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GLPI logo GLPI
Upturn stock ratingUpturn stock rating
GLPI logo

Gaming & Leisure Properties (GLPI)

Upturn stock ratingUpturn stock rating
$47.38
Last Close (24-hour delay)
Profit since last BUY0.42%
upturn advisory
Consider higher Upturn Star rating
BUY since 15 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

09/17/2025: GLPI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

24 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $54.07

1 Year Target Price $54.07

Analysts Price Target For last 52 week
$54.07 Target price
52w Low $43.04
Current$47.38
52w High $49.78

Analysis of Past Performance

Type Stock
Historic Profit -13.63%
Avg. Invested days 30
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/17/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 13.35B USD
Price to earnings Ratio 18.15
1Y Target Price 54.07
Price to earnings Ratio 18.15
1Y Target Price 54.07
Volume (30-day avg) 24
Beta 0.74
52 Weeks Range 43.04 - 49.78
Updated Date 09/17/2025
52 Weeks Range 43.04 - 49.78
Updated Date 09/17/2025
Dividends yield (FY) 6.40%
Basic EPS (TTM) 2.6

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 45.91%
Operating Margin (TTM) 61.3%

Management Effectiveness

Return on Assets (TTM) 5.55%
Return on Equity (TTM) 15.69%

Valuation

Trailing PE 18.15
Forward PE 12.95
Enterprise Value 19945158423
Price to Sales(TTM) 8.53
Enterprise Value 19945158423
Price to Sales(TTM) 8.53
Enterprise Value to Revenue 12.74
Enterprise Value to EBITDA 14.22
Shares Outstanding 283008000
Shares Floating 270649284
Shares Outstanding 283008000
Shares Floating 270649284
Percent Insiders 4.17
Percent Institutions 91.62

ai summary icon Upturn AI SWOT

Gaming & Leisure Properties

stock logo

Company Overview

overview logo History and Background

Gaming & Leisure Properties (GLPI) was formed in 2013 as a spin-off from Penn National Gaming. It is a real estate investment trust (REIT) specializing in gaming-related and other leisure properties. GLPI's strategy involves acquiring, developing, and leasing gaming facilities to gaming operators.

business area logo Core Business Areas

  • Real Estate Ownership and Leasing: GLPI owns a diversified portfolio of regional gaming facilities and leases them to various operators under long-term agreements, generating rental income.

leadership logo Leadership and Structure

Peter Carlino serves as the Chairman of the Board. The company operates with a typical REIT structure, focusing on property acquisition and management.

Top Products and Market Share

overview logo Key Offerings

  • Real Estate Portfolio: GLPI's primary offering is its portfolio of gaming and related real estate properties, generating rental income from tenants. Competitors include VICI Properties and Realty Income. Market share is difficult to pinpoint precisely but can be estimated based on the size of GLPI's real estate portfolio relative to the industry. Specific revenue numbers are detailed in the financial performance section.

Market Dynamics

industry overview logo Industry Overview

The gaming REIT industry is driven by the demand for capital by gaming operators and the preference for a stable, income-generating asset class. The industry is subject to regulatory changes, economic cycles, and regional gaming market performance.

Positioning

GLPI is a major player in the gaming REIT sector, focusing on regional gaming markets. Its competitive advantage lies in its established relationships with gaming operators and its diversified portfolio.

Total Addressable Market (TAM)

The estimated TAM is tens of billions of dollars. GLPI is positioned to capture more market share through strategic acquisitions and partnerships with operators in new and existing regions.

Upturn SWOT Analysis

Strengths

  • Diversified portfolio of gaming properties
  • Long-term lease agreements providing stable income
  • Strong relationships with established gaming operators
  • Experienced management team
  • Relatively high dividend yield compared to other REITs

Weaknesses

  • Concentration of revenue from a few key tenants
  • Sensitivity to regulatory changes and gaming market performance
  • Dependence on tenant performance for rental income
  • High debt levels typical of REITs

Opportunities

  • Acquisition of additional gaming properties
  • Expansion into new gaming markets
  • Diversification of tenant base
  • Development of new amenities and entertainment options at existing properties
  • Partnerships with gaming operators for new projects

Threats

  • Economic downturn impacting gaming revenue
  • Increased competition from other REITs
  • Changes in gaming regulations
  • Tenant bankruptcies or lease defaults
  • Rising interest rates increasing borrowing costs

Competitors and Market Share

competitor logo Key Competitors

  • VICI
  • MGP

Competitive Landscape

GLPI competes with other gaming REITs based on property portfolio, tenant relationships, and financial strength. VICI is a strong competitor with a large portfolio.

Major Acquisitions

Pinnacle Entertainment Properties

  • Year: 2018
  • Acquisition Price (USD millions): 4750
  • Strategic Rationale: Expanded GLPI's property portfolio and diversified its tenant base.

Growth Trajectory and Initiatives

Historical Growth: Driven by acquisitions of gaming properties and organic growth in rental income.

Future Projections: Analyst estimates project continued growth through acquisitions and strategic investments.

Recent Initiatives: Focus on expanding its property portfolio and diversifying its tenant base.

Summary

Gaming & Leisure Properties is a significant player in the gaming REIT sector with a focus on regional gaming markets. Its strengths lie in its diversified portfolio and long-term lease agreements. Key challenges include tenant concentration and regulatory risks. Future growth depends on strategic acquisitions and effective management of its existing properties.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company website
  • SEC filings
  • Analyst reports

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, and past performance is not indicative of future results.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Gaming & Leisure Properties

Exchange NASDAQ
Headquaters Wyomissing, PA, United States
IPO Launch date 2013-10-14
Chairman of the Board & CEO Mr. Peter M. Carlino
Sector Real Estate
Industry REIT - Specialty
Full time employees 19
Full time employees 19

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.