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E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development

Published
03 Sep 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$19.70
5.8% undervalued intrinsic discount
10 Sep
US$18.56
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1Y
2.0%
7D
3.9%

Author's Valuation

US$19.75.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 4.23%

Broadstone Net Lease’s fair value has been revised upward to $19.60 as analysts gain confidence in management’s strategic execution, earnings visibility from a growing development pipeline, and enhanced growth prospects following accretive transactions and strong Q2 results. Analyst Commentary Disposal of the healthcare portfolio increased confidence in management's strategic execution.

Shared on08 May 25
Fair value Decreased 4.21%

Shared on30 Apr 25
Fair value Decreased 0.45%

AnalystConsensusTarget has increased profit margin from 22.2% to 25.8% and decreased future PE multiple from 40.5x to 34.8x.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.56%

Shared on11 Mar 25
Fair value Increased 0.93%

AnalystConsensusTarget has increased revenue growth from 4.4% to 5.5% and increased shares outstanding growth rate from 0.0% to 0.0%.