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STOCK COMPARISON

Broadstone Net Lease Inc vs Goodman: Fair Value & Quality

Both stocks run through our valuation models. Here is how Broadstone Net Lease Inc (BNL) and Goodman (GMG) compare, as of Aug 10, 2026.

As of Aug 10, 2026, Fair Value Calculator sees Broadstone Net Lease Inc as the less overvalued of the two: Broadstone Net Lease Inc trades at $20.93 versus a fair value of $11.01 (-47%), while Goodman trades at A$29.95 versus A$7.37 (-75%).
Broadstone Net Lease Inc
BNL · USD · Real Estate
-47%
upside to fair value
overvalued
Price$20.93
Fair Value$11.01
Quality59/100
Goodman
GMG.AU · AUD · Real Estate
-75%
upside to fair value
overvalued
PriceA$29.95
Fair ValueA$7.37
Quality61/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Broadstone Net Lease IncGoodman
Valuation
31.4×P/E (TTM)35.5×
8.73×P/S (TTM)13.96×
1.40×P/B1.86×
16.4×EV/EBITDA24.5×
—PEG2.72×
5.6%Dividend yield1.0%
$1.16Dividend per shareA$0.30
Profitability
27%Net margin55%
52%Operating margin56%
4%Return on equity8%
3%Return on assets4%
Growth
12%Revenue growth (YoY)-16%
3.9%Avg. growth/yr (3Y)2.4%
7.2%Avg. growth/yr (5Y)8.1%
Balance & size
0.86×Debt / equity0.20×
$4BMarket cap$43B
healthyGrowth qualityhealthy

Broadstone Net Lease Inc leads: 7 to 6 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Broadstone Net Lease Incof which business quality 57 · market factors 72 Goodmanof which business quality 61 · market factors 43
ProfitabilityMargins and returns on capital today
30
38
Quality GrowthAre margins and returns improving?
34
62
CashflowEarnings quality: real cash, not paper profit
98
76
Fin. StrengthBalance sheet, leverage, solvency risk
37
74
InvestmentDisciplined investing over empire-building
89
57
Low VolatilityCalm price path (market factor)
77
65
MomentumPrice trend over the last 3–12 months (market factor)
63
36
52W MomentumDistance to the 52-week high (market factor)
82
32
Net IssuanceBuybacks instead of dilution
63
55

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Broadstone Net Lease Inc

DCF Models$15.90
Dividend Discount$18.61
Multiples$9.12
Asset-Based$10.14
Growth DCF$11.21
Economic Profit$10.98

13 of 16 models see the stock below the current price.

Goodman

DCF ModelsA$7.40
Dividend DiscountA$4.92
MultiplesA$6.55
Asset-BasedA$7.64
Growth DCFA$8.19
Economic ProfitA$9.80

16 of 16 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Broadstone Net Lease Inc
Bear $6.84Fair Value $11.01Bull $11.40
$20.93 = current price (white tick)
Goodman
Bear A$4.54Fair Value A$7.37Bull A$10.49
A$29.95 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Broadstone Net Lease Inc · Real Estate

Quality score59 · above median
Fair value upside-47% · bottom 25%

Goodman · Real Estate

Quality score61 · Top 25%
Fair value upside-75% · bottom 25%

Bottom line

As of Aug 10, 2026, Fair Value Calculator sees Broadstone Net Lease Inc as the less overvalued of the two: Broadstone Net Lease Inc trades at $20.93 versus a fair value of $11.01 (-47%), while Goodman trades at A$29.95 versus A$7.37 (-75%).

Goodman has the higher quality score (61/100).

See the full analysis →
Broadstone Net Lease Inc · Goodman

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.