COMPARE · Data as of August 28, 2026
BNL vs VICI
Verdict: Side-by-side breakdown using the Bull Rankings model. BNL scored 69.0, VICI scored 75.0 — VICI leads.
Compare another set
BNL
Broadstone Net Lease, Inc.
75.6Fin
$21.55 · $4.6B
fundamentals as of
Strength gap
14.5
VICI leads
VICI
VICI Properties Inc.
90.1Fin
$25.86 · $28.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBNL+5.2%
- Strongest balance sheetVICI0.60
Side by side · every name on one set of axes
Fundamentals, head-to-head
BNL
VICI
5.5%A-
Yield
6.9%A-
+5.2%C+
Rev
+4.1%C+
0.89B+
D/E
0.60A-
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.
VICIVICI Properties Inc.
Why now
REIT - Diversified · market cap $28.5b. Down 24% from 52-week high of $33.91 — deep drawdown territory. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $32.50 (implying +26% upside).
Moat
Net margin 67% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.