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BNL vs COLD

BNL
Broadstone Net Lease, Inc.
NEUTRAL
Price
$18.53
Market Cap
$3.66B
Sector
Real Estate
AI Confidence
65%
COLD
Americold Realty Trust, Inc.
BEARISH
Price
$12.83
Market Cap
$3.68B
Sector
Real Estate
AI Confidence
95%

Valuation

P/E Ratio
BNL
39.43
COLD
--
Forward P/E
BNL
26.22
COLD
171.07
P/B Ratio
BNL
1.22
COLD
1.27
P/S Ratio
BNL
8.17
COLD
1.41
EV/EBITDA
BNL
15.43
COLD
14.62

Profitability

Gross Margin
BNL
94.77%
COLD
32.21%
Operating Margin
BNL
50.85%
COLD
7.87%
Profit Margin
BNL
20.04%
COLD
-4.41%
ROE
BNL
2.99%
COLD
-3.7%
ROA
BNL
2.64%
COLD
1.44%

Growth

Revenue Growth
BNL
5.3%
COLD
-1.2%
Earnings Growth
BNL
-26.4%
COLD
--

Financial Health

Debt/Equity
BNL
0.78
COLD
1.54
Current Ratio
BNL
2.88
COLD
0.32
Quick Ratio
BNL
2.86
COLD
0.3

Dividends

Dividend Yield
BNL
6.3%
COLD
7.17%
Payout Ratio
BNL
246.81%
COLD
763.64%

AI Verdict

BNL NEUTRAL

BNL has a Piotroski F-Score of 6/9, indicating stable financial health, but lacks an Altman Z-Score for distress risk assessment. The stock trades at a significant premium to its Graham Number of $12.7, with a current price of $18.53, supported by a high dividend yield of 6.3% despite a concerning payout ratio of 246.81%. While profitability margins are strong, earnings growth is negative and inconsistent, with recent quarters missing estimates by wide margins. Analysts recommend a 'buy' with a target of $20.18, but technical trends and insider sentiment are weak, suggesting caution despite sector-relative stability.

Strengths
Piotroski F-Score of 6 indicates stable financial health
High gross margin (94.77%) and operating margin (50.85%) reflect strong pricing power and cost control
Dividend yield of 6.3% is attractive in the current rate environment
Risks
Payout ratio of 246.81% raises sustainability concerns for the dividend
Earnings growth YoY is -26.40%, with Q/Q EPS down -25.70%, indicating deteriorating profitability
Last four quarters have consistently missed earnings estimates, averaging a -34.41% surprise
COLD BEARISH

Americold Realty Trust (COLD) exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity position with a current ratio of 0.32. The company's dividend is fundamentally unsustainable, with a payout ratio of 763.64% against negative profit margins. Earnings performance is dismal, with zero beats in the last four quarters and a massive negative surprise average. Despite a high nominal dividend yield, the combination of negative growth, bearish insider sentiment, and a 0/100 technical trend suggests significant downside risk.

Strengths
Global scale with 231 temperature-controlled warehouses
Specialized industrial REIT niche with high barriers to entry
Relatively low Price-to-Book ratio of 1.27
Risks
Extreme liquidity risk indicated by a current ratio of 0.32
Unsustainable dividend payout ratio (763.64%)
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)

Compare Another Pair

BNL vs COLD: Head-to-Head Comparison

This page compares Broadstone Net Lease, Inc. (BNL) and Americold Realty Trust, Inc. (COLD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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