GLPI
Gaming and Leisure Properties, Inc.
REIT - Specialty
Market Cap$13.61B
5Y Perf.+39.1%
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Stock Comparison
GLPI vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$151.66B
5Y Perf.+327.2%
GLPI vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | GLPI | WELL |
|---|---|---|
| Industry | REIT - Specialty | REIT - Healthcare Facilities |
| Market Cap | $13.61B | $151.66B |
| Revenue (TTM) | $1.56B | $11.63B |
| Net Income (TTM) | $892M | $1.43B |
| Gross Margin | 39.1% | 39.1% |
| Operating Margin | 82.0% | 4.4% |
| Forward P/E | 15.0x | 79.7x |
| Total Debt | $7.79B | $21.38B |
| Cash & Equiv. | $224M | $5.03B |
GLPI vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
GLPI
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Gaming and Leisure … (GLPI) | 100 | 139.1 | +39.1% |
| Welltower Inc. (WELL) | 100 | 427.2 | +327.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GLPI vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GLPI leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Welltower Inc. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
GLPI
Gaming and Leisure Properties, Inc.
The Real Estate Income Play
GLPI carries the broadest edge in this set and is the clearest fit for defensive.
- Beta 0.19, yield 6.5%, current ratio 9.56x
- Lower P/E (15.0x vs 79.7x)
- 57.3% margin vs WELL's 12.3%
Best for: defensive
WELL
Welltower Inc.
The Real Estate Income Play
WELL is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.13, yield 1.3%
- Rev growth 35.8%, EPS growth -11.5%, 3Y rev CAGR 22.7%
- 233.9% 10Y total return vs GLPI's 126.4%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs GLPI's 4.1% |
| Value | GLPI | Lower P/E (15.0x vs 79.7x) |
| Quality / Margins | GLPI | 57.3% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs GLPI's 0.19, lower leverage |
| Dividends | GLPI | 6.5% yield, 1-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +45.8% vs GLPI's +10.0% |
| Efficiency (ROA) | GLPI | 6.9% ROA vs WELL's 2.3%, ROIC 7.3% vs 0.5% |
GLPI vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
GLPI vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGLPILAGGINGWELL
WELLWelltower Inc.
2leads
GLPIGaming and Leisure Pr…
3leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GLPI5/6
Valuation MetricsMultiples, price ratios, and targets
GLPI6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
GLPI7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
GLPI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 7.5x GLPI's $1.6B. GLPI is the more profitable business, keeping 57.3% of every revenue dollar as net income compared to WELL's 12.3%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | GLPIGaming and Leisur… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.6B | $11.6B |
| EBITDAEarnings before interest/tax | $1.5B | $2.8B |
| Net IncomeAfter-tax profit | $892M | $1.4B |
| Free Cash FlowCash after capex | $585M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +39.1% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +82.0% | +4.4% |
| Net MarginNet income ÷ Revenue | +57.3% | +12.3% |
| FCF MarginFCF ÷ Revenue | +37.6% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -9.8% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +38.3% | +22.5% |
GLPI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
GLPI leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 16.3x trailing earnings, GLPI trades at a 90% valuation discount to WELL's 155.7x P/E. On an enterprise value basis, GLPI's 14.3x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | GLPIGaming and Leisur… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $13.6B | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $21.2B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 16.34x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.00x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | 3.25x | — |
| EV / EBITDAEnterprise value multiple | 14.26x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 8.53x | 14.22x |
| Price / BookPrice ÷ Book value/share | 2.69x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 16.49x | 53.25x |
GLPI leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
GLPI leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
GLPI delivers a 17.9% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $3 for WELL. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to GLPI's 1.56x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs GLPI's 5/9, reflecting strong financial health.
| Metric | GLPIGaming and Leisur… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +17.9% | +3.5% |
| ROA (TTM)Return on assets | +6.9% | +2.3% |
| ROICReturn on invested capital | +7.3% | +0.5% |
| ROCEReturn on capital employed | +9.3% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.56x | 0.49x |
| Net DebtTotal debt minus cash | $7.6B | $16.3B |
| Cash & Equiv.Liquid assets | $224M | $5.0B |
| Total DebtShort + long-term debt | $7.8B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 3.28x | 0.26x |
GLPI leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WELL leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WELL five years ago would be worth $31,193 today (with dividends reinvested), compared to $13,882 for GLPI. Over the past 12 months, WELL leads with a +45.8% total return vs GLPI's +10.0%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs GLPI's 3.6% — a key indicator of consistent wealth creation.
