REIT - Specialty
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EPR vs GLPI
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Specialty
EPR vs GLPI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Specialty | REIT - Specialty |
| Market Cap | $4.31B | $13.61B |
| Revenue (TTM) | $700M | $1.56B |
| Net Income (TTM) | $272M | $892M |
| Gross Margin | 81.2% | 39.1% |
| Operating Margin | 58.3% | 82.0% |
| Forward P/E | 18.7x | 15.0x |
| Total Debt | $3.14B | $7.79B |
| Cash & Equiv. | $99M | $224M |
EPR vs GLPI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| EPR Properties (EPR) | 100 | 178.4 | +78.4% |
| Gaming and Leisure … (GLPI) | 100 | 139.1 | +39.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EPR vs GLPI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EPR is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 4 yrs, beta 0.35, yield 6.7%
- Rev growth 12.1%, EPS growth 105.0%, 3Y rev CAGR 5.6%
- 12.1% FFO/revenue growth vs GLPI's 4.1%
GLPI carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 126.4% 10Y total return vs EPR's 26.9%
- Lower volatility, beta 0.19, current ratio 9.56x
- Beta 0.19, yield 6.5%, current ratio 9.56x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.1% FFO/revenue growth vs GLPI's 4.1% | |
| Value | Lower P/E (15.0x vs 18.7x) | |
| Quality / Margins | 57.3% margin vs EPR's 38.8% | |
| Stability / Safety | Beta 0.19 vs EPR's 0.35 | |
| Dividends | 6.7% yield, 4-year raise streak, vs GLPI's 6.5% | |
| Momentum (1Y) | +19.3% vs GLPI's +10.0% | |
| Efficiency (ROA) | 6.9% ROA vs EPR's 4.8%, ROIC 7.3% vs 5.3% |
EPR vs GLPI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EPR vs GLPI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — EPR and GLPI each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GLPI is the larger business by revenue, generating $1.6B annually — 2.2x EPR's $700M. GLPI is the more profitable business, keeping 57.3% of every revenue dollar as net income compared to EPR's 38.8%. On growth, EPR holds the edge at +10.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $700M | $1.6B |
| EBITDAEarnings before interest/tax | $582M | $1.5B |
| Net IncomeAfter-tax profit | $272M | $892M |
| Free Cash FlowCash after capex | $322M | $585M |
| Gross MarginGross profit ÷ Revenue | +81.2% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +58.3% | +82.0% |
| Net MarginNet income ÷ Revenue | +38.8% | +57.3% |
| FCF MarginFCF ÷ Revenue | +45.9% | +37.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.9% | -9.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.1% | +38.3% |
Valuation Metrics
EPR leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 16.3x trailing earnings, GLPI trades at a 5% valuation discount to EPR's 17.2x P/E. On an enterprise value basis, EPR's 13.5x EV/EBITDA is more attractive than GLPI's 14.3x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.3B | $13.6B |
| Enterprise ValueMkt cap + debt − cash | $7.4B | $21.2B |
| Trailing P/EPrice ÷ TTM EPS | 17.17x | 16.34x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.71x | 15.00x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.25x |
| EV / EBITDAEnterprise value multiple | 13.46x | 14.26x |
| Price / SalesMarket cap ÷ Revenue | 6.00x | 8.53x |
| Price / BookPrice ÷ Book value/share | 1.85x | 2.69x |
| Price / FCFMarket cap ÷ FCF | 10.24x | 16.49x |
Profitability & Efficiency
GLPI leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
GLPI delivers a 17.9% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $12 for EPR. EPR carries lower financial leverage with a 1.35x debt-to-equity ratio, signaling a more conservative balance sheet compared to GLPI's 1.56x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +11.7% | +17.9% |
| ROA (TTM)Return on assets | +4.8% | +6.9% |
| ROICReturn on invested capital | +5.3% | +7.3% |
| ROCEReturn on capital employed | +7.2% | +9.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.35x | 1.56x |
| Net DebtTotal debt minus cash | $3.0B | $7.6B |
| Cash & Equiv.Liquid assets | $99M | $224M |
| Total DebtShort + long-term debt | $3.1B | $7.8B |
| Interest CoverageEBIT ÷ Interest expense | 3.08x | 3.28x |
Total Returns (Dividends Reinvested)
EPR leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EPR five years ago would be worth $15,000 today (with dividends reinvested), compared to $13,882 for GLPI. Over the past 12 months, EPR leads with a +19.3% total return vs GLPI's +10.0%. The 3-year compound annual growth rate (CAGR) favors EPR at 16.3% vs GLPI's 3.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +13.4% | +9.9% |
| 1-Year ReturnPast 12 months | +19.3% | +10.0% |
| 3-Year ReturnCumulative with dividends | +57.4% | +11.3% |
| 5-Year ReturnCumulative with dividends | +50.0% | +38.8% |
