GLPI vs O

For growth investors, Realty Income Corporation (O) is the stronger pick with 9.

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. 2x 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.

On trailing P/E, Gaming and Leisure Properties, Inc.

(GLPI) is the cheapest at 16. 2x versus Realty Income Corporation at 54. 3x. On forward P/E, Gaming and Leisure Properties, Inc. is actually cheaper at 15. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Gaming and Leisure Properties, Inc. wins at 2. 98x versus Realty Income Corporation's 73. 84x.

Over the past 5 years, Gaming and Leisure Properties, Inc.

(GLPI) delivered a total return of +36. 1%, compared to +21. 3% for Realty Income Corporation (O). Over 10 years, the gap is even starker: GLPI returned +126. 4% versus O's +49. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Realty Income Corporation (O) is the lower-risk stock at 0.

09β versus Gaming and Leisure Properties, Inc. 's 0. 19β — meaning GLPI is approximately 114% more volatile than O relative to the S&P 500.

By revenue growth (latest reported year), Realty Income Corporation (O) is pulling ahead at 9.

1% versus 4. 1% for Gaming and Leisure Properties, Inc. (GLPI). On earnings-per-share growth, the picture is similar: Realty Income Corporation grew EPS 19. 4% year-over-year, compared to 2. 4% for Gaming and Leisure Properties, Inc.. Over a 3-year CAGR, O leads at 19. 8% 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.

Gaming and Leisure Properties, Inc.

(GLPI) is the more profitable company, earning 51. 7% net margin versus 18. 4% for Realty Income Corporation — 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 28. 3% for O. At the gross margin level — before operating expenses — O leads at 89. 8%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Gaming and Leisure Properties, Inc. (GLPI) is the more undervalued stock at a PEG of 2. 98x versus Realty Income Corporation's 73. 84x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Gaming and Leisure Properties, Inc. (GLPI) trades at 15. 0x forward P/E versus 38. 5x for Realty Income Corporation — 23. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GLPI: 7. 2% to $51. 17.

In this comparison, GLPI (6.

5% yield) pays a dividend. O does not pay a meaningful dividend and should not be held primarily for income.

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%, O: +49. 7%), 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.

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.

In terms of investment character: GLPI is a mid-cap deep-value stock; O is a mid-cap quality compounder stock. GLPI pays a dividend while O does not, making them suitable for different income and tax situations. 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.