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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and Lightspeed Commerce Inc. (LSPD). Click either name above to swap in a different company.
Lightspeed Commerce Inc. is the larger business by last-quarter revenue ($823.4M vs $420.0M, roughly 2.0× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs -11.1%, a 68.1% gap on every dollar of revenue. Over the past eight quarters, Lightspeed Commerce Inc.'s revenue compounded faster (89.1% CAGR vs 5.0%).
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.
Lightspeed Commerce is a point-of-sale and e-commerce software provider based in Montreal, Quebec, Canada. It was founded in 2005 by Dax da Silva, who was its CEO until February 2022. It has offices in Montreal, New York, Ottawa, Toronto, London, Belfast, Amsterdam, Berlin, Geneva, Ghent, Melbourne, Ulyanovsk, Yerevan and Tbilisi. It offers its services to retail, restaurant, and hospitality businesses.
GLPI vs LSPD — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $823.4M |
| Net Profit | $239.4M | $-91.3M |
| Gross Margin | — | 41.1% |
| Operating Margin | 79.4% | -14.1% |
| Net Margin | 57.0% | -11.1% |
| 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 | $407.0M | $823.4M | ||
| Q3 25 | $397.6M | $543.3M | ||
| Q2 25 | $394.9M | $266.1M | ||
| Q1 25 | $395.2M | $253.4M | ||
| Q4 24 | $389.6M | $679.1M | ||
| Q3 24 | $385.3M | $439.4M | ||
| Q2 24 | $380.6M | $209.1M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-91.3M | ||
| Q3 25 | $241.2M | $-64.7M | ||
| Q2 25 | $151.4M | $-35.0M | ||
| Q1 25 | $165.2M | $-575.9M | ||
| Q4 24 | $223.6M | $-131.4M | ||
| Q3 24 | $184.7M | $-91.2M | ||
| Q2 24 | $208.3M | $-48.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 41.1% | ||
| Q3 25 | — | 41.0% | ||
| Q2 25 | — | 40.7% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 42.1% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 42.0% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -14.1% | ||
| Q3 25 | 84.8% | -15.1% | ||
| Q2 25 | 61.3% | -16.6% | ||
| Q1 25 | 65.5% | -228.9% | ||
| Q4 24 | 79.1% | -23.8% | ||
| Q3 24 | 70.4% | -25.1% | ||
| Q2 24 | 77.1% | -27.9% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -11.1% | ||
| Q3 25 | 60.7% | -11.9% | ||
| Q2 25 | 38.4% | -13.2% | ||
| Q1 25 | 41.8% | -227.3% | ||
| Q4 24 | 57.4% | -19.4% | ||
| Q3 24 | 47.9% | -20.8% | ||
| Q2 24 | 54.7% | -23.3% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $0.60 | $0.10 | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $274.5M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | — |
| Total Assets | $13.8B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | — | ||
| Q2 24 | $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 | $4.6B | — | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.6B | — | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.1B | — |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $12.5B | — | ||
| Q1 25 | $12.1B | — | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $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× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
