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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and Information Services Group Inc. (III). 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 $61.2M, roughly 2.0× Information Services Group Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs 4.3%, a 33.9% gap on every dollar of revenue. On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs 5.9%). Over the past eight quarters, Broadstone Net Lease, Inc.'s revenue compounded faster (7.1% CAGR vs -2.4%).
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.
EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...
BNL vs III — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $61.2M |
| Net Profit | $46.4M | $2.6M |
| Gross Margin | — | 44.8% |
| Operating Margin | 52.2% | 8.4% |
| Net Margin | 38.2% | 4.3% |
| Revenue YoY | 11.7% | 5.9% |
| Net Profit YoY | — | -14.1% |
| EPS (diluted) | $0.24 | $0.06 |
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 | $61.2M | ||
| Q3 25 | $114.2M | $62.4M | ||
| Q2 25 | $113.0M | $61.6M | ||
| Q1 25 | $108.7M | $59.6M | ||
| Q4 24 | $112.1M | $57.8M | ||
| Q3 24 | $108.4M | $61.3M | ||
| Q2 24 | $105.9M | $64.3M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $2.6M | ||
| Q3 25 | $26.5M | $3.1M | ||
| Q2 25 | $20.2M | $2.2M | ||
| Q1 25 | $16.7M | $1.5M | ||
| Q4 24 | $26.4M | $3.0M | ||
| Q3 24 | $35.6M | $1.1M | ||
| Q2 24 | $35.3M | $2.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 44.8% | ||
| Q3 25 | — | 42.2% | ||
| Q2 25 | — | 42.2% | ||
| Q1 25 | — | 43.1% | ||
| Q4 24 | — | 41.5% | ||
| Q3 24 | — | 40.4% | ||
| Q2 24 | — | 39.5% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 8.4% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | — | 5.7% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 4.3% | ||
| Q3 25 | 23.2% | 4.9% | ||
| Q2 25 | 17.8% | 3.5% | ||
| Q1 25 | 15.4% | 2.5% | ||
| Q4 24 | 23.5% | 5.3% | ||
| Q3 24 | 32.8% | 1.9% | ||
| Q2 24 | 33.4% | 3.2% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.06 | ||
| Q3 25 | $0.14 | $0.06 | ||
| Q2 25 | $0.10 | $0.04 | ||
| Q1 25 | $0.09 | $0.03 | ||
| Q4 24 | $0.13 | $0.07 | ||
| Q3 24 | $0.19 | $0.02 | ||
| Q2 24 | $0.19 | $0.04 |
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 | $28.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $94.7M |
| Total Assets | $5.8B | $211.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $28.7M | ||
| Q3 25 | $82.0M | $28.7M | ||
| Q2 25 | $20.8M | $25.2M | ||
| Q1 25 | $9.6M | $20.1M | ||
| Q4 24 | $14.8M | $23.1M | ||
| Q3 24 | $9.0M | $9.7M | ||
| Q2 24 | $18.3M | $11.8M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $94.7M | ||
| Q3 25 | $2.9B | $94.7M | ||
| Q2 25 | $2.9B | $94.1M | ||
| Q1 25 | $2.9B | $95.0M | ||
| Q4 24 | $3.0B | $96.3M | ||
| Q3 24 | $3.0B | $96.6M | ||
| Q2 24 | $3.1B | $95.5M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $211.0M | ||
| Q3 25 | $5.5B | $213.3M | ||
| Q2 25 | $5.3B | $200.7M | ||
| Q1 25 | $5.2B | $202.4M | ||
| Q4 24 | $5.2B | $204.5M | ||
| Q3 24 | $5.3B | $227.1M | ||
| Q2 24 | $5.3B | $235.3M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.62× | — |
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 | — | $5.1M |
| Free Cash FlowOCF − Capex | — | $4.3M |
| FCF MarginFCF / Revenue | — | 7.0% |
| Capex IntensityCapex / Revenue | — | 1.2% |
| Cash ConversionOCF / Net Profit | — | 1.94× |
| TTM Free Cash FlowTrailing 4 quarters | — | $25.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $5.1M | ||
| Q3 25 | $64.2M | $11.1M | ||
| Q2 25 | $79.3M | $11.9M | ||
| Q1 25 | $71.5M | $978.0K | ||
| Q4 24 | $276.3M | $6.6M | ||
| Q3 24 | $67.3M | $8.8M | ||
| Q2 24 | $74.2M | $2.2M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $4.3M | ||
| Q3 25 | $58.0M | $9.5M | ||
| Q2 25 | $76.7M | $11.1M | ||
| Q1 25 | $57.1M | $141.0K | ||
| Q4 24 | $259.5M | $6.0M | ||
| Q3 24 | $60.3M | $8.4M | ||
| Q2 24 | $74.0M | $1.3M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 7.0% | ||
| Q3 25 | 50.8% | 15.2% | ||
| Q2 25 | 67.9% | 18.0% | ||
| Q1 25 | 52.5% | 0.2% | ||
| Q4 24 | 231.4% | 10.4% | ||
| Q3 24 | 55.6% | 13.7% | ||
| Q2 24 | 69.9% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 1.2% | ||
| Q3 25 | 5.4% | 2.5% | ||
| Q2 25 | 2.3% | 1.4% | ||
| Q1 25 | 13.2% | 1.4% | ||
| Q4 24 | 15.0% | 0.9% | ||
| Q3 24 | 6.5% | 0.6% | ||
| Q2 24 | 0.2% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | 1.94× | ||
| Q3 25 | 2.43× | 3.62× | ||
| Q2 25 | 3.93× | 5.46× | ||
| Q1 25 | 4.27× | 0.66× | ||
| Q4 24 | 10.47× | 2.15× | ||
| Q3 24 | 1.89× | 7.66× | ||
| Q2 24 | 2.10× | 1.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
