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Gaming & Leisure Properties, Inc.（GLPI）与Sachem Capital Corp.（SACH）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Sachem Capital Corp.的35.0倍（$420.0M vs $12.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 8.3%，领先48.7%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -18.8%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs -13.4%）
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。
Sachem Head Capital Management是一家总部位于美国纽约市的价值型投资管理公司，由斯科特·弗格森负责运营管理，专注于遵循价值投资理念开展投资管理业务。
GLPI vs SACH — 直观对比
营收规模更大
GLPI
是对方的35.0倍
$12.0M
营收增速更快
GLPI
高出25.1%
-18.8%
净利率更高
GLPI
高出48.7%
8.3%
两年增速更快
GLPI
近两年复合增速
-13.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $12.0M |
| 净利润 | $239.4M | $997.0K |
| 毛利率 | — | — |
| 营业利润率 | 79.4% | -3.1% |
| 净利率 | 57.0% | 8.3% |
| 营收同比 | 6.3% | -18.8% |
| 净利润同比 | 40.5% | 119.7% |
| 每股收益（稀释后） | — | $0.00 |
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GLPISACH
| 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 |
净利润GLPISACH
| 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 |
营业利润率GLPISACH
| 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% |
净利率GLPISACH
| 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% |
每股收益（稀释后）GLPISACH
| 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 |
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 | $12.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $175.6M |
| 总资产 | $13.8B | $484.4M |
| 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GLPISACH
| 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 |
总债务GLPISACH
| 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 |
股东权益GLPISACH
| 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 |
总资产GLPISACH
| 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 |
负债/权益比GLPISACH
| 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× |
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 | — | $4.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 4.95× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GLPISACH
| 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 |
自由现金流GLPISACH
| 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 | — |
自由现金流率GLPISACH
| 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% | — |
资本支出强度GLPISACH
| 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% | — |
现金转化率GLPISACH
| 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× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
