GLPI vs. LAMR: Gaming and Leisure Properties vs. Lamar Advertising Stock Comparison

Company Profile

Gaming and Leisure Properties (GLPI) and Lamar Advertising (LAMR) are both classified in the Other Specialized REITs sub-industry within the broader Specialized REITs industry, placing them in the closest GICS peer bucket.

Both Gaming and Leisure Properties (GLPI) and Lamar Advertising (LAMR) 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 companies show strong equity returns, but Lamar Advertising (LAMR) at 56.42% is the standout with ROE above its industry range; Gaming and Leisure Properties (GLPI) at 18.69% also sits in the top quartile.

Neither Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) nor Lamar Advertising (LAMR) 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 Lamar Advertising (LAMR) 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 Lamar Advertising (LAMR) at 2.68% 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 Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Gaming and Leisure Properties (GLPI) at 34.39 carries current ratio above its industry’s typical mid-range, while Lamar Advertising (LAMR) at 0.59 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

Gaming and Leisure Properties (GLPI) at 1.57 is near its industry mid-range for debt-to-equity ratio, while Lamar Advertising (LAMR) at 4.82 sits above its benchmark range, pointing to a heavier debt load relative to equity.

Financial Strength Metrics

Dividends

Gaming and Leisure Properties (GLPI) at 8.11% delivers top-quartile income for its industry, while Lamar Advertising (LAMR) at 4.07% pays a more typical yield — both are credible income propositions, GLPI the richer one.

An earnings-based payout ratio fits neither Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) nor Lamar Advertising (LAMR) 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 Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

On P/S ratio, both Gaming and Leisure Properties (GLPI) at 6.88 and Lamar Advertising (LAMR) at 6.70 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Gaming and Leisure Properties (GLPI) at 2.28 sits near its industry’s typical P/B ratio, while Lamar Advertising (LAMR) at 15.58 prices above its benchmark range — LAMR looks rich relative to book.

Valuation Metrics