Gaming and Leisure Properties (GLPI)
NASDAQReal EstateReit - SpecialtySnapshot 2026-11-04
$39.83+1.68%
Close 2026-11-04 · 1-day change
NASDAQReal EstateReit - SpecialtySnapshot 2026-11-04
Research Workspace
Put GLPI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — the market is pricing in about 21% growth a year, above the roughly 7% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskGLPI's AFFO growth engine has to keep compounding to justify the price. Revenue grew 9.5% year over year in the latest quarter. The company trades at 30x P/FFO versus a 13x peer median. The market is pricing in more growth than we forecast. Q3 results flagged tenant risk that challenges the growth objective. Peer multiples imply a price about 21% below where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. GLPI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering GLPI (as of Nov 2026).
Based on 9 Wall Street analysts offering 12-month price targets for GLPI in the last 4 months.
Continue this research
Compare GLPI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GLPI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Other Specialized REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put GLPI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive AFFO per share growth through development and acquisitions
Reported 10% AFFO growth supports per-share growth objective despite the EPS miss.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $39.83
The last 12 months of price, then the range of analyst 12-month targets from today’s $39.83.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive AFFO per share growth through development and acquisitions
The reported EPS miss is a headwind, though AFFO remains the key growth measure.
Threatens: Drive AFFO per share growth through development and acquisitions
Q3 results flag tenant risk, raising concern about AFFO growth and the weakened thesis.
Advances: Drive AFFO per share growth through development and acquisitions
Quarterly FFO exceeded estimates, supporting AFFO growth, though one quarter is incremental evidence.
Threatens: Maintain disciplined leverage and financial flexibility
Tenant financing concerns may impact financial flexibility.
Advances: Increase operating income
Surpassing estimates indicates strong operational performance.
Strategic acquisitions align with growth and income objectives.