Broadstone Net Lease (BNL) Valuation in Focus as Higher Sales Contrast with Lower Profits

Simply Wall St.11-02

Broadstone Net Lease recently published its third-quarter and nine-month earnings, showing higher sales compared to last year. However, net income and earnings per share fell. This mix of improving ...

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This mix of improving ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-bnl/broadstone-net-lease/news/broadstone-net-lease-bnl-valuation-in-focus-as-higher-sales\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Broadstone Net Lease (BNL) Valuation in Focus as Higher Sales Contrast with Lower Profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadstone Net Lease (BNL) Valuation in Focus as Higher Sales Contrast with Lower Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-02 00:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-bnl/broadstone-net-lease/news/broadstone-net-lease-bnl-valuation-in-focus-as-higher-sales><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Broadstone Net Lease recently published its third-quarter and nine-month earnings, showing higher sales compared to last year. However, net income and earnings per share fell. This mix of improving ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-bnl/broadstone-net-lease/news/broadstone-net-lease-bnl-valuation-in-focus-as-higher-sales\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BNL.AU","symbol_name":"BLUE STAR HELIUM LTD","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nyse-bnl/broadstone-net-lease/news/broadstone-net-lease-bnl-valuation-in-focus-as-higher-sales","article_id":"2580760374","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551731-choice2-main-header/1585186650529"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nyse-bnl/broadstone-net-lease/news/broadstone-net-lease-bnl-valuation-in-focus-as-higher-sales","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580760374","pubTimestamp":1762015385,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Broadstone Net Lease recently published its third-quarter and nine-month earnings, showing higher sales compared to last year. However, net income and earnings per share fell. This mix of improving revenues and lower profits will interest investors looking for the story behind the numbers.\nSee our latest analysis for Broadstone Net Lease.\nBroadstone Net Lease’s recent quarterly earnings update, paired with its newly declared dividend, has sparked interest and helped keep momentum positive...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BNL.AU":"BLUE STAR HELIUM LTD","BNL":"Broadstone Net Lease, Inc."},"translate_title":"布罗德斯通净租赁(BNL)估值成为焦点，销售额增加与利润下降形成鲜明对比","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BNL.AU":1.5,"BNL":1.5},"content_text":"Broadstone Net Lease recently published its third-quarter and nine-month earnings, showing higher sales compared to last year. However, net income and earnings per share fell. This mix of improving revenues and lower profits will interest investors looking for the story behind the numbers. See our latest analysis for Broadstone Net Lease. Broadstone Net Lease’s recent quarterly earnings update, paired with its newly declared dividend, has sparked interest and helped keep momentum positive. The stock has climbed 14.21% on a share price basis so far this year, and its one-year total shareholder return stands at 10.09%. While short-term gains have moderated a bit after recent volatility, the longer-term performance reflects a company that continues to attract investors, even as profits have softened. If you’re looking for fresh opportunities beyond the familiar names, now could be a great time to broaden your horizons and discover fast growing stocks with high insider ownership With revenues on the rise but profits slipping and shares trading below analyst price targets, the key question is whether Broadstone Net Lease is undervalued or if the market already anticipates future growth in its current price. AdvertisementMost Popular Narrative: 9.0% Undervalued The most widely followed narrative sets Broadstone Net Lease’s fair value at $19.60, above the last closing price of $17.92. This outlook comes as analysts raise their expectations in response to recent growth moves and continued pipeline expansion.  Broadstone Net Lease’s fair value has been revised upward to $19.60 as analysts gain confidence in management’s strategic execution, earnings visibility from a growing development pipeline, and enhanced growth prospects following accretive transactions and strong Q2 results.  Read the complete narrative. Want the playbook behind this upgrade? The answer is a blend of escalating margins, a sharper growth trajectory, and future earnings estimates that most would miss at first glance. Wondering which specific financial levers are fueling the optimism? Click through to see which bold assumptions power this valuation and how they could impact Broadstone Net Lease’s share price. Result: Fair Value of $19.60 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent tenant credit issues and elevated acquisition costs could quickly derail Broadstone Net Lease’s optimistic outlook if these factors worsen unexpectedly. Find out about the key risks to this Broadstone Net Lease narrative. Another View: Price Ratios Signal a Different Story Looking at price-to-earnings ratios offers a striking contrast. Broadstone Net Lease trades at 38.3 times earnings, which is much higher than its peer average of 22.4 times and above its fair ratio of 36.4 times. This suggests the shares could be on the expensive side, potentially increasing valuation risk if industry trends shift. Could the market be overlooking these signals? See what the numbers say about this price — find out in our valuation breakdown. NYSE:BNL PE Ratio as at Nov 2025 Build Your Own Broadstone Net Lease Narrative If you think there’s more to the story or want to test your own perspective, it’s easy to dig into the numbers yourself and shape your own view in just a few minutes. Do it your way A great starting point for your Broadstone Net Lease research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Looking for More Investment Ideas? Why limit yourself to a single opportunity? Stay a step ahead and tap into fresh possibilities by using the Simply Wall Street Screener to uncover standout stocks others might overlook.  Tap into tomorrow’s breakthroughs by checking out these 28 quantum computing stocks, which is making waves in the fast-evolving quantum computing sector. Catch strong yields by searching for these 22 dividend stocks with yields > 3%, as these may offer compelling income potential even as markets shift. Ride the next technology wave and target growth with these 26 AI penny stocks, which is leading innovation in artificial intelligence.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Broadstone Net Lease might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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