180.650.690.970.760.760.5450.560.620.630.680.117150.670.7050.720.760.780.5450.57530.630.630.680.60.670.7050.730.760.5452.180.57532.270.632.500.682.570.671182.710.121.510.672.660.242.340.7053.130.733.010.762.302015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 9
6. Ownership
Insider Ownership Gaming and Leisure Properties, Inc.
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Sold
0-3 MONTHS
186 K USD 1
3-6 MONTHS
1.15 M USD 2
6-9 MONTHS
6.62 M USD 5
9-12 MONTHS
3.15 M USD 3
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
REITs Score Key Tax Bill Wins U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market trends. The Big Beautiful Bill extends and enhances key elements of the 2017 tax cuts and boosts State and Local Tax ("SALT") deductions, while overhauling eligibility requirements for government benefits programs. The real estate and homebuilding industry scored some key "wins" in the legislation, which made permanent the 20% QBI deduction for REIT dividend income and relaxed some REIT tax rules. seekingalpha.com - 3 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (July 2025) This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.3%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%. seekingalpha.com - 3 weeks ago
Gaming and Leisure Properties, Inc. Schedules Second Quarter 2025 Earnings Release and Conference Call WYOMISSING, Pa., July 03, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2025 second quarter financial results after the market close on Thursday, July 24, 2025. The Company will host a conference call at 10:00 a.m. ET on Friday, July 25, 2025. globenewswire.com - 4 weeks ago
The State Of REITs: June 2025 Edition REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return. Micro cap REITs (-0.73%) continued to struggle, while small caps (+4.28%), mid-caps (+1.83%) and large caps (+0.91%) saw gains. 62.58% of REIT securities had a positive total return in May. seekingalpha.com - 1 month ago
Gaming and Leisure Properties: Sleep Well With This Cheap 6.6% Yield GLPI offers a 6.6% yield and trades at a discounted 11.98x forward P/AFFO, making it an attractive buy for reliable income. Solid year-over-year growth in AFFO, revenue, and EBITDA, plus a 2.6% dividend increase, highlight management's ability to deliver steady cash flow. GLPI's regional focus and sound balance sheet provide resilience amid economic uncertainty, with a manageable payout ratio and strong liquidity. seekingalpha.com - 1 month ago
4 U.S., Canadian REITs Hike Dividend Payments In May Two publicly listed real estate investment trusts in the US declared increases to their regular dividends in May, according to S&P Global Market Intelligence data. Two Canadian REITs declared dividends in May. The dividend hikes in May brought the number of publicly traded US REITs that have declared increases to their regular dividends in the first five months of 2025 to 41 companies, representing 26.1% of the REIT industry. seekingalpha.com - 1 month ago
Tariffs On, Tariffs Off US equity markets rallied this week, capping off the best monthly gains since November 2023, as investors weighed encouraging inflation data against a whipsaw of court rulings on tariffs. Extending the on-again-off-again tariff saga, a trade court ruled that the tariffs were procedurally invalid, but an Appeals court paused the block, likely sending the decision to the Supreme Court. Rebounding from declines of 2.6% last week, the S&P 500 rallied 1.8% this week, closing within 4% of its February record highs. seekingalpha.com - 2 months ago
Gaming and Leisure Properties, Inc. Declares Increased Second Quarter 2025 Cash Dividend of $0.78 Per Share WYOMISSING, Pa., May 16, 2025 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (the “Company”), announced today that at its meeting yesterday the Company's Board of Directors declared the second quarter 2025 cash dividend of $0.78 per share of its common stock, marking an increase of $.02 per share per quarter from the prior level. The dividend is payable on June 27, 2025 to shareholders of record on June 13, 2025. The second quarter 2024 cash dividend was $0.76 per share of the Company's common stock. Based on yesterday's closing price of $46.89 per share of common stock, on an annualized basis, the new dividend payout reflects a yield of 6.65%. globenewswire.com - 2 months ago
A Ranking Of Net-Lease REITs By Investment Spread For Q1 2025 In Q1 2025, VICI, GLPI, Agree, and Realty Income generated positive investment spreads and total returns exceeding their cost of equity, making them attractive investments. EPRT and STAG have negative investment spreads and total returns below their cost of equity, making them less favorable investment options. This analysis uses cap rates and the weighted average cost of capital to estimate investment spreads. We also compare total returns to the cost of equity to measure accretion. seekingalpha.com - 2 months ago
Buy The Dip: 3 Stocks Getting Way Too Cheap We are likely headed into a recession. Cyclical stocks have sold off significantly. Some of them are now deeply undervalued and could present significant upside potential in a future recovery. seekingalpha.com - 2 months ago
Tensions Ease Ahead Of Critical Week US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates. seekingalpha.com - 3 months ago
Gaming and Leisure Properties, Inc. (GLPI) Q1 2025 Earnings Call Transcript Gaming and Leisure Properties, Inc. (NASDAQ:GLPI ) Q1 2025 Earnings Conference Call April 25, 2025 9:00 AM ET Company Participants Joseph Jaffoni - Investor Relations Peter Carlino - Chairman of the Board and Chief Executive Officer Brandon Moore - President, Chief Operating Officer and Secretary Desiree Burke - Chief Financial Officer and Treasurer Steven Ladany - Sr. Vice President, Chief Development Officer Matthew Demchyk - Sr. Vice President, Chief Investment Officer Conference Call Participants Greg McGinniss - Scotiabank Ronald Kamdem - Morgan Stanley Anthony Paolone - JPMorgan Smedes Rose - Citi Todd Thomas - KeyBanc Jay Kornreich - Wedbush Securities Barry Jonas - Truist Securities Mitch Germain - JMP Securities Richard Hightower - Barclays Daniel Guglielmo - Capital One Securities Chad Beynon - Macquarie Ravi Vaidya - Mizuho Robin Farley - UBS Caitlin Burrows - Goldman Sachs Operator Greetings, and welcome to the Gaming and Leisure Properties First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. seekingalpha.com - 3 months ago
8. Profile Summary

Gaming and Leisure Properties, Inc. GLPI

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COUNTRY US
INDUSTRY REIT - Specialty
MARKET CAP $ 12.9 B
Dividend Yield 1.51%
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 Mr. Peter M. Carlino Chairman of the Board & Chief Executive Officer Mr. Matthew R. Demchyk CFA Senior Vice President & Chief Investment Officer Mr. Steven L. Ladany Senior Vice President & Chief Development Officer Mr. Brandon John Moore President, Chief Operating Officer & Secretary