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Gaming and Leisure Properties, Inc.NasdaqGS:GLPI 株式レポート

時価総額 US$13.2b
株価
n/a
1Y-4.2%
7D1.4%
1D-0.9%
ポートフォリオ価値
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Gaming and Leisure Properties, Inc.

NasdaqGS:GLPI 株式レポート

時価総額：US$13.2b

Gaming and Leisure Properties（GLPI）株式概要

Gaming and Leisure Properties, Inc.は、トリプルネット・リース契約によりゲーミング事業者に賃貸する不動産の取得、資金調達、所有の事業を行っており、この契約に基づき、テナントは施設の維持管理、賃貸物件および賃貸物件で行われる事業に関連して必要な保険、賃貸物件に課税される税金、賃貸物件および賃貸物件で行われる事業に必要または適切なすべての公共料金およびその他のサービスを負担する。 詳細

GLPI ファンダメンタル分析
スノーフレーク・スコア
評価6/6
将来の成長2/6
過去の実績5/6
財務の健全性3/6
配当金5/6

報酬

当社が推定した公正価値より55.6%で取引されている

収益は年間6.1%増加すると予測されています

過去1年間で収益は15%増加しました

同業他社や業界と比較して、良好な取引価格

アナリストらは、株価が21.5%上昇するだろうとほぼ一致している。

リスク分析

負債は営業キャッシュフローで十分にカバーされていない

不安定な配当実績


GLPI Community Fair Values

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Gaming and Leisure Properties, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Gaming and Leisure Properties
過去の株価
現在の株価US$44.66
52週高値US$49.95
52週安値US$41.17
ベータ0.69
1ヶ月の変化0.16%
3ヶ月変化-4.74%
1年変化-4.22%
3年間の変化-9.70%
5年間の変化-5.10%
IPOからの変化8.40%

最新ニュース

Seeking Alpha • Jul 10

Gaming and Leisure Properties: Buy The Dip On This High Yield

Summary Gaming and Leisure Properties is upgraded to 'Strong Buy' due to discounted valuation and robust income growth prospects. GLPI trades at 10.5x forward P/FFO with a 7.6% yield, well below its historical average, offering attractive entry for income-focused investors. A $1.8 billion investment pipeline and contractual rent escalators provide clear visibility into AFFO growth through 2027. GLPI's strong balance sheet, prudent underwriting, and rising dividend support the thesis for double-digit annualized total returns. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Jul 10

Gaming and Leisure Properties: Buy The Dip On This High Yield

Summary Gaming and Leisure Properties is upgraded to 'Strong Buy' due to discounted valuation and robust income growth prospects. GLPI trades at 10.5x forward P/FFO with a 7.6% yield, well below its historical average, offering attractive entry for income-focused investors. A $1.8 billion investment pipeline and contractual rent escalators provide clear visibility into AFFO growth through 2027. GLPI's strong balance sheet, prudent underwriting, and rising dividend support the thesis for double-digit annualized total returns. Read the full article on Seeking Alpha
Seeking Alpha • Apr 07

Gaming and Leisure Properties: Time To Double-Down On This High Yield Bargain

Summary Gaming and Leisure Properties' recent price drop results in a 6.4% yield and presents a buy-the-dip opportunity for income investors. GLPI's resilient portfolio, long-term triple-net leases, and conservative balance sheet drive steady performance and predictable cash flows. Rent escalations and acquisitions drive growth this year, and a forward P/FFO below historical average offers attractive risk-adjusted returns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Gaming and Leisure Properties: Accretive Investment Spreads And An Attractive Total Return

Summary We maintain our buy recommendation on Gaming and Leisure Properties, Inc. stock due to a still attractive investment spread and a potential total return that exceeds fair value. With an 8.20% cap rate on recent acquisitions and a weighted average cost of capital of 7.37%, GLPI creates 83 basis points of value in the current environment. GLPI's total return potential of 9.90% materially exceeds the 8.36% hurdle rate given the risk profile of the asset. Despite some risks, GLPI stock offers value at current prices, with sufficient margins of safety and attractive potential returns for dividend income-oriented investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 13

