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Gaming and Leisure Properties, Inc.NasdaqGS:GLPI 주식 보고서

시가총액 US$13.2b
주가
n/a
1Y-3.0%
7D1.1%
1D-0.7%
포트폴리오 가치
​
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Gaming and Leisure Properties, Inc.

NasdaqGS:GLPI 주식 리포트

시가총액: US$13.2b

Gaming and Leisure Properties (GLPI) 주식 개요

는 게임 운영자에게 3중 순 임대 계약으로 임대할 부동산을 취득, 자금 조달 및 소유하는 사업을 영위하며, 이에 따라 임차인은 임대 부동산 및 임대 부동산에서 수행되는 사업과 관련하여 필요한 모든 시설 유지 관리, 보험, 임대 부동산에 부과되거나 임대 부동산과 관련하여 부과되는 세금, 임대 부동산 및 임대 부동산에서 수행되는 사업에 필요하거나 적절한 모든 유틸리티 및 기타 서비스에 대해 책임을 집니다. 자세히 보기

GLPI 펀더멘털 분석
스노우플레이크 점수
가치 평가6/6
미래 성장2/6
과거 실적5/6
재무 건전성3/6
배당5/6

강점

공정 가치 추정치보다 낮은 53.3% 에서 거래

수익은 매년 6.06% 증가할 것으로 예상됩니다.

지난 1년간 수익이 15% 증가했습니다.

동종업계 및 업계 대비 좋은 가치로 거래

분석가들은 주가가 20.7% 상승할 것이라는 데 동의합니다.

위험 분석

부채는 operating cash flow로 충분히 감당되지 않습니다.

불안정한 배당 실적


GLPI Community Fair Values

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Gaming and Leisure Properties, Inc. 경쟁사

가격 이력 및 성과

Gaming and Leisure Properties 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$45.06
52주 최고가US$49.95
52주 최저가US$41.17
베타0.69
1개월 변동-5.91%
3개월 변동2.57%
1년 변동-2.99%
3년 변동-7.21%
5년 변동-2.15%
IPO 이후 변동9.37%

최근 뉴스 및 업데이트

Seeking Alpha • Apr 27

Gaming and Leisure Properties: The Numbers Don't Justify This Discount

Summary Gaming and Leisure Properties is reiterated as a Buy, supported by robust Q1 results and an attractive, sustainable 6.6% dividend yield. GLPI raised 2026 AFFO guidance to $1.212–$1.223 billion, reflecting strong rent hikes, acquisitions, and further supporting their $1.8 billion growth pipeline through 2027. Balance sheet remains solid with $274.5 million in cash, no debt maturities until 2028 following the recent debt issuance, and leverage at 4.96x, maintaining flexibility for expansion and dividend hikes. Macro risks, including inflation and higher-for-longer rates, could pressure expansion economics, but current valuation offers a solid margin of safety versus intrinsic value. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Apr 27

Gaming and Leisure Properties: The Numbers Don't Justify This Discount

Summary Gaming and Leisure Properties is reiterated as a Buy, supported by robust Q1 results and an attractive, sustainable 6.6% dividend yield. GLPI raised 2026 AFFO guidance to $1.212–$1.223 billion, reflecting strong rent hikes, acquisitions, and further supporting their $1.8 billion growth pipeline through 2027. Balance sheet remains solid with $274.5 million in cash, no debt maturities until 2028 following the recent debt issuance, and leverage at 4.96x, maintaining flexibility for expansion and dividend hikes. Macro risks, including inflation and higher-for-longer rates, could pressure expansion economics, but current valuation offers a solid margin of safety versus intrinsic value. 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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새로운 내러티브 • 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

주주 수익률

GLPIUS Specialized REITsUS 시장
7D1.1%0.2%-2.7%
1Y-3.0%5.5%18.6%

수익률 대 산업: GLPI은 지난 1년 동안 5.5%의 수익을 기록한 US Specialized REITs 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: GLPI은 지난 1년 동안 18.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is GLPI's price volatile compared to industry and market?
GLPI volatility
GLPI Average Weekly Movement2.6%
Specialized REITs Industry Average Movement3.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.9%
10% least volatile stocks in US Market3.1%

안정적인 주가: GLPI는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: GLPI의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
201320Peter Carlinowww.glpropinc.com

는 게임 운영자에게 3중 순 임대 계약으로 임대할 부동산을 취득, 자금 조달 및 소유하는 사업을 영위하며, 이에 따라 임차인은 임대 부동산 및 임대 부동산에서 수행되는 사업과 관련하여 필요한 모든 시설 유지 관리, 보험, 임대 부동산에 부과되거나 임대 부동산과 관련된 세금, 임대 부동산 및 임대 부동산에서 수행되는 사업에 필요하거나 적절한 모든 유틸리티 및 기타 서비스에 대한 책임을 부담합니다. 는 2013년 2월 13일에 설립되었으며 2013년 미국 펜실베니아주 와이오미싱에 본사를 두고 있습니다.

Gaming and Leisure Properties, Inc. 기초 지표 요약

Gaming and Leisure Properties의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
GLPI 기초 통계
시가총액US$13.24b
순이익 (TTM)US$891.00m
매출 (TTM)US$1.62b
14.3x
주가수익비율(P/E)
7.9x
주가매출비율(P/S)

GLPI는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
GLPI 손익계산서 (TTM)
매출US$1.62b
매출원가US$14.93m
총이익US$1.60b
기타 비용US$713.57m
순이익US$891.00m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)3.15
총이익률99.08%
순이익률55.02%
부채/자본 비율160.3%

GLPI의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

6.9%
현재 배당 수익률
75%
배당 성향

GLPI는 안정적으로 배당을 지급합니까?

GLPI 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 GLPI를 매수해야 하나요?
Gaming and Leisure Properties 배당 일정
배당락일Jun 12 2026
배당 지급일Jun 26 2026
배당락일까지 남은 일수14 days
배당 지급일까지 남은 일수0 days

GLPI는 안정적으로 배당을 지급합니까?

GLPI 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/25 05:28
종가2026/06/25 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Gaming and Leisure Properties, Inc.는 37명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Felicia Kantor HendrixBarclays
Richard HightowerBarclays
Keegan CarlBerenberg