Broadstone Net Lease (NYSE:BNL – Get Free Report) and Americold Realty Trust (NYSE:COLD – Get Free Report) are both mid-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, profitability, earnings and valuation.
Insider and Institutional Ownership
76.5% of Broadstone Net Lease shares are held by institutional investors. Comparatively, 95.6% of Americold Realty Trust shares are held by institutional investors. 0.8% of Broadstone Net Lease shares are held by insiders. Comparatively, 0.3% of Americold Realty Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Analyst Ratings
This is a breakdown of recent recommendations for Broadstone Net Lease and Americold Realty Trust, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Broadstone Net Lease | 0 | 1 | 2 | 0 | 2.67 |
| Americold Realty Trust | 0 | 3 | 4 | 0 | 2.57 |
Risk and Volatility
Broadstone Net Lease has a beta of 1.07, meaning that its share price is 7% more volatile than the S&P 500. Comparatively, Americold Realty Trust has a beta of 0.53, meaning that its share price is 47% less volatile than the S&P 500.
Earnings & Valuation
This table compares Broadstone Net Lease and Americold Realty Trust’s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Broadstone Net Lease | $432.66 million | 7.17 | $122.11 million | $0.77 | 21.53 |
| Americold Realty Trust | $2.91 billion | 3.07 | -$19.44 million | ($0.02) | -1,654.00 |
Broadstone Net Lease has higher earnings, but lower revenue than Americold Realty Trust. Americold Realty Trust 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.
Profitability
This table compares Broadstone Net Lease and Americold Realty Trust’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Broadstone Net Lease | 31.12% | 4.32% | 2.56% |
| Americold Realty Trust | -0.16% | -0.12% | -0.06% |
Dividends
Broadstone Net Lease pays an annual dividend of $1.12 per share and has a dividend yield of 6.8%. Americold Realty Trust pays an annual dividend of $0.88 per share and has a dividend yield of 2.7%. Broadstone Net Lease pays out 145.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Americold Realty Trust pays out -4,400.0% of its earnings in the form of a dividend. Broadstone Net Lease has increased its dividend for 1 consecutive years. Broadstone Net Lease is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Summary
Broadstone Net Lease beats Americold Realty Trust on 13 of the 17 factors compared between the two stocks.
About Broadstone Net Lease
BNL is a real estate investment trust that acquires, owns, and manages primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. The Company utilizes an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting. As of March 31, 2023, BNL's diversified portfolio consisted of 801 individual net leased commercial properties with 794 properties located in 44 U.S. states and seven properties located in four Canadian provinces across the industrial, healthcare, restaurant, retail, and office property types.
About Americold Realty Trust
Americold is a global leader in temperature-controlled logistics real estate and value added services. Focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, Americold owns and/or operates 243 temperature-controlled warehouses, with approximately 1.5 billion refrigerated cubic feet of storage, in North America, Europe, Asia-Pacific, and South America. Americold's facilities are an integral component of the supply chain connecting food producers, processors, distributors and retailers to consumers.
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