Gaming And Leisure Properties: Growth Outlook Makes Them A Long-Term Buy

Summary Gaming and Leisure Properties, Inc. doesn't get enough credit in my opinion. GLPI's acquisitions, including the deal with Bally's, bolster its portfolio and future growth potential. GLPI's >6% yield, attractive valuation, and solid balance sheet make it a compelling buy. Despite market volatility and interest rate uncertainties, GLPI's fundamentals and growth prospects remain strong. Read the full article on Seeking Alpha
Seeking Alpha • Nov 05

Gaming and Leisure Properties REIT: Good Yield At A Fair Price

Summary Gaming and Leisure Properties offers geographic diversification with exposure to the gaming industry, trading at an attractive FFO multiple and providing a strong dividend yield. GLPI's high-quality portfolio spans 65 properties in 20 states, with major partners like Penn and Caesars, despite their high debt levels. The REIT benefits from long-term lease agreements, stable financials, and a 6.05% dividend yield, making it appealing for income investors. GLPI's unique market position provides stability and barriers to entry, but investors should monitor gambling regulations and industry trends. Read the full article on Seeking Alpha
Seeking Alpha • Oct 01

Gaming And Leisure Properties Closes A Land Deal Reinforcing Its 'Buy' Rating

Summary Gaming and Leisure Properties completed a $250M land acquisition in Chicago, securing an 8% cap rate, with further investments planned in partnership with Bally's Corporation. GLPI's total investment in the Chicago project will reach $1.19B, projected to yield a blended 8.4% initial return, enhancing AFFO gradually until December 2026. The Chicago land purchase is a key milestone, supporting one of the Company's most crucial partnerships and investment projects of the upcoming years. GLPI's cost of capital is estimated at 6.6%, resulting in a solid 1.8% spread, with potential free cash flow further increasing investment effectiveness. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 22

Decisive Acquisitions And Market Positioning Propel GLPI's Growth Despite Financial Risks

Strategic acquisitions and developments, like the Bally's transaction, indicate a focus on growth through diversified assets, likely affecting revenue and net margins positively.
Seeking Alpha • Aug 15

Gaming and Leisure Properties: Undervalued Despite Top-Tier Quarterly Results

Summary Gaming and Leisure Properties operates in a unique gaming property sector with strong value drivers and competitive advantages. GLPI delivered strong Q2 2024 results with top-tier business metrics and robust investment activity. The abovementioned realization of extensive investment volume delivered positive spreads, which led to an upward update of the AFFO per share guidance for 2024. The market seems to fail to recognize GLPI's value proposition. The Company's performance reaffirmed my previously assigned 'buy' rating. Read the full article on Seeking Alpha
Seeking Alpha • Jul 15

Good News For Gaming and Leisure Properties

Summary Gaming and Leisure Properties signed a term sheet for a $1.585b investment volume and its purchase option adjustment. The transaction is subject to several conditions and hasn't been closed yet. Nevertheless, the fundamental conditions outlined within the term sheet are highly favourable to GLPI. As a result, GLPI may secure an attractive spread on investment with long-term and CPI-linked rent escalators. Moreover, the company reduced the price related to its purchase option. Despite the recent price increase, GLPI's valuation remains attractive. Read the full article on Seeking Alpha
Seeking Alpha • May 21

Gaming and Leisure Properties: Outstanding Business Metrics Within A Unique Sector

Summary Gaming and Leisure Properties operates in the gaming properties sector, offering unique value drivers compared to other triple net lease REITs. It operated at a 100% occupancy rate since inception due to limited supply and regulations limiting tenants' movement, as well as strong triple net leases with favorable terms. GLPI remains immune to major secular trends and offers the potential for double-digit total returns through dividends, multiple appreciation, and further growth. Read the full article on Seeking Alpha
Seeking Alpha • May 01

Gaming and Leisure Properties: Place A Bet On This 7% Yield With Strong Upside Potential

Summary Gaming and Leisure Properties is a compelling buy for long-term investors, with a dividend yield near 7% and potential for double-digit upside. GLPI's recent earnings showed strong revenue growth and a healthy leverage ratio, giving them financial flexibility to navigate the higher for longer interest rate environment. The company's strong balance sheet and dividend coverage further support its potential for growth. Although the current payout ratio is slightly above management's target of 80%, GLPI's dividend is well-covered with AFFO. One of their tenants, Bally's, was placed on negative outlook by the S&P, and had their credit rating downgraded. This could have an impact on the company going forward. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Gaming and Leisure Properties Q4: Near 7% Yield And Dividend Growth Make Them A Buy

