Gaming & Leisure Properties (GLPI)vsSBA Communications Corp (SBAC)
GLPI
Gaming & Leisure Properties
$45.63
-0.78%
REAL ESTATE · Cap: $13.03B
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 77% more annual revenue ($2.82B vs $1.59B). GLPI leads profitability with a 51.7% profit margin vs 37.4%. SBAC appears more attractively valued with a PEG of 3.91. GLPI earns a higher WallStSmart Score of 61/100 (C+).
GLPI
Buy61
out of 100
Grade: C+
SBAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.2%
Fair Value
$110.68
Current Price
$45.63
$65.05 discount
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 89.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Areas to Watch
4.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
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 51.7% and operating margin at 89.3%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : GLPI
The primary concerns for GLPI are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.83 — expect wider price swings.
GLPI is growing revenue faster at 4.5% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GLPI scores higher overall (61/100 vs 57/100), backed by strong 51.7% margins. SBAC offers better value entry with a 58.4% margin of safety. 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.
Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of gaming and related facility assets across the United States. The company operates a well-diversified portfolio, leasing properties to established gaming operators, which enables it to generate stable and resilient income streams buoyed by robust demand in the gaming sector. With its innovative investment approach, GLPI not only maximizes rental income but also provides operational flexibility to tenants, making it well-positioned to leverage emerging trends in the gaming and entertainment industries. For institutional investors seeking a strategic entry point into the intersection of real estate and gaming, GLPI represents a compelling investment opportunity aimed at delivering consistent returns.
SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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