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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Gaming & Leisure Properties, Inc. is the larger business by last-quarter revenue ($420.0M vs $324.4M, roughly 1.3× Revolve Group, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 5.7%, a 51.3% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 6.3%). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
GLPI vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $324.4M |
| Net Profit | $239.4M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 79.4% | 6.3% |
| Net Margin | 57.0% | 5.7% |
| Revenue YoY | 6.3% | 10.4% |
| Net Profit YoY | 40.5% | 50.4% |
| EPS (diluted) | — | $0.27 |
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 | $324.4M | ||
| Q3 25 | $397.6M | $295.6M | ||
| Q2 25 | $394.9M | $309.0M | ||
| Q1 25 | $395.2M | $296.7M | ||
| Q4 24 | $389.6M | $293.7M | ||
| Q3 24 | $385.3M | $283.1M | ||
| Q2 24 | $380.6M | $282.5M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $18.6M | ||
| Q3 25 | $241.2M | $21.2M | ||
| Q2 25 | $151.4M | $10.2M | ||
| Q1 25 | $165.2M | $11.8M | ||
| Q4 24 | $223.6M | $12.3M | ||
| Q3 24 | $184.7M | $11.0M | ||
| Q2 24 | $208.3M | $15.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 6.3% | ||
| Q3 25 | 84.8% | 7.1% | ||
| Q2 25 | 61.3% | 5.8% | ||
| Q1 25 | 65.5% | 5.0% | ||
| Q4 24 | 79.1% | 3.9% | ||
| Q3 24 | 70.4% | 5.0% | ||
| Q2 24 | 77.1% | 5.8% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 5.7% | ||
| Q3 25 | 60.7% | 7.2% | ||
| Q2 25 | 38.4% | 3.3% | ||
| Q1 25 | 41.8% | 4.0% | ||
| Q4 24 | 57.4% | 4.2% | ||
| Q3 24 | 47.9% | 3.9% | ||
| Q2 24 | 54.7% | 5.4% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.27 | ||
| Q3 25 | $0.85 | $0.29 | ||
| Q2 25 | $0.54 | $0.14 | ||
| Q1 25 | $0.60 | $0.16 | ||
| Q4 24 | $0.79 | $0.18 | ||
| Q3 24 | $0.67 | $0.15 | ||
| Q2 24 | $0.77 | $0.21 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $512.5M |
| Total Assets | $13.8B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | $560.8M | $256.6M | ||
| Q3 24 | $560.8M | $252.8M | ||
| Q2 24 | $560.8M | $244.7M |
| 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 | $512.5M | ||
| Q3 25 | $4.6B | $490.2M | ||
| Q2 25 | $4.6B | $468.6M | ||
| Q1 25 | $4.2B | $453.4M | ||
| Q4 24 | $4.3B | $437.8M | ||
| Q3 24 | $4.3B | $420.8M | ||
| Q2 24 | $4.1B | $405.8M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $765.0M | ||
| Q3 25 | $12.8B | $751.3M | ||
| Q2 25 | $12.5B | $722.9M | ||
| Q1 25 | $12.1B | $713.9M | ||
| Q4 24 | $13.1B | $665.5M | ||
| Q3 24 | $12.7B | $670.9M | ||
| Q2 24 | $11.8B | $657.8M |
| 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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-10.2M | ||
| Q3 25 | $240.3M | $11.8M | ||
| Q2 25 | $293.4M | $12.6M | ||
| Q1 25 | $252.5M | $45.1M | ||
| Q4 24 | $1.1B | $3.9M | ||
| Q3 24 | $270.4M | $9.1M | ||
| Q2 24 | $252.1M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $183.0M | $7.5M | ||
| Q2 25 | $272.3M | $10.4M | ||
| Q1 25 | $239.6M | $43.4M | ||
| Q4 24 | $1.1B | $2.1M | ||
| Q3 24 | $261.5M | $8.0M | ||
| Q2 24 | $245.0M | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | 46.0% | 2.5% | ||
| Q2 25 | 69.0% | 3.4% | ||
| Q1 25 | 60.6% | 14.6% | ||
| Q4 24 | 275.3% | 0.7% | ||
| Q3 24 | 67.9% | 2.8% | ||
| Q2 24 | 64.4% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | 14.4% | 1.5% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 2.3% | 0.4% | ||
| Q2 24 | 1.9% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | -0.55× | ||
| Q3 25 | 1.00× | 0.56× | ||
| Q2 25 | 1.94× | 1.24× | ||
| Q1 25 | 1.53× | 3.82× | ||
| Q4 24 | 4.80× | 0.32× | ||
| Q3 24 | 1.46× | 0.83× | ||
| Q2 24 | 1.21× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLPI
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
