COMPARE · Data as of August 28, 2026

GLPI vs VICI

Verdict: Side-by-side breakdown using the Bull Rankings model. GLPI scored 71.0, VICI scored 75.0 — VICI leads.
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GLPI
Gaming and Leisure Properties, Inc.
REIT - Specialty · Financial strength
71.7Fin
$42.56 · $12.7B
fundamentals as of
Strength gap
18.4
VICI leads
VICI
VICI Properties Inc.
REIT - Diversified · Financial strength
90.1Fin
$25.86 · $28.5B
fundamentals as of
  • Fastest growthGLPI+4.1%
  • Strongest balance sheetVICI0.60
THE BULL RANKINGS SCORECARD71.7/ 100 · FIN STRENGTHPEER MEDIANREIT71.7
THE BULL RANKINGS SCORECARD90.1/ 100 · FIN STRENGTHPEER MEDIANREIT90.1
YieldGLPI7.8%VICI6.9%
RevGLPI+4.1%VICI+4.1%
D/EGLPI1.56VICI0.60
GLPI
VICI
7.8%A-
Yield
6.9%A-
+4.1%C+
Rev
+4.1%C+
1.56C+
D/E
0.60A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
GLPIGaming and Leisure Properties, Inc.
REIT - Specialty · $42.56 · beta 0.69
Why now
REIT - Specialty · market cap $12.7b. 15% off the 52-week high of $49.95. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $53.52 (implying +26% upside).
Moat
Net margin 59% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Dividend payout 92% of earnings on a 7.8% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
VICIVICI Properties Inc.
REIT - Diversified · $25.86 · beta 0.69
Why now
REIT - Diversified · market cap $28.5b. Down 24% from 52-week high of $33.91 — deep drawdown territory. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $32.50 (implying +26% upside).
Moat
Net margin 67% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Generating verdict… typically 5–10 seconds
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