GLPI vs. OHI: Gaming and Leisure Properties vs. Omega Healthcare Investors Stock Comparison

Company Profile

Gaming and Leisure Properties (GLPI) and Omega Healthcare Investors (OHI) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but GLPI is classified in Specialized REITs while OHI is classified in Health Care REITs.

Both Gaming and Leisure Properties (GLPI) and Omega Healthcare Investors (OHI) 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 Omega Healthcare Investors (OHI) at 14.48% 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 Omega Healthcare Investors (OHI) 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 Omega Healthcare Investors (OHI) 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

Omega Healthcare Investors (OHI) at 13.19% sits in the top revenue growth quartile, while Gaming and Leisure Properties (GLPI) at 4.13% is closer to the peer norm — faster top-line expansion for OHI.

EPS growth isn't a meaningful figure for either Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) or Omega Healthcare Investors (OHI) 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 Omega Healthcare Investors (OHI) at 0.49 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

Omega Healthcare Investors (OHI) at 0.70 keeps leverage in the lower industry quartile, while Gaming and Leisure Properties (GLPI) at 1.57 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

Gaming and Leisure Properties (GLPI) at 8.11% delivers top-quartile income for its industry, while Omega Healthcare Investors (OHI) at 5.63% 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 Omega Healthcare Investors (OHI) 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 Omega Healthcare Investors (OHI) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Gaming and Leisure Properties (GLPI) at 6.88 is priced about in line with its industry on P/S ratio, while Omega Healthcare Investors (OHI) at 12.18 sits in the pricier quartile — OHI costs more per dollar of sales.

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

Valuation Metrics