WallStSmart

One Liberty Properties Inc (OLP)vsVICI Properties Inc (VICI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VICI Properties Inc generates 4019% more annual revenue ($4.01B vs $97.26M). VICI leads profitability with a 69.3% profit margin vs 26.2%. VICI trades at a lower P/E of 10.4x. OLP earns a higher WallStSmart Score of 62/100 (C+).

OLP

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 8.3Quality: 6.0
Piotroski: 3/9Altman Z: 0.71

VICI

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 8.0Value: 5.7Quality: 6.3
Piotroski: 3/9Altman Z: 1.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OLPUndervalued (+68.7%)

Margin of Safety

+68.7%

Fair Value

$72.07

Current Price

$22.15

$49.92 discount

UndervaluedFair: $72.07Overvalued
VICISignificantly Overvalued (-63.1%)

Margin of Safety

-63.1%

Fair Value

$17.88

Current Price

$27.07

$9.19 premium

UndervaluedFair: $17.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OLP5 strengths · Avg: 9.4/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.6%10/10

Strong operational efficiency at 39.6%

EPS GrowthGrowth
87.5%10/10

Earnings expanding 87.5% YoY

Profit MarginProfitability
26.2%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

VICI4 strengths · Avg: 10.0/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
69.3%10/10

Keeps 69 of every $100 in revenue as profit

Operating MarginProfitability
80.3%10/10

Strong operational efficiency at 80.3%

Areas to Watch

OLP4 concerns · Avg: 2.8/10
Market CapQuality
$482.04M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.503/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.712/10

Distress zone — elevated risk

VICI4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Altman Z-ScoreHealth
1.774/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-3.4%2/10

Earnings declined 3.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : OLP

The strongest argument for OLP centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 26.2% and operating margin at 39.6%. Revenue growth of 12.5% demonstrates continued momentum.

Bull Case : VICI

The strongest argument for VICI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 69.3% and operating margin at 80.3%.

Bear Case : OLP

The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.50 is elevated, increasing financial risk.

Bear Case : VICI

The primary concerns for VICI are Revenue Growth, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

OLP profiles as a mature stock while VICI is a value play — different risk/reward profiles.

OLP carries more volatility with a beta of 0.97 — expect wider price swings.

OLP is growing revenue faster at 12.5% — sustainability is the question.

VICI generates stronger free cash flow (692M), providing more financial flexibility.

Bottom Line

OLP scores higher overall (62/100 vs 56/100), backed by strong 26.2% margins and 12.5% revenue growth. Both earn "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.

One Liberty Properties Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

One Liberty is a self-managed and self-managed real estate investment trust incorporated in Maryland in 1982.

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VICI Properties Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

VICI Properties is an experiential real estate investment trust that owns one of the largest portfolios of market-leading gaming, hospitality and entertainment destinations, including the world-renowned Caesars Palace.

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