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↓Deteriorating
- Near Term Upside Exhausted→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 12, 2026
Getty Realty Corporation (GTY) Stock Analysis
Real Estate · REIT - Retail
Sell if holding. At $27.55, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.9%; Sector modifier (Real Estate): -1.2.
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
Sell if holding. At $27.55, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.9%; Sector modifier (Real Estate): -1.2. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.6/10, moderate confidence.
Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity 104d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. 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 $250 million of senior unsecured notes at a fixed rate of 5.76% due 2036, using proceeds to repay amounts under its credit facility. Competing capital sources include petroleum manufacturing companies, other REITs, and private investment funds.
Show full overview
The petroleum marketing industry's secular headwinds—potential growth in EV adoption and regulatory pressure on greenhouse gas emissions—may impair tenant revenue and lease coverage ratios, which could weigh on rent collections. This exposure is compounded by the fact that most tenants are unrated and do not publicly disclose financial information, limiting the company's ability to assess credit deterioration before a default occurs. If a material number of tenants in a concentrated geography experience financial distress simultaneously, the impact on cash flow from operations could be significant.
See also: Real Estate · REIT - Retail
From Getty Realty Corporation's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-10-29Recent Developments — Getty Realty Corporation
Latest news
- NEWS Is Getty Realty Corp (GTY) Overvalued After Q2 Earnings Beat? EP - GuruFocus — GuruFocus positive
- NEWS Getty Realty (GTY) Lags Q2 FFO and Revenue Estimates - Yahoo Finance — Yahoo Finance negative
- NEWS GETTY REALTY ($GTY) Releases Q2 2026 Earnings - Quiver Quantitative — Quiver Quantitative neutral
- NEWS Earnings Flash (GTY) Getty Realty Posts Q2 Adjusted FFO $0.62, vs. FactSet Est of $0.62 - marketscreener.com — marketscreener.com neutral
- NEWS Getty Realty Corporation (NYSE:GTY) Declares $0.48 Quarterly Dividend - MarketBeat — MarketBeat positive
Generated 2026-10-29T11:08:51Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
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. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $27.55, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 6.9%; Sector modifier (Real Estate): -1.2. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $26.47. Score 5.6/10, moderate confidence.
Analyst target: $29.46 (+6.9% upside). Prior stop was $26.47. Stop-loss: $26.47.
Thin upside margin: 6.9%; Sector modifier (Real Estate): -1.2; Consecutive earnings misses (2).
Getty Realty Corporation trades at a P/E of 16.8 (forward 18.9). TrendMatrix value score: 5.7/10. Verdict: Sell.
13 analysts cover GTY with a consensus score of 3.7/5. Average price target: $34.
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.