COMPARE · Data as of August 28, 2026
BNL vs EPR
Verdict: Side-by-side breakdown using the Bull Rankings model. BNL scored 69.0, EPR scored 71.0 — EPR leads.
Compare another set
BNL
Broadstone Net Lease, Inc.
75.6Fin
$21.55 · $4.6B
fundamentals as of
Strength gap
4.3
EPR leads
EPR
EPR Properties
79.9Fin
$59.55 · $4.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBNL+5.2%
- Strongest balance sheetBNL0.89
Side by side · every name on one set of axes
Fundamentals, head-to-head
BNL
EPR
5.5%A-
Yield
6.2%A-
+5.2%C+
Rev
+5.0%C+
0.89B+
D/E
1.52C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
BNLBroadstone Net Lease, Inc.
Why now
REIT - Diversified · market cap $4.6b. 7% off the 52-week high of $23.10. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $23.70 (implying +10% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Dividend payout 153% of earnings on a 5.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
EPREPR Properties
Why now
REIT - Specialty · market cap $4.6b. 8% off the 52-week high of $64.97. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $64.41 (implying +8% upside).
Moat
Net margin 36% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Dividend payout 115% of earnings on a 6.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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