Gaming and Leisure Properties, Inc (GLPI) Fair Value & Analysis
Real Estate · US · Market cap $12.6B
Gaming and Leisure Properties, Inc
GLPI · US
Fair value as of: Jul 26, 2026
From 16 valuation models · updated 15 days ago
Share price +2.9% over the past month.
Below-average quality, and screening another 17% overvalued on our models.
What matters now
- The model range is unusually wide ($19.50 to $55.37). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 26, 2026.
How to read this chart
60‑month range $31.79 – $48.18 · fair‑value band $19.50 – $55.37 · the $44.14 price screens above the $36.60 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 26, 2026.
Analysis
Gaming and Leisure Properties, Inc (GLPI) currently trades at $44.14, while our model-based Fair Value estimate is $36.60, implying the stock looks roughly 17.1% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Gaming and Leisure Properties, Inc generated revenue of $1.6B at a net margin of 55.1%. Revenue grew 6.3% year over year. It earns a return on equity of 19.1%. Net debt stands at $7.6B. Fundamentals as of Jul 26, 2026
Our scenario range runs from $19.50 (bear case) to $55.37 (bull case); at $44.14, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 9% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -54% fair-value upside, at -17%, GLPI screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 16 models by family
Widest divergence: Dividend Discount ($49.56) versus Asset-Based ($10.94). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 26, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 48 · Market factors (momentum, volatility) 55
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Gaming and Leisure Properties, Inc. 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 …
Full company description
Gaming and Leisure Properties, Inc. 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. Gaming and Leisure Properties, Inc. was established on February 13th, 2013, incorporated in 2013 in Pennsylvania in and is based in Wyomissing, United States.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Gaming and Leisure Properties, Inc reported revenue of $1.6B in FY2025 versus $1.2B in FY2021, a compound +7.0%/yr. Reported net income was $825M in FY2025, compounding +11.5%/yr from FY2021.
GLPI screens 17% overvalued. Compare with Equinix, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Gaming and Leisure Properties Inc (GLPI) (Q2 2026) Earnings Call Highlights: AFFO Surges 10% as ...
- Gaming and Leisure Properties (GLPI) Surpasses Q2 FFO and Revenue Estimates
- Gaming and Leisure Properties Reports Record Second Quarter Results and Updates 2026 Full Year Guidance
- GLPI vs. OHI: Which Stock Is the Better Value Option?
Peer Group
REIT - Specialty · 34 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs REIT - Specialty median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more REIT - Specialty stocks, each showing price versus our Fair Value estimate (as of Jul 26, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Equinix, Inc EQIX | $1,009 | $232.70 | -77% |
| American Tower Corporation AMT | $164.65 | $92.31 | -44% |
| Digital Realty Trust, Inc DLR | $199.08 | $63.31 | -68% |
| Iron Mountain Incorporated IRM | $128.31 | $40.43 | -68% |
| Crown Castle Inc CCI | $74.90 | $37.67 | -50% |
| SBA Communications Corporation SBAC | $173.57 | $143.83 | -17% |
| Weyerhaeuser Company WY | $23.94 | $8.62 | -64% |
| Lamar Advertising Company LAMR | $159.46 | $102.70 | -36% |
| Rayonier Inc RYN | $21.58 | $9.96 | -54% |
| OUTFRONT Media Inc OUT | $32.03 | $12.00 | -63% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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