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Upturn AI SWOT - About
Gaming & Leisure Properties (GLPI)

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Upturn Advisory Summary
10/27/2025: GLPI (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $54.07
1 Year Target Price $54.07
| 11 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.78% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.68B USD | Price to earnings Ratio 17.23 | 1Y Target Price 54.07 |
Price to earnings Ratio 17.23 | 1Y Target Price 54.07 | ||
Volume (30-day avg) 24 | Beta 0.75 | 52 Weeks Range 43.04 - 49.78 | Updated Date 10/27/2025 |
52 Weeks Range 43.04 - 49.78 | Updated Date 10/27/2025 | ||
Dividends yield (FY) 6.79% | Basic EPS (TTM) 2.6 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-23 | When - | Estimate 0.7413 | 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 17.23 | Forward PE 12.79 | Enterprise Value 19775353471 | Price to Sales(TTM) 8.1 |
Enterprise Value 19775353471 | Price to Sales(TTM) 8.1 | ||
Enterprise Value to Revenue 12.64 | Enterprise Value to EBITDA 14.1 | Shares Outstanding 283008254 | Shares Floating 270649284 |
Shares Outstanding 283008254 | Shares Floating 270649284 | ||
Percent Insiders 4.17 | Percent Institutions 91.27 |
Upturn AI SWOT
Gaming & Leisure Properties

Company Overview
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 properties.
Core Business Areas
- Real Estate Ownership: GLPI owns a portfolio of gaming facilities that it leases to gaming operators.
- Property Development and Management: GLPI may engage in property development and management activities related to its gaming properties.
- Strategic Investments: GLPI occasionally makes strategic investments related to the gaming industry to enhance its portfolio.
Leadership and Structure
Peter M. Carlino serves as Chairman and CEO. The company is structured as a REIT with a board of directors and executive management team.
Top Products and Market Share
Key Offerings
- Lease Agreements: GLPI's primary offering is its lease agreements with gaming operators, providing them with access to gaming facilities. Revenue depends on rent collected; precise market share data unavailable, but it operates in the gaming REIT space. Competitors include VICI Properties and Realty Income. Number of properties in the portfolio matters.
Market Dynamics
Industry Overview
The gaming industry is a multi-billion dollar market, and the gaming REIT sector is a subset focused on real estate ownership. Economic conditions and consumer spending influence it.
Positioning
GLPI is a leading gaming REIT, owning a diversified portfolio of gaming facilities and deriving its revenue from lease agreements. Its competitive advantage lies in the scale of its portfolio and relationships with operators.
Total Addressable Market (TAM)
The total addressable market for gaming REITs is estimated in the billions of dollars, representing the value of gaming properties. GLPI is well-positioned to capture a portion of this TAM through strategic acquisitions and partnerships.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of gaming properties
- Long-term lease agreements with established operators
- Strong relationships with gaming operators
- Experienced management team
- Access to capital markets
Weaknesses
- Dependence on the financial health of gaming operators
- Concentration of properties in certain geographic regions
- Exposure to regulatory changes in the gaming industry
- Limited diversification beyond gaming properties
Opportunities
- Acquire additional gaming properties
- Expand into new geographic markets
- Diversify into related real estate sectors
- Capitalize on the growth of online gaming
- Form strategic partnerships with gaming operators
Threats
- Economic downturns that reduce consumer spending
- Increased competition from other gaming REITs
- Changes in gaming regulations
- Disruptions in the gaming industry, such as the rise of online gaming
- Rising interest rates
Competitors and Market Share
Key Competitors
- VICI
- MGP
Competitive Landscape
GLPI faces competition from other gaming REITs. Its advantages include a diversified portfolio and strong relationships. Disadvantages may include less diversification beyond gaming.
Major Acquisitions
Pinnacle Entertainment
- Year: 2016
- Acquisition Price (USD millions): 4750
- Strategic Rationale: Diversify the portfolio and increase revenue generation.
Growth Trajectory and Initiatives
Historical Growth: GLPI has grown through strategic acquisitions of gaming properties.
Future Projections: Analyst projections for future growth are based on factors such as acquisitions and rent increases.
Recent Initiatives: Recent initiatives may include property acquisitions, lease extensions, and strategic investments.
Summary
Gaming & Leisure Properties is a stable company due to long-term leases and a strong real estate portfolio. The gaming industry's cyclical nature is a challenge. Diversifying beyond pure gaming assets offers a path to sustainable growth. Its ability to maintain dividend payments makes the stock attractive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- SEC filings
- Analyst estimates
- Industry publications
Disclaimers:
Data and analysis are based on available information and are subject to change. Investment decisions should be made after consulting with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.glpropinc.com |
Full time employees 19 | Website https://www.glpropinc.com | ||
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.

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