SEGRO (OTCMKTS:SEGXF) and Gaming and Leisure Properties (NASDAQ:GLPI) Critical Analysis

SEGRO (OTCMKTS:SEGXF) and Gaming and Leisure Properties (NASDAQ:GLPI) are both large-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, profitability, valuation, institutional ownership, risk, earnings and analyst recommendations.

Profitability

This table compares SEGRO and Gaming and Leisure Properties’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SEGRO	N/A	N/A	N/A
Gaming and Leisure Properties	49.54%	16.34%	6.19%

Analyst Recommendations

This is a summary of recent ratings and recommmendations for SEGRO and Gaming and Leisure Properties, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEGRO	2	2	1	1	2.17
Gaming and Leisure Properties	0	6	6	0	2.50

Gaming and Leisure Properties has a consensus target price of $51.89, suggesting a potential upside of 14.26%. Given Gaming and Leisure Properties’ stronger consensus rating and higher probable upside, analysts plainly believe Gaming and Leisure Properties is more favorable than SEGRO.

Risk and Volatility

SEGRO has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500. Comparatively, Gaming and Leisure Properties has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500.

Valuation & Earnings

This table compares SEGRO and Gaming and Leisure Properties”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SEGRO	$862.60 million	15.22	$759.07 million	N/A	N/A
Gaming and Leisure Properties	$1.53 billion	8.39	$784.62 million	$2.76	16.45

Gaming and Leisure Properties has higher revenue and earnings than SEGRO.

Insider & Institutional Ownership

91.1% of Gaming and Leisure Properties shares are held by institutional investors. 4.3% of Gaming and Leisure Properties shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Gaming and Leisure Properties beats SEGRO on 10 of the 13 factors compared between the two stocks.

About SEGRO

SEGRO is a UK Real Estate Investment Trust (REIT), listed on the London Stock Exchange and Euronext Paris, and is a leading owner, manager and developer of modern warehouses and industrial property. It owns or manages 10.8 million square metres of space (116 million square feet) valued at £20.6 billion serving customers from a wide range of industry sectors. Its properties are located in and around major cities and at key transportation hubs in the UK and in seven other European countries. For over 100 years SEGRO has been creating the space that enables extraordinary things to happen. From modern big box warehouses, used primarily for regional, national and international distribution hubs, to urban warehousing (including data centres) located close to major population centres and business districts, it provides high-quality assets that allow its customers to thrive. A commitment to be a force for societal and environmental good is integral to SEGRO’s purpose and strategy. Its Responsible SEGRO framework focuses on three long-term priorities where the company believes it can make the greatest impact: Championing Low-Carbon Growth, Investing in Local Communities and Environments and Nurturing Talent. Striving for the highest standards of innovation, sustainable business practices and enabling economic and societal prosperity underpins SEGRO’s ambition to be the best property company.

About Gaming and Leisure Properties

Gaming & Leisure Properties, Inc. engages in the provision of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements. The company was founded on February 13, 2013 and is headquartered in Wyomissing, PA.