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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and monday.com Ltd. (MNDY). Click either name above to swap in a different company.
monday.com Ltd. is the larger business by last-quarter revenue ($704.0M vs $420.0M, roughly 1.7× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 1.3%, a 55.7% gap on every dollar of revenue.
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.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
GLPI vs MNDY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $704.0M |
| Net Profit | $239.4M | $9.4M |
| Gross Margin | — | 89.6% |
| Operating Margin | 79.4% | -4.4% |
| Net Margin | 57.0% | 1.3% |
| 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 | — | ||
| Q3 25 | $397.6M | $704.0M | ||
| Q2 25 | $394.9M | $453.0M | ||
| Q1 25 | $395.2M | $216.9M | ||
| Q4 24 | $389.6M | — | ||
| Q3 24 | $385.3M | $527.1M | ||
| Q2 24 | $380.6M | $337.9M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $9.4M | ||
| Q2 25 | $151.4M | $21.4M | ||
| Q1 25 | $165.2M | $7.1M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $184.7M | $-14.2M | ||
| Q2 24 | $208.3M | $-21.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 89.6% | ||
| Q2 25 | — | 89.6% | ||
| Q1 25 | — | 89.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 89.0% | ||
| Q2 24 | — | 89.2% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | -4.4% | ||
| Q2 25 | 61.3% | -0.7% | ||
| Q1 25 | 65.5% | -2.3% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.4% | -7.1% | ||
| Q2 24 | 77.1% | -10.3% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 1.3% | ||
| Q2 25 | 38.4% | 4.7% | ||
| Q1 25 | 41.8% | 3.3% | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 47.9% | -2.7% | ||
| Q2 24 | 54.7% | -6.4% |
| 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 | $274.5M | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $1.0B |
| Total Assets | $13.8B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $560.8M | — | ||
| Q3 24 | $560.8M | $1.1B | ||
| Q2 24 | $560.8M | $1.3B |
| 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 | $1.0B | ||
| Q2 25 | $4.6B | $1.2B | ||
| Q1 25 | $4.2B | $1.0B | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | $813.5M | ||
| Q2 24 | $4.1B | $910.1M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $1.7B | ||
| Q2 25 | $12.5B | $2.0B | ||
| Q1 25 | $12.1B | $1.7B | ||
| Q4 24 | $13.1B | — | ||
| Q3 24 | $12.7B | $1.3B | ||
| Q2 24 | $11.8B | $1.5B |
| 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 | — | $234.4M |
| Free Cash FlowOCF − Capex | — | $224.6M |
| FCF MarginFCF / Revenue | — | 31.9% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | — | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | — | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | $234.4M | ||
| Q2 25 | $293.4M | $147.7M | ||
| Q1 25 | $252.5M | $92.0M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $270.4M | $156.9M | ||
| Q2 24 | $252.1M | $90.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | $224.6M | ||
| Q2 25 | $272.3M | $141.8M | ||
| Q1 25 | $239.6M | $90.5M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | $151.4M | ||
| Q2 24 | $245.0M | $85.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | 31.9% | ||
| Q2 25 | 69.0% | 31.3% | ||
| Q1 25 | 60.6% | 41.7% | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | 28.7% | ||
| Q2 24 | 64.4% | 25.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | 1.4% | ||
| Q2 25 | 5.3% | 1.3% | ||
| Q1 25 | 3.3% | 0.7% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | 1.0% | ||
| Q2 24 | 1.9% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 25.02× | ||
| Q2 25 | 1.94× | 6.91× | ||
| Q1 25 | 1.53× | 12.99× | ||
| 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.