| 10-Year ReturnCumulative with dividends | +26.9% | +126.4% |
| CAGR (3Y)Annualised 3-year return | +16.3% | +3.6% |
Risk & Volatility
GLPI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GLPI is the less volatile stock with a 0.19 beta — it tends to amplify market swings less than EPR's 0.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GLPI currently trades 96.2% from its 52-week high vs EPR's 90.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.35x | 0.19x |
| 52-Week HighHighest price in past year | $62.08 | $49.95 |
| 52-Week LowLowest price in past year | $48.11 | $41.17 |
| % of 52W HighCurrent price vs 52-week peak | +90.7% | +96.2% |
| RSI (14)Momentum oscillator 0–100 | 55.7 | 56.2 |
| Avg Volume (50D)Average daily shares traded | 817K | 2.1M |
Analyst Outlook
EPR leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates EPR as "Hold" and GLPI as "Buy". Consensus price targets imply 6.5% upside for GLPI (target: $51) vs 5.0% for EPR (target: $59). For income investors, EPR offers the higher dividend yield at 6.75% vs GLPI's 6.48%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $59.13 | $51.17 |
| # AnalystsCovering analysts | 21 | 27 |
| Dividend YieldAnnual dividend ÷ price | +6.7% | +6.5% |
| Dividend StreakConsecutive years of raises | 4 | 1 |
| Dividend / ShareAnnual DPS | $3.80 | $3.11 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | 0.0% |
EPR leads in 3 of 6 categories (Valuation Metrics, Total Returns). GLPI leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.
EPR vs GLPI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EPR or GLPI a better buy right now?
For growth investors, EPR Properties (EPR) is the stronger pick with 12.
1% revenue growth year-over-year, versus 4. 1% for Gaming and Leisure Properties, Inc. (GLPI). Gaming and Leisure Properties, Inc. (GLPI) offers the better valuation at 16. 3x trailing P/E (15. 0x forward), making it the more compelling value choice. Analysts rate Gaming and Leisure Properties, Inc. (GLPI) a "Buy" — based on 27 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — EPR or GLPI?
On trailing P/E, Gaming and Leisure Properties, Inc.
(GLPI) is the cheapest at 16. 3x versus EPR Properties at 17. 2x. On forward P/E, Gaming and Leisure Properties, Inc. is actually cheaper at 15. 0x.
03Which is the better long-term investment — EPR or GLPI?
Over the past 5 years, EPR Properties (EPR) delivered a total return of +50.
0%, compared to +38. 8% for Gaming and Leisure Properties, Inc. (GLPI). Over 10 years, the gap is even starker: GLPI returned +126. 4% versus EPR's +26. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — EPR or GLPI?
By beta (market sensitivity over 5 years), Gaming and Leisure Properties, Inc.
(GLPI) is the lower-risk stock at 0. 19β versus EPR Properties's 0. 35β — meaning EPR is approximately 79% more volatile than GLPI relative to the S&P 500. On balance sheet safety, EPR Properties (EPR) carries a lower debt/equity ratio of 135% versus 156% for Gaming and Leisure Properties, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — EPR or GLPI?
By revenue growth (latest reported year), EPR Properties (EPR) is pulling ahead at 12.
1% versus 4. 1% for Gaming and Leisure Properties, Inc. (GLPI). On earnings-per-share growth, the picture is similar: EPR Properties grew EPS 105. 0% year-over-year, compared to 2. 4% for Gaming and Leisure Properties, Inc.. Over a 3-year CAGR, GLPI leads at 6. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — EPR or GLPI?
Gaming and Leisure Properties, Inc.
(GLPI) is the more profitable company, earning 51. 7% net margin versus 38. 3% for EPR Properties — meaning it keeps 51. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GLPI leads at 75. 3% versus 52. 5% for EPR. At the gross margin level — before operating expenses — GLPI leads at 62. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is EPR or GLPI more undervalued right now?
On forward earnings alone, Gaming and Leisure Properties, Inc.
(GLPI) trades at 15. 0x forward P/E versus 18. 7x for EPR Properties — 3. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GLPI: 6. 5% to $51. 17.
08Which pays a better dividend — EPR or GLPI?
All stocks in this comparison pay dividends.
EPR Properties (EPR) offers the highest yield at 6. 7%, versus 6. 5% for Gaming and Leisure Properties, Inc. (GLPI).
09Is EPR or GLPI better for a retirement portfolio?
For long-horizon retirement investors, Gaming and Leisure Properties, Inc.
(GLPI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 19), 6. 5% yield, +126. 4% 10Y return). Both have compounded well over 10 years (GLPI: +126. 4%, EPR: +26. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between EPR and GLPI?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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