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Upturn AI SWOT - About
GLPI 
Gaming & Leisure Properties (GLPI)
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Upturn Advisory Summary
06/27/2025: GLPI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
24 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $55.07
Year Target Price $55.07
| 11 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10.41% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.75B USD | Price to earnings Ratio 16.39 | 1Y Target Price 55.02 |
Price to earnings Ratio 16.39 | 1Y Target Price 55.02 | ||
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 41.19 - 50.60 | Updated Date 06/29/2025 |
52 Weeks Range 41.19 - 50.60 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.73% | Basic EPS (TTM) 2.83 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 50% | Operating Margin (TTM) 65.46% |
Management Effectiveness
Return on Assets (TTM) 5.9% | Return on Equity (TTM) 17.56% |
Valuation
Trailing PE 16.39 | Forward PE 12.94 | Enterprise Value 19772143493 | Price to Sales(TTM) 8.22 |
Enterprise Value 19772143493 | Price to Sales(TTM) 8.22 | ||
Enterprise Value to Revenue 12.75 | Enterprise Value to EBITDA 13.75 | Shares Outstanding 274832992 | Shares Floating 262745844 |
Shares Outstanding 274832992 | Shares Floating 262745844 | ||
Percent Insiders 4.3 | Percent Institutions 95.77 |
Analyst Ratings
Rating 4.04 | Target Price 55.07 | Buy 4 | Strong Buy 11 |
Buy 4 | Strong Buy 11 | ||
Hold 8 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Gaming & Leisure Properties
Company Overview
History and Background
Gaming & Leisure Properties, Inc. (GLPI) was formed in 2013 as a spin-off from Penn National Gaming. It is a self-administered and self-managed REIT focused on acquiring, financing, and owning real estate associated with gaming facilities.
Core Business Areas
- Real Estate Ownership: GLPI owns a diversified portfolio of gaming and related properties that are geographically diverse across the United States.
- Leasing: GLPI leases its properties to gaming operators under long-term triple-net lease agreements.
- Financing: GLPI provides financing solutions to gaming operators, including sale-leaseback transactions and other forms of capital.
Leadership and Structure
Peter Carlino serves as the Chairman and CEO. The company is structured as a REIT, with a board of directors and executive management team overseeing its operations and strategy.
Top Products and Market Share
Key Offerings
- Real Estate Leases: GLPI's primary offering is the leasing of its real estate portfolio to gaming operators. These are long-term, triple-net leases. While GLPI doesn't have 'market share' in the traditional sense, its portfolio size defines its presence in the gaming REIT market. Competitors include VICI Properties (VICI) and Realty Income (O).
Market Dynamics
Industry Overview
The gaming REIT industry is characterized by long-term leases with established gaming operators. The industry has grown as gaming companies have increasingly sought to monetize their real estate assets.
Positioning
GLPI is a leading gaming REIT with a diversified portfolio and strong relationships with its tenants. Its competitive advantage lies in its established position in the market and its ability to structure complex transactions.
Total Addressable Market (TAM)
The TAM includes all gaming properties suitable for REIT ownership and leaseback arrangements. The exact TAM value is difficult to quantify but represents billions of dollars in potential assets. GLPI is well-positioned to capture a portion of this market.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of gaming properties
- Long-term leases with established operators
- Experienced management team
- REIT structure provides tax advantages
- Strong relationships with tenants
Weaknesses
- Concentration of revenue with a few key tenants
- Dependence on the financial health of gaming operators
- Regulatory risks associated with the gaming industry
- Sensitivity to interest rate changes
Opportunities
- Acquisition of additional gaming properties
- Expansion into new geographic markets
- Diversification of tenant base
- Development of new gaming facilities
- Sale-leaseback opportunities with gaming operators
Threats
- Economic downturn impacting gaming revenues
- Increased competition from other REITs
- Changes in gaming regulations
- Tenant bankruptcies
- Rising interest rates
Competitors and Market Share
Key Competitors
- VICI Properties (VICI)
- Realty Income (O)
- Essential Properties Realty Trust (EPRT)
Competitive Landscape
GLPI competes with other REITs for acquisitions of gaming properties. It differentiates itself through its expertise in the gaming industry and its relationships with leading gaming operators. VICI Properties is the largest competitor, offering the advantage of scale, while Realty Income focuses more on diverse properties beyond gaming.
Major Acquisitions
Pinnacle Entertainment
- Year: 2016
- Acquisition Price (USD millions): 4.75
- Strategic Rationale: Diversified GLPI's portfolio by adding numerous regional gaming properties and established relationships with Pinnacle Entertainment.
Growth Trajectory and Initiatives
Historical Growth: GLPI has grown primarily through acquisitions of gaming properties. Growth has been steady but can be influenced by the availability of acquisition opportunities.
Future Projections: Future growth depends on GLPI's ability to acquire new properties and maintain strong relationships with its tenants. Analyst estimates vary but generally project continued growth in AFFO.
Recent Initiatives: Recent initiatives include strategic acquisitions of gaming properties, partnerships with new gaming operators, and financing initiatives to support growth.
Summary
Gaming & Leisure Properties (GLPI) is a robust gaming REIT with a strong portfolio of leased properties and long-term agreements with established operators, ensuring consistent cash flow. Its reliance on a few key tenants and sensitivity to the gaming industry's fluctuations pose risks. Strategic acquisitions and diversification are crucial for future growth, enabling GLPI to navigate competitive pressures and economic uncertainties. Overall, GLPI presents a balanced investment opportunity with steady dividends but necessitates monitoring industry trends and tenant health.
Peer Comparison
Sources and Disclaimers
Data Sources:
- GLPI Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Company Presentations
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is an estimate based on available information and may not be precise.
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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