Getty Realty is a high-quality real estate business — Piotroski F-score of 8 out of 9, free cash flow at 136% of net income, and strong margins at 40% — with a consistent earnings delivery record; the setup is uninvestable today because the stock has traded to within a fraction of its target and the reward-to-risk geometry has turned negative, but the quality profile warrants watching for a better entry.
Thesis pillars
- High Quality Cash Flow Profile→Stable
- Consistent Earnings Delivery→Stable
- Near Term Upside Exhausted→Stable
- +1 more pillar — see the Why tab for full reasoning
Getty Realty Corporation (GTY) Stock Analysis
Real Estate · REIT - Retail
Hold if already holding. Not a fresh buy at $36.25, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.8% away).
Getty Realty Corp. owns 1,174 single-tenant net-lease properties across 44 states, focused on convenience stores, car washes, automotive service centers, and drive-thru quick-service restaurants. Triple-net leases with a 9.9-year weighted average remaining term generate rental... Read more
Hold if already holding. Not a fresh buy at $36.25, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.8% away). Chart setup: No clear chart pattern; technical signals are mixed. Downgraded from BUY WAIT — price $36.25 has reached target $35.80. No upside to wait for. Score 5.8/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 3d<=7d. Suitability: aggressive.
About Getty Realty Corporation
About Getty Realty Corporation
Getty Realty Corp.'s 1,174 properties across 44 states and Washington, D.C. were leased almost entirely on triple-net terms at December 31, 2025, with a weighted average remaining lease term of 9.9 years and approximately 32% of annualized base rent sourced from Texas and New York. During 2025, the company invested $273.0 million adding 28 drive-thru quick-service restaurants, 24 convenience stores, 15 automotive service centers, and 9 express tunnel car washes.
Getty earns revenue through triple-net leases where tenants bear all taxes, maintenance, insurance, and environmental obligations. The 62 master and unitary leases governing 962 properties generally carry 15- or 20-year initial terms with periodic rent escalations; 207 properties are covered by individual triple-net leases. A significant portion of revenues depends on the petroleum marketing industry—specifically convenience store operators and petroleum distributors who manage gasoline sales—which is highly competitive and volatile, with petroleum product prices subject to global supply-and-demand factors beyond the company's control. In January 2026, Getty issued $250 million of senior unsecured notes at a fixed rate of 5.76% due 2036, using proceeds to repay amounts under its credit facility. Competing capital sources include petroleum manufacturing companies, other REITs, and private investment funds.
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The petroleum marketing industry's secular headwinds—potential growth in EV adoption and regulatory pressure on greenhouse gas emissions—may impair tenant revenue and lease coverage ratios, which could weigh on rent collections. This exposure is compounded by the fact that most tenants are unrated and do not publicly disclose financial information, limiting the company's ability to assess credit deterioration before a default occurs. If a material number of tenants in a concentrated geography experience financial distress simultaneously, the impact on cash flow from operations could be significant.
See also: Real Estate · REIT - Retail
From Getty Realty Corporation's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-07-20Recent Developments — Getty Realty Corporation
Latest news
- NEWS Is Getty Realty (GTY) Overvalued After Q1 2026 Earnings? EPS $0. - GuruFocus — GuruFocus negative
- NEWS Getty Realty (GTY) Reports Q1 Earnings: What Key Metrics Have to Say - Yahoo Finance — Yahoo Finance neutral
- NEWS Getty Realty Raises 2026 AFFO Guidance on Strong Growth - TipRanks — TipRanks positive
- NEWS Getty Realty (GTY) Q1 FFO Top Estimates - Yahoo Finance — Yahoo Finance positive
- NEWS Getty Realty (NYSE:GTY) Issues FY 2026 Earnings Guidance - MarketBeat — MarketBeat positive
Generated 2026-07-20T05:32:10Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Concentration Risks(10-K Item 1A)
- MEDIUMGeographicTexas and New York32%10-K Item 1A: 'approximately 32.0% of our annualized base rent ("ABR") came from properties located in the states of Texas and New York'
- MEDIUMPropertyconvenience and gasoline station properties10-K Item 1A: 'We derive significant portion of our revenues from leasing...convenience store and gasoline station properties to tenants in the petroleum marketing industry'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $36.25, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.8% away). Chart setup: No clear chart pattern; technical signals are mixed. Downgraded from BUY WAIT — price $36.25 has reached target $35.80. No upside to wait for. Target $35.80 (-1.2%), stop $31.82 (−13.9%), A.R:R -1.4:1. Score 5.8/10, moderate confidence.
Take-profit target: $35.80 (-16.7% upside). Target $35.80 (-1.2%), stop $31.82 (−13.9%), A.R:R -1.4:1. Stop-loss: $31.82.
Analyst target reached - limited upside remaining; Near 52-week high (0.8% away).
Getty Realty Corporation trades at a P/E of 23.7 (forward 18.4). TrendMatrix value score: 3.7/10. Verdict: Hold.
12 analysts cover GTY with a consensus score of 3.7/5. Average price target: $35.
What does Getty Realty Corporation do?Getty Realty Corp. owns 1,174 single-tenant net-lease properties across 44 states, focused on convenience stores, car...
Getty Realty Corp. owns 1,174 single-tenant net-lease properties across 44 states, focused on convenience stores, car washes, automotive service centers, and drive-thru quick-service restaurants. Triple-net leases with a 9.9-year weighted average remaining term generate rental income from petroleum distributors and convenience store operators. The company invested $273.0 million in properties during 2025.