Broadstone Net Lease Inc (BNL)vsOne Liberty Properties Inc (OLP)
BNL
Broadstone Net Lease Inc
$20.42
-0.54%
REAL ESTATE · Cap: $4.41B
OLP
One Liberty Properties Inc
$23.20
-0.13%
REAL ESTATE · Cap: $522.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Broadstone Net Lease Inc generates 365% more annual revenue ($476.17M vs $102.49M). OLP leads profitability with a 33.9% profit margin vs 30.6%. OLP trades at a lower P/E of 15.1x. OLP earns a higher WallStSmart Score of 64/100 (C+).
BNL
Buy60
out of 100
Grade: C+
OLP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.9%
Fair Value
$14.22
Current Price
$20.42
$6.20 premium
Margin of Safety
+31.1%
Fair Value
$32.74
Current Price
$23.20
$9.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Earnings expanding 95.7% YoY
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 35.2%
Earnings expanding 84.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
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
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BNL
The strongest argument for BNL centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 30.6% and operating margin at 46.2%.
Bull Case : OLP
The strongest argument for OLP centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 33.9% and operating margin at 35.2%. Revenue growth of 10.3% 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 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
BNL carries more volatility with a beta of 0.94 — expect wider price swings.
OLP is growing revenue faster at 10.3% — sustainability is the question.
BNL generates stronger free cash flow (57M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OLP scores higher overall (64/100 vs 60/100), backed by strong 33.9% margins and 10.3% revenue growth. 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.
Visit Website →Compare with Other REIT - DIVERSIFIED Stocks
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