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GLPI vs REG

GLPI
Gaming and Leisure Properties, Inc.
NEUTRAL
Price
$46.54
Market Cap
$13.18B
Sector
Real Estate
AI Confidence
80%
REG
Regency Centers Corporation
NEUTRAL
Price
$80.93
Market Cap
$15.13B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
GLPI
15.67
REG
28.7
Forward P/E
GLPI
13.97
REG
31.87
P/B Ratio
GLPI
2.85
REG
2.21
P/S Ratio
GLPI
8.27
REG
9.39
EV/EBITDA
GLPI
14.04
REG
19.68

Profitability

Gross Margin
GLPI
95.98%
REG
71.62%
Operating Margin
GLPI
89.28%
REG
38.76%
Profit Margin
GLPI
51.74%
REG
32.74%
ROE
GLPI
17.62%
REG
7.68%
ROA
GLPI
5.78%
REG
3.15%

Growth

Revenue Growth
GLPI
4.5%
REG
8.9%
Earnings Growth
GLPI
19.2%
REG
141.9%

Financial Health

Debt/Equity
GLPI
1.5
REG
0.69
Current Ratio
GLPI
22.37
REG
0.62
Quick Ratio
GLPI
20.67
REG
0.55

Dividends

Dividend Yield
GLPI
6.71%
REG
3.73%
Payout Ratio
GLPI
105.08%
REG
101.77%

AI Verdict

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
REG NEUTRAL

REG exhibits stable operational health with a Piotroski F-Score of 6/9 and strong credit ratings (A-/A3), but is currently facing valuation and sustainability headwinds. While the stock trades near its growth-based intrinsic value ($83.19), it is significantly above its defensive Graham Number ($48.21). The operational strength—evidenced by 96.1% occupancy and positive rent spreads—is offset by a concerning dividend payout ratio of 101.77% and aggressive insider selling across the C-suite. Consequently, the stock appears fully valued with limited immediate upside.

Strengths
High portfolio occupancy rate of 96.1% indicating strong asset demand
Strong credit profile with S&P A- and Moody's A3 ratings
Consistent earnings track record with 3/4 recent quarters beating estimates
Risks
Unsustainable dividend payout ratio of 101.77%, risking future cuts
Aggressive insider selling by CEO, CFO, and COO totaling $18.66M
High valuation relative to growth, indicated by a PEG ratio of 2.61

Compare Another Pair

GLPI vs REG: Head-to-Head Comparison

This page compares Gaming and Leisure Properties, Inc. (GLPI) and Regency Centers Corporation (REG) 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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