Gladstone Commercial Corporation

NasdaqGS:GOOD 株式レポート

時価総額:US$624.5m

Gladstone Commercial 将来の成長

Future 基準チェック /16

Gladstone Commercialは、6.2%と1.9%でそれぞれ年率6.2%で利益と収益が成長すると予測される一方、EPSはgrowで2%年率。

主要情報

6.2%

収益成長率

1.96%

EPS成長率

REITs 収益成長12.1%
収益成長率1.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日15 May 2026

今後の成長に関する最新情報

分析記事 Nov 06

Earnings Miss: Gladstone Commercial Corporation Missed EPS By 80% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Gladstone Commercial Corporation ( NASDAQ:GOOD ) released its third-quarter result...
分析記事 Aug 09

Gladstone Commercial Corporation Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

NasdaqGS:GOOD 1 Year Share Price vs Fair Value Explore Gladstone Commercial's Fair Values from the Community and select...

Recent updates

ナラティブの更新 May 21

GOOD: High Occupancy And Extended Debt Maturities Will Balance Office Risks

Analysts have nudged the Gladstone Commercial fair value estimate higher to $13.88 from $13.38, citing updated price targets supported by a higher 12-month forward net asset value estimate and recent balance sheet actions that extend debt maturities and reduce near-term refinancing risk. Analyst Commentary Recent research updates give you a mixed but useful snapshot of how analysts are framing Gladstone Commercial's risk and reward trade-off at current levels.
ナラティブの更新 Apr 28

GOOD: High Occupancy And New Debt Facilities Will Balance Office Risks

Analysts have nudged price targets for Gladstone Commercial into a higher $12.50 to $14 range, citing a higher 12 month forward NAV estimate and a balance sheet that now includes an upsized $400m credit facility and $85m of 6% private debt that reduces near term refinancing risk. At the same time, they note headwinds from office exposure, higher refinancing costs, and pressure on per share growth metrics.
ナラティブの更新 Apr 10

GOOD: High Occupancy And Refinanced Debt Will Support Steady Returns Through 2027

Analysts have raised price targets for Gladstone Commercial to a range of $12.50 to $14, citing a higher 12‑month forward NAV per share estimate and a steady 99.1% occupied portfolio supported by recent balance sheet refinancing actions. Analyst Commentary Recent research updates highlight both supportive and cautious views on Gladstone Commercial, with valuation targets tied closely to balance sheet moves, portfolio stability, and future cash flow trends.
Seeking Alpha Apr 07

Gladstone Commercial: Trailing Peers In Net Lease

Summary Gladstone Commercial earns a sell rating due to its unsustainable capital allocation strategy in a higher-rate environment. GOOD’s near-total earnings distribution leaves no retained capital for growth, hampering its ability to compete with peers like NNN and ADC. Rising interest rates have exposed GOOD’s vulnerability, as its high payout ratio forces reliance on costly external capital for acquisitions. Superior balance sheet management and retained earnings at competitors have enabled them to outpace GOOD in growth and resilience. Read the full article on Seeking Alpha
ナラティブの更新 Mar 27

GOOD: High Occupancy And Extended Debt Maturities Will Support Upside Through 2027

Analysts have raised their 12-month price targets on Gladstone Commercial to a range of approximately $12.50 to $14, citing a higher estimated net asset value per share and a still stable, high-occupancy portfolio, while noting that higher refinancing costs and office exposure are weighing on expectations for per-share growth. Analyst Commentary Recent research points to a mixed but generally constructive stance on Gladstone Commercial, with analysts updating their models around net asset value, balance sheet moves, and the impact of refinancing and office exposure on future cash flows.
ナラティブの更新 Mar 12

GOOD: Office Risks And Refinancing Costs Will Balance Occupancy Strength Through 2027

Analysts have nudged their fair value estimate for Gladstone Commercial to $13.38 from $13.13. This reflects higher price targets backed by a larger 12 month forward NAV per share estimate and balance sheet moves that extend debt maturities while limiting near term refinancing risk.
ナラティブの更新 Feb 26

GOOD: Office Exposure And Refinancing Costs Will Shape Balanced Outlook Through 2027

