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AMH vs GLPI

AMH
American Homes 4 Rent
NEUTRAL
Price
$31.99
Market Cap
$13.52B
Sector
Real Estate
AI Confidence
68%
GLPI
Gaming and Leisure Properties, Inc.
NEUTRAL
Price
$46.54
Market Cap
$13.18B
Sector
Real Estate
AI Confidence
80%

Valuation

P/E Ratio
AMH
26.66
GLPI
15.67
Forward P/E
AMH
39.94
GLPI
13.97
P/B Ratio
AMH
1.66
GLPI
2.85
P/S Ratio
AMH
7.38
GLPI
8.27
EV/EBITDA
AMH
18.46
GLPI
14.04

Profitability

Gross Margin
AMH
56.01%
GLPI
95.98%
Operating Margin
AMH
23.54%
GLPI
89.28%
Profit Margin
AMH
24.7%
GLPI
51.74%
ROE
AMH
6.6%
GLPI
17.62%
ROA
AMH
2.12%
GLPI
5.78%

Growth

Revenue Growth
AMH
7.5%
GLPI
4.5%
Earnings Growth
AMH
33.8%
GLPI
19.2%

Financial Health

Debt/Equity
AMH
0.62
GLPI
1.5
Current Ratio
AMH
1.66
GLPI
22.37
Quick Ratio
AMH
0.18
GLPI
20.67

Dividends

Dividend Yield
AMH
3.81%
GLPI
6.71%
Payout Ratio
AMH
98.31%
GLPI
105.08%

AI Verdict

AMH NEUTRAL

AMH exhibits a weak Piotroski F-Score of 4/9, indicating marginal financial health, and lacks an Altman Z-Score, limiting distress risk assessment. Despite strong recent earnings surprises and solid revenue growth, elevated valuation metrics (P/E of 26.66, Forward P/E of 39.94) and a concerning 98.31% dividend payout ratio raise sustainability concerns. Insider selling and a bearish technical trend counterbalance positive analyst sentiment, while the stock trades above the Graham Number of $22.83 but near the intrinsic value of $35.40. The company's profitability is solid, but ROE and ROIC are constrained by sector dynamics and leverage.

Strengths
Consistent earnings beat streak with an average surprise of 69.48% over the last four quarters
Strong year-over-year earnings growth of 33.80% and revenue growth of 7.50%
Profit margins are healthy: gross margin at 56.01%, operating margin at 23.54%, and net margin at 24.70%
Risks
Piotroski F-Score of 4/9 suggests weak to stable financial health, limiting confidence in operational strength
Extremely high dividend payout ratio of 98.31% threatens dividend sustainability
Forward P/E of 39.94 is significantly above historical and sector averages, implying overvaluation risk
GLPI NEUTRAL

GLPI presents a stable but conflicted profile, anchored by a Piotroski F-Score of 4/9 indicating stable financial health. While the stock trades at a significant discount to its growth-based intrinsic value ($87.62) and maintains exceptional operating margins (89.28%), it is weighed down by a critical dividend payout ratio of 105.08%. Bearish insider activity and a 0/100 technical trend suggest short-term headwinds despite a 'Buy' analyst consensus and a reasonable P/E ratio relative to the sector.

Strengths
Exceptional profitability with an operating margin of 89.28%
Strong earnings growth (YoY +19.20%)
Extremely high liquidity indicated by a current ratio of 22.37
Risks
Unsustainable dividend payout ratio of 105.08%
Bearish insider sentiment with multiple executive sales totaling $3.39M
Stagnant revenue growth (4.50% YoY) compared to earnings growth

Compare Another Pair

AMH vs GLPI: Head-to-Head Comparison

This page compares American Homes 4 Rent (AMH) and Gaming and Leisure Properties, Inc. (GLPI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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