Gaming & Leisure Properties (GLPI)vsSBA Communications Corp (SBAC)
GLPI
Gaming & Leisure Properties
$40.24
-1.81%
REAL ESTATE · Cap: $12.47B
SBAC
SBA Communications Corp
$185.47
+2.23%
REAL ESTATE · Cap: $20.02B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 73% more annual revenue ($2.87B vs $1.66B). GLPI leads profitability with a 58.5% profit margin vs 34.5%. GLPI appears more attractively valued with a PEG of 8.08. GLPI earns a higher WallStSmart Score of 70/100 (B-).
GLPI
Strong Buy70
out of 100
Grade: B-
SBAC
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.9%
Fair Value
$59.17
Current Price
$40.24
$18.93 discount
Margin of Safety
+0.7%
Fair Value
$192.32
Current Price
$185.47
$6.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 59 of every $100 in revenue as profit
Strong operational efficiency at 77.5%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 47.9% YoY
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 52.2%
Conservative balance sheet, low leverage
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 10.5%
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 58.5% and operating margin at 77.5%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 52.2%.
Bear Case : GLPI
The primary concerns for GLPI are Debt/Equity, PEG Ratio, Altman Z-Score. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
GLPI profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
GLPI is growing revenue faster at 9.0% — sustainability is the question.
SBAC generates stronger free cash flow (345M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (70/100 vs 47/100), backed by strong 58.5% margins. Both earn "Strong Buy" and "Hold" 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 high-quality gaming and gaming-related facilities across the United States. By establishing long-term leases with leading gaming operators, GLPI secures a stable and resilient income stream driven by strong sector demand. The company's strategic investment methodology enhances rental income while providing tenant operational flexibility, positioning GLPI as a key player in the evolving gaming and entertainment market. For institutional investors, GLPI represents a unique opportunity to gain exposure to a distinctive asset class at the intersection of real estate and the growing gaming sector, targeting consistent and attractive 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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