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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and DocGo Inc. (DCGO). Click either name above to swap in a different company.
Broadstone Net Lease, Inc. is the larger business by last-quarter revenue ($121.4M vs $74.9M, roughly 1.6× DocGo Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs -190.0%, a 228.2% gap on every dollar of revenue. On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs -38.0%). Over the past eight quarters, Broadstone Net Lease, Inc.'s revenue compounded faster (7.1% CAGR vs -37.5%).
Broadstone Net Lease, Inc. is a real estate investment trust (REIT) that acquires, owns, and manages a diversified portfolio of single-tenant commercial real estate assets across the United States. Its portfolio covers key segments including industrial facilities, healthcare properties, retail locations, and office spaces, all leased to tenants under long-term net lease agreements.
DocGo Inc. is a U.S.-headquartered mobile healthcare and on-demand medical service provider. It offers a range of solutions including in-home urgent care, diagnostic testing, telehealth consultations, and corporate wellness programs, serving individual patients, health systems, enterprise clients, and public sector organizations across North America.
BNL vs DCGO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $74.9M |
| Net Profit | $46.4M | $-142.3M |
| Gross Margin | — | — |
| Operating Margin | 52.2% | -139.6% |
| Net Margin | 38.2% | -190.0% |
| Revenue YoY | 11.7% | -38.0% |
| Net Profit YoY | — | -1761.4% |
| EPS (diluted) | $0.24 | $-1.36 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $74.9M | ||
| Q3 25 | $114.2M | $70.8M | ||
| Q2 25 | $113.0M | $80.4M | ||
| Q1 25 | $108.7M | $96.0M | ||
| Q4 24 | $112.1M | $120.8M | ||
| Q3 24 | $108.4M | $138.7M | ||
| Q2 24 | $105.9M | $164.9M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $-142.3M | ||
| Q3 25 | $26.5M | $-27.8M | ||
| Q2 25 | $20.2M | $-11.2M | ||
| Q1 25 | $16.7M | $-9.4M | ||
| Q4 24 | $26.4M | $-7.6M | ||
| Q3 24 | $35.6M | $5.5M | ||
| Q2 24 | $35.3M | $6.5M |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -139.6% | ||
| Q3 25 | — | -59.3% | ||
| Q2 25 | — | -21.7% | ||
| Q1 25 | — | -14.6% | ||
| Q4 24 | — | -6.2% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 6.2% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | -190.0% | ||
| Q3 25 | 23.2% | -39.2% | ||
| Q2 25 | 17.8% | -13.9% | ||
| Q1 25 | 15.4% | -9.8% | ||
| Q4 24 | 23.5% | -6.3% | ||
| Q3 24 | 32.8% | 4.0% | ||
| Q2 24 | 33.4% | 4.0% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $-1.36 | ||
| Q3 25 | $0.14 | $-0.28 | ||
| Q2 25 | $0.10 | $-0.11 | ||
| Q1 25 | $0.09 | $-0.09 | ||
| Q4 24 | $0.13 | $-0.03 | ||
| Q3 24 | $0.19 | $0.05 | ||
| Q2 24 | $0.19 | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $20.3M | $51.0M |
| Total DebtLower is stronger | — | $235.6K |
| Stockholders' EquityBook value | $3.0B | $144.0M |
| Total Assets | $5.8B | $217.1M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $51.0M | ||
| Q3 25 | $82.0M | $73.4M | ||
| Q2 25 | $20.8M | $104.2M | ||
| Q1 25 | $9.6M | $79.0M | ||
| Q4 24 | $14.8M | $89.2M | ||
| Q3 24 | $9.0M | $89.5M | ||
| Q2 24 | $18.3M | $66.1M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $235.6K | ||
| Q3 25 | $2.4B | $249.9K | ||
| Q2 25 | $2.1B | $12.6K | ||
| Q1 25 | $2.0B | $15.1K | ||
| Q4 24 | $1.9B | $17.7K | ||
| Q3 24 | $2.0B | $47.7K | ||
| Q2 24 | $1.9B | $52.8K |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $144.0M | ||
| Q3 25 | $2.9B | $270.5M | ||
| Q2 25 | $2.9B | $297.3M | ||
| Q1 25 | $2.9B | $309.3M | ||
| Q4 24 | $3.0B | $320.9M | ||
| Q3 24 | $3.0B | $325.2M | ||
| Q2 24 | $3.1B | $315.2M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $217.1M | ||
| Q3 25 | $5.5B | $353.8M | ||
| Q2 25 | $5.3B | $408.3M | ||
| Q1 25 | $5.2B | $430.8M | ||
| Q4 24 | $5.2B | $455.6M | ||
| Q3 24 | $5.3B | $493.9M | ||
| Q2 24 | $5.3B | $488.2M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.00× | ||
| Q3 25 | 0.82× | 0.00× | ||
| Q2 25 | 0.73× | 0.00× | ||
| Q1 25 | 0.68× | 0.00× | ||
| Q4 24 | 0.64× | 0.00× | ||
| Q3 24 | 0.65× | 0.00× | ||
| Q2 24 | 0.62× | 0.00× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $-10.5M |
| Free Cash FlowOCF − Capex | — | $-12.0M |
| FCF MarginFCF / Revenue | — | -16.0% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $29.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $-10.5M | ||
| Q3 25 | $64.2M | $1.7M | ||
| Q2 25 | $79.3M | $33.6M | ||
| Q1 25 | $71.5M | $9.7M | ||
| Q4 24 | $276.3M | $12.7M | ||
| Q3 24 | $67.3M | $31.1M | ||
| Q2 24 | $74.2M | $36.9M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $-12.0M | ||
| Q3 25 | $58.0M | $782.6K | ||
| Q2 25 | $76.7M | $32.9M | ||
| Q1 25 | $57.1M | $8.2M | ||
| Q4 24 | $259.5M | $12.0M | ||
| Q3 24 | $60.3M | $30.2M | ||
| Q2 24 | $74.0M | $35.9M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | -16.0% | ||
| Q3 25 | 50.8% | 1.1% | ||
| Q2 25 | 67.9% | 40.9% | ||
| Q1 25 | 52.5% | 8.5% | ||
| Q4 24 | 231.4% | 9.9% | ||
| Q3 24 | 55.6% | 21.8% | ||
| Q2 24 | 69.9% | 21.7% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 2.0% | ||
| Q3 25 | 5.4% | 1.2% | ||
| Q2 25 | 2.3% | 0.9% | ||
| Q1 25 | 13.2% | 1.5% | ||
| Q4 24 | 15.0% | 0.6% | ||
| Q3 24 | 6.5% | 0.7% | ||
| Q2 24 | 0.2% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | — | ||
| Q3 25 | 2.43× | — | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | 5.67× | ||
| Q2 24 | 2.10× | 5.65× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNL
Segment breakdown not available.
DCGO
| Transportation Services Segment | $50.2M | 67% |
| Mobile Health Services Segment | $24.8M | 33% |
