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Gaming & Leisure Properties, Inc.(GLPI)与Grand Canyon Education, Inc.(LOPE)财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是Grand Canyon Education, Inc.的1.4倍($420.0M vs $308.1M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 28.1%,领先28.9%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 5.3%),过去两年Grand Canyon Education, Inc.的营收复合增速更高(5.9% vs 5.0%)
博彩与休闲地产公司(GLPI)是一家专注于赌场物业的房地产投资信托(REIT),总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立,目前持有62处赌场物业,全部对外出租给其他企业运营。
大峡谷教育(Grand Canyon Education, Inc.)是美国的营利性上市企业,核心业务为高等院校提供课程开发、在线教育解决方案及运营支持服务。该公司最初与亚利桑那州的基督教院校大峡谷大学关联,2008年分拆为独立实体上市。
GLPI vs LOPE — 直观对比
营收规模更大
GLPI
是对方的1.4倍
$308.1M
营收增速更快
GLPI
高出1.0%
5.3%
净利率更高
GLPI
高出28.9%
28.1%
两年增速更快
LOPE
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $308.1M |
| 净利润 | $239.4M | $86.7M |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | 35.1% |
| 净利率 | 57.0% | 28.1% |
| 营收同比 | 6.3% | 5.3% |
| 净利润同比 | 40.5% | 5.9% |
| 每股收益(稀释后) | — | $3.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
GLPI
LOPE
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $308.1M | ||
| Q3 25 | $397.6M | $261.1M | ||
| Q2 25 | $394.9M | $247.5M | ||
| Q1 25 | $395.2M | $289.3M | ||
| Q4 24 | $389.6M | $292.6M | ||
| Q3 24 | $385.3M | $238.3M | ||
| Q2 24 | $380.6M | $227.5M |
净利润
GLPI
LOPE
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $86.7M | ||
| Q3 25 | $241.2M | $16.3M | ||
| Q2 25 | $151.4M | $41.5M | ||
| Q1 25 | $165.2M | $71.6M | ||
| Q4 24 | $223.6M | $81.9M | ||
| Q3 24 | $184.7M | $41.5M | ||
| Q2 24 | $208.3M | $34.9M |
营业利润率
GLPI
LOPE
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 35.1% | ||
| Q3 25 | 84.8% | 6.9% | ||
| Q2 25 | 61.3% | 20.9% | ||
| Q1 25 | 65.5% | 30.4% | ||
| Q4 24 | 79.1% | 34.2% | ||
| Q3 24 | 70.4% | 20.2% | ||
| Q2 24 | 77.1% | 18.8% |
净利率
GLPI
LOPE
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 28.1% | ||
| Q3 25 | 60.7% | 6.2% | ||
| Q2 25 | 38.4% | 16.8% | ||
| Q1 25 | 41.8% | 24.8% | ||
| Q4 24 | 57.4% | 28.0% | ||
| Q3 24 | 47.9% | 17.4% | ||
| Q2 24 | 54.7% | 15.3% |
每股收益(稀释后)
GLPI
LOPE
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $3.13 | ||
| Q3 25 | $0.85 | $0.58 | ||
| Q2 25 | $0.54 | $1.48 | ||
| Q1 25 | $0.60 | $2.52 | ||
| Q4 24 | $0.79 | $2.83 | ||
| Q3 24 | $0.67 | $1.42 | ||
| Q2 24 | $0.77 | $1.19 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $274.5M | $111.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $746.9M |
| 总资产 | $13.8B | $992.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
LOPE
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $111.8M | ||
| Q3 25 | — | $97.3M | ||
| Q2 25 | — | $192.3M | ||
| Q1 25 | — | $144.5M | ||
| Q4 24 | $560.8M | $324.6M | ||
| Q3 24 | $560.8M | $263.6M | ||
| Q2 24 | $560.8M | $241.3M |
总债务
GLPI
LOPE
| 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 | — |
股东权益
GLPI
LOPE
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $746.9M | ||
| Q3 25 | $4.6B | $758.0M | ||
| Q2 25 | $4.6B | $778.0M | ||
| Q1 25 | $4.2B | $780.7M | ||
| Q4 24 | $4.3B | $783.9M | ||
| Q3 24 | $4.3B | $764.1M | ||
| Q2 24 | $4.1B | $759.2M |
总资产
GLPI
LOPE
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $992.3M | ||
| Q3 25 | $12.8B | $1.0B | ||
| Q2 25 | $12.5B | $1.0B | ||
| Q1 25 | $12.1B | $1.0B | ||
| Q4 24 | $13.1B | $1.0B | ||
| Q3 24 | $12.7B | $992.9M | ||
| Q2 24 | $11.8B | $992.7M |
负债/权益比
GLPI
LOPE
| 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× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | — | $130.5M |
| 自由现金流经营现金流 - 资本支出 | — | $122.9M |
| 自由现金流率自由现金流/营收 | — | 39.9% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | — | 1.50× |
| 过去12个月自由现金流最近4个季度 | — | $238.6M |
8季度趋势,按日历期对齐
经营现金流
GLPI
LOPE
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $130.5M | ||
| Q3 25 | $240.3M | $-48.6M | ||
| Q2 25 | $293.4M | $124.0M | ||
| Q1 25 | $252.5M | $67.6M | ||
| Q4 24 | $1.1B | $135.8M | ||
| Q3 24 | $270.4M | $-29.4M | ||
| Q2 24 | $252.1M | $98.6M |
自由现金流
GLPI
LOPE
| Q1 26 | — | — | ||
| Q4 25 | — | $122.9M | ||
| Q3 25 | $183.0M | $-58.3M | ||
| Q2 25 | $272.3M | $115.4M | ||
| Q1 25 | $239.6M | $58.7M | ||
| Q4 24 | $1.1B | $126.1M | ||
| Q3 24 | $261.5M | $-39.0M | ||
| Q2 24 | $245.0M | $89.6M |
自由现金流率
GLPI
LOPE
| Q1 26 | — | — | ||
| Q4 25 | — | 39.9% | ||
| Q3 25 | 46.0% | -22.3% | ||
| Q2 25 | 69.0% | 46.6% | ||
| Q1 25 | 60.6% | 20.3% | ||
| Q4 24 | 275.3% | 43.1% | ||
| Q3 24 | 67.9% | -16.3% | ||
| Q2 24 | 64.4% | 39.4% |
资本支出强度
GLPI
LOPE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.5% | ||
| Q3 25 | 14.4% | 3.7% | ||
| Q2 25 | 5.3% | 3.5% | ||
| Q1 25 | 3.3% | 3.1% | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 2.3% | 4.0% | ||
| Q2 24 | 1.9% | 3.9% |
现金转化率
GLPI
LOPE
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.50× | ||
| Q3 25 | 1.00× | -2.99× | ||
| Q2 25 | 1.94× | 2.98× | ||
| Q1 25 | 1.53× | 0.94× | ||
| Q4 24 | 4.80× | 1.66× | ||
| Q3 24 | 1.46× | -0.71× | ||
| Q2 24 | 1.21× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图