COMPARE · Data as of August 28, 2026
BNL vs RYN
Verdict: Side-by-side breakdown using the Bull Rankings model. BNL scored 69.0, RYN scored 59.0 — BNL leads.
Compare another set
BNL
Broadstone Net Lease, Inc.
75.6Fin
$21.55 · $4.6B
fundamentals as of
Strength gap
2.8
BNL leads
RYN
Rayonier Inc.
72.8Fin
$20.38 · $6.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBNL+5.2%
- Strongest balance sheetRYN0.36
Side by side · every name on one set of axes
Fundamentals, head-to-head
BNL
RYN
5.5%A-
Yield
5.0%A-
+5.2%C+
Rev
-51.0%F
0.89B+
D/E
0.36A
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.
RYNRayonier Inc.
Why now
REIT - Specialty · market cap $6.1b. Down 25% from 52-week high of $27.06 — deep drawdown territory. Revenue -51% — in contraction; any catalyst that reverses this triggers re-rating. 6 sell-side analysts publish a mean 1-yr target of $24.83 (implying +22% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Revenue contracting -51% — the operational turn is not yet visible in the top line. Dividend payout 232% of earnings on a 5.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 2% 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.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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