GLPI vs. VTR: Gaming and Leisure Properties vs. Ventas Stock Comparison

Company Profile

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

Both Gaming and Leisure Properties (GLPI) and Ventas (VTR) 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

Gaming and Leisure Properties (GLPI) at 18.69% sits in the top ROE quartile, while Ventas (VTR) at 1.87% is closer to the peer norm — stronger capital efficiency for GLPI.

Neither Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) nor Ventas (VTR) 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 Ventas (VTR) 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

Ventas (VTR) at 18.47% 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 VTR.

EPS growth isn't a meaningful figure for either Gaming and Leisure Properties (GLPI) in Equity Real Estate Investment Trusts (REITs) or Ventas (VTR) 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 Ventas (VTR) at 0.37 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

Both Gaming and Leisure Properties (GLPI) at 1.57 and Ventas (VTR) at 0.77 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 Ventas (VTR) at 2.29% 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 Ventas (VTR) 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 Ventas (VTR) 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 Ventas (VTR) at 6.96 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 is valued about in line with its industry on P/B ratio, while Ventas (VTR) at 2.97 carries an above-peer premium to book — VTR is pricier on assets.

Valuation Metrics