BNL — Stock Film
STOCK FILMSCENE 1/11BNL · $21.21
Stock Expert AI presents
BNL
Broadstone Net Lease, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Broadstone Net Lease, Inc. A quick introduction.

On the stock market since 2020, it operates in the world of real estate. It has 62 employees. Now — the numbers.

on the stock market since 2020
62 employees
$4.3B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $22 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 22%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
99%Tenant Reimbursements
Tenant Reimbursements 99%Real Estate Other 1%
99% of all revenue comes from a single line: Tenant Reimbursements.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
2 / 8
EXPECTATIONS MET OR BEATEN
2
Oct 2024
Feb 2025
Apr 2025
Jul 2025
Oct 2025
Feb 2026
Apr 2026
Jul 2026
2 TIMES IN THE LAST 8 QUARTERS
It misses the bar more often than not.
What executives did with their own stock over the last 12 months:
48 buy15 sell

Executives buying with their own money is usually read as confidence in the company’s future.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
62
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
83
very strong

Debt is low and cash is strong; the finances stand solid.

VALUATION
55
average

The price isn’t cheap next to earnings — that’s why this grade sits in the middle.

GROWTH
27
very weak

Clearly below the class average.

PRICE MOMENTUM
72
strong

Clearly above the class average — a step short of the very top.

WORTH WATCHING

Growth: Sales growth trails the sector average.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 24% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 22% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Strong cash, light debt

There is $4.9B in the vault; even if every debt were paid off, $2.2B would remain.

3
THE BRIGHT SIDE · 3/3
Executives are buying their own stock

Over the last 12 months, company executives reported 48 buys and 15 sells. Management buying with its own money is usually read as a good sign.

1
THE RISKS · 1/2
A rich price tag

The company’s market value is 42 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/2
Growth trails the sector

The growth engine is running at low revs right now. Report-card grade: 27/100.

FINALE · THE GRADE
B
0 / 100 · MoonshotScore

On our five-subject report card, BNL sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: BNL is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s what that quality should cost.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film