Broadstone Net Lease Inc (BNL)vsOne Liberty Properties Inc (OLP)
BNL
Broadstone Net Lease Inc
$20.58
+1.78%
REAL ESTATE · Cap: $4.22B
OLP
One Liberty Properties Inc
$23.19
-0.98%
REAL ESTATE · Cap: $524.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Broadstone Net Lease Inc generates 367% more annual revenue ($466.85M vs $100.02M). OLP leads profitability with a 27.6% profit margin vs 27.0%. OLP trades at a lower P/E of 19.2x. OLP earns a higher WallStSmart Score of 62/100 (C+).
BNL
Buy62
out of 100
Grade: C+
OLP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.6%
Fair Value
$14.80
Current Price
$20.58
$5.78 premium
Margin of Safety
+30.4%
Fair Value
$32.42
Current Price
$23.19
$9.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 52.2%
Earnings expanding 175.2% YoY
Keeps 27 of every $100 in revenue as profit
Strong operational efficiency at 35.6%
Earnings expanding 55.6% YoY
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 4.4% — below average capital efficiency
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BNL
The strongest argument for BNL centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 27.0% and operating margin at 52.2%. Revenue growth of 11.7% demonstrates continued momentum.
Bull Case : OLP
The strongest argument for OLP centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.6% and operating margin at 35.6%. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : BNL
The primary concerns for BNL are P/E Ratio, Altman Z-Score, Return on Equity.
Bear Case : OLP
The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.94 is elevated, increasing financial risk.
Key Dynamics to Monitor
BNL carries more volatility with a beta of 0.98 — expect wider price swings.
BNL is growing revenue faster at 11.7% — sustainability is the question.
BNL generates stronger free cash flow (75M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BNL scores higher overall (62/100 vs 62/100), backed by strong 27.0% margins and 11.7% revenue growth. OLP offers better value entry with a 30.4% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Broadstone Net Lease Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
BNL is an internally managed REIT that primarily acquires, owns and manages single-tenant commercial real estate that is rented out on a long-term basis to a diversified group of tenants.
One Liberty Properties Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
One Liberty is a self-managed and self-managed real estate investment trust incorporated in Maryland in 1982.
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