Análisis Argos
BNL
BNLEn su precio
Broadstone Net Lease, Inc. · Real Estate
US$ 22.40
precio al 2026-07-28
Valor justo Argos*
US$ 19–21
vs. su valor justo
8% por encima
Score Argos
48/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (6.9%) en línea con lo que la empresa demuestra (2.4%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 11% por debajo de su valor justo.
Reparte dividendo sostenible (5.2%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR3/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos48de 100En su precio
Ingresos5%
US$ 0.5 B
Margen operativo2%
49.7%
Flujo de caja libre4%
US$ 0.3 B
Deuda neta
US$ 2.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.3B
P/E41.7x
EV/EBITDA17.5x
FCF yield6.3%
ROIC4.1%
Margen operativo49.7%
Crecim. ingresos+4.6%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

247wallst.com · 13 jul
5 Strong Dividend Stocks You Can Buy Right Now
Income investors entered the second half of 2026 with a familiar problem: plenty of headline yields, not enough sustainable ones.
seekingalpha.com · 9 jul
3 Solid Buys In High-Yield Net Lease REITs
This is an auspicious time to invest in REITs outyielding the no-risk rate by 100 bps or more. This article presents 3 Net Lease REITs that offer compelling yields, strong balance sheets, positive growth prospects, and favorable valuations. All 3 companies demonstrate superb occupancy, stable triple-net lease structures, and steady dividend growth, with yields outpacing Treasuries by 100 - 200 basis points.
businesswire.com · 2 jul
Broadstone Net Lease Schedules Second Quarter 2026 Earnings Release and Conference Call
VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Schedules Second Quarter 2026 Earnings Release and Conference Call.
seekingalpha.com · 29 jun
Broadstone Net Lease: Industrial Build-To-Suit Strategy Keeps The Growth Story Intact
Broadstone Net Lease remains a compelling Buy for long-term income and total return, underpinned by a focused industrial and retail portfolio. BNL's build-to-suit strategy drives growth, with $382M in pipeline projects offering initial cash yields of 7.3% and long lease terms. Q1 2026 results showed 5.6% AFFO/share growth, 99.8% occupancy, and a safe, growing 5.5% dividend yield supported by a BBB-rated balance sheet.
seekingalpha.com · 27 jun
Broadstone Net Lease: An Investment-Grade Winner Among Diversified REITs, As Margins Recover
Broadstone Net Lease is rated a strong buy, driven by margin recovery, portfolio diversification, and an investment-grade balance sheet. BNL outperformed peers and the S&P 500 YTD, benefiting from resilient industrial and retail demand, and consistent revenue and AFFO growth. Debt/equity of 0.93, no tenant over 4% of ABR, and 1.3x dividend coverage support balance sheet strength and dividend safety.
businesswire.com · 11 jun
Broadstone Net Lease Adds $40 Million to its Committed Pipeline of Build-to-Suit Developments
VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Adds $40 million to its Committed Pipeline of Build-to-Suit Developments.
247wallst.com · 4 jun
JP Morgan's Analyst Focus List for June Has 5 Top Passive Income Dividend Picks
All the major Wall Street firms we cover here at 24/7 Wall St. have a list of the top stock picks for their institutional and retail clients to invest in.
seekingalpha.com · 28 may
U.S. REIT At-The-Market Activity Dips In Q1 2026
Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.