GLPI vs. HST: Gaming and Leisure Properties vs. Host Hotels & Resorts Stock Comparison

Company Profile

Gaming and Leisure Properties (GLPI) and Host Hotels & Resorts (HST) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but GLPI is classified in Specialized REITs while HST is classified in Hotel & Resort REITs.

Both Gaming and Leisure Properties (GLPI) and Host Hotels & Resorts (HST) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Gaming and Leisure Properties (GLPI) at 18.69% and Host Hotels & Resorts (HST) at 14.21% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Neither Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) nor Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) and Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Both Gaming and Leisure Properties (GLPI) at 4.13% and Host Hotels & Resorts (HST) at 7.57% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

EPS growth isn't a meaningful figure for either Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) or Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Both Gaming and Leisure Properties (GLPI) at 34.39 and Host Hotels & Resorts (HST) at 5.39 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

Both Gaming and Leisure Properties (GLPI) at 1.57 and Host Hotels & Resorts (HST) at 0.86 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

Gaming and Leisure Properties (GLPI) at 8.11% offers top-quartile income, while Host Hotels & Resorts (HST) at 3.25% sits in the bottom quartile — a wide gap in cash returned to shareholders.

An earnings-based payout ratio fits neither Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) nor Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) or Host Hotels & Resorts (HST) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Host Hotels & Resorts (HST) at 2.73 sits in the cheaper P/S ratio quartile while Gaming and Leisure Properties (GLPI) at 6.88 prices around its industry’s middle — HST costs less per dollar of sales, though read it alongside growth and margins.

Gaming and Leisure Properties (GLPI) at 2.28 is valued about in line with its industry on P/B ratio, while Host Hotels & Resorts (HST) at 2.66 carries an above-peer premium to book — HST is pricier on assets.

Valuation Metrics