Broadstone Net Lease (NYSE:BNL) & Fibra UNO (OTCMKTS:FBASF) Head-To-Head Analysis

Fibra UNO (OTCMKTS:FBASF) and Broadstone Net Lease (NYSE:BNL) are both real estate companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, analyst recommendations, risk, valuation and dividends.

Insider and Institutional Ownership

28.2% of Fibra UNO shares are owned by institutional investors. Comparatively, 89.1% of Broadstone Net Lease shares are owned by institutional investors. 0.6% of Broadstone Net Lease shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Earnings & Valuation

This table compares Fibra UNO and Broadstone Net Lease”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Fibra UNO	N/A	N/A	N/A	$4.76	0.25
Broadstone Net Lease	$425.82 million	8.24	$155.48 million	$0.96	19.39

Broadstone Net Lease has higher revenue and earnings than Fibra UNO. Fibra UNO is trading at a lower price-to-earnings ratio than Broadstone Net Lease, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current recommendations for Fibra UNO and Broadstone Net Lease, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Fibra UNO	0	0	0	0	N/A
Broadstone Net Lease	1	3	2	0	2.17

Broadstone Net Lease has a consensus target price of $18.25, indicating a potential downside of 1.93%. Given Broadstone Net Lease’s higher possible upside, analysts clearly believe Broadstone Net Lease is more favorable than Fibra UNO.

Profitability

This table compares Fibra UNO and Broadstone Net Lease’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Fibra UNO	N/A	N/A	N/A
Broadstone Net Lease	36.78%	4.86%	2.96%

Summary

Broadstone Net Lease beats Fibra UNO on 9 of the 10 factors compared between the two stocks.

About Fibra UNO

Fibra Uno (Mexbol: FUNO11; Bloomberg: FUNO11:MM) is the first and largest FIBRA in the Mexican market. It operates and develops a wide range of properties f or leasing, mainly in the industrial, commercial and office segments. As of September 30, 2023, FUNO had a portfolio of 613 operations that totaled 11 million m2 with a presence in all states of the Mexican Republic. The strategy of the Fibra Uno Trust focuses on having the best locations, properties of the highest quality and with diversification of segments, geographies and tenants. Likewise, the FUNO management team has more than 35 years of experience in development and operation in all segments of the real estate sector.

About Broadstone Net Lease

Broadstone Net Lease, Inc. (the Corporation) is a Maryland corporation formed on October 18, 2007, that elected to be taxed as a real estate investment trust (REIT) commencing with the taxable year ended December 31, 2008. Broadstone Net Lease, LLC (the Corporation’s operating company, or the OP), is the entity through which the Corporation conducts its business and owns (either directly or through subsidiaries) all of the Corporation’s properties. The Corporation is the sole managing member of the OP. The membership units not owned by the Corporation are referred to as OP Units or non-controlling interests. As the Corporation conducts substantially all of its operations through the OP, it is structured as what is referred to as an umbrella partnership real estate investment trust (UPREIT). The Corporation’s common stock is listed on the New York Stock Exchange under the symbol BNL.