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Side-by-side financial comparison of Genius Sports Ltd (GENI) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $420.0M, roughly 1.2× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs -12.3%, a 69.3% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 5.0%).
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
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.
GENI vs GLPI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $510.9M | $420.0M |
| Net Profit | $-63.0M | $239.4M |
| Gross Margin | 25.2% | — |
| Operating Margin | -11.5% | 79.4% |
| Net Margin | -12.3% | 57.0% |
| Revenue YoY | — | 6.3% |
| Net Profit YoY | — | 40.5% |
| EPS (diluted) | — | — |
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 | $510.9M | $407.0M | ||
| Q3 25 | $335.4M | $397.6M | ||
| Q2 25 | $215.2M | $394.9M | ||
| Q1 25 | $119.7M | $395.2M | ||
| Q4 24 | $413.0M | $389.6M | ||
| Q3 24 | $285.8M | $385.3M | ||
| Q2 24 | $184.1M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-63.0M | $275.4M | ||
| Q3 25 | — | $241.2M | ||
| Q2 25 | $-47.3M | $151.4M | ||
| Q1 25 | $-25.5M | $165.2M | ||
| Q4 24 | $-85.5M | $223.6M | ||
| Q3 24 | $-47.1M | $184.7M | ||
| Q2 24 | $-35.5M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | 25.2% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 18.6% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | -11.5% | 89.3% | ||
| Q3 25 | -15.3% | 84.8% | ||
| Q2 25 | -21.0% | 61.3% | ||
| Q1 25 | -20.3% | 65.5% | ||
| Q4 24 | -18.0% | 79.1% | ||
| Q3 24 | -13.9% | 70.4% | ||
| Q2 24 | -16.8% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | -12.3% | 67.6% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | -22.0% | 38.4% | ||
| Q1 25 | -21.3% | 41.8% | ||
| Q4 24 | -20.7% | 57.4% | ||
| Q3 24 | -16.5% | 47.9% | ||
| Q2 24 | -19.3% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | — | $0.85 | ||
| Q2 25 | — | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | — | $0.67 | ||
| Q2 24 | — | $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 | $280.6M | $274.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $724.5M | $5.0B |
| Total Assets | $1.1B | $13.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $280.6M | — | ||
| Q3 25 | $110.2M | — | ||
| Q2 25 | $110.2M | — | ||
| Q1 25 | $110.2M | — | ||
| Q4 24 | $100.3M | $560.8M | ||
| Q3 24 | $100.3M | $560.8M | ||
| Q2 24 | $100.3M | $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 | $724.5M | $4.6B | ||
| Q3 25 | $572.4M | $4.6B | ||
| Q2 25 | $572.4M | $4.6B | ||
| Q1 25 | $572.4M | $4.2B | ||
| Q4 24 | $573.0M | $4.3B | ||
| Q3 24 | $573.0M | $4.3B | ||
| Q2 24 | $573.0M | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.1B | $12.9B | ||
| Q3 25 | $792.3M | $12.8B | ||
| Q2 25 | $792.3M | $12.5B | ||
| Q1 25 | $792.3M | $12.1B | ||
| Q4 24 | $775.7M | $13.1B | ||
| Q3 24 | $775.7M | $12.7B | ||
| Q2 24 | $775.7M | $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 | $81.9M | — |
| Free Cash FlowOCF − Capex | $69.6M | — |
| FCF MarginFCF / Revenue | 13.6% | — |
| Capex IntensityCapex / Revenue | 2.4% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $33.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $81.9M | $1.1B | ||
| Q3 25 | $-4.8M | $240.3M | ||
| Q2 25 | $-1.2M | $293.4M | ||
| Q1 25 | $-14.6M | $252.5M | ||
| Q4 24 | $14.9M | $1.1B | ||
| Q3 24 | $-9.2M | $270.4M | ||
| Q2 24 | — | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $69.6M | — | ||
| Q3 25 | $-14.2M | $183.0M | ||
| Q2 25 | $-5.8M | $272.3M | ||
| Q1 25 | $-16.0M | $239.6M | ||
| Q4 24 | $11.3M | $1.1B | ||
| Q3 24 | $-11.6M | $261.5M | ||
| Q2 24 | — | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | -4.2% | 46.0% | ||
| Q2 25 | -2.7% | 69.0% | ||
| Q1 25 | -13.4% | 60.6% | ||
| Q4 24 | 2.7% | 275.3% | ||
| Q3 24 | -4.1% | 67.9% | ||
| Q2 24 | — | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | — | ||
| Q3 25 | 2.8% | 14.4% | ||
| Q2 25 | 2.1% | 5.3% | ||
| Q1 25 | 1.2% | 3.3% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 0.9% | 2.3% | ||
| Q2 24 | — | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
