Gaming and Leisure Properties (GLPI) vs Lamar Advertising (LAMR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Lamar Advertising (LAMR) has outperformed Gaming and Leisure Properties (GLPI) over the past year, gaining 20.6% versus a loss of 15.5%. Over five years, LAMR leads with a +22.3% price change compared with -22.4% for GLPI. Lamar Advertising is the larger company by market cap ($14.80 billion vs $11.46 billion), about 1.3 times the size, while Gaming and Leisure Properties is growing revenue faster (+4.1% vs +2.7%).
On valuation, Gaming and Leisure Properties trades at a lower forward P/E (11.5x vs 22.5x for Lamar Advertising). Gaming and Leisure Properties offers the higher dividend yield (8.26% vs 4.32%). Gaming and Leisure Properties converts more of its revenue into profit, with a net margin of 51.7% versus 25.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GLPI | LAMR |
|---|---|---|
| Share price | $38.26 | $145.70 |
| Market cap | $11.46B | $14.80B |
| 1-day change | +1.27% | +1.72% |
| YTD return | -14.39% | +15.11% |
| 1-year return | -15.47% | +20.62% |
| 5-year return | -22.44% | +22.30% |
| P/E ratio (TTM) | 11.19 | 26.59 |
| Forward P/E | 11.49 | 22.48 |
| EPS (TTM) | $3.42 | $5.48 |
| Dividend yield | 8.26% | 4.32% |
| Annual dividend | $3.16 | $6.30 |
| Revenue (latest FY) | $1.59B | $2.27B |
| Revenue growth (YoY) | +4.13% | +2.68% |
| Net income (latest FY) | $825.11M | $587.15M |
| Gross margin | — | 67.04% |
| Operating margin | 75.34% | 34.16% |
| Net margin | 51.74% | 25.91% |
| 52-week high | $49.95 | $166.33 |
| 52-week low | $37.33 | $114.45 |
| Distance from 52-week high | -23.40% | -12.40% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +35.34% | +11.32% |
| Average volume | 3.24M | 579.99K |
| Shares outstanding | 290.92M | 87.13M |
| Employees | 20 | 3,500 |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- LAMR has outperformed GLPI by 36.1 percentage points over the past year.
- Lamar Advertising trades at a higher earnings multiple (26.6x vs 11.2x trailing P/E).
- Gaming and Leisure Properties offers a meaningfully higher dividend yield (8.26% vs 4.32%).
- Gaming and Leisure Properties is more profitable, keeping 51.7 cents of every revenue dollar as net income versus 25.9 cents for Lamar Advertising.
About Gaming and Leisure Properties
GLPI stock →Gaming and Leisure Properties, Inc. is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.
Real Estate · Real Estate Investment Trusts · 20 employees
About Lamar Advertising
LAMR stock →Lamar Advertising Company is one of the largest outdoor advertising companies in North America, with over 362,000 displays across the United States and Canada. Lamar offers advertisers a variety of billboards, interstate logo, transit and airport advertising formats, helping both local businesses and national brands reach broad audiences every day.
Real Estate · Real Estate Investment Trusts · 3,500 employees
GLPI vs LAMR FAQ
Which is bigger, Gaming and Leisure Properties or Lamar Advertising?
Lamar Advertising (LAMR) is larger, with a market capitalization of $14.80B compared with $11.46B for Gaming and Leisure Properties (GLPI).
Which stock has performed better over the past year, GLPI or LAMR?
LAMR returned +20.62% over the past 12 months, compared with -15.47% for GLPI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GLPI or LAMR?
GLPI has the lower trailing P/E at 11.2, versus 26.6 for LAMR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Gaming and Leisure Properties or Lamar Advertising?
Gaming and Leisure Properties has the higher yield at 8.26%, compared with 4.32% for Lamar Advertising.
Are Gaming and Leisure Properties and Lamar Advertising in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.