GLPI
Gaming and Leisure Properties, Inc.
GLPI's fundamentals are strong and it looks cheap: trading at 12x earnings, below its usual 18x. Analysts expect earnings growth.
OPEN
Opendoor Technologies Inc.
There isn't enough reported data to score OPEN yet.
GLPI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
GLPI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for real estate companies like GLPI.
OPEN Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
OPEN's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for real estate companies like OPEN.
GLPI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 12x | $39.10 | — |
| Forward | 12x | $39.10 | — |
| Cheap | 16x | $52.73 | +35% |
| Fair | 18x | $58.31 | +49% |
| Expensive | 21x | $67.92 | +74% |
Historical ranges are pointers, not guarantees.
GLPI's PE is in its cheap range at 11.9x. On analysts' estimates for next year's earnings, today's price would be 11.9x.
OPEN PE Valuation
OPEN has no meaningful PE right now: it lost money over the past year.
GLPI Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Weakening | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for GLPI, but weaker profitability.
OPEN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect OPEN's losses to grow, with revenue growing. However, they disagree widely on these estimates.
GLPI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.28 | -0.3% |
| Q3 2026 | $3.29 | +18% |
| Q2 2026 | $3.43 | +32% |
| Q1 2026 | $3.17 | +12% |
| Q4 2025 | $2.95 | +2.8% |
| Q3 2025 | $2.78 | -2.8% |
| Q2 2025 | $2.60 | -10% |
| Q1 2025 | $2.83 | +4.4% |
| Q4 2024 | $2.87 | +3.6% |
GLPI has the edge over OPEN on earnings quality, reporting a profit while its opponent remains loss making.
OPEN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.00 | -$1.56 |
| Q2 2026 | -$1.89 | -$1.46 |
| Q1 2026 | -$1.76 | -$1.24 |
| Q4 2025 | -$1.70 | -$1.14 |
| Q3 2025 | -$0.44 | +$0.09 |
| Q2 2025 | -$0.43 | +$0.15 |
| Q1 2025 | -$0.52 | -$0.10 |
| Q4 2024 | -$0.56 | -$0.14 |
OPEN lost $2.00 per share over the past year, and its loss has widened in each of the last five quarters.
GLPI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $435.4M | +9.5% |
| Q2 2026 | $430.5M | +9% |
| Q1 2026 | $420M | +6.3% |
| Q4 2025 | $407M | +4.5% |
| Q3 2025 | $397.6M | +3.2% |
| Q2 2025 | $394.9M | +3.7% |
| Q1 2025 | $395.2M | +5.1% |
| Q4 2024 | $389.6M | +5.6% |
GLPI has the edge over OPEN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 71% | -14 points |
| Q2 2026 | 77% | +16 points |
| Q1 2026 | 79% | +14 points |
| Q4 2025 | 89% | +10 points |
| Q3 2025 | 85% | +14 points |
| Q2 2025 | 61% | -16 points |
| Q1 2025 | 65% | -3 points |
| Q4 2024 | 79% | -0.9 points |
GLPI has the edge over OPEN on profitability, with a higher operating margin.
OPEN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +12% |
| Q2 2026 | $883M | -44% |
| Q1 2026 | $720M | -38% |
| Q4 2025 | $736M | -32% |
| Q3 2025 | $915M | -34% |
| Q2 2025 | $1.6B | +3.7% |
| Q1 2025 | $1.2B | -2.4% |
| Q4 2024 | $1.1B | +25% |
OPEN's revenue is recovering but still below its 2022 peak: $1B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -18% | -11 points |
| Q2 2026 | -16% | -16 points |
| Q1 2026 | -22% | -17 points |
| Q4 2025 | -20% | -12 points |
| Q3 2025 | -7.4% | -2.6 points |
| Q2 2025 | -0.8% | +3.9 points |
| Q1 2025 | -4.9% | +2.5 points |
| Q4 2024 | -8.7% | +4.6 points |
OPEN's operating margin was −18% last quarter, down 11 points from the same quarter a year ago.
GLPI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $279.7M | +53% |
| Q2 2026 | $452M | +66% |
| Q1 2026 | $158.8M | -34% |
| Q4 2025 | $96.3M | -69% |
| Q3 2025 | $183M | -30% |
| Q2 2025 | $272.3M | +11% |
| Q1 2025 | $239.6M | -7.1% |
| Q4 2024 | $308.2M | +17% |
GLPI has the edge over OPEN on cash generation, producing positive trailing cash flow while its opponent burns cash.
