EPR Properties (EPR) vs Gaming and Leisure Properties, Inc. (GLPI)

EPR Properties and Gaming and Leisure Properties, Inc. are both Reit Specialty companies. Gaming and Leisure Properties, Inc. is the larger, with a market value of $11.2B against $4.4B — 2.6× the size. Gaming and Leisure Properties, Inc. trades at the lower P/E: 11.4× against 18.1×. Gaming and Leisure Properties, Inc. grew revenue faster over the last twelve months: 5.76% against 4.47%. Gaming and Leisure Properties, Inc. has the higher net margin (58.5% vs 32.2%) and the higher return on invested capital (6.47% vs 4.58%). Both pay a dividend; EPR Properties yields more (7.75% vs 6.68%). Across the 22 metrics below, Gaming and Leisure Properties, Inc. leads on 14 and EPR Properties on 8.

Valuation

Metric EPR GLPI Reit Specialty median
P/E 18.10 11.37 26.27
P/S 5.86 6.69 5.86
P/B 1.88 2.06 2.19
Price to free cash flow n/m 17.65 14.62
EV/EBITDA 12.74 11.38 16.22
EV/Sales 10.26 11.42 8.93
Earnings yield 5.53% 8.80% 3.43%
Free cash flow yield (3.80%) 5.67% 5.37%

Profitability

Metric EPR GLPI Reit Specialty median
Gross margin 91.91% 100.00% 67.43%
Operating margin 55.09% 82.55% 21.38%
Net margin 32.20% 58.53% 16.14%
Free cash flow margin (22.28%) 37.93% 31.07%
Return on equity 10.31% 18.78% 4.76%
Return on assets 4.12% 7.27% 3.29%
Return on invested capital 4.58% 6.47% 4.19%

Growth

Metric EPR GLPI Reit Specialty median
Revenue growth (TTM) 4.47% 5.76% 5.36%
EPS growth (last fiscal year) 105.00% 2.79% —
Revenue growth, 5-year CAGR 11.62% 6.70% 6.70%
Net income growth, 5-year CAGR 0.00% 10.29% 0.00%

Health

Metric EPR GLPI Reit Specialty median
Debt to equity 1.43 1.51 0.62
Current ratio 9.51 4.74 0.70
Net debt to EBITDA 4.78 4.70 4.47

Dividend

Metric EPR GLPI Reit Specialty median
Dividend yield 7.75% 6.68% 3.88%
Payout ratio 1.77 0.98 1.14

Size

Metric EPR GLPI Reit Specialty median
Market cap 4.35b 11.21b 8.48b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack