COMP <GO>
GLPI vs ELS // FREE CASH FLOW YIELD
Gaming and Leisure Properties Inc. (NASDAQ) VS. Equity Lifestyle Properties Inc. (NYSE) • 15-METRIC TALLY: GLPI 9
— ELS 2
▲ FREE CASH FLOW YIELD LEADER: GLPI
LAST: $39.34 (+0.92%) • MKT CAP: $11.34B
fcf-yield
9.21%
LAST: $60.45 (+2.41%) • MKT CAP: $11.50B
fcf-yield
4.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GLPI VS. ELS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GLPI | ELS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 11.40% | +3.40 | GLPI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.5x | 27.6x | -17.10 | GLPI | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 9.21% | 4.38% | +4.83 | GLPI | /fcf-yield <GO> |
| Operating Margin | 75.00% | 25.60% | +49.40 | GLPI | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 26.30% | -26.30 | ELS | /net-margins <GO> |
| Revenue Growth (YoY) | 4.10% | 0.30% | +3.80 | GLPI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.59% | 3.38% | +4.21 | GLPI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | GLPI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 45.8 | +2.40 | GLPI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.12 | +0.04 | GLPI | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.34B | $11.50B | -$158.0M | ELS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GLPI REV | ELS REV | GLPI GROSS % | ELS GROSS % | GLPI FCF | ELS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.59B | $1.53B | — | — | $1.06B | $502.2M |
| FY 2024 | $1.53B | $1.53B | — | — | $1.00B | $528.0M |
| FY 2023 | $2.99B | $1.49B | — | — | $1.01B | $481.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GLPI // BETA 1.16
ELS // BETA 1.12