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GLPI vs O
Which Stock Would AI Choose? Gaming and Leisure Properties (GLPI) vs. Realty Income (O) Stock Comparison
Key Takeaways
- Both GLPI and O are real estate investment trusts (REITs), but they operate distinct models: GLPI owns gaming properties under concentrated triple-net leases, while O runs a diversified net-lease portfolio spanning retail, industrial, and other property types.
- GLPI trades at a materially lower valuation (price-to-earnings ratio near 12) and a higher dividend yield (above 8%), versus O's higher multiple (P/E near 41) and roughly 5.7% yield.
- GLPI recently posted record quarterly revenue and double-digit growth in adjusted funds from operations (AFFO), while O's growth outlook remains more modest at a low single-digit AFFO pace.
- Both stocks sit well below their 52-week highs amid a rising-rate environment that has pressured REIT valuations across the sector.
- Tickeron AI Verdict: GLPI is currently favored on the basis of relative valuation, income yield, and recent fundamental momentum.
- For additional context, explore GLPI Major News and GLPI Today's Price Move, as well as O Major News and O Today's Price Move.
- To see how automated systems are positioning across the market, explore Trending AI Robots.
Introduction
Income-focused investors frequently weigh specialty REITs against diversified net-lease giants, and the matchup between Gaming and Leisure Properties (GLPI) and Realty Income (O) captures that decision well. Both companies generate rent-backed cash flow and pay dependable dividends, yet their risk profiles, growth trajectories, and valuations differ sharply. GLPI offers a concentrated, higher-yielding gaming portfolio, while O provides broad geographic and tenant diversification through its "Monthly Dividend Company" model. For dividend investors, REIT allocators, and traders evaluating relative performance and market positioning, understanding these contrasts is essential in the current rising-rate environment, which has pressured both names but in different ways.
GLPI Overview and Recent Performance
Gaming and Leisure Properties, Inc. (GLPI) is a specialty REIT that acquires, finances, and owns real estate leased to gaming operators under triple-net arrangements, meaning tenants cover property taxes, insurance, and maintenance. Its portfolio spans roughly 71 properties across 21 U.S. states, with cash rent concentrated among publicly reporting gaming tenants such as PENN Entertainment, Boyd Gaming, Caesars Entertainment, and Bally's Corporation.
In recent weeks, GLPI delivered record quarterly results, with revenue rising about 9.5% and adjusted funds from operations (AFFO, a key REIT cash-flow measure) growing more than 10% year over year. Management raised full-year guidance and increased its annualized dividend. Despite these results, the stock has traded near the lower end of its 52-week range, partly reflecting non-cash credit-loss provisions tied to tenant exposure and broader rate-driven pressure on REITs. The pullback has pushed the dividend yield above 8%, which management has characterized as dislocated from underlying fundamentals.
O Overview and Recent Performance
Realty Income Corporation (O) is an S&P 500 net-lease REIT often called "The Monthly Dividend Company." Founded in 1969, it owns more than 15,500 properties across all 50 U.S. states, the U.K., and several European countries, leased to tenants in retail, industrial, and other sectors. It is an S&P 500 Dividend Aristocrat, having declared hundreds of consecutive monthly dividends and increased its payout for over three decades.
In recent market activity, O has also traded well below its 52-week high as rising interest rates compress acquisition spreads and weigh on REIT multiples. Its forward growth outlook remains steady but comparatively modest, with projected AFFO growth in the low single digits. The stock carries a dividend yield around 5.7% and an analyst consensus generally in "Hold" territory, reflecting a stable but slower-growth profile supported by investment-grade credit and diversified cash flow.
Trending AI Robots
Tickeron maintains a large library of AI trading bots, with hundreds of automated systems trading thousands of different tickers across varied timeframes, strategies, and risk profiles. Rather than surfacing all of them, Tickeron curates a focused Trending AI Robots section highlighting the systems best suited to current market conditions. These bots differ in trading style, holding period, performance statistics, and the specific tickers they follow, giving users a range of approaches to review. For traders seeking a data-driven perspective on how automated strategies are positioning in names like GLPI and O, exploring the Trending AI Robots page can provide an additional layer of market insight.
Head-to-Head Comparison
The two REITs diverge most clearly on concentration versus diversification. GLPI is a high-conviction, higher-yield play whose fortunes hinge on a small number of gaming tenants and a $2 billion-plus development pipeline, including the Bally's Chicago project. This creates greater upside leverage but also elevated tenant-concentration risk, particularly given credit-loss provisions tied to select operators. O, by contrast, spreads risk across thousands of properties and tenants, delivering lower but steadier growth and a lower yield.
On valuation, GLPI screens significantly cheaper on both earnings and yield, while O commands a premium multiple for its diversification, scale, and credit quality. In terms of relative performance, both names have faced similar rate-driven headwinds, but GLPI's recent fundamental momentum—record AFFO growth and raised guidance—contrasts with O's more incremental growth outlook. The trade-off is essentially one of higher yield and growth potential against greater stability and diversification.
Tickeron AI Verdict
Based on observable factors such as relative valuation, dividend yield, recent AFFO growth, and analyst positioning, Tickeron's AI would currently lean toward GLPI. The stock's lower multiple, yield above 8%, record cash-flow growth, and constructive "Buy"-leaning analyst consensus offer a more favorable risk-reward profile than O's steadier but slower-growth, "Hold"-rated setup. That said, GLPI's higher tenant concentration introduces greater single-name risk, so this verdict reflects probabilistic positioning rather than a definitive outcome. Investors weighing stability above all may still find O's diversification attractive despite its comparatively modest momentum.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GLPI is a Hold and O is a Hold.
GLPI in downward trend: price dove below 50-day moving average on November 06, 2026
GLPI moved below its 50-day moving average on November 06, 2026 date and that indicates a change from an upward trend to a downward trend. In 35 of 56 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 62%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 37 of 66 cases where GLPI's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 56%.
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on GLPI as a result. In 51 of 103 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 50%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where GLPI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 47%.
GLPI broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where GLPI's RSI Indicator exited the oversold zone, 7 of 22 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 32%.
The Moving Average Convergence Divergence (MACD) for GLPI just turned positive on October 08, 2026. Looking at past instances where GLPI's MACD turned positive, the stock continued to rise in 20 of 45 cases over the following month. The odds of a continued upward trend are 44%.
Following a +2.85% 3-day Advance, the price is estimated to grow further. Considering data from situations where GLPI advanced for three days, in 126 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 42%.
The Aroon Indicator entered an Uptrend today. In 97 of 252 cases where GLPI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 38%.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 46 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 58 (best 1 - 100 worst), indicating fairly steady price growth. GLPI’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 66 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.270) is normal, around the industry mean (1.887). P/E Ratio (11.371) is within average values for comparable stocks, (28.143). Projected Growth (PEG Ratio) (0.660) is also within normal values, averaging (2.612). GLPI has a moderately high Dividend Yield (0.084) as compared to the industry average of (0.043). P/S Ratio (6.925) is also within normal values, averaging (5.594).
The Tickeron Profit vs. Risk Rating rating for this company is 67 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. GLPI’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 78, placing this stock better than average.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 79 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
O in upward trend: 10-day moving average crossed above 50-day moving average on November 04, 2026
The 10-day moving average for O crossed bullishly above the 50-day moving average on November 04, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 68%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 13, 2026. You may want to consider a long position or call options on O as a result. In 48 of 79 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for O just turned positive on October 08, 2026. Looking at past instances where O's MACD turned positive, the stock continued to rise in 27 of 48 cases over the following month. The odds of a continued upward trend are 56%.
O moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.48% 3-day Advance, the price is estimated to grow further. Considering data from situations where O advanced for three days, in 152 of 320 cases, the price rose further within the following month. The odds of a continued upward trend are 47%.
The Aroon Indicator entered an Uptrend today. In 103 of 246 cases where O Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 42%.
Bearish Trend Analysis
The 10-day RSI Indicator for O moved out of overbought territory on November 06, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 40 similar instances where the indicator moved out of overbought territory. In 23 of the 40 cases, the stock moved lower in the following days. This puts the odds of a move lower at 57%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for O moved below the 200-day moving average on October 01, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where O declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 49%.
O broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 46 (best 1 - 100 worst), indicating steady price growth. O’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 69 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 71 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. O’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 58, placing this stock worse than average.
The Tickeron Valuation Rating of 76 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.413) is normal, around the industry mean (2.818). P/E Ratio (43.095) is within average values for comparable stocks, (36.351). Projected Growth (PEG Ratio) (2.792) is also within normal values, averaging (12.808). Dividend Yield (0.018) settles around the average of (339.201) among similar stocks. P/S Ratio (8.865) is also within normal values, averaging (6.739).
The Tickeron SMR rating for this company is 86 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
GLPI | O | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 45 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 66 Overvalued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 67 | 71 | |
SMR RATING 1..100 | 46 | 86 | |
PRICE GROWTH RATING 1..100 | 58 | 46 | |
P/E GROWTH RATING 1..100 | 79 | 69 | |
SEASONALITY SCORE 1..100 | 75 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
GLPI's Valuation (66) in the Real Estate Investment Trusts industry is in the same range as O (76). This means that GLPI’s stock grew similarly to O’s over the last 12 months.
GLPI's Profit vs Risk Rating (67) in the Real Estate Investment Trusts industry is in the same range as O (71). This means that GLPI’s stock grew similarly to O’s over the last 12 months.
GLPI's SMR Rating (46) in the Real Estate Investment Trusts industry is somewhat better than the same rating for O (86). This means that GLPI’s stock grew somewhat faster than O’s over the last 12 months.
O's Price Growth Rating (46) in the Real Estate Investment Trusts industry is in the same range as GLPI (58). This means that O’s stock grew similarly to GLPI’s over the last 12 months.
O's P/E Growth Rating (69) in the Real Estate Investment Trusts industry is in the same range as GLPI (79). This means that O’s stock grew similarly to GLPI’s over the last 12 months.
| GLPI | O | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 32% | 1 day ago 57% |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 46% |
| Momentum ODDS (%) | 1 day ago 50% | 1 day ago 61% |
| MACD ODDS (%) | 1 day ago 44% | 1 day ago 56% |
| TrendWeek ODDS (%) | 1 day ago 47% | 1 day ago 51% |
| TrendMonth ODDS (%) | 1 day ago 39% | 1 day ago 50% |
| Advances ODDS (%) | 23 days ago 42% | 3 days ago 47% |
| Declines ODDS (%) | 1 day ago 47% | 11 days ago 49% |
| BollingerBands ODDS (%) | 1 day ago 60% | 1 day ago 44% |
| Aroon ODDS (%) | 1 day ago 38% | 1 day ago 42% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GLPI’s FA Score shows that 0 FA rating(s) are green while O’s FA Score has 0 green FA rating(s).
- GLPI’s FA Score: 0 green, 5 red.
- O’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GLPI’s TA Score shows that 4 TA indicator(s) are bullish while O’s TA Score has 6 bullish TA indicator(s).
- GLPI’s TA Score: 4 bullish, 5 bearish.
- O’s TA Score: 6 bullish, 5 bearish.
Price Growth
GLPI (@Specialty Telecommunications) experienced а -0.23% price change this week, while O (@Real Estate Investment Trusts) price change was +3.71% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was -1.50%. For the same industry, the average monthly price growth was -2.57%, and the average quarterly price growth was -11.51%.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -0.68%. For the same industry, the average monthly price growth was +3.69%, and the average quarterly price growth was -2.30%.
Reported Earning Dates
GLPI is expected to report earnings on Feb 25, 2027.
O is expected to report earnings on Feb 23, 2027.
Industries' Descriptions
@Specialty Telecommunications (-1.50% weekly)Companies belonging to the specialty telecommunications sector provide voice and data transmission via a single method, such as fixed lines, digital subscriber lines (DSL), wireless technology, the internet or competitive local exchange carriers. Telefonica, Liberty Broadband Corp., and Zayo Group Holdings, Inc. are some of the big specialty telecom companies in the U.S.
@Real Estate Investment Trusts (-0.68% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
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GLPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, GLPI has been closely correlated with FCPT. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if GLPI jumps, then FCPT could also see price increases.
| Ticker / NAME | Correlation To GLPI | 1D Price Change % | ||
|---|---|---|---|---|
| GLPI | 100% | -1.39% | ||
| FCPT - GLPI | 68% Closely correlated | -1.14% | ||
| O - GLPI | 68% Closely correlated | -0.77% | ||
| DOC - GLPI | 65% Loosely correlated | +0.70% | ||
| CUBE - GLPI | 65% Loosely correlated | -0.77% | ||
| EPRT - GLPI | 65% Loosely correlated | -1.31% | ||
More | ||||
O and
Correlation & Price change
A.I.dvisor indicates that over the last year, O has been closely correlated with NNN. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if O jumps, then NNN could also see price increases.
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPY | 735.29 | 2.29 | +0.31% |
| State Street SPDR S&P 500 ETF (SPY) | |||
| GTR | 26.57 | 0.05 | +0.20% |
| WisdomTree Target Range Fund (GTR) | |||
| PRTO | 26.42 | N/A | N/A |
| RCN Pareto Strategic Allocation ETF (PRTO) | |||
| AFMC | 39.21 | -0.03 | -0.08% |
| First Trust Active Factor Mid Cap ETF (AFMC) | |||
| EPOL | 42.79 | -0.61 | -1.41% |
| iShares MSCI Poland ETF (EPOL) | |||