Broadstone Net Lease Inc (BNL)vsOne Liberty Properties Inc (OLP)
BNL
Broadstone Net Lease Inc
$18.63
-0.43%
REAL ESTATE · Cap: $3.74B
OLP
One Liberty Properties Inc
$22.15
-0.72%
REAL ESTATE · Cap: $482.04M
Smart Verdict
WallStSmart Research — data-driven comparison
Broadstone Net Lease Inc generates 367% more annual revenue ($454.14M vs $97.26M). OLP leads profitability with a 26.2% profit margin vs 21.2%. OLP trades at a lower P/E of 14.5x. OLP earns a higher WallStSmart Score of 62/100 (C+).
BNL
Buy58
out of 100
Grade: C
OLP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.9%
Fair Value
$23.16
Current Price
$18.63
$4.53 discount
Margin of Safety
+68.7%
Fair Value
$72.07
Current Price
$22.15
$49.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 51.2%
Keeps 21 of every $100 in revenue as profit
Earnings expanding 24.7% YoY
Reasonable price relative to book value
Strong operational efficiency at 39.6%
Earnings expanding 87.5% YoY
Keeps 26 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
ROE of 3.2% — below average capital efficiency
Distress zone — elevated risk
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, Profit Margin. Profitability is solid with margins at 21.2% and operating margin at 51.2%.
Bull Case : OLP
The strongest argument for OLP centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 26.2% and operating margin at 39.6%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : BNL
The primary concerns for BNL are P/E Ratio, Return on Equity, Altman Z-Score.
Bear Case : OLP
The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.50 is elevated, increasing financial risk.
Key Dynamics to Monitor
BNL carries more volatility with a beta of 1.02 — expect wider price swings.
OLP is growing revenue faster at 12.5% — sustainability is the question.
BNL generates stronger free cash flow (61M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OLP scores higher overall (62/100 vs 58/100), backed by strong 26.2% margins and 12.5% revenue growth. BNL offers better value entry with a 15.9% 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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