Summary Gaming and Leisure Properties reported Q4 and although FFO ticked up by $0.01, revenue beat by nearly $7 million. For the full-year, FFO declined roughly 4% while revenue grew by double-digits over the same period. The revenue growth was primarily driven by recent acquisitions along with rent escalators. GLPI also announced a 4.1% dividend increase from $0.73 to $0.76. This puts the annualized dividend at $3.04, giving the REIT a payout ratio slightly above management's target payout ratio of 80%. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

VICI Properties Vs. Gaming and Leisure Properties: Game On!

Summary In a few weeks, I will provide a keynote speech at The MoneyShow in Las Vegas and conduct research on the casino sector. This article compares two gaming REITs, Gaming and Leisure Properties and VICI Properties in terms of their portfolios, tenants, debt metrics, and financial performance. So, who's rolling the dice with me? Read the full article on Seeking Alpha
Seeking Alpha • Jan 18

Gaming and Leisure Properties: Overshadowed By VICI Properties But A REIT To Own In 2024

Summary Gaming and Leisure Properties is a lesser-known REIT focused on growing its portfolio with accretive acquisitions. GLPI has been adding ground leases to its portfolio, providing stable income for many years to come, recently entering into a 99-year ground lease with Hard Rock Casino. The move into Las Vegas is expected to benefit GLPI as the city continues to grow and attract tourists and professional sports teams in the future. FFO has been flat quarter-over-quarter, but they've managed to increase rental income over the same period. Management has also been deleveraging its balance sheet and increasing liquidity. I wouldn't be surprised if the REIT received a credit upgrade in the near future. Read the full article on Seeking Alpha

株主還元

GLPIUS Specialized REITsUS 市場
7D1.4%-0.09%-1.4%
1Y-4.2%0.4%17.4%

業界別リターン: GLPI過去 1 年間で0.4 % の収益を上げたUS Specialized REITs業界を下回りました。

リターン対市場: GLPIは、過去 1 年間で17.4 % のリターンを上げたUS市場を下回りました。

価格変動

Is GLPI's price volatile compared to industry and market?
GLPI volatility
GLPI Average Weekly Movement2.9%
Specialized REITs Industry Average Movement3.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.2%

安定した株価: GLPI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: GLPIの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
201320Peter Carlinowww.glpropinc.com

Gaming and Leisure Properties, Inc.は、トリプルネット・リースの取り決めでゲーミングオペレーターに賃貸する不動産の取得、資金調達、所有の事業に従事しており、この取り決めに従って、テナントはすべての施設メンテナンス、賃貸物件および賃貸物件で行われる事業に関連して必要な保険、賃貸物件に課税される税金、賃貸物件および賃貸物件で行われる事業に必要または適切なすべての公共料金およびその他のサービスを負担します。ゲーミング＆レジャー・プロパティーズ・インクは2013年2月13日に設立され、2013年にペンシルベニア州で法人化され、米国ワイオミッシングに本社を置いている。

Gaming and Leisure Properties, Inc. 基礎のまとめ

Gaming and Leisure Properties の収益と売上を時価総額と比較するとどうか。
GLPI 基礎統計学
時価総額US$13.15b
収益（TTM）US$891.00m
売上高(TTM)US$1.62b
14.2x
PER（株価収益率
7.8x
P/Sレシオ

GLPI は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
GLPI 損益計算書（TTM）
収益US$1.62b
売上原価US$14.93m
売上総利益US$1.60b
その他の費用US$713.57m
収益US$891.00m

直近の収益報告

Mar 31, 2026

次回決算日

Jul 30, 2026

一株当たり利益（EPS）3.15
グロス・マージン99.08%
純利益率55.02%
有利子負債／自己資本比率160.3%

GLPI の長期的なパフォーマンスは？

過去の実績と比較を見る

配当金

7.0%
現在の配当利回り
75%
配当性向

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/20 22:36
終値2026/07/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Gaming and Leisure Properties, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37

アナリスト機関
Richard HightowerBarclays
Felicia Kantor HendrixBarclays
Keegan CarlBerenberg