| Metric | GLPIGaming and Leisur… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +9.9% | +16.2% |
| 1-Year ReturnPast 12 months | +10.0% | +45.8% |
| 3-Year ReturnCumulative with dividends | +11.3% | +194.0% |
| 5-Year ReturnCumulative with dividends | +38.8% | +211.9% |
| 10-Year ReturnCumulative with dividends | +126.4% | +233.9% |
| CAGR (3Y)Annualised 3-year return | +3.6% | +43.3% |
WELL leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
WELL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than GLPI's 0.19 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | GLPIGaming and Leisur… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.19x | 0.13x |
| 52-Week HighHighest price in past year | $49.95 | $219.59 |
| 52-Week LowLowest price in past year | $41.17 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +96.2% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 56.2 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 2.1M | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — GLPI and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates GLPI as "Buy" and WELL as "Buy". Consensus price targets imply 6.5% upside for GLPI (target: $51) vs 4.6% for WELL (target: $227). For income investors, GLPI offers the higher dividend yield at 6.48% vs WELL's 1.28%.
| Metric | GLPIGaming and Leisur… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $51.17 | $226.50 |
| # AnalystsCovering analysts | 27 | 34 |
| Dividend YieldAnnual dividend ÷ price | +6.5% | +1.3% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $3.11 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Evenly matched — GLPI and WELL each lead in 1 of 2 comparable metrics.
Key Takeaway
GLPI leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). WELL leads in 2 (Total Returns, Risk & Volatility). 1 tied.
Best OverallGaming and Leisure Properti… (GLPI)Leads 3 of 6 categories
Loading custom metrics...
GLPI vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GLPI or WELL a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% 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 — GLPI or WELL?
On trailing P/E, Gaming and Leisure Properties, Inc.
(GLPI) is the cheapest at 16. 3x versus Welltower Inc. at 155. 7x. On forward P/E, Gaming and Leisure Properties, Inc. is actually cheaper at 15. 0x.
03Which is the better long-term investment — GLPI or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +211. 9%, compared to +38. 8% for Gaming and Leisure Properties, Inc. (GLPI). Over 10 years, the gap is even starker: WELL returned +233. 9% versus GLPI's +126. 4%. 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 — GLPI or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Gaming and Leisure Properties, Inc. 's 0. 19β — meaning GLPI is approximately 45% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 156% for Gaming and Leisure Properties, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — GLPI or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 4. 1% for Gaming and Leisure Properties, Inc. (GLPI). On earnings-per-share growth, the picture is similar: Gaming and Leisure Properties, Inc. grew EPS 2. 4% year-over-year, compared to -11. 5% for Welltower Inc.. Over a 3-year CAGR, WELL leads at 22. 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 — GLPI or WELL?
Gaming and Leisure Properties, Inc.
(GLPI) is the more profitable company, earning 51. 7% net margin versus 8. 8% for Welltower Inc. — 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 3. 3% for WELL. 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 GLPI or WELL more undervalued right now?
On forward earnings alone, Gaming and Leisure Properties, Inc.
(GLPI) trades at 15. 0x forward P/E versus 79. 7x for Welltower Inc. — 64. 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 — GLPI or WELL?
All stocks in this comparison pay dividends.
Gaming and Leisure Properties, Inc. (GLPI) offers the highest yield at 6. 5%, versus 1. 3% for Welltower Inc. (WELL).
09Is GLPI or WELL better for a retirement portfolio?
For long-horizon retirement investors, Welltower Inc.
(WELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 1. 3% yield, +233. 9% 10Y return). Both have compounded well over 10 years (WELL: +233. 9%, GLPI: +126. 4%), 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 GLPI and WELL?
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; WELL is a mid-cap high-growth stock. 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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Revenue Growth>
%
(GLPI: -9.8% · WELL: 40.3%)Net Margin>
%
(GLPI: 57.3% · WELL: 12.3%)P/E Ratio<
x
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