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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and Sachem Capital Corp. (SACH). 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 $12.0M, roughly 35.0× Sachem Capital Corp.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 8.3%, a 48.7% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs -18.8%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% CAGR vs -13.4%).
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.
Sachem Capital Corp.SACHEarnings & Financial Report
Sachem Head Capital Management is an American value-oriented investment management firm based in New York City, managed by Scott Ferguson.
GLPI vs SACH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $12.0M |
| Net Profit | $239.4M | $997.0K |
| Gross Margin | — | — |
| Operating Margin | 79.4% | -3.1% |
| Net Margin | 57.0% | 8.3% |
| Revenue YoY | 6.3% | -18.8% |
| Net Profit YoY | 40.5% | 119.7% |
| EPS (diluted) | — | $0.00 |
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 | $12.0M | ||
| Q2 25 | $394.9M | $10.8M | ||
| Q1 25 | $395.2M | $11.4M | ||
| Q4 24 | $389.6M | $10.8M | ||
| Q3 24 | $385.3M | $14.8M | ||
| Q2 24 | $380.6M | $15.1M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | — | ||
| Q3 25 | $241.2M | $997.0K | ||
| Q2 25 | $151.4M | $1.9M | ||
| Q1 25 | $165.2M | $904.0K | ||
| Q4 24 | $223.6M | $-36.1M | ||
| Q3 24 | $184.7M | $-5.1M | ||
| Q2 24 | $208.3M | $-3.1M |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | — | ||
| Q3 25 | 84.8% | -3.1% | ||
| Q2 25 | 61.3% | 9.9% | ||
| Q1 25 | 65.5% | 9.0% | ||
| Q4 24 | 79.1% | -131.1% | ||
| Q3 24 | 70.4% | -32.6% | ||
| Q2 24 | 77.1% | -20.6% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 60.7% | 8.3% | ||
| Q2 25 | 38.4% | 17.5% | ||
| Q1 25 | 41.8% | 7.9% | ||
| Q4 24 | 57.4% | -335.6% | ||
| Q3 24 | 47.9% | -34.2% | ||
| Q2 24 | 54.7% | -20.2% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | $0.00 | ||
| Q2 25 | $0.54 | $0.02 | ||
| Q1 25 | $0.60 | $0.00 | ||
| Q4 24 | $0.79 | $-0.79 | ||
| Q3 24 | $0.67 | $-0.13 | ||
| Q2 24 | $0.77 | $-0.09 |
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 | $12.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $175.6M |
| Total Assets | $13.8B | $484.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $12.6M | ||
| Q2 25 | — | $23.5M | ||
| Q1 25 | — | $25.8M | ||
| Q4 24 | $560.8M | $19.6M | ||
| Q3 24 | $560.8M | $7.4M | ||
| Q2 24 | $560.8M | $12.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | $230.2M | ||
| Q4 24 | $7.7B | $230.2M | ||
| Q3 24 | $7.4B | $264.7M | ||
| Q2 24 | $6.6B | $264.7M |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.6B | $175.6M | ||
| Q2 25 | $4.6B | $177.9M | ||
| Q1 25 | $4.2B | $179.3M | ||
| Q4 24 | $4.3B | $181.7M | ||
| Q3 24 | $4.3B | $220.6M | ||
| Q2 24 | $4.1B | $230.2M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | $12.8B | $484.4M | ||
| Q2 25 | $12.5B | $501.8M | ||
| Q1 25 | $12.1B | $491.4M | ||
| Q4 24 | $13.1B | $492.0M | ||
| Q3 24 | $12.7B | $555.5M | ||
| Q2 24 | $11.8B | $586.3M |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | 1.28× | ||
| Q4 24 | 1.81× | 1.27× | ||
| Q3 24 | 1.74× | 1.20× | ||
| Q2 24 | 1.60× | 1.15× |
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 | — | $4.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 4.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $240.3M | $4.9M | ||
| Q2 25 | $293.4M | $501.0K | ||
| Q1 25 | $252.5M | $191.0K | ||
| Q4 24 | $1.1B | $12.9M | ||
| Q3 24 | $270.4M | $2.3M | ||
| Q2 24 | $252.1M | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $183.0M | — | ||
| Q2 25 | $272.3M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $261.5M | — | ||
| Q2 24 | $245.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 46.0% | — | ||
| Q2 25 | 69.0% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 275.3% | — | ||
| Q3 24 | 67.9% | — | ||
| Q2 24 | 64.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 1.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | 4.95× | ||
| Q2 25 | 1.94× | 0.27× | ||
| Q1 25 | 1.53× | 0.21× | ||
| 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.