Narrative Update on Gladstone Commercial The analyst price target for Gladstone Commercial has moved from $12.50 to $13.13. Analysts point to a stable 99.1% occupied portfolio and recent balance sheet moves that extend debt maturities and reduce near term refinancing risk.
ナラティブの更新 Feb 10

GOOD: General Motors Austin Lease Outcomes Will Shape Balanced Post 2026 Outlook

Narrative Update Analysts have trimmed their price target on Gladstone Commercial from $12 to $11, citing what they view as meaningful binary risk around 2027 results tied to major lease expirations, including the large General Motors office lease in Austin that runs through the end of 2026. Analyst Commentary Recent commentary centers on how upcoming lease expirations could influence both earnings visibility and how the market prices Gladstone Commercial over the next few years.
ナラティブの更新 Jan 26

GOOD: 2025 Acquisitions And 2027 Lease Risk Will Shape Fair Outlook

Analysts recently reset their price targets on Gladstone Commercial to a range of about $11 to $13, trimming prior levels by roughly $1 as they balance concerns about 2027 lease rollover risk, including the large General Motors office lease, against steady recent acquisitions and in-line Q3 results. Analyst Commentary Recent research on Gladstone Commercial highlights a split view, with some analysts focusing on valuation support after the post Q3 selloff and others emphasizing lease rollover risk into 2027.
ナラティブの更新 Jan 08

GOOD: 2025 Acquisitions Will Offset Austin Office Lease Expiration Risk

Narrative Update Analysts have nudged their blended price target for Gladstone Commercial slightly lower to around $12.50, reflecting recent cuts from $12 to $11 and from $14 to $13. They are balancing concerns about lease expirations, including the large General Motors office lease in Austin, Texas, with steady acquisition activity and Q3 results that were in line with expectations.
ナラティブの更新 Dec 18

GOOD: 2025 Acquisitions Will Offset Austin Office Lease Rollover Risk

Analysts have modestly reduced their blended price target on Gladstone Commercial, trimming expectations by roughly $1 per share to around $12. They are balancing concerns over 2026 to 2027 lease rollover risk, particularly the large General Motors office lease in Austin, with steady acquisitions and recent results that are in line with expectations.
ナラティブの更新 Dec 04

GOOD: 2025 Acquisition Momentum Will Offset Key Austin Office Lease Risk

Analysts have nudged their blended price target on Gladstone Commercial slightly lower, from approximately $12.80 to $12.50 per share, reflecting increased concern over higher discount rates, elevated future valuation multiples, and key office lease expirations, even as acquisition-driven growth expectations tick modestly higher. Analyst Commentary Recent Street research reflects a divided but increasingly nuanced view of Gladstone Commercial, with some analysts turning more constructive on the shares even as others emphasize execution risk around key office leases and the impact on 2027 earnings visibility.
ナラティブの更新 Nov 20

GOOD: Upgrades Will Follow 2025 Acquisition Momentum Despite Office Lease Uncertainty

Analysts have lowered their average price target for Gladstone Commercial from $14.30 to $12.80 per share. They cite ongoing growth headwinds and valuation adjustments based on recent market developments.
分析記事 Nov 06

Earnings Miss: Gladstone Commercial Corporation Missed EPS By 80% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Gladstone Commercial Corporation ( NASDAQ:GOOD ) released its third-quarter result...
ナラティブの更新 Nov 05

GOOD: Shares Will Benefit From Diversified Portfolio Despite Office Lease Expirations

Analysts have lowered their price target on Gladstone Commercial from $16 to $12, citing ongoing concerns about mid-term growth because of upcoming lease expirations in office properties. Analyst Commentary Analyst reactions to Gladstone Commercial’s recent performance reflect both optimism and caution, particularly in light of the company's revised price target and upcoming lease expirations.
ナラティブの更新 Oct 21

Analysts Adjust Gladstone Commercial Price Target as Profitability and Discount Rate Shift

Analysts have lowered their price target for Gladstone Commercial from $15.10 to $14.30. They cited concerns over a slight rise in discount rate along with softer projected profit margins.
分析記事 Aug 09

Gladstone Commercial Corporation Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

NasdaqGS:GOOD 1 Year Share Price vs Fair Value Explore Gladstone Commercial's Fair Values from the Community and select...
Seeking Alpha Apr 17