OPEN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$836M | -294% |
| Q2 2026 | -$723M | -188% |
| Q1 2026 | -$250M | +$33M |
| Q4 2025 | $67M | +$150M |
| Q3 2025 | $432M | +671% |
| Q2 2025 | $821M | +$1.2B |
| Q1 2025 | -$283M | -$97M |
| Q4 2024 | -$83M | +$468M |
OPEN's free cash flow was −$1.7B over the past year, against $887M the year before. Free cash flow isn't a meaningful measure for real estate companies like OPEN.
GLPI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.8% | +5.2M shares |
| 1 year | +2.7% | +7.6M shares |
| 3 years | +10% | +26.9M shares |
| 5 years | +23% | +54.9M shares |
| Available history | +32% | +70.1M shares |
GLPI has the edge over OPEN on shareholder dilution, with a more favorable share count trend.
OPEN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -16.3M shares |
| 1 year | +30% | +220M shares |
| 3 years | +42% | +282M shares |
| 5 years | +61% | +361M shares |
| Available history | +1042% | +866M shares |
OPEN has 949M diluted shares, up 30% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
GLPI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.9x | High |
| Q2 2026 | 4.7x | High |
| Q1 2026 | 5.0x | High |
| Q4 2025 | 4.7x | High |
| Q3 2025 | 4.5x | High |
| Q2 2025 | 4.6x | High |
| Q1 2025 | 4.8x | High |
| Q4 2024 | 5.2x | High |
GLPI's net debt is about 4.9 years of its operating earnings (EBITDA), up from 4.5 years a year ago. Net leverage isn't a meaningful measure for real estate companies like GLPI.
OPEN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2022 | 337.2x | High |
OPEN's net debt is more than 20 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for real estate companies like OPEN.
GLPI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.8 | Neutral |
| Stochastic | 20.9 | Neutral |
GLPI's weekly RSI is 36 (neutral) and its Stochastic is 21 (neutral).
OPEN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 20.6 | Oversold |
| Stochastic | 1.2 | Oversold |
OPEN's weekly RSI is 21 (oversold) and its Stochastic is 1 (oversold).
GLPI PE vs Real Estate Sector
| Metric | GLPI | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 24x | 50% below |
| PE % | 3 | 23 | 20 pts below |
GLPI is trading at 12x earnings, a 50% discount to the Real Estate sector's median of 24x.
OPEN PE vs Real Estate Sector
OPEN has no meaningful PE right now: it lost money over the past year.
GLPI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $38.8 | 0.7% above |
| 20 week MA | $41.4 | 5.6% below |
| 50 week MA | $44.2 | 12% below |
| 100 week MA | $45.7 | 14% below |
| 200 week MA | $46.9 | 17% below |
GLPI has the edge over OPEN on trend strength, trading above more of its moving averages.
OPEN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.97 | 37% below |
| 20 week MA | $3.00 | 59% below |
| 50 week MA | $4.37 | 72% below |
| 100 week MA | $3.74 | 67% below |
| 200 week MA | $3.13 | 60% below |
OPEN is in a downtrend: it's below all five of its weekly moving averages, and 60% below its 200-week average.
GLPI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $42.9 | $43.0 | +0.4% |
| 2021 | $43.0 | $46.5 | +8.1% |
| 2022 | $46.5 | $52.5 | +13% |
| 2023 | $52.5 | $49.4 | -5.9% |
| 2024 | $49.4 | $47.9 | -3% |
| 2025 | $47.9 | $44.6 | -6.7% |
| 2026 YTD | $44.6 | $39.1 | -12% |
GLPI has the edge over OPEN on returns for 2026, with the stronger performance.
OPEN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $27.4 | +150% |
| 2021 | $27.4 | $14.9 | -46% |
| 2022 | $14.9 | $1.02 | -93% |
| 2023 | $1.02 | $4.48 | +339% |
| 2024 | $4.48 | $1.67 | -63% |
| 2025 | $1.67 | $6.01 | +260% |
| 2026 YTD | $6.01 | $1.24 | -79% |
OPEN's yearly returns have swung widely, from +339% in 2023 to −93% in 2022. It's down 79% so far in 2026.