Gaming & Leisure Properties vs Omega Healthcare Investors
GLPI and OHI side by side, both in miscellaneous investing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GLPI and OHI compare
Omega Healthcare Investors is the larger company, worth 1.3 times as much as Gaming & Leisure Properties ($14.2B against $11.3B).
On earnings, Gaming & Leisure Properties is cheaper: it trades at 11.9× trailing earnings, against 17.0× for Omega Healthcare Investors.
Omega Healthcare Investors grew revenue faster over the last twelve months (15.0% versus 7.3% for Gaming & Leisure Properties).
Omega Healthcare Investors keeps more of each dollar of sales as profit, with a net margin of 67.0% compared with 55.2% at Gaming & Leisure Properties.
Both pay dividends: Gaming & Leisure Properties yields 8.2% and Omega Healthcare Investors 5.7%.
Gaming & Leisure Properties scores higher on the StockData Score (18 against 12 for Omega Healthcare Investors), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GLPI | OHI |
|---|---|---|
| Size and price | ||
| Market cap | $11.3B | $14.2B |
| Share price | $38.98 | $46.98 |
| Change, 1 year | −10.7% | 18.8% |
| Change, 5 years | −20.1% | 57.0% |
| Beta (5Y) | 0.52 | 0.27 |
| Employees | 20 | 69 |
| StockData Score | ||
| Total score | 18 (better) | 12 |
| Valuation score | 5 (better) | 3 |
| Growth score | 3 | 3 |
| Performance score | 6 (better) | 2 |
| Health score | 0 | 0 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 11.9× (better) | 17.0× |
| P/S | 6.7× (better) | 11.1× |
| P/B | 2.3× (better) | 2.6× |
| EV/EBITDA | 6.9× (better) | 10.0× |
| PEG | 3.98 (better) | 6.71 |
| Fair value | $58.00 | $52.14 |
| Margin of safety | 32.8% (better) | 9.9% |
| Growth | ||
| Revenue growth (TTM) | 7.3% | 15.0% (better) |
| Revenue growth, 5Y average | 6.7% (better) | 5.9% |
| Net income growth (TTM) | 20.7% | 82.4% (better) |
| EPS growth (TTM) | 17.6% | 73.1% (better) |
| EPS growth, 5Y average | 5.1% | 22.6% (better) |
| Profitability | ||
| Operating margin | 79.1% | – |
| Net margin | 55.2% | 67.0% (better) |
| Return on equity | 19.6% (better) | 16.5% |
| Return on invested capital | 31.0% | – |
| Financial health | ||
| Interest coverage | 3.5× | – |
| Altman Z-score | 1.01 | 2.81 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 8.2% (better) | 5.7% |
| Payout ratio | 98.2% | 92.6% |
| Years of dividend growth | 1 (better) | 0 |
| Dividend growth, 5Y average | 4.4% (better) | 0.00% |
| Shareholder yield | 8.2% (better) | 5.7% |
| Ownership | ||
| Held by institutions | 95.3% | 81.8% |
| Held by insiders | 4.0% | 0.19% |
| Insider net buying, 12 months | −$3.1M | $1.4M (better) |
| Short interest, % of float | 3.7% | 5.2% |
Go deeper
- GLPI stock overview
- GLPI income statement
- GLPI valuation and score
- OHI stock overview
- OHI income statement
- OHI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.