Verdict: Side-by-side breakdown using the Bull Rankings model. BNL scored 72.0, VICI scored 74.0 — VICI leads.
Compare another set
BNL
Broadstone Net Lease, Inc.
REIT - Diversified · Financial strength
80.4Fin
$18.32 · $3.9B
fundamentals as of
Strength gap
6.4
VICI leads
VICI
VICI Properties Inc.
REIT - Diversified · Financial strength
86.8Fin
$22.91 · $25.2B
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
6.4%A-
Yield
8.0%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.
REIT - Diversified · $18.32 · beta 0.94
Why now
REIT - Diversified · market cap $3.9b. Down 21% from 52-week high of $23.10 — deep drawdown territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $23.60 (implying +29% 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 6.4% 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.
REIT - Diversified · $22.91 · beta 0.67
Why now
REIT - Diversified · market cap $25.2b. Down 28% from 52-week high of $31.69 — deep drawdown territory. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $31.58 (implying +38% upside).
Moat
Net margin 67% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Dividend payout 70% of earnings on a 8.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
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.
Common questions
Is VICI or BNL the better stock?
VICI scores higher: VICI 74.0, BNL 72.0 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
How are VICI and BNL scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.