Gaming & Leisure Properties (GLPI)vsPrologis Inc (PLD)
GLPI
Gaming & Leisure Properties
$47.99
-0.06%
REAL ESTATE · Cap: $13.59B
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $132.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 479% more annual revenue ($9.38B vs $1.62B). GLPI leads profitability with a 55.1% profit margin vs 39.7%. GLPI appears more attractively valued with a PEG of 8.08. GLPI earns a higher WallStSmart Score of 67/100 (B-).
GLPI
Strong Buy67
out of 100
Grade: B-
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.2%
Fair Value
$61.84
Current Price
$47.99
$13.85 discount
Margin of Safety
+48.3%
Fair Value
$268.84
Current Price
$138.82
$130.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 79.4%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 36.4% YoY
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 55.1% and operating margin at 79.4%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
Bear Case : GLPI
The primary concerns for GLPI are Piotroski F-Score, PEG Ratio, Altman Z-Score.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
GLPI generates stronger free cash flow (159M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GLPI scores higher overall (67/100 vs 63/100), backed by strong 55.1% margins. PLD offers better value entry with a 48.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a premier real estate investment trust (REIT) specializing in the acquisition and management of premier gaming and related facility assets throughout the United States. With a diverse portfolio that includes long-term leases with established gaming operators, GLPI ensures a steady and resilient income stream, underpinned by growing demand in the gaming sector. The company employs an innovative investment strategy that not only enhances rental income but also grants operational flexibility to its tenants, positioning GLPI favorably to capitalize on evolving trends in the gaming and entertainment landscape. For institutional investors, GLPI presents a unique opportunity at the intersection of real estate and gaming, with the potential for attractive, consistent returns.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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