Gladstone Commercial: A Great 9% Yielding Industrial REIT To Buy

Summary Gladstone Commercial's strategic shift towards industrial real estate, driven by eCommerce growth, has increased industrial assets to 63% of its portfolio income by December 2024. Despite having the highest dividend payout ratio among peers, Gladstone Commercial's $0.30 per share quarterly dividend is well-covered and supported by stable core funds from operations. The REIT's low FFO multiple of 9.6x makes it a bargain compared to peers, with an implied intrinsic value between $14.00 and $15.40. While the focus on industrial properties offers growth potential, it also increases vulnerability to eCommerce downturns, potentially missing higher returns in other markets. Read the full article on Seeking Alpha
分析記事 Feb 21

Gladstone Commercial Corporation (NASDAQ:GOOD) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Gladstone Commercial Corporation ( NASDAQ:GOOD ) shareholders are probably feeling a little disappointed, since its...
User avatar
新しいナラティブ Feb 06

Expanding Industrial Real Estate Portfolio Will Secure Future Earnings

Focus on industrial assets and divestment from offices is expected to enhance revenue and net margins due to higher returns and stability.
Seeking Alpha Dec 26

Gladstone Commercial: Too Cheap To Ignore

Summary Gladstone Commercial's shift to industrial assets, driven by e-commerce growth, positions it for potential FFO growth and a possible dividend hike in 2025. The trust's portfolio is 63% industrial, with a high occupancy rate of 98.5%, making it a compelling investment compared to peers like STAG Industrial. Despite risks from remaining office properties, Gladstone Commercial's lower FFO multiple offers significant re-rating potential as it continues its portfolio transition. Gladstone Commercial is suitable for high-risk-tolerant investors seeking passive income, with its dividend well-covered by funds from operations. Read the full article on Seeking Alpha
Seeking Alpha Nov 15

Gladstone Commercial: I'm Picking Up Monthly Income With The Preferreds

Summary Gladstone Commercial is a diversified REIT with industrial, retail, and office properties, offering a stable investment profile. The REIT maintains a consistent monthly cash dividend, providing an attractive annualized yield of 7%. I've been buying the 6.8% yielding preferred shares as inflation cools. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:GOOD - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028174N/A118N/A1
12/31/202717610116805
12/31/202617011116785
3/31/202616698888N/A
12/31/202516178888N/A
9/30/202515589595N/A
6/30/2025154168282N/A
3/31/2025151136060N/A
12/31/2024149115757N/A
9/30/202414884646N/A
6/30/2024145-15858N/A
3/31/2024147-76060N/A
12/31/2023148-86060N/A
9/30/2023149-96161N/A
6/30/2023152-86565N/A
3/31/2023150-26767N/A
12/31/2022149-26969N/A
9/30/2022147-17373N/A
6/30/202214207070N/A
3/31/2022139-17070N/A
12/31/2021138-37070N/A
9/30/202113516767N/A
6/30/202113406464N/A
3/31/202113416262N/A
12/31/202013336565N/A
9/30/2020130-87070N/A
6/30/2020125-86767N/A
3/31/2020120-76868N/A
12/31/2019114-5N/A60N/A
9/30/20191120N/A58N/A
6/30/20191101N/A59N/A
3/31/20191091N/A56N/A
12/31/20181071N/A56N/A
9/30/2018105-3N/A53N/A
6/30/2018103-3N/A51N/A
3/31/201899-5N/A49N/A
12/31/201795-5N/A47N/A
9/30/201792-1N/A46N/A
6/30/201789-3N/A45N/A
3/31/201787-2N/A43N/A
12/31/201686-4N/A41N/A
9/30/201686-2N/A36N/A
6/30/201686-1N/A33N/A
3/31/201685-1N/A31N/A
12/31/201584-2N/A31N/A
9/30/2015812N/A34N/A
6/30/2015793N/A34N/A

アナリストによる今後の成長予測

収入対貯蓄率: GOODの予測収益成長率 (年間6.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: GOODの収益 ( 6.2% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: GOODの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: GOODの収益 ( 1.9% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: GOODの収益 ( 1.9% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: GOODの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 10:52
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Gladstone Commercial Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Gaurav MehtaAlliance Global Partners
Christopher LucasBaird
Robert StevensonBrean Capital Historical (Janney Montgomery)