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Side-by-side financial comparison of Gaming & Leisure Properties, Inc. (GLPI) and UDR, Inc. (UDR). Click either name above to swap in a different company.
UDR, Inc. is the larger business by last-quarter revenue ($425.8M vs $420.0M, roughly 1.0× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 44.6%, a 12.4% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 0.9%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% CAGR vs 1.3%).
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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
GLPI vs UDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $420.0M | $425.8M |
| Net Profit | $239.4M | $189.8M |
| Gross Margin | — | — |
| Operating Margin | 79.4% | 54.0% |
| Net Margin | 57.0% | 44.6% |
| Revenue YoY | 6.3% | 0.9% |
| Net Profit YoY | 40.5% | 147.2% |
| EPS (diluted) | — | $0.63 |
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 | $425.8M | ||
| Q4 25 | $407.0M | $433.1M | ||
| Q3 25 | $397.6M | $431.9M | ||
| Q2 25 | $394.9M | $425.4M | ||
| Q1 25 | $395.2M | $421.9M | ||
| Q4 24 | $389.6M | $422.7M | ||
| Q3 24 | $385.3M | $420.2M | ||
| Q2 24 | $380.6M | $415.3M |
| Q1 26 | $239.4M | $189.8M | ||
| Q4 25 | $275.4M | $222.9M | ||
| Q3 25 | $241.2M | $40.4M | ||
| Q2 25 | $151.4M | $37.7M | ||
| Q1 25 | $165.2M | $76.7M | ||
| Q4 24 | $223.6M | $-5.0M | ||
| Q3 24 | $184.7M | $22.6M | ||
| Q2 24 | $208.3M | $28.9M |
| Q1 26 | 79.4% | 54.0% | ||
| Q4 25 | 89.3% | 64.1% | ||
| Q3 25 | 84.8% | 17.7% | ||
| Q2 25 | 61.3% | 18.2% | ||
| Q1 25 | 65.5% | 29.0% | ||
| Q4 24 | 79.1% | 15.7% | ||
| Q3 24 | 70.4% | 16.6% | ||
| Q2 24 | 77.1% | 16.5% |
| Q1 26 | 57.0% | 44.6% | ||
| Q4 25 | 67.6% | 51.5% | ||
| Q3 25 | 60.7% | 9.4% | ||
| Q2 25 | 38.4% | 8.9% | ||
| Q1 25 | 41.8% | 18.2% | ||
| Q4 24 | 57.4% | -220.5% | ||
| Q3 24 | 47.9% | 5.4% | ||
| Q2 24 | 54.7% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.96 | $0.67 | ||
| Q3 25 | $0.85 | $0.12 | ||
| Q2 25 | $0.54 | $0.11 | ||
| Q1 25 | $0.60 | $0.23 | ||
| Q4 24 | $0.79 | $-0.01 | ||
| Q3 24 | $0.67 | $0.06 | ||
| Q2 24 | $0.77 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.0B | $3.3B |
| Total Assets | $13.8B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $274.5M | $1.3M | ||
| Q4 25 | — | $1.2M | ||
| Q3 25 | — | $1.2M | ||
| Q2 25 | — | $1.5M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | $560.8M | $1.3M | ||
| Q3 24 | $560.8M | $2.3M | ||
| Q2 24 | $560.8M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $5.8B | ||
| Q3 25 | $7.2B | $5.8B | ||
| Q2 25 | $6.9B | $5.8B | ||
| Q1 25 | $6.9B | $5.8B | ||
| Q4 24 | $7.7B | $5.8B | ||
| Q3 24 | $7.4B | $5.9B | ||
| Q2 24 | $6.6B | $5.8B |
| Q1 26 | $5.0B | $3.3B | ||
| Q4 25 | $4.6B | $3.3B | ||
| Q3 25 | $4.6B | $3.3B | ||
| Q2 25 | $4.6B | $3.3B | ||
| Q1 25 | $4.2B | $3.3B | ||
| Q4 24 | $4.3B | $3.4B | ||
| Q3 24 | $4.3B | $3.5B | ||
| Q2 24 | $4.1B | $3.7B |
| Q1 26 | $13.8B | $10.3B | ||
| Q4 25 | $12.9B | $10.6B | ||
| Q3 25 | $12.8B | $10.6B | ||
| Q2 25 | $12.5B | $10.6B | ||
| Q1 25 | $12.1B | $10.7B | ||
| Q4 24 | $13.1B | $10.9B | ||
| Q3 24 | $12.7B | $11.1B | ||
| Q2 24 | $11.8B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | 1.77× | ||
| Q3 25 | 1.57× | 1.78× | ||
| Q2 25 | 1.51× | 1.74× | ||
| Q1 25 | 1.63× | 1.74× | ||
| Q4 24 | 1.81× | 1.69× | ||
| Q3 24 | 1.74× | 1.67× | ||
| Q2 24 | 1.60× | 1.55× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLPI
Segment breakdown not available.
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
