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Side-by-side financial comparison of DELUXE CORP (DLX) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
DELUXE CORP is the larger business by last-quarter revenue ($535.2M vs $420.0M, roughly 1.3× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 2.2%, a 54.8% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 2.8%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% CAGR vs 0.0%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
DLX vs GLPI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $420.0M |
| Net Profit | $12.0M | $239.4M |
| Gross Margin | 52.2% | — |
| Operating Margin | 8.9% | 79.4% |
| Net Margin | 2.2% | 57.0% |
| Revenue YoY | 2.8% | 6.3% |
| Net Profit YoY | -5.0% | 40.5% |
| EPS (diluted) | $0.25 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $420.0M | ||
| Q4 25 | $535.2M | $407.0M | ||
| Q3 25 | $540.2M | $397.6M | ||
| Q2 25 | $521.3M | $394.9M | ||
| Q1 25 | $536.5M | $395.2M | ||
| Q4 24 | $520.6M | $389.6M | ||
| Q3 24 | $528.4M | $385.3M | ||
| Q2 24 | $537.8M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $12.0M | $275.4M | ||
| Q3 25 | $33.7M | $241.2M | ||
| Q2 25 | $22.4M | $151.4M | ||
| Q1 25 | $14.0M | $165.2M | ||
| Q4 24 | $12.6M | $223.6M | ||
| Q3 24 | $8.9M | $184.7M | ||
| Q2 24 | $20.5M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 52.2% | — | ||
| Q3 25 | 53.9% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 52.4% | — | ||
| Q4 24 | 52.3% | — | ||
| Q3 24 | 53.3% | — | ||
| Q2 24 | 53.7% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | 8.9% | 89.3% | ||
| Q3 25 | 14.0% | 84.8% | ||
| Q2 25 | 11.7% | 61.3% | ||
| Q1 25 | 9.0% | 65.5% | ||
| Q4 24 | 9.0% | 79.1% | ||
| Q3 24 | 7.9% | 70.4% | ||
| Q2 24 | 11.0% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | 2.2% | 67.6% | ||
| Q3 25 | 6.2% | 60.7% | ||
| Q2 25 | 4.3% | 38.4% | ||
| Q1 25 | 2.6% | 41.8% | ||
| Q4 24 | 2.4% | 57.4% | ||
| Q3 24 | 1.7% | 47.9% | ||
| Q2 24 | 3.8% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.25 | $0.96 | ||
| Q3 25 | $0.74 | $0.85 | ||
| Q2 25 | $0.50 | $0.54 | ||
| Q1 25 | $0.31 | $0.60 | ||
| Q4 24 | $0.28 | $0.79 | ||
| Q3 24 | $0.20 | $0.67 | ||
| Q2 24 | $0.46 | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.9M | $274.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $680.7M | $5.0B |
| Total Assets | $2.9B | $13.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $36.9M | — | ||
| Q3 25 | $25.8M | — | ||
| Q2 25 | $26.0M | — | ||
| Q1 25 | $30.3M | — | ||
| Q4 24 | $34.4M | $560.8M | ||
| Q3 24 | $41.3M | $560.8M | ||
| Q2 24 | $23.1M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $680.7M | $4.6B | ||
| Q3 25 | $664.1M | $4.6B | ||
| Q2 25 | $638.7M | $4.6B | ||
| Q1 25 | $622.5M | $4.2B | ||
| Q4 24 | $620.9M | $4.3B | ||
| Q3 24 | $612.7M | $4.3B | ||
| Q2 24 | $620.5M | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $2.9B | $12.9B | ||
| Q3 25 | $2.6B | $12.8B | ||
| Q2 25 | $2.5B | $12.5B | ||
| Q1 25 | $2.6B | $12.1B | ||
| Q4 24 | $2.8B | $13.1B | ||
| Q3 24 | $2.6B | $12.7B | ||
| Q2 24 | $2.7B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $102.1M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 8.53× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $102.1M | $1.1B | ||
| Q3 25 | $67.1M | $240.3M | ||
| Q2 25 | $51.1M | $293.4M | ||
| Q1 25 | $50.3M | $252.5M | ||
| Q4 24 | $60.2M | $1.1B | ||
| Q3 24 | $67.9M | $270.4M | ||
| Q2 24 | $39.6M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | $27.8M | $272.3M | ||
| Q1 25 | $24.3M | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $46.7M | $261.5M | ||
| Q2 24 | $11.4M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | 5.3% | 69.0% | ||
| Q1 25 | 4.5% | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | 8.8% | 67.9% | ||
| Q2 24 | 2.1% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | 4.5% | 5.3% | ||
| Q1 25 | 4.8% | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | 4.0% | 2.3% | ||
| Q2 24 | 5.2% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 8.53× | 4.10× | ||
| Q3 25 | 1.99× | 1.00× | ||
| Q2 25 | 2.28× | 1.94× | ||
| Q1 25 | 3.59× | 1.53× | ||
| Q4 24 | 4.77× | 4.80× | ||
| Q3 24 | 7.60× | 1.46× | ||
| Q2 24 | 1.94× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
GLPI
Segment breakdown not available.
