COMP <GO>
GLPI vs AMH // EV/EBITDA & P/E VALUATION
Gaming and Leisure Properties Inc. (NASDAQ) VS. American Homes 4 Rent Common (NYSE) • 15-METRIC TALLY: GLPI 8
— AMH 3
▲ EV/EBITDA & P/E VALUATION LEADER: GLPI
LAST: $39.34 (+0.92%) • MKT CAP: $11.34B
valuation
10.5x
LAST: $31.89 (+0.92%) • MKT CAP: $11.35B
valuation
24.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GLPI VS. AMH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GLPI | AMH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 3.80% | +11.00 | GLPI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.5x | 24.0x | -13.50 | GLPI | /valuation <GO> |
| Free Cash Flow Yield | 9.21% | 6.36% | +2.85 | GLPI | /fcf-yield <GO> |
| Operating Margin | 75.00% | 13.90% | +61.10 | GLPI | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 10.90% | -10.90 | AMH | /net-margins <GO> |
| Revenue Growth (YoY) | 4.10% | 1.10% | +3.00 | GLPI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.59% | 3.94% | +3.65 | GLPI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | GLPI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 53.5 | -5.30 | AMH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 0.92 | +0.24 | GLPI | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 30.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.34B | $11.35B | -$9.9M | AMH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GLPI REV | AMH REV | GLPI GROSS % | AMH GROSS % | GLPI FCF | AMH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.59B | $5.56B | — | — | $1.06B | $864.3M |
| FY 2024 | $1.53B | $5.62B | — | — | $1.00B | $811.5M |
| FY 2023 | $2.99B | — | — | — | $1.01B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GLPI // BETA 1.16
AMH // BETA